call-summary

/call-summary

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Process call notes or a transcript to extract action items, draft follow-up communications, and update records.

Usage

/call-summary <notes or transcript>

Process these call notes: $ARGUMENTS

If a file is referenced: @$1

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                      CALL SUMMARY                                │
├─────────────────────────────────────────────────────────────────┤
│  STANDALONE (always works)                                       │
│  ✓ Paste call notes or transcript                               │
│  ✓ Extract key discussion points and decisions                  │
│  ✓ Identify action items with owners and due dates              │
│  ✓ Surface objections, concerns, and open questions             │
│  ✓ Draft customer-facing follow-up email                        │
│  ✓ Generate internal summary for your team                      │
├─────────────────────────────────────────────────────────────────┤

What I Need From You

Option 1: Paste your notes Just paste whatever you have — bullet points, rough notes, stream of consciousness. I'll structure it.

Option 2: Paste a transcript If you have a full transcript from your video conferencing tool (e.g. Zoom, Teams) or conversation intelligence tool (e.g. Gong, Fireflies), paste it. I'll extract the key moments.

Option 3: Describe the call Tell me what happened: "Had a discovery call with Acme Corp. Met with their VP Eng and CTO. They're evaluating us vs Competitor X. Main concern is integration timeline."

Output

Internal Summary

Customer Follow-Up Email

Email Style Guidelines

When drafting customer-facing emails:

1. Be concise but informative — Get to the point quickly. Customers are busy.
2. No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
3. Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
4. Keep it scannable — If listing items, use plain dashes or numbers, not fancy formatting.

Good:

Bad:

If Connectors Available

Transcripts connected (e.g. Gong, Fireflies):

• I'll search for the call automatically
• Pull the full transcript
• Extract key moments flagged by the platform

CRM connected:

• I'll offer to update the opportunity stage
• Log the call as an activity
• Create tasks for action items
• Update next steps field

Email connected:

• I'll offer to create a draft in ~~email
• Or send directly if you approve

Tips

1. More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
2. Name the attendees — Helps me structure the summary and assign action items.
3. Flag what matters — If something was important, tell me: "The big thing was..."
4. Tell me the deal stage — Helps me tailor the follow-up tone and next steps.~~