If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Summarize Call

Turn call notes or transcripts into structured summaries, action items with owners and due dates, and customer-facing follow-up emails. This skill works with whatever you paste; when you connect your tools, it can pull recordings, log activities, and draft in email.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                      SUMMARIZE CALL                               │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ Paste call notes or transcript                               │
│  ✓ Extract key discussion points and decisions                  │
│  ✓ Identify action items with owners and due dates              │
│  ✓ Surface objections, concerns, open questions                 │
│  ✓ Draft customer-facing follow-up email                        │
│  ✓ Generate internal summary for your team                     │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + ~~conversation intelligence~~: Pull recording/transcript automatically   │
│  + ~~CRM~~: Update opportunity, log activity, create tasks, next steps     │
│  + ~~email~~: Create draft or send follow-up directly                       │
│  + ~~calendar~~: Link to meeting, pull attendee context                     │
└─────────────────────────────────────────────────────────────────┘

Connectors (Optional)

Output Structure

• Internal summary: Attendees, call type, key discussion points, customer priorities, objections, competitive intel, action items table, next steps, deal impact.
• Customer follow-up email: Plain-text, concise; meeting recap, commitments, clear next step with timeline.
• When CRM or conversation intelligence is connected, offer to log the call and update the opportunity.

Data Sources (per REFERENCE.md)

• conversation intelligence (if connected): Transcript, key moments.
• CRM (if connected): Opportunity stage, contacts, next steps, activity log.
• email (if connected): Draft or send follow-up.
• calendar (if connected): Meeting and attendees.

If a tool is not connected, use only what the user provided (notes or transcript).