When you finish a call with 10 things to remember, /call-summary turns it into action items and a follow-up email in 30 seconds.
You finish a discovery call. The prospect mentioned three priorities, raised two concerns, and you agreed on next steps. You open CRM — 12 empty fields. By end of day, you've forgotten 64% of what was said. 79% of opportunity data from calls never makes it into CRM.
“If I'm spending 20 minutes after every call updating CRM fields and writing follow-ups, what's the point?”
— r/sales discussion (30+ comments) Source →Paste notes or transcript — get structured summary, action items with owners, and a ready-to-send follow-up email. Connected to CRM? It logs the activity and creates tasks automatically.
How it works
Finish your call — don't worry about notes during the call
Paste whatever you have — rough bullets, transcript, or just describe what happened
Get structured output — summary, action items, follow-up email
Send and move on — 30 seconds, not 30 minutes
Input options
Just paste whatever you have — bullet points, rough notes, stream of consciousness. The skill structures it.
Example
/call-summaryYour call notes (pasted)Summary
Key Points:
- Budget confirmed $50K, Q2 — allocated, not pending
- Jira integration is the deciding factor
- Competing with Monday.com
- Data migration from Google Sheets (200 users) is a concern
- POC deadline: April 15
Action Items
| Owner | Action | Due |
|---|---|---|
| You | Send Jira docs | Mar 29 |
| You | Schedule tech call | Apr 1 |
| Marcus | Confirm Priya avail | Mar 31 |
Deal Impact
Move to Evaluation. Competitor = Monday.com.
Follow-up Email
Hi Marcus,
Thanks for walking me through the Apex setup today.
A few things I want to make sure I have right:
- Jira integration is the key requirement
- Data migration for 200 users — we'll cover in the tech call
- Timeline: POC by April 15
I'll reach out to Priya to schedule the technical session.
Best, [You]
Works anywhere
Paste your notes, transcript, or describe the call. Works immediately with whatever you have.
Gong/Fireflies: pull transcripts automatically. CRM: log activity, create tasks. Email: draft and send follow-up directly.
Sales Plugin
Your reps sell 28% of the week. These skills handle the rest — forecasting, pipeline reviews, call follow-ups, outreach, and competitive research.
/call-summary is one of 9 skills in this plugin.