call-summary

by anthropic

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after… npx skills add https://github.com/anthropics/knowledge-work-plugins --skill call-summary Download ZIPGitHub22.3k

/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.

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 │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + Transcripts: Pull recording automatically (e.g. Gong, Fireflies) │
│ + CRM: Update opportunity, log activity, create tasks │
│ + Email: Send follow-up directly from draft │
│ + Calendar: Link to meeting, pull attendee context │
└─────────────────────────────────────────────────────────────────┘

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

## Call Summary: [Company] — [Date]

**Attendees:** [Names and titles]
**Call Type:** [Discovery / Demo / Negotiation / Check-in]
**Duration:** [If known]

### Key Discussion Points
1. [Topic] — [What was discussed, decisions made]
2. [Topic] — [Summary]

### Customer Priorities
- [Priority 1 they expressed]
- [Priority 2]

### Objections / Concerns Raised
- [Concern] — [How you addressed it / status]

### Competitive Intel
- [Any competitor mentions, what was said]

### Action Items
| Owner | Action | Due |
|-------|--------|-----|
| [You] | [Task] | [Date] |
| [Customer] | [Task] | [Date] |

### Next Steps
- [Agreed next step with timeline]

### Deal Impact
- [How this call affects the opportunity — stage change, risk, acceleration]

Customer Follow-Up Email

Subject: [Meeting recap + next steps]

Hi [Name],

Thank you for taking the time to meet today...

[Key points discussed]

[Commitments you made]

[Clear next step with timeline]

Best,
[You]

Email Style Guidelines

When drafting customer-facing emails:

• Be concise but informative — Get to the point quickly. Customers are busy.

• No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.

• Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.

• Keep it scannable — If listing items, use plain dashes or numbers, not fancy formatting.

Good:

Here's what we discussed:
- Quote for 20 seats at $480/seat/year
- W9 and supplier onboarding docs
- Point of contact for the contract

Bad:

**What You Need from Us:**
- Quote for 20 seats at $480/seat/year

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

• More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.

• Name the attendees — Helps me structure the summary and assign action items.

• Flag what matters — If something was important, tell me: "The big thing was..."

• Tell me the deal stage — Helps me tailor the follow-up tone and next steps.