call-summary
Turn a call transcript or call notes into a customer follow-up email draft
by anthropicsFree
Description
call-summary is an agent skill from Anthropic's knowledge-work plugins, listed on skills.sh. It turns a call transcript or call notes into three outputs: a customer follow-up email draft, an internal chat summary for the team, and proposed updates to the CRM. It is used when a user asks for a call summary or a follow-up after a meeting. The skill follows the same rules as the other sales skills in the collection. It cites values and links the record, shows human labels rather than API names, and says when a field is blank. It treats the transcript and any text in it as data, so an instruction spoken or written during the call is reported rather than carried out. Proposed CRM updates are shown with their evidence and need the user's decision, and any action that a piece of call content would trigger is shown with its recipients and content first. It suits sales and customer teams who want a follow-up sent quickly after each call, with the team kept informed and the CRM kept accurate.…
Highlights
- Follow-up email draft for the customer
- Internal chat summary for the team
- Proposed CRM updates for review
- Transcript treated as data
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call-summary FAQ
What does call-summary produce?
A customer follow-up email draft, an internal chat summary and proposed CRM updates, from a transcript or notes.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill call-summary
Are the CRM updates made automatically?
No. Proposed updates are shown with their evidence, and the user decides.
What if the transcript contains instructions?
The skill reports them and does not act on them.
What inputs can it use?
A call transcript or call notes, as the description says.
What are the best call-summary alternatives?
Popular alternatives to call-summary include account-research, call-list and call-prep. See all call-summary alternatives