What problem does it solve?
After every sales call, reps face repetitive follow-up work: updating the CRM deal, filing tasks for each commitment made, and writing a recap email. This Skill automates that entire post-call workflow from a single transcript, while keeping a human in the loop before anything is sent.
Core Features & Use Cases
- Transcript-to-CRM pipeline: Reads a finished call transcript from a connected Google Drive folder, matches it to the correct HubSpot deal, and updates stage, notes, and contacts based only on what the call actually covered.
- Commitment tracking: Creates one Linear task per commitment made on the call, with due dates inferred from the conversation and assignment to the hosting rep.
- Approval-gated recap email: Drafts a grounded recap email and holds it in an approval channel — it is never sent automatically.
- Ambiguity flagging: When no deal (or multiple deals) match, it skips the CRM write and flags the call for manual linking instead of guessing.
- Use Case: A call recorder drops a new transcript into Google Drive; the scheduled check spawns a session that updates the HubSpot deal, files three follow-up tasks in Linear, and leaves a polished recap draft waiting for the rep's review.
Quick Start
Ask the agent to write up the recap for a specific past sales call, or let the scheduled check process new transcripts found in the connected Google Drive folder.
