call-summary

Extract action items and draft follow-up emails from call transcripts.

1|Updated Mar 19, 2026
One-click install
npx skills add https://github.com/cy-wali/knowledge --skill call-summary-cy-wali
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: call-summary
Source: https://github.com/cy-wali/knowledge/tree/main/sales/skills/call-summary
Command: npx skills add https://github.com/cy-wali/knowledge --skill call-summary-cy-wali

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Process call notes or transcripts to extract actions, draft follow-up emails, and generate internal summaries. It applies after discovery, demo, or negotiation calls to log insights, objections, and next steps for your CRM and team.

Core Features & Use Cases

  • Standalone: Paste call notes or transcripts to automatically extract decisions, owners, due dates, and key questions; draft customer-facing follow-ups; and generate an internal summary.
  • Supercharged (with connectors): Transcripts: pull recordings from Gong, Fireflies, or similar tools; CRM: create tasks, update opportunities, and log activities; Email: draft or send follow-ups; Calendar: link to meetings and pull attendee context.

Quick Start

Paste your call notes or transcript to generate an action items list, a follow-up email, and an internal summary.

Frequently Asked Questions about call-summary

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract action items from call transcripts?

To extract action items from call transcripts, paste your notes into the tool to automatically identify decisions, owners, due dates, and key questions, generating a structured list for your team.

What is the best way to draft a follow-up email after a discovery call?

The best way to draft a follow-up email after a discovery call is to process your notes to automatically generate a customer-facing message that captures key insights and agreed next steps.

Can I use this with Gong or Fireflies to pull meeting recordings?

Yes, you can use connector integrations to pull transcripts and recordings from Gong, Fireflies, or similar tools to automatically process call notes and generate internal summaries.

How do I log call notes and activities directly into my CRM?

To log call notes into your CRM, use the CRM connector to automatically create tasks, update opportunities, and log activities based on the extracted actions and internal summaries.

Do I need a CRM integration to generate meeting notes and summaries?

No, you do not need a CRM integration to generate meeting notes and summaries, as the tool supports standalone usage by pasting call notes or transcripts to produce action items and follow-ups.