call-summary

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

1|Updated Mar 19, 2026

Search Tags:#transcripts #action-items #sales-enablement #meeting-notes #call-summary #follow-up-email #crm-logging

Ready to run

npx skills add https://github.com/cy-wali/knowledge --skill call-summary-cy-wali

💬 Prompt for ChatGPT / Claude Chat▼

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.