follow-up-after-call

Sales call transcripts are converted into a seller-ready follow-up package containing recap summaries, next steps, external communication drafts, and internal CRM updates. Grounded call evidence is transformed into structured outputs while preserving attendee commitments.

Internal follow-ups are drafted by extracting evidence from meeting notes and transcripts to create structured coordination packages. The output includes concise recaps, defined next steps, and internal communication drafts that preserve attendee language and commitments.

Meeting notes, emails, and documents serve as valid grounded call evidence to generate seller-ready follow-up packages. The Skill processes these artifacts alongside optional CRM context and calendar events to enrich the output drafts.

CRM context is optional for generating post-call follow-up drafts. The Skill operates primarily on grounded call evidence like transcripts and notes, but enriches outputs with CRM data, calendar events, and account history when available.

Post-call follow-up generation enforces structured outputs and respects privacy by defaulting to draft-only outputs with placeholders for unknowns. User confirmation for required inputs is mandated before drafting begins.