follow-up-automation
OfficialAutomate post-call follow-ups and CRM updates.
Authorbeam-ai-team
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Post-call follow-ups are time-consuming and error-prone. This skill automatically analyzes call transcripts to extract technical requirements, key decision makers, and timelines, then generates a concise follow-up email and updates the CRM with next steps.
Core Features & Use Cases
- Analyzes transcripts to extract technical requirements, decision makers, timeline, and pain points.
- Generates concise, technically focused follow-up emails (under 200 words) with a professional tone.
- Updates CRM with call notes, lead status, and next steps.
- Simple CRM integration for streamlined post-call workflows.
- Use Case: after a product discovery call, automatically send a targeted follow-up and log requirements in CRM.
Quick Start
Provide a call transcript to the skill and it will produce a technical follow-up email and refresh the CRM with next steps.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: follow-up-automation Download link: https://github.com/beam-ai-team/beam-next-skills/archive/main.zip#follow-up-automation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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