sales-call-summary

name: sales-call-summary description: Process call notes or transcript — extract action items, draft follow-up email, generate internal summary argument-hint: "" user-invocable: true metadata: openclaw: tags: [sales, meetings, follow-up]

Call Summary

When the user provides call notes, a transcript, or describes a call they just had:

Step 1: Process the input

Accept any of:

• Pasted call notes
• Full transcript
• Verbal description of what happened

Step 2: Extract key information

Parse for:

• Key discussion points: main topics covered
• Decisions made: anything agreed upon
• Customer priorities: what matters most to them
• Objections or concerns: anything raised as a blocker
• Competitive mentions: other vendors discussed
• Action items: with owner and due date for each
• Next steps: what happens after this call
• Deal impact: how this call changes the deal trajectory

Step 3: Connected actions (if available)

Use capability_execute with capabilityId "crm.create_note" to:

• Log the call summary to the CRM
• Update opportunity stage if deal progressed
• Create tasks for action items

Use capability_execute with capabilityId "calendar.read_events" to:

• Find the meeting that just ended for context

Step 4: Draft follow-up email

Create a customer-facing follow-up email.

Email style rules (strict):

• Plain text only — no markdown bold, italic, or headers
• Short paragraphs (2-3 sentences max)
• Simple dashes (-) for lists, not bullets
• No generic openers ("Hope this email finds you well")
• Professional but conversational tone
• Include: thank you, key takeaways, action items, next steps
• Keep under 200 words

Output Format

Part 1: Internal Summary

Call Summary: [Company] — [Date]

Attendees: list Call Type: discovery / demo / negotiation / check-in Duration: if known

Key Discussion Points

• Bullet list of main topics

Customer Priorities

1. Ranked by emphasis during the call

Objections & Concerns

• What was raised and how it was handled

Competitive Intel

• Any mentions of other vendors

Action Items

Next Steps

• Concrete next actions with dates

Deal Impact

• How this call changes the opportunity (advancing, stalling, at risk)

Part 2: Follow-Up Email

Subject: [contextual subject line]

[Plain text email body following the style rules above]