Agent Skills
› anthropics/knowledge-work-plugins
› call-summary
call-summary
GitHub处理通话笔记或转录文本，提取行动项、起草客户跟进邮件并生成内部总结。适用于发现、演示或谈判会议后，帮助记录活动、捕获异议及明确下一步计划，支持CRM集成与自动化更新。
Trigger Scenarios
需要整理通话笔记或转录内容时
希望从会议中提取行动项和关键决策时
需要起草客户跟进邮件时
准备向团队生成内部会议摘要时
Install
npx skills add anthropics/knowledge-work-plugins --skill call-summary -g -y
SKILL.md
Frontmatter
{
"name": "call-summary",
"description": "Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.",
"argument-hint": "<call notes or transcript>"
}
/call-summary
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Process call notes or a transcript to extract action items, draft follow-up communications, and update records.
Usage
/call-summary <notes or transcript>
Process these call notes: $ARGUMENTS
If a file is referenced: @$1
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ CALL SUMMARY │
├─────────────────────────────────────────────────────────────────┤
│ STANDALONE (always works) │
│ ✓ Paste call notes or transcript │
│ ✓ Extract key discussion points and decisions │
│ ✓ Identify action items with owners and due dates │
│ ✓ Surface objections, concerns, and open questions │
│ ✓ Draft customer-facing follow-up email │
│ ✓ Generate internal summary for your team │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + Transcripts: Pull recording automatically (e.g. Gong, Fireflies) │
│ + CRM: Update opportunity, log activity, create tasks │
│ + Email: Send follow-up directly from draft │
│ + Calendar: Link to meeting, pull attendee context │
└─────────────────────────────────────────────────────────────────┘
What I Need From You
Option 1: Paste your notes Just paste whatever you have — bullet points, rough notes, stream of consciousness. I'll structure it.
Option 2: Paste a transcript If you have a full transcript from your video conferencing tool (e.g. Zoom, Teams) or conversation intelligence tool (e.g. Gong, Fireflies), paste it. I'll extract the key moments.
Option 3: Describe the call Tell me what happened: "Had a discovery call with Acme Corp. Met with their VP Eng and CTO. They're evaluating us vs Competitor X. Main concern is integration timeline."
Output
Internal Summary
## Call Summary: [Company] — [Date]
**Attendees:** [Names and titles]
**Call Type:** [Discovery / Demo / Negotiation / Check-in]
**Duration:** [If known]
### Key Discussion Points
1. [Topic] — [What was discussed, decisions made]
2. [Topic] — [Summary]
### Customer Priorities
- [Priority 1 they expressed]
- [Priority 2]
### Objections / Concerns Raised
- [Concern] — [How you addressed it / status]
### Competitive Intel
- [Any competitor mentions, what was said]
### Action Items
| Owner | Action | Due |
|-------|--------|-----|
| [You] | [Task] | [Date] |
| [Customer] | [Task] | [Date] |
### Next Steps
- [Agreed next step with timeline]
### Deal Impact
- [How this call affects the opportunity — stage change, risk, acceleration]
Customer Follow-Up Email
Subject: [Meeting recap + next steps]
Hi [Name],
Thank you for taking the time to meet today...
[Key points discussed]
[Commitments you made]
[Clear next step with timeline]
Best,
[You]
Email Style Guidelines
When drafting customer-facing emails:
- Be concise but informative — Get to the point quickly. Customers are busy.
- No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
- Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
- Keep it scannable — If listing items, use plain dashes or numbers, not fancy formatting.
Good:
Here's what we discussed:
- Quote for 20 seats at $480/seat/year
- W9 and supplier onboarding docs
- Point of contact for the contract
Bad:
**What You Need from Us:**
- Quote for 20 seats at $480/seat/year
If Connectors Available
Transcripts connected (e.g. Gong, Fireflies):
- I'll search for the call automatically
- Pull the full transcript
- Extract key moments flagged by the platform
CRM connected:
- I'll offer to update the opportunity stage
- Log the call as an activity
- Create tasks for action items
- Update next steps field
Email connected:
- I'll offer to create a draft in ~~email
- Or send directly if you approve
Tips
- More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
- Name the attendees — Helps me structure the summary and assign action items.
- Flag what matters — If something was important, tell me: "The big thing was..."
- Tell me the deal stage — Helps me tailor the follow-up tone and next steps.
Version History
- 6f13415 Current 2026-07-05 18:34
