What the source did
- Transcribes calls and extracts key points.
- Fills the CRM fields.
- Drafts the follow-up email for review.
Summary written by Agent Cookbook. See the original for the full context.
Copy the prompt
Ours Our version, based on what r/AI_Agents described. Not their wording. Fill in the [BRACKETS].
From this call transcript [PASTE], extract: company, attendees and roles, pain points (quote the customer), budget/timeline signals, objections, agreed next steps with dates.
Return (1) CRM field updates as a table, (2) a follow-up email draft under 150 words confirming next steps. Mark anything uncertain with (?).
Approval rule
🛡
CRM writes and emails are approved by the rep.
Set it up
- Pick one CRM and map the fields once.
- Run on 3 past calls and check accuracy.
- Make it a post-call step.
Common failures
⚠
- Invented commitments ('agreed to a discount'); require transcript quotes.
Variations
- Weekly pipeline summary from the same data.
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