kwp-sales-call-summary-workflow

This is a workflow skill for the sales category.

Sub-Skills

The following skills are available in this workflow:

• rebyteai/kwp-sales-account-research
• rebyteai/kwp-sales-call-prep
• rebyteai/kwp-sales-competitive-intelligence
• rebyteai/kwp-sales-create-an-asset
• rebyteai/kwp-sales-daily-briefing
• rebyteai/kwp-sales-draft-outreach

Workflow Instructions

/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

Then paste your notes, transcript, or upload a recording.

---

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:

1. Be concise but informative — Get to the point quickly. Customers are busy.
2. No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
3. Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
4. 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

1. More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
2. Name the attendees — Helps me structure the summary and assign action items.
3. Flag what matters — If something was important, tell me: "The big thing was..."
4. Tell me the deal stage — Helps me tailor the follow-up tone and next steps.