Turn a call into a recap and a ready-to-send follow-up.
“I leave a call with a page of scribbles and no follow-up sent. How do I turn it into something useful?”
The decisions, the action items with owners and dates, the open questions, and a send-ready note.
What this skill does
Takes the mess of a call, notes, transcript, or your own scribbles, and turns it into four clean things: what was decided, who owns what by when, what is still open, and a follow-up note ready to send. It is the difference between a meeting that moves and a meeting that evaporates.
Inputs
- Works today with: your raw notes or a transcript of the call. Paste it or upload a file.
- More powerful connected to a meeting tool: it reads the transcript automatically, no copy-paste.
- Sharper connected to a CRM: pulls the account and deal context so the recap knows who is who.
- Sharper with an email tool: drops the follow-up straight into a draft addressed to the room.
How it works
- 1Decisions
What the room actually agreed, stated plainly. A decision is a settled thing, not a topic that came up. If it was discussed but not decided, it belongs in open questions, not here. Do not manufacture agreement the notes do not show.
- 2Action items with owners
Every action gets an owner and a date. An action item with no owner is a wish, and one with no date never happens. If the notes name neither, flag it as unassigned rather than guessing who or when.
- 3Open questions
What is still unresolved, and what it is waiting on. This is the list that drives the next meeting. Naming an open question is how a deal or a project keeps moving between calls.
- 4The follow-up note
A note ready to send to the room: thanks, the decisions, the action items with owners, the open questions, and the next step. In your tone, short enough that people read it. This is the artifact that makes the meeting count.
Output format
MEETING RECAP · Acme Corp · discovery call
Decisions
- Move to a 2-week trial on the two priority use cases.
- Security review runs in parallel, not as a blocker.
Action items
- Send trial plan and success criteria owner: you by Wed
- Loop in security for the review owner: Acme (Priya) by Fri
- Book the mid-trial check-in owner: you by Thu
Open questions
- Who signs off on procurement? (waiting on Priya)
- Budget confirmed for this quarter or next?
Follow-up note (ready to send)
Hi Priya, thanks for the time today. To recap: we agreed to a
two-week trial on [use cases], with the security review running
alongside. I will send the trial plan and success criteria by
Wednesday and get a check-in on the calendar. Open on my side:
who owns procurement sign-off. Talk soon.
(Names and details illustrative.)
Tips
- No decision that the notes do not support. A discussed topic is not a decision.
- Every action item has an owner and a date, or is clearly flagged unassigned.
- Owners are named, never "the team." An action everyone owns, no one owns.
- The follow-up is send-ready, not a rough draft the sender has to rebuild.
Turn revenue data into a wrap-up that drives action.
A weekly or monthly recap that ends in decisions, not a dashboard screenshot: position vs plan, what moved, the risks, the next moves.
Build the pipeline report a review actually needs.
Coverage, creation, movement, and aging on one page, ending in the deals to decide this week.