Claude Skill

Post-call Note Synthesizer

Turns raw post-call thoughts into structured CRM-ready notes — decisions, next steps, owners.

Download skill (.zip)Or download whole pack

What it does

Voice-record or paste your post-call thoughts. This skill structures them into clean CRM notes: what was decided, action items with owners, open questions, customer health signals. Drop directly into Salesforce/HubSpot.

When to use

✓Right after a sales call when context is fresh
✓You have voice transcripts (Otter, Granola, Fireflies) but they're too raw

When not to use

✗You weren't actually in the call — don't fabricate notes from a transcript alone

Install

Download the .zip, then unzip into your Claude skills folder.

mkdir -p ~/.claude/skills
unzip ~/Downloads/post-call-note-synthesizer.zip -d ~/.claude/skills/

# Restart Claude Code session.
# Skill is now available — Claude will use it when relevant.

SKILL.md

---
name: post-call-note-synthesizer
description: Structures raw post-call thoughts or transcripts into CRM-ready notes with decisions, action items, owners, and open questions.
---

# Post-call Note Synthesizer

When the user provides raw post-call thoughts (voice memo, transcript, bullet points), structure them into a clean CRM note.

## Required input

Raw material from the call. Could be:
- Voice memo transcribed by Otter / Granola / Fireflies
- Raw bullet points the user typed
- A transcript dump

If the input is too thin to structure, ask for more context: was the call recorded? what's the deal stage? what was the topic?

## Output: structured CRM note

Format with these exact sections, in this order:

### Decisions made
3 max. Each one unambiguous. If a "decision" was actually tentative, mark it as **Tentative:** with reasoning.

### Action items
Format as: **[Owner]** — [task] — [due date]
- Only what was explicitly assigned. Don't invent tasks the call didn't agree on.
- If owner is unclear, mark as **TBD owner**

### Open questions
Things still unresolved that need follow-up. Format as questions.

### Customer signals
Health signals worth flagging:
- Strong buying signals: budget mentioned, timeline pressure, internal champion identified
- Risk signals: vague answers on key questions, multiple stakeholders not aligned, "we'll discuss internally"

### Next step
One sentence. The single most important thing to do before next contact.

## Constraints

- Skip pleasantries, intros, off-topic chat
- Keep total note under 200 words — must be skimmable
- Use the customer's exact words for any direct quote (in quotes)
- If the call had no real decisions, say so — don't manufacture progress

## What NOT to include

- Generic "good rapport" / "positive energy" — stick to facts
- Action items that weren't actually agreed
- Predictions about deal close — stick to what happened

Example prompts

Once installed, try these prompts in Claude:

[paste raw call transcript or voice-note dump] — structure this into a CRM note

Related prompts

Don't want to install a skill? These prompts in /prompts cover similar ground for one-shot use:

productivity prompts