将通话记录或逐字稿整理为行动项、跟进邮件和内部摘要。
复制安装指令,让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "call-summary" 技能: 1. 下载 https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/call-summary/SKILL.md 2. 保存为 ~/.claude/skills/call-summary/SKILL.md 3. 装好后重载技能,告诉我可以用了
这是一次客户发现电话的粗略记录,请提炼关键需求、客户痛点、潜在风险、行动项和下次跟进时间,并输出适合内部同步的简洁摘要: [粘贴通话记录或逐字稿]
一份结构化内部纪要,包含需求、异议、风险、负责人和下一步安排。
根据这段演示电话逐字稿,写一封专业但自然的客户跟进邮件,包含感谢、确认讨论重点、回应客户问题、列出下一步,并保持简洁: [粘贴逐字稿]
一封可直接发送或稍作修改后发送的客户跟进邮件草稿。
请分析这次商务谈判电话内容,提取客户异议、预算与时间线信息、决策人、竞争对手提及,以及适合录入 CRM 的活动摘要,按字段清晰输出: [粘贴通话记录]
一份便于录入 CRM 的结构化记录,突出异议、商机状态和后续动作。
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.
/call-summary <notes or transcript>
Process these call notes: $ARGUMENTS
If a file is referenced: @$1
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
Option 1: Paste your notes Just paste whatever you have — bullet points, rough notes, stream of consciousness. I'll structure it.
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."
## 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]
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]
When drafting customer-facing emails:
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
…
围绕客户问题进行多来源调研与溯源,快速整理背景并支持准确回复。
基于品牌资料、通话或报告,自动提炼并生成可执行的品牌语调指南