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Meeting Follow Up Coach

A

Turns a call or meeting transcript into a summary, action items, suggested CRM updates, and a ready-to-send follow-up email. Use when the user shares a transcript or notes, or asks to "summarize this call", "write my follow-up", "what are the next steps from this meeting", "log this call". Right after a meeting, when a transcript or notes are available: "summarize this call and write the follow-up".

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The actual skill

SKILL.md

Meeting Follow-Up Coach

What it does

After a call, it does the busywork: a tight summary, the action items, the CRM updates worth making, and a follow-up email — so nothing is lost and the next step is clear.

When to use

  • Right after a meeting, when a transcript or notes are available: "summarize this call and write the follow-up".

Inputs

A transcript or meeting notes. Optionally the related contact/deal for context.

Workflow

  1. Summarize the meeting in 4-6 bullets: what was discussed, decisions, and sentiment.
  2. Extract action items with owners and (if stated) due dates. Separate "ours" from "theirs".
  3. Capture deal-relevant signals: stated needs, objections, budget/timeline cues, next-step agreed.
  4. Propose CRM updates — a note/engagement to log, stage change if warranted, follow-up task — for confirmation, not auto-write.
  5. Draft the follow-up email that restates value, confirms next steps, and makes one clear ask.

Output

## [Meeting] — follow-up### Summary- …### Action items- [Owner] [action] — [due]### Signals for the deal- [need / objection / next step]### Suggested CRM updates (confirm)- Log note · [stage change?] · Task: [next step]### Follow-up email**Subject:** …[body]

Notes

  • The Validated risk is transcript quality. With a messy/partial transcript, summarize what's supported and flag gaps — don't fabricate decisions or commitments.
  • CRM writes are proposed and confirmed, never automatic.

Frequently asked questions

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