Process call notes or transcript — extract action items, draft follow-up email, generate internal summary
When the user provides call notes, a transcript, or describes a call they just had:
Accept any of:
Parse for:
Use capability_execute with capabilityId "crm.create_note" to:
Use capability_execute with capabilityId "calendar.read_events" to:
Create a customer-facing follow-up email.
Email style rules (strict):
Part 1: Internal Summary
Attendees: list Call Type: discovery / demo / negotiation / check-in Duration: if known
Key Discussion Points
Customer Priorities
Objections & Concerns
Competitive Intel
Action Items
| Owner | Action | Due |
|---|---|---|
| name | what they committed to | date |
Next Steps
Deal Impact
Part 2: Follow-Up Email
Subject: [contextual subject line]
[Plain text email body following the style rules above]