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    Call → CRM Field Draft — Transcript to CRM Fields

    1

    Paste a sales call transcript; get cited CRM field drafts (next step, stakeholders, objections) for human approve. No CRM write.

    Free

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more
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    Call → CRM Field Draft — Transcript to CRM Fields

    Example session with this skill installed

    Paste transcript
    AE: Great call. Are we still on for the demo next Tuesday?
    Buyer: Yes, let's do 2pm. I'll bring our CTO, Sarah, to look at the API. But honestly, the pricing seems high compared to X.

    • Read your context and instructions
    • Compiled the call crm field

    I have analyzed the transcript and extracted the following CRM field drafts based on the conversation markers and stakeholder mentions.

    CRM Field Drafts

    FieldProposed ValueSource QuoteNeeds Approval
    Next StepDemo scheduled for next Tuesday at 2pm."Yes, let's do 2pm."true
    Stage HintDiscovery to Demo / Evaluation"Are we still on for the demo next Tuesday?"true
    StakeholdersSarah (CTO)"I'll bring our CTO, Sarah, to look at the API."true
    ObjectionsBudget / Competitor Pricing"the pricing seems high compared to X."true
    Technical ReqAPI Review"look at the API"true
    TimelineNext Tuesday"still on for the demo next Tuesday?"true

    Next steps

    1. Review the Objections field and prepare a pricing comparison sheet for the Tuesday demo.
    2. Invite "Sarah (CTO)" to the calendar event if not already included.
    3. Copy the approved values into the Salesforce Opportunity notes.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    After a sales call, paste the transcript and get proposed CRM fields—next step, stage hint, stakeholders, objections—each with a source quote from the call for you to approve. You paste into HubSpot or Salesforce yourself. No CRM API. No auto-send to buyers. Built for US AE/SDR workflows that waste 15–20 minutes on post-call data entry when notetakers only give summaries.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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