call-summary

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Original

English

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Translation

Chinese

/call-summary

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.

如果你看到不熟悉的占位符或需要查看已连接的工具，请参阅CONNECTORS.md。

处理通话笔记或转录文本，提取行动项、草拟跟进沟通内容并更新记录。

Usage

使用方法

/call-summary <notes or transcript>

Process these call notes: $ARGUMENTS

If a file is referenced: @$1

/call-summary <笔记或转录文本>

处理以下通话笔记：$ARGUMENTS

如果引用了文件：@$1

How It Works

工作原理

┌─────────────────────────────────────────────────────────────────┐
│                      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             │
└─────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────┐
│                      通话总结工具                                │
├─────────────────────────────────────────────────────────────────┤
│  独立模式（始终可用）                                       │
│  ✓ 粘贴通话笔记或转录文本                               │
│  ✓ 提取关键讨论点和决策内容                  │
│  ✓ 明确包含负责人和截止日期的行动项              │
│  ✓ 梳理异议、顾虑和未解决问题             │
│  ✓ 草拟面向客户的跟进邮件                        │
│  ✓ 为团队生成内部总结                      │
├─────────────────────────────────────────────────────────────────┤
│  增强模式（连接工具后可用）                      │
│  + 转录文本：自动拉取录音（如Gong、Fireflies） │
│  + CRM：更新销售机会、记录活动、创建任务          │
│  + 邮件：直接从草稿发送跟进内容                    │
│  + 日历：关联会议、拉取参会人背景信息             │
└─────────────────────────────────────────────────────────────────┘

What I Need From You

你需要提供的内容

Option 1: Paste your notes Just paste whatever you have — bullet points, rough notes, stream of consciousness. I'll structure it.

Option 2: Paste a transcript 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."

选项1：粘贴你的笔记 只需粘贴你有的内容——项目符号、粗略笔记、随想记录均可。我会为你整理结构。

选项2：粘贴转录文本 如果你有来自视频会议工具（如Zoom、Teams）或对话智能工具（如Gong、Fireflies）的完整转录文本，直接粘贴即可。我会提取关键内容。

选项3：描述会议内容 告诉我会议情况："与Acme Corp进行了发现会议，对接了他们的工程副总裁和CTO。他们正在评估我们和竞争对手X。主要顾虑是集成周期。"

Output

输出内容

Internal Summary

内部总结

markdown

undefined

markdown

undefined

Call Summary: [Company] — [Date]

通话总结：[公司名称] — [日期]

Attendees: [Names and titles] Call Type: [Discovery / Demo / Negotiation / Check-in] Duration: [If known]

参会人： [姓名及职位] 会议类型： [发现会议 / 演示会议 / 谈判会议 / 跟进会议] 时长： [若已知]

Key Discussion Points

关键讨论点

[Topic] — [What was discussed, decisions made]
[Topic] — [Summary]

[议题] — [讨论内容、达成的决策]
[议题] — [总结]

Customer Priorities

客户优先级

[Priority 1 they expressed]
[Priority 2]

[他们提出的优先级1]
[优先级2]

Objections / Concerns Raised

提出的异议/顾虑

[Concern] — [How you addressed it / status]

[顾虑内容] — [你的回应方式 / 当前状态]

Competitive Intel

竞品情报

[Any competitor mentions, what was said]

[提及的竞品、相关讨论内容]

Action Items

行动项

Owner	Action	Due
[You]	[Task]	[Date]
[Customer]	[Task]	[Date]

负责人	任务	截止日期
[你方]	[具体任务]	[日期]
[客户方]	[具体任务]	[日期]

Next Steps

后续步骤

[Agreed next step with timeline]

[约定的后续步骤及时间线]

Deal Impact

对交易的影响

[How this call affects the opportunity — stage change, risk, acceleration]

undefined

[本次会议对销售机会的影响——阶段变化、风险、推进速度]

undefined

Customer Follow-Up Email

客户跟进邮件

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]

主题：[会议回顾 + 后续步骤]

您好[姓名]，

感谢您抽出时间参加今天的会议...

[讨论的关键点]

[你方做出的承诺]

[明确的后续步骤及时间线]

此致，
[你的姓名]

Email Style Guidelines

邮件风格指南

When drafting customer-facing emails:

Be concise but informative — Get to the point quickly. Customers are busy.
No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
Keep it scannable — If listing items, use plain dashes or numbers, not fancy formatting.

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

草拟面向客户的邮件时：

简洁但信息完整 — 尽快切入主题。客户时间宝贵。
不使用markdown格式 — 不要使用星号、粗体或其他markdown语法。使用纯文本，确保在任何邮件客户端中显示自然。
结构简单 — 短段落，各部分之间用换行分隔。除非确定客户的邮件客户端支持，否则不要使用标题或项目符号格式。
便于快速浏览 — 如果需要列出内容，使用普通短横线或数字，不要使用复杂格式。

正确示例：

以下是我们讨论的内容：
- 20个席位的报价，每年480美元/席位
- W9表格和供应商入职文档
- 合同对接人

错误示例：

**你方需要我们提供的内容：**
- 20个席位的报价，每年480美元/席位

If Connectors Available

若已连接工具

Transcripts connected (e.g. Gong, Fireflies):

I'll search for the call automatically
Pull the full transcript
Extract key moments flagged by the platform

CRM connected:

I'll offer to update the opportunity stage
Log the call as an activity
Create tasks for action items
Update next steps field

Email connected:

I'll offer to create a draft in ~~email
Or send directly if you approve

已连接转录工具（如Gong、Fireflies）：

我会自动搜索相关会议
拉取完整转录文本
提取平台标记的关键内容

已连接CRM：

我会提供更新销售机会阶段的选项
将会议记录为活动
为行动项创建任务
更新后续步骤字段

已连接邮件工具：

我会提供在邮件中创建草稿的选项
或经你批准后直接发送

Tips

小贴士

More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
Name the attendees — Helps me structure the summary and assign action items.
Flag what matters — If something was important, tell me: "The big thing was..."
Tell me the deal stage — Helps me tailor the follow-up tone and next steps.

细节越多，输出质量越高 — 即使是粗略笔记也有帮助。"他们似乎对X有顾虑"这样的信息很有用。
注明参会人 — 有助于我整理总结并分配行动项。
标记重要内容 — 如果某件事很重要，告诉我："重点是..."
告知交易阶段 — 有助于我调整跟进邮件的语气和后续步骤。