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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.

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+22 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 | Field | Proposed Value | Source Quote | Needs Approval | | :--- | :--- | :--- | :--- | | **Next Step** | Demo scheduled for next Tuesday at 2pm. | "Yes, let's do 2pm." | `true` | | **Stage Hint** | Discovery to Demo / Evaluation | "Are we still on for the demo next Tuesday?" | `true` | | **Stakeholders** | Sarah (CTO) | "I'll bring our CTO, Sarah, to look at the API." | `true` | | **Objections** | Budget / Competitor Pricing | "the pricing seems high compared to X." | `true` | | **Technical Req** | API Review | "look at the API" | `true` | | **Timeline** | Next 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
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      Unzip into your skills folder

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      Ask your agent to use it

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