capture-my-call-notes

Capture My Call Notes

Turn raw transcript into structured, queryable, CRM-ready notes.

When to use

• User: "process my call with Acme" / pastes transcript / drops .txt or .vtt file / "capture notes from yesterday's meeting".
• Called by routine pulling from connected meeting-notes app (Fathom, Fireflies, Grain, Circleback, etc. - discovered via composio search meeting-notes).

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

• Meetings - pull the transcript when you point me at a meeting. Required unless you paste or drop the file.
• CRM - upsert a meeting/activity record on the lead's contact. Optional.
• Task tools - log a notes entry in your docs/notes app. Optional.

If none of the required categories are connected and you haven't pasted or dropped a file, I stop and ask you to connect Gong or Fireflies, or share the transcript directly.

Information I need

I read your sales context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

• The transcript or recording - Required. Why I need it: I extract pains, decisions, and action items from what was actually said. If missing I ask: "Drop the recording, paste the transcript, or tell me which Gong/Fireflies meeting to grab."
• Which lead or deal this call belongs to - Required. Why I need it: I link notes to the right lead and update their dossier. If missing I ask: "Which prospect or customer was this call with?"
• Whether to push notes to your CRM - Optional. Why I need it: I sync only with your nod. If you don't have a preference I keep going with TBD and ask before any external sync.

1. Source transcript. If pasted, use it. If file, read it. If user points to connected provider, run composio search for list/search tool, find most recent meeting matching user's description, pull transcript.
2. Identify meeting. Extract date/time, attendees (separate internal vs external), duration, meeting title if available.
3. Match to lead. Find external attendee(s) in leads.json by name + company. If not found, create minimal lead row from transcript, mark source: "meeting-first-contact".
4. Assign id. call_id = kebab(date-primary-external-name).
5. Extract structured notes:
   • Agenda actual - what actually discussed (not what agenda said).
   • Pain points raised - specific phrases in their words, with transcript quote.
   • Objections raised - price, timing, authority, fit - quoted.
   • Decisions - anything agreed during call.
   • Action items - owner + what + by when. Split internal vs external.
   • Next step - single next scheduled touchpoint (if agreed) or "next step TBD."
6. Write structured: calls/{call_id}/notes.json with full schema + calls/{call_id}/notes.md as human-readable rollup.
7. Update lead dossier. Append to leads/{slug}/lead.json → recentCalls: [...] (id + date + one-line summary). Update lastContactedAt, status (likely "meeting-held" or "follow-up-owed").
8. Add to calls.json index with id, date, lead slug, attendees, next-step summary.
9. CRM sync (if connected). Run composio search crm. If linked, upsert meeting/activity record on lead's CRM contact. Include attendees + date + action items + next step. Never sync verbatim transcript unless user explicitly opts in (usually out of scope for CRM notes fields).
10. Note-app sync (if connected). If user has connected notes/docs app AND config/notes-sync.json says push, create note there. Otherwise skip silently.
11. Summarize to user: "Captured. 3 pain points, 2 action items (1 yours: {X}, 1 theirs: {Y}), next step: {Z}. CRM synced."