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Call recap and follow-up email v1.0.0

Use this resource to write the follow-up to a sales or customer call

New

  • 328 downloads
  • 140 likes
  • 116 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install call-recap-follow-up

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls decisions, commitments, objections and next steps out of your notes or transcript. It writes a follow-up email under 150 words, a team summary and a list of updates to enter in your CRM. Each item is tied to its source and nothing is sent or written without your approval.

Mostly picked by

Updated November 2, 2026

Follow-up email draft and internal summary built from call notes

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: a six-step method and safety rules
  • A follow-up email draft in the rep's voice
  • An internal summary: key points, risks, next steps
  • A CRM update checklist with citations

Good fit for

  • You just finished a discovery, demo or negotiation call
  • You want a faithful recap to paste into your team chat
  • You have few customers and keep your CRM by hand

Not for

  • Transcribing an audio recording
  • Calls with no notes or transcript
  • Sending emails automatically without review

Tags

  • call
  • follow-up
  • sales
  • recap
  • crm

About

You say

"Here are my notes from the call with Dupont Inc.: write the recap, the follow-up and the CRM updates to log."

Follow-up email draft and internal summary built from call notes

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
The call notes or transcript and Your usual tone (a previous email is enough)

How to use it

  1. Paste your notes or the call transcript
  2. The agent extracts decisions, commitments and next steps
  3. Review the email and the summary, then apply the updates you accept

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md11.5 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/call-summary
Licence
Apache-2.0

Notice

Version modifiée de « call-summary » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need a CRM or Gong?

No. Without a connector, the skill works on pasted text and produces drafts and a checklist to enter by hand. Connectors add Gong reading and CRM writing.

Does it depend on other skills?

It mentions update-opportunity and log-activity for applying updates in a CRM, but without them you simply get the checklist.