What this automation does: Within 10 minutes of every sales call ending, automatically posts a structured recap to your team Slack channel AND updates the CRM deal record — with zero manual work from the rep.
Time saved: 15-20 minutes per call
How to build it
- Connect your meeting recorder: Fireflies.ai or Otter.ai integrate with Zoom, Teams, and Google Meet. Enable auto-recording for all sales calls. Both generate a transcript within minutes of the call ending.
- Set up the Zapier/Make trigger: Create a trigger that fires when a new transcript is available in Fireflies or Otter. This becomes the automation start.
- Send to Claude API: Pass the full transcript to Claude with this system prompt: "You are a sales CRM specialist. Convert this call transcript into two outputs. Output 1 (CRM note, under 200 words): Call Summary, Key Pain Points (quotes from prospect), MEDDIC indicators mentioned, Agreed Next Step with date, Deal Risk Flags. Output 2 (Slack message, under 100 words): What happened, key insight from the call, what rep needs to do next, emoji-formatted for readability."
- Route the outputs: Output 1 goes to a Salesforce or HubSpot webhook to update the deal record. Output 2 posts to your #sales-team Slack channel with the deal name and rep name as context.
Cost estimate
Fireflies Pro: ~$10/month. Zapier/Make: included in most plans. Claude API: ~$0.005 per call transcript. Total marginal cost: essentially zero.
