Every Call Updates Everything

What this task does

The 30 minutes of admin after every call is where selling time goes to die. This task takes one transcript and fans out everything downstream: structured CRM notes, the follow-up email, updates to the deal summary doc, and your task list — one drop, four outputs.

Set up once

  1. Point your call recorder's export at the workspace calls/ folder.
  2. Keep one running deal-summary.md per active deal in deals/.
  3. Run after every external call.

The task brief

Paste this into Claude Cowork:

Process the newest transcript in calls/ for [FILL IN: deal name]. Produce: (1) a CRM note — pains verbatim, stakeholders mentioned, competitor mentions, next steps with owners; (2) a follow-up email in my voice opening with something specific they said; (3) an updated deals/[deal]-summary.md merging what's new; (4) my task list with dates. Show me the deal-summary diff before saving.

What you get back

  • A structured CRM note ready to paste (or push via connector)
  • A follow-up email that proves you listened
  • A deal summary that never goes stale, plus your task list

Guardrails

  • Read the follow-up before sending — tone matters more than speed.
  • Confirm the transcript's consent/recording rules match your org's policy.