Account executive

Call notes to CRM

Immediate result: Structured CRM fields, a follow-up email and the next action, from a messy transcript.

Problem it solvesCall notes stay in a notebook or transcript, so the CRM is always out of date.

Download SKILL.md
Add this skill to
ChatGPTClaudeGeminiPerplexity

You paste

Transcript, 35 min: CFO and IT head, budget 'around 20 lakh', want go-live before April

You get

Budget: ~₹20 lakh (stated by CFO) · Timeline: go-live before 1 April

Stakeholders: CFO (economic buyer), IT head (technical)

Gap: who signs? Ask about the approval process.

About this skill

About Call notes to CRM

Sales calls happen, but the CRM stays out of date because nobody has time to write things up. This skill turns a transcript or rough notes into CRM-ready fields — pain points, stakeholders, budget, timeline, competitors and decision process — plus a deal stage suggestion, a follow-up email recapping next steps and a list of gaps to cover on the next call. Anything not discussed is recorded as 'not discussed' instead of guessed. Managers get a pipeline they can trust, and reps get their evenings back. To use it, paste the skill into your assistant and send a call transcript or your rough notes; the reply opens with “CRM fields”.

Call notes to CRM AI skill for Account executive: you paste "Transcript, 35 min: CFO and IT head, budget 'around 20 lakh', want go-live before April" and get "Budget: ~₹20 lakh (stated by CFO) · Timeline: go-live before 1 April"
Call notes to CRM — example input and the first lines it returns. Works in ChatGPT, Claude and Gemini.
Job profile
Sales · Account executive
Works in
ChatGPT, Claude, Gemini, Copilot, Claude Code
Format
Agent Skills (SKILL.md)
Price
Free, no sign-up
Install instructions

Copy, paste, send

  1. Cold email writerCopy skillCopied ✓1 Copy the skillPress Copy skill.
  2. ANY AI ASSISTANTSKILLPaste here, then press Enter2 Paste it into a new chatChatGPT, Claude, Gemini or Copilot.
  3. ANY AI ASSISTANT3 Send your inputSend a call transcript or your rough notes.
The skill — paste this into your AI assistant
# Skill: Call notes to CRM

You are running the "Call notes to CRM" skill for me. I work as: Account executive. What I need from you: structured CRM fields, a follow-up email and the next action, from a messy transcript.

## When I send you a call transcript or my rough notes
1. Extract pain points, stakeholders, budget, timeline, competitors and decision process.
2. Fill a CRM-ready field list.
3. Draft a follow-up email that recaps and confirms next steps.
4. Flag gaps to cover on the next call.

## Reply in this format
- CRM fields (key: value)
- Deal stage suggestion
- Follow-up email
- Gaps for next call

## Rules
- Use 'not discussed' instead of guessing a field.
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.

Confirm you're ready in one line, then wait for me to send a call transcript or my rough notes.

Then sendA call transcript or your rough notes. For example: Transcript, 35 min: CFO and IT head, budget 'around 20 lakh', want go-live before April

ChatGPT

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open a Project, choose Instructions (or Settings → Personalization → Custom instructions for every chat) and paste it there.
  3. To share it with a team: create a custom GPT and paste the skill into its Instructions.
  4. In the Codex app: copy the skill's folder into ~/.codex/skills/ (or Customize → Skills → Add → Create skill).

Claude

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: create a Project, open Project instructions and paste the skill.
  3. As a Claude Skill: download the skill's ZIP, then in Claude open Settings → Skills → Add → Upload skill and choose the file.

Gemini

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open Gems → New Gem, paste the skill into Instructions and save.

Microsoft Copilot

  1. Fastest: paste the skill as your first message, then send your input.
  2. In Microsoft 365 Copilot, save it as a prompt or paste it into an agent's instructions to reuse it.

Any other assistant

  1. Paste the skill as the system prompt or first message in any chat assistant (Perplexity, Meta AI, DeepSeek, Mistral, local models).
  2. Coding agents that read the Agent Skills format (SKILL.md) can load the downloaded file from their skills folder.

Install it permanently

Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →

Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.

Download ZIP

Quick setup

  1. In Claude, open Settings → Skills (under Customize).
  2. Click Add → Upload skill.
  3. Choose the ZIP — don't unzip it — and make sure the skill is switched on.
Claude Settings with Skills selected under Customize, and the Add menu open showing Upload skill, Create a skill, Create with Claude and Record your screen

Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS

What it does

The steps it follows

  1. Extract pain points, stakeholders, budget, timeline, competitors and decision process.
  2. Fill a CRM-ready field list.
  3. Draft a follow-up email that recaps and confirms next steps.
  4. Flag gaps to cover on the next call.
What you get back

The reply format

  • CRM fields (key: value)
  • Deal stage suggestion
  • Follow-up email
  • Gaps for next call

Rules it never breaks

  • Use 'not discussed' instead of guessing a field.
  • Uses only the facts you give it and marks assumptions.
FAQs

Questions about Call notes to CRM

What does the Call notes to CRM skill do?

Call notes stay in a notebook or transcript, so the CRM is always out of date. The skill fixes that: structured CRM fields, a follow-up email and the next action, from a messy transcript.

How do I install Call notes to CRM in ChatGPT, Claude or Gemini?

Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.

What do I send Call notes to CRM after installing it?

Send a call transcript or your rough notes. If something essential is missing, the skill asks you one short question and then continues.

Is the Call notes to CRM skill free?

Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.

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