Follow Up After Call

• call summary
• customer and seller next steps
• external follow-up copy when applicable
• CRM-ready next-step text for customer/account calls
• internal team recap draft when useful

• draft-only output unless the user explicitly asks for private draft creation
• copy/paste CRM output only; never write to crm
• draft-only internal_messaging team recap output under Internal Follow-Up
• private external_messaging email draft creation only when requested or clearly appropriate, supported by the selected App, and never sent without explicit approval
• explicit placeholders for unknowns

Skill Configuration

User Context

• Invoke sales:user-context in preflight mode by loading [$sales:user-context](../user-context/SKILL.md) and running its preflight script before searching connectors, retrieving evidence, or drafting output. Do not look for a callable MCP tool named sales:user-context.
• Use the returned sales_preflight envelope as authoritative for saved context, source-category mapping, final obligations, and conditional guidance.
• Apply hard final_obligations unless the response is clarification-only. If an obligation is an onboarding reminder and the package also needs a skill-owned final continuation, satisfy both in one final natural continuation instead of rendering a standalone onboarding reminder plus a second CTA.
• Apply context_gap_note only when missing setup or inaccessible sources materially limits the follow-up package.

Audience And Language

Source Resolution

Required Inputs

• [required] Grounded call evidence, such as a transcript, recording transcript, pasted notes, call notes doc, or message thread

• account_name
• call_date

• primary_contact_name
• primary_contact_email
• known_chat_channel
• opportunity_name
• opportunity_link
• account_context_notes

• chat_mode=draft_only
• crm_mode=copy_paste_only
• unknown_marker=Unknown
• missing_due_date_marker=TBD

• If a required input is missing or ambiguous, use Fast Candidate Resolution: make at most 3 total tool calls before asking the user to choose, including mandatory Sales preflight. Search only to produce useful concrete defaults, then ask the user to confirm or supply that required input before drafting the package.
• Treat ambiguous company-like proper nouns, partner names, and account shorthands as possible customer/account anchors unless the request clearly indicates an internal-only person, product, or topic. When crm is available, include a bounded CRM lookup before relying on calendar, docs, messages, meeting notes, or public context alone. If CRM returns one high-confidence account match, use it as the primary account candidate; if multiple plausible account matches remain, ask the user to choose from concrete candidates.
• Before asking the user to paste a transcript or notes, first try the workflow source categories that can identify or supply call evidence: calendar for recent call candidates, meeting_notes for transcripts or call notes, document_store for exported call notes, and external_messaging only when call details plausibly live in a customer-facing thread. Manual pasted evidence is the final fallback after those categories are unavailable, empty, or insufficient.
• User confirmation is required for any required input inferred from sources rather than provided by the user.
• When asking, present up to 5 concrete candidates with one-line rationale. Make lettered options usable as reply targets, but omit a separate reply-with-letter footer when the choices are already clear.

Which call should I use?

a. **{actual candidate}** - {short source-derived context}
b. **{actual candidate}** - {short source-derived context}

Workflow Sources

• calendar: recent meeting candidates, titles, attendees, times, and first-pass call selection when the user asks for a recent call without naming a specific transcript or notes source.
• meeting_notes: primary transcript, call notes, meeting recording transcript when available, participant language, decisions, commitments, asks, risks, and source links.
• document_store: exported transcripts, call notes, account notes, follow-up docs, and account context that sharpens seller action.
• crm: account and opportunity context, stakeholder/account history, opportunity candidates, and CRM-ready next-step framing. Never write to CRM.
• external_messaging: customer-facing thread context, private email draft creation when allowed, and recovery evidence when call details live in an email/chat thread.
• internal_messaging: internal account-channel selection, internal context, and draft-only team recap destination guidance. Never post or send.
• user-provided context: pasted transcripts, grounded notes, uploads, exports, links, and call context that can serve as working evidence.

• For post-call follow-up, grounded call evidence is required from meeting_notes, a meeting recording transcript, exported transcript, pasted transcript, grounded notes, or a customer-facing message thread. CRM, docs, or summaries can enrich the package but cannot substitute for call evidence.
• Do not use calendar, crm, document_store, internal_messaging, or public context to produce call recaps, commitments, quotes, objections, or participant language unless those sources contain grounded call notes or customer-facing thread evidence.
• When the user asks for the latest or recent call without naming one, check calendar and meeting_notes for concrete call candidates before asking. If both are unavailable and user-provided evidence is insufficient, ask for transcript, notes, or the specific call.
• For customer follow-up packages, check calendar for upcoming related meetings when available. If a relevant future meeting is found, use it in next-step timing; if checked and no relevant meeting is found, say so briefly only when timing matters.
• For customer/account follow-up packages, crm is required when CRM is available and a customer/account anchor is supplied, inferred, or confirmed. Use it for opportunity, account, contact, owner, recent activity, and CRM-ready next-step context when it can materially improve next steps, names, wording, or risk framing. If crm is unavailable or yields no useful context, continue from grounded call evidence and label the CRM gap.
• Stop after the follow-up package has grounded call evidence plus the highest-value timing/account enrichment; offer to deepen optional lanes instead of continuing broad searches.

1. meeting_notes transcript
2. meeting_notes meeting recording transcript when available
3. other exported meeting transcript when available
4. pasted transcript or grounded notes
5. document_store meeting notes
6. external_messaging thread or message retrieval as a recovery path

• Keep CRM/account context authoritative for CRM-owned customer truth in customer/account packages, but not as a substitute for call evidence itself.
• If a preferred evidence lane is unavailable, continue with the next supported lane before dropping to fallback evidence.
• If no grounded evidence lane is available, stop and explain the missing source.
• If crm and document_store are unavailable, continue without account enrichment and label the gap.
• If optional account, calendar, email, or internal-message enrichment is slow or unavailable, do not delay a package that already has grounded call evidence; continue and label the missing enrichment.
• If private external_messaging or internal_messaging evidence requires access not yet authorized, ask for consent before retrieval.
• If meeting recording cannot be retrieved directly, ask for exported transcript text or a linked doc rather than dropping the source from scope.

Context Gathering Principles

• Start with the canonical source and narrowest scope.
• Gather evidence that materially improves the answer.
• Take the 80/20 path when it gives a useful, grounded result.
• Broaden only when the first pass is empty, thin, or misleading.
• Answer once the core artifact is supported; name limitations and offer expansion options.

First-Run Banner

## Follow Up After Call
This skill turns a recent customer, partner, or important internal call into a follow-up package. It can use calendar events, call transcripts, meeting notes, CRM, docs, email, Slack, or pasted notes. It can draft customer-facing copy, internal recaps, and CRM-ready updates for review, but it does not send, post, or write into CRM without approval.

• Suppress the final CTA unless this skill intro is the active onboarding step.
• Return status and next-step candidates for onboarding to arbitrate.
• Mark whether this skill was introduced, tried, skipped, blocked, or accepted.

Next Step Guidance

Final Continuation Invariant

Journey States

Acceptance Handling

Procedure

1. Normalize the request

• Convert the user request into the normalized input shape.
• Keep source provenance for every material fact.
• Treat a request such as follow up from my call with <company> earlier today, this morning, yesterday, or another recent timeframe as a retrievable source request, not as missing evidence.
• Normalize company/account names into account_name, normalize relative dates or timeframes into call_date when possible, and proceed to source retrieval before asking the user to paste notes.
• If the user provides only vague recollections with no transcript, notes, account/company, date/timeframe, direct link, or retrievable source handle, stop and explain the missing evidence in one line.

2. Ingest the best grounded source

• meeting_notes transcript via a successful connector read
• meeting_notes meeting recording transcript when the source exists and a runtime retrieval path or exported transcript is available
• other exported meeting transcript when the source exists and a runtime retrieval path or exported transcript is available
• pasted transcript or pasted notes
• document_store notes via a successful docs read
• external_messaging thread or message retrieval as a secondary recovery path

• For meeting_notes, fetch a provided file- call id directly. Otherwise search with account_name plus call date/timeframe and 0 to 2 meeting topics, then fetch the best match.
• For prompts like my call with <company> earlier today, search today's meeting notes and transcripts for that company/account before asking for pasted notes.
• For meeting recording, accept a direct record link, exported transcript, linked doc, or minimum identifiers: record title, call date/timeframe, customer name, and 1 to 2 keywords.
• For external_messaging, use it as a recovery lane when the call evidence lives in chat and transcript systems are not the best available source.
• When a meeting record exposes useful links in metadata or the meeting description, preserve them as supplemental source links. If a link is explicitly labeled source of truth, notes, transcript, or call notes, include it alongside the primary transcript evidence and in the internal draft's Source section when relevant.

3. Pull account context when it sharpens the seller action

• Prefer crm first when the package would benefit from opportunity context, stakeholders, or account history.
• Use document_store account plans or notes only when they materially change the recency lane.
• If crm/document_store context is unavailable or resolution is ambiguous, continue with the source evidence and label the missing account-context lane explicitly.

4. Build the seller follow-up package

1. Call Summary
2. Next Steps
3. External Comms
4. CRM Next Steps
5. Internal Follow-Up
6. Draft/update status line

5. Determine whether CRM next steps apply

• For internal calls, write exactly: Not applicable: this was an internal call.
• For external calls, determine the most relevant crm opportunity. If no clear opportunity is available, still draft the one-sentence update and label it (paste into the relevant opp).
• Do not claim crm was updated.

6. Build the Internal Follow-Up draft safely

7. Keep the package commercially useful

• Bias toward decisions, risks, next steps, buying process, procurement, technical blockers, and stakeholder movement.
• Keep External Comms concise and seller-usable when an external email is applicable.
• For internal calls, mark external email and CRM next steps not applicable instead of drafting external email.
• Keep the CRM sentence to exactly one sentence.
• Keep the internal draft compact, internal-facing, and shaped as a team recap.

Output Shapes

Call Summary

• Primary evidence
• TL;DR
• Context / Goal
• Key Points
• Decisions / Commitments
• Risks / Blockers

• Primary evidence should name the source lane and source handle. Render the source handle as a clickable Markdown link when the connector exposes a useful URL; use a plain source label only when no useful link is available.
• If the primary evidence source exposes supplemental source-of-truth notes, call notes, or transcript links, list them in Primary evidence after the primary source instead of replacing the primary source.
• TL;DR should contain 2 to 4 bullets.
• Do not invent details absent from the source.
• When referencing sources inline, prefer clickable Markdown links over plain bracket labels whenever the source exposes a useful URL.

Next Steps

• Customer
• Seller

- [ ] Action - Owner - Due date (or TBD) - Notes

External Comms

• Subject options (recommended first):
• exactly 3 numbered subject lines
• Recommended subject:
• email body formatted as block quote text
• Draft link: when an email draft was actually created or saved through external_messaging

• If the selected call was internal, write Not applicable: this was an internal call. and do not draft external email content.
• Keep the draft about 150 to 220 words.
• Format the verbatim email body as a Markdown block quote. Do not use a fenced code block for ordinary email copy.
• If names or emails are missing, use placeholders such as <FirstName> and <Team>.
• Do not include sensitive internal language.
• Draft creation through external_messaging is allowed when the user asked for a follow-up package, follow-up email, or post-call follow-through and the selected App supports private draft creation. This does not authorize sending.
• If the user asks for chat-only output or no connector write, do not create a draft.
• If a real draft was created or saved, render Draft link: as a clickable Markdown link to the draft URL, message URL, or web URL returned by the App. If multiple drafts were created, list one clickable link per draft.
• If the workflow only produced email copy in chat, write Draft link: Not created; copy drafted in chat only.
• If a real draft was created but the App exposes no useful URL, write Draft link: <recipient or subject> (no useful draft link available).
• Never fabricate a draft link from an opaque id or guessed mailbox URL.
• Never send outreach without explicit user approval.

CRM Next Steps

• CRM next steps apply only to external customer or account relations.
• For internal calls, write exactly: Not applicable: this was an internal call.
• For external calls, use exactly one sentence.
• For external calls, include call date, next seller action, customer action, and outcome or success criteria.
• If the opportunity is unresolved, append (paste into the relevant opp).
• Do not claim crm was updated.

Internal Follow-Up

• Suggest the safest relevant Slack or other internal_messaging channel before the draft when one can be identified. If no channel was user-provided, search or resolve likely internal channels from the account name, call title, meeting topic, or saved account-room context when the selected app and permissions allow it.
• Render the suggested channel as a clickable Markdown link when the internal_messaging App exposes a stable channel URL or permalink. Never fabricate a channel URL from an opaque id or guessed workspace path.
• Before writing no verified internal channel link found, search internal_messaging once for the meeting/account/project name and use the best safe destination link if found.
• Default to one consolidated internal message. Split into a top-level message plus thread reply only when the user asks for a threaded format or an identified channel norm clearly requires it.
• Format the verbatim internal follow-up draft as a Markdown block quote when returning it inside the package. Do not use a fenced code block for ordinary chat copy. When creating an actual private draft in internal_messaging, write the message content directly rather than wrapping it as a quote.
• The internal follow-up draft is a team meeting recap, not a generic internal note.
• Include a brief summary, next steps, owners or TBDs, and structured sections when source evidence supports them.
• Start with a bold meeting title and one concise summary paragraph that names the launch path, business impact, decision point, or main follow-through theme. Do not repeat the same TL;DR again later in the message.
• Include attendees on one line. Use the selected internal messaging app's native user mention format for attendees when available; otherwise use readable names.
• Use bold section labels in this order when source evidence supports them: Key Notes, Decisions, Action Items, Open Questions / Risks, and Source.
• De-duplicate content across sections.
• Include owners or TBD in action items. Use native user mentions for owners when available.
• Include clickable Markdown source links when available, including a clickable Markdown call-notes link when the meeting record exposes one. Prefer the primary transcript link first, then supplemental source-of-truth notes or call-notes links exposed by the meeting record.
• If no useful call-notes link exists, state Call notes: no useful link available or equivalent inside the draft rather than inventing a link.
• Use the selected internal_messaging App's markdown/message format.
• Use no ## headings in draft text.
• Prefer concise bullet lists; keep the draft compact enough for Slack or Teams scanning, but allow the structured sections to run longer than 12 lines when the call has real decisions or action items.
• Always return draft text only, never a sent-message claim.
• If channel safety is unclear, add a short warning line after the draft text.

Draft / Update Status Line

Failure Handling

1. State the blocker in one line.
2. Say whether the blocker is hard or degraded.
3. Emit the best partial package you can without fabricating facts.

Rules

• Keep the package seller-ready, concise, and explicit about missing information.
• Never claim internal_messaging, external_messaging, or crm was updated unless a tool result proves the exact user-approved action succeeded.
• Never send outreach without explicit approval.
• When an actual email draft was created or saved, include its clickable draft link; when only copy was drafted in chat, say no email draft was created.
• After the package, ask for iteration first, and include any onboarding resume or move-on path in the same final natural continuation so the response never has two competing CTAs.
• Once the user accepts the result or asks to move on, offer to create drafts in email and/or the best suggested internal_messaging channel as applicable.
• If an iteration introduced a reusable preference, apply skills/user-context/references/plugin-memory.md: narrow, low-risk accepted preferences can be summarized and saved automatically; broad, sensitive, ambiguous, or high-risk preferences require explicit save approval.