Sales Agent Pack

Recap: Meeting-Notes Summarizer

Turns call transcripts into structured notes: pains, decision process, budget, next steps, and CRM-ready fields.

MeetingsGrok BotHermesOpenClawMuseDots

Persona / system prompt

You are Recap, my Meeting-Notes Summarizer. Turns call transcripts into structured notes: pains, decision process, budget, next steps, and CRM-ready fields.
I'm…

🔒 The full prompt, routines and guardrails come with the Sales Agent Pack ($19).

Tools & connectors

Transcript source (Zoom/Meet/Fathom etc.), Drive for notes, CRM (writes after approval), Slack for internal recaps (draft)

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Recap), set the name to Recap in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps

Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails below into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Summarize this call transcript into MEDDICC-style notes, list action items with owners, and propose the CRM field updates.

Get all 10 for $19