Opportunity recap notes

Notes from a discovery call live in the rep's own document, so the manager reviewing the deal sees an empty field and a handoff to a colleague starts with a phone call. This workflow writes the record back from the call itself. Within a day of every recorded meeting it pulls the transcript and extracts the pain in the buyer's own words, the people named and their roles, the decisions made, the objections left open, and the commitments on both sides. Those become a structured set of fields on the opportunity, with the next step carrying a name and a date rather than a general intention. A draft is produced for the rep to correct, because a transcript reads wrong about tone often enough that publishing it unchecked would cost more trust than the time saved. Calls where the next step is still vague produce one question back to the rep rather than a field nobody filled in. A human still confirms what was said, fixes a misheard name, and decides whether the deal is where they think it is.