Pulls decisions, open questions, and commitments out of a transcript into a deal log.
Part of Opportunity recap notes
Tools
Fireflies.ai, Salesforce, HubSpot
Outcomes
Decisions in one place • Nothing lost after the call
Documentation
Instruction-ready detail below
When a <in:documents>transcript</in:documents> is linked to a deal, pull the decisions, open questions, and commitments into a <spreadsheets>decision log</spreadsheets> row.
When a <in:documents>transcript</in:documents> is linked to a deal, pull the decisions, open questions, and commitments into a <spreadsheets>decision log</spreadsheets> row.Tools
Fireflies.ai, Salesforce, HubSpot
Trigger
When a transcript is linked to an opportunity
Setup time
5 minutes
When a call summary is added, extract decisions and open questions and send a short log.
After every discovery call, draft a recap with pain, impact, stakeholders, and next steps, plus suggested CRM updates.
After each Gong call, draft a recap with decisions and next steps for me to approve.
Every Friday, send a list of active opportunities missing next steps and ask which to update.
Download
Download the app and begin with drafts and checklists before you write anything back.