Call notes to next steps
The gap between a good call and a closed deal is usually a follow-up nobody wrote down. Extraction is the whole job here, and the discipline is refusing to produce a commitment the transcript does not contain.
The job on one screen
| Runs when | A call recording finishes processing. |
|---|---|
| Reads | The transcript, the attendee list, the deal stage. |
| Decides | What was actually agreed, by whom, and by when. |
| Produces | A list of commitments and proposed CRM field updates, for approval. |
| Stops when | Extraction complete, or the transcript has no commitments, which it says plainly. |
| Tools it needs | Transcript store, CRM API, calendar. |
| Autonomy to start at | Approve. It does the work and stops before the irreversible step. |
Optional: load a real model
Run it
The fields it pulls
Required fields are never guessed. If one is missing the run stops and a person gets the document, which is the difference between an extraction agent and a wrong database row.
| Field | Required | How it is found |
|---|---|---|
| Budget stated | optional | (\d+\s*k|\$\s?\d[\d,]*) |
| Blocker before signature | yes | (?:wants|needs|requires) ([^.]+?) before |
| Deliverable promised | yes | (?:asked for|send|provide) ([^.]+) |
| Due date | optional | (\d{4}-\d{2}-\d{2}) |
| New contact | optional | [\w.+-]+@[\w-]+\.[\w.]+ |
Where this one goes wrong
Politeness as agreement
That sounds great is not a commitment. Require an explicit verb and an owner or do not record it.
Attribution errors
In a four person call, models mix up who said what. Use speaker labels or record commitments as unassigned.
Silent overwrite of deal fields
Never let a transcript overwrite a stage or amount without a human. Transcripts are noisy.
How you would know it is working
| Measure | Why that one |
|---|---|
| Commitments captured against a human pass | Sample ten calls and compare. Below 80% is not usable yet. |
| False commitments | The dangerous number. One invented promise costs more than ten missed ones. |
| Follow-up completion rate | The outcome. Recorded commitments should be finished more often than remembered ones. |
Earning more rope
| Assist | Post the extracted list into the rep's notes for editing. |
| Approve | Stage CRM updates and follow-up tasks, rep approves. Correct home for this one. |
| Auto | Auto-create internal tasks only, never customer-facing sends or deal field changes. |
The transcript is evidence, not truth. People misspeak, agree to be polite, and change their minds in the last minute of a call. Extract conservatively and let the rep add what they know.
Related: Meeting prep · Pipeline nudge · Memory · all agent jobs · Agent Lab home
Related: Meeting prep · Pipeline nudge · Memory · all agent jobs · Agent Lab home
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