Follow Up After Call

Context-Gathering Intake

Whenever this skill asks for context, strongly prefer using the answers-ask-user-input skill and the ask_user_input tool over other tools such as request_user_input; otherwise ask directly in the conversation.

Turn grounded call evidence into a seller-ready follow-up package that preserves what was actually said, makes ownership visible, and gives the seller copy they can use immediately. This skill owns the post-call synthesis and drafts; it does not send, post, create email drafts, or update CRM.

Common Skill Instructions

MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md## Cross-Skill Best Practices.

Key Dependency Categories

These categories are particularly important for this workflow; use other sources only when they materially improve the package.

• [Blocking] ~~Meeting Transcripts for the primary transcript, grounded notes, participant language, decisions, commitments, objections, and source links. It blocks the default live-source follow-up path; explicit grounded call evidence already in context satisfies the need.
• ~~Calendar for recent-call identification, attendees, timing, and upcoming related meetings
• ~~CRM for account, opportunity, contact, owner, and CRM-ready next-step context
• ~~Email for customer-facing thread context when the call evidence or promised follow-up lives there
• ~~Internal Messaging for internal account context and a safe suggested destination for the team recap
• ~~Knowledge & Files for exported transcripts, call notes, account notes, and follow-up assets

Grounded call evidence is required. CRM, calendar, files, and messages can enrich the package but cannot substitute for a transcript, grounded notes, or a customer-facing thread that records the call. If evidence is missing, stale, or conflicting, state the limitation rather than reconstructing the call.

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