Official Marketing & Sales

call-summary

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.

This skill ships only metadata — no inline instructions. See the source repo for details.

Install this skill

One command (all agents)

Runs the npx skills CLI which auto-detects every AI coding agent you have installed (Claude Code, Cursor, Codex, OpenCode, Windsurf, Copilot, and 51 more).

npx skills add https://github.com/anthropics/knowledge-work-plugins/tree/HEAD/sales/skills/call-summary

Alternative: shorthand form

npx skills add anthropics/knowledge-work-plugins --skill call-summary

Install to a specific agent

Pick the agent you use. The CLI writes the skill to that agent's standard skill directory.

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent claude-code

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent cursor

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent codex

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent opencode

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent github-copilot

npx skills add anthropics/knowledge-work-plugins --skill call-summary --agent windsurf

Manual install (no CLI)

Prefer to skip the CLI? Clone the repo and drop the skill folder into your agent's skills directory.

git clone https://github.com/anthropics/knowledge-work-plugins.git

cp -r knowledge-work-plugins/sales/skills/call-summary ~/.claude/skills/

For other agents, replace ~/.claude/skills/ with their skill directory — see the full list.

Use it

Once installed, ask your agent to "use the call-summary skill" or describe what you want (e.g. "Process call notes or a transcript — extract action items, draft follow-up email"). Most agents auto-discover the skill from its SKILL.md description — no slash command needed.

Requires: Node.js 18+ for npx skills. Skill files are MIT-style permissive by default — check the source repo for the actual license.

SKILL.md source

---
name: call-summary
description: Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, 
---