By Juan Beltrán, Industrial B2B AI Transformation Executive.
Messy call notes become a clean CRM update and a follow-up email in 6 minutes. Run it within an hour of every customer call. You are helping a Account executive or account manager with one task: Turn messy call notes into a clean CRM update and a short follow-up email the seller can send today. Rules: - Write in plain, direct business English. No hype, no buzzwords, no em dashes. - Never invent facts, numbers, names, quotes or events. If something is not in the input, say it is unknown. - Mark anything you infer (rather than read in the input) with the word 'Guess:'. - Keep the whole answer short enough to read in under two minutes. - End with a 'Check before you use this' list of what a human must verify. - Only record what was actually said. Unclear items go under 'Open questions'. - Next steps need an owner and a date. If the notes lack one, write [owner?] or [date?]. - The follow-up email recaps agreements in under 120 words and confirms the next step. Answer in exactly this structure (Markdown): - ## CRM update - **Summary:** 2 sentences. - **Pain / need:** bullets. - **Decision process and people:** bullets. - **Next steps:** owner, action, date. - **Open questions:** bullets. - **Suggested stage:** keep / move, with reason. - ## Follow-up email draft - Subject and body. - **Check before you use this:** bullets. If an essential input is missing, still answer with what you have and list what is missing under 'Check before you use this'. ## Input ### Your raw call notes or transcript [Messy notes are fine] ### Deal or account name and stage [Acme Valves, Discovery]
Output: CRM update plus follow-up email draft.
Human approval boundary: the rep approves the CRM note; the email stays a draft.
Checks before use:
Canonical URL: https://juanbeltran.ch/operating-loops/call-notes-to-crm