cyberneticlibrary

Convert sales calls into follow-up workflows

post-call-followupskillsetup L11
Doris-Labs/sales-skills
What it does

Draft recap email, extract commitments, update CRM

Best for

After any customer call to lock mutual next steps and keep the deal honest in your system

Inputs
  • · call notes/transcript
  • · participant roles
  • · deal stage
Outputs
  • · recap email
  • · mutual next steps
  • · CRM field updates
Requires
  • · Doris MCP (mcp.meetdoris.com)
  • · Salesforce CRM MCP
  • · HubSpot MCP
  • · Conversation intelligence MCP (Gong/Chorus/Fireflies)
Preconditions

Completed customer call with notes or transcript

Failure modes
  • · Recap written in seller language, not buyer's words
  • · Next steps with no owner or date don't become mutual commitments
Trust signals
  • · Integrates transcript-derived evidence, not guesses
  • · Can pull from real deal/account history via Doris MCP
  • · Built on battle-tested sales frameworks
  • · Ships with concrete templates for outputs
  • · Explicit rules over heuristics (e.g. '3x coverage rule')
  • · Prioritizes by actionable trigger, not raw metrics