Convert sales calls into follow-up workflows

post-call-followupskillsetup L1★1
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