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The call goes well. Then the rep has three more calls, and by evening the recap is a half-remembered note. The follow-up goes out two days late, or not at all. Action items live in one person’s head. Post-call follow-through closes the loop the moment a call ends: a recap of what was said, the action items and commitments pulled out, a follow-up email drafted and waiting, and the next step written down.

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Data Sources

Starter (required only): a recap of the call, the action items and commitments made, and a suggested next step, tied back to the right deal. Full (required + recommended): the same recap, plus a follow-up email drafted in the rep’s own mailbox and posted to the account’s Slack channel so the wider team sees it. Same workflow, more of the loop closed. See the Context Graph for how each source feeds the recap.

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Choose your path

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Build in Clearskies

For teams whose daily surface is Slack. Build the workflow once and every customer call on every rep’s calendar produces a recap and a drafted follow-up. No rep action required to start it.

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The Workflow

In the Clearskies app, open the workflow builder and describe what you want in plain language:
The app configures the trigger (meeting ended), the data pulled (your connected sources), and the destinations (a Slack channel or DM, and an email draft). Meeting workflows always start with a filter. Every calendar event counts as a meeting, including out-of-office blocks and internal syncs, so the filter is what narrows the run to real customer calls. Test the workflow against a real call before you publish: test runs are always dry, so nothing posts or drafts while you are still refining. Email drafting requires a connected Google integration. Drafts land in the rep’s own mailbox for them to read, edit, and send. Nothing goes to a customer without a person pressing send.

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Deploy to Slack

Once published, the account channel gets this within minutes of the call ending:
A follow-up email lands in Daniel’s drafts at the same time, written from the recap and ready to edit.

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Customize the rollout

  • Choose where the recap goes: the account’s Slack channel, the rep’s DM, a team channel, or all three
  • Turn email drafting on or off, and decide whether the draft goes to the rep or to their manager first
  • Require human review before anything posts or writes, so a person approves each one for the first few weeks
  • Tailor what gets extracted: action items only, or commitments and risk flags too
  • Chain it with CRM updates so the same call also fills in the CRM fields

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Build in Claude or ChatGPT

For teams whose daily surface is Claude or ChatGPT: reps working in either, or RevOps testing the workflow before deploying it to the team. Output appears in your conversation.

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The Prompt

Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs). Replace the account name with your own.
Claude or ChatGPT returns the recap and the drafted email in your conversation. Refine the prompt to fit how your team works deals.

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Make it yours

  • Add Write the CRM summary I should paste into the opportunity record to cover the hygiene half.
  • Add Compare what was said today against what was said on the last call to catch shifts in position.
  • Add Score this deal against MEDDPICC and flag any gaps the call exposed for qualification-aware follow-through. Worth testing against your methodology before relying on it.

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The Skill (Claude)

The clearskies:post-call skill in the Clearskies plugin for Claude runs the same workflow on demand: it extracts action items, drafts the follow-up, and flags what needs to change in CRM, all from the call transcript in your Context Graph.

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Trigger phrases

  • “Process my call with [account]”
  • “Draft the follow-up from my [account] call”
  • “What were the action items from [account]“

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Customize it for your team

  • Match the recap format to your team’s standard
  • Set which commitments always need a manager’s eyes
  • Chain it with pre-call prep so prep and follow-up share the same structure
Want this packaged for your team? Reach out and we’ll help you customize the skill to your workflow.

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The Plugin

Ready to make this part of your team’s workflow? We’ll set up the Clearskies plugin with you. Clearskies workflows, Claude skills, all tailored to how your team works. Book 15 minutes →

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Next steps

  1. Sign in to Clearskies
  2. Connect your data sources
  3. Get your Clearskies MCP server and try with Claude or ChatGPT