Run your after call workflow automatically
After call work automation is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
After call work automation is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
After-call work is the twenty minutes nobody books: the CRM update, the recap, the follow-up, the task for the thing you promised — and it is the first work to disappear on a busy day.
| name | call-recap-format |
|---|---|
| description | The structure of a good call recap: commitments, owners, dates, risks. Use when summarising a recorded call or meeting, or writing a follow-up that has to survive being forwarded. |
| allowed-tools | none — this skill adds judgement, not reach |
| compatibility | Zealos, Claude Code, Cursor, Codex and any client that reads SKILL.md |
| license | Free to use and edit |
--- name: call-recap-format description: The structure of a good call recap: commitments, owners, dates, risks. Use when summarising a recorded call or meeting, or writing a follow-up that has to survive being forwarded. --- # Call recap format A recap is read by someone who was not on the call. Write for them. ## Structure **One line up top:** what was decided, or that nothing was. **Commitments** — the only section that always matters. Each line: *who* · *what* · *by when*. Both sides. If a date was not said, write "no date agreed" rather than inventing one. **What we learned** — new facts only. Not a transcript. Three bullets is plenty. **Risks and open questions** — what could kill this, and what we still do not know. If a concern was raised and not resolved, it goes here even if the tone was friendly. **Next step** — one action, one owner, one date. ## Rules - Quote the customer where the exact words matter (pricing, scope, timing). - Separate what they said from what you concluded. Mark inferences as inferences. - Do not soften bad news. A recap that reads better than the call did is worse than useless. - If the call had no commitments, say that. It is the most important thing on the page. ## Length Under 200 words. If it is longer, the call did not have that much in it and you are padding.
The gap between the call ending and the next one starting stops being the place where the follow-up dies.
Every check-in produces the same artifacts regardless of how the week is going, which is what makes a health score mean anything.
Billable time stops being spent on admin that a written checklist and a transcript can complete without you.
The recap, the CRM update, the follow-up email, and a task for every commitment made. It is roughly twenty minutes per call and it is the first thing dropped when the day is full.
Only what you approve. Most teams run drafts through a review queue for the first few weeks, then promote the ones that stop needing edits.
Then the recap says so. A call with no commitments is a finding, and burying it under a tidy summary is worse than saying nothing.
Post-call automation turns a recorded conversation into the three things that outlive it: the commitments each side made, the fields that changed, and the follow-up that has to go out today.
/call-recap-formatA pre-call brief is worth writing only if it changes what you ask: who is in the room, what they are measured on, what happened last time, and the one question you cannot afford to leave without answering.
/discovery-questionsAn AI SDR agent is only as good as the definition of a good customer it is working from, which is why the fit criteria belong in a written skill rather than buried in a prompt nobody can find.
/our-icpAI email triage is worth having only when it sorts by consequence rather than by recency: what blocks a deal, what someone is waiting on you for, and what can be read at the end of the week.
/email-rulesCRM data hygiene survives AI only if one rule is written down first: a field left blank is a known unknown, while a field filled in by inference is an unknown unknown that will be reported on as fact.
/crm-field-conventionsQualification is a claim about evidence, not a score: a deal is qualified when every criterion has a source you can quote, and unevidenced criteria are named rather than filled in optimistically.
/meddicc