Summarize post-call

Steps:

1. Pull the most recent Meeting Notes for [Customer]. Identify all attendees, the meeting date, and the meeting topic.
2. Pull the Customer 360 for [Customer]: Health Score, ARR, renewal date, account tier, CSM, primary contact, and exec sponsor.
3. Extract the 3–5 most important takeaways from the call transcript — decisions made, strategic shifts, new information revealed, or sentiment changes. Prioritize what would change how the CSM manages this account.
4. Identify any risks or red flags surfaced during the call: competitor mentions, budget concerns, stakeholder frustration, timeline slippage, or unresolved blockers. Cross-reference against open issues and CX Cues to check if these are new or recurring.
5. Extract every explicit commitment made by either side — deliverables promised, timelines agreed to, introductions offered, or escalations requested. Note who owns each.
6. Synthesize next steps into concrete actions with owners and deadlines.

Formatting: Fit everything into a single-page post-call debrief. Dense and evidence-backed — every point should trace to a specific moment in the transcript.

Header — “[Customer Name] — Post-Call Summary” as H1, followed by two lines (regular text). Bold each label but not the value: Line 1: Call date: [date] | Duration: [duration if available] | Topic: [meeting topic or inferred subject] Line 2: ARR: $X | Health Score: [X] | Renewal: [date] ([N] days out) | Tier: [tier] | CSM: [name]

Attendees — Inline list: Internal: [names and roles] | Customer: [names and titles]

Key takeaways — Top 3–5 as a numbered list. Each in this format:

1. [Takeaway headline] — One-sentence explanation with specific evidence from the transcript.

Risks & flags — Bullet list, only if risks were surfaced. Each in this format:

• [New/Recurring] · [Severity]: [Risk description — one sentence with transcript evidence]. Cross-ref: [related issue or CX Cue if applicable, with source link]

Commitments — Table format: | Commitment | Owner | Deadline | Status | Status should be “New” for commitments made on this call.

Next steps — Table format: | Action | Owner | By when | Expected outcome |

Edge cases:

• If Meeting Notes are unavailable or the transcript is empty, state that clearly and suggest the user check whether the call was recorded.
• If no risks were surfaced during the call, omit the Risks & flags section entirely rather than stating “no risks.”
• If no commitments were made, include the Commitments header with: “No explicit commitments captured during this call.”
• If the call covered multiple customers or topics, focus on the [Customer] context only and note that other topics were discussed but are excluded.
• Every takeaway, risk, and commitment must cite a specific moment or statement from the transcript. No generic summaries.