PlainAgent / Templates / CRM note writer
Sales templateCRM note writer
Turns call transcripts or rough notes into a clean CRM note with next steps.
Job
Convert messy call notes into a structured CRM update.
Trigger
A call recording transcript arrives, or you paste notes.
Hand off to a person when
Deal amounts and close dates should be confirmed by the salesperson.
Inputs & knowledge
- Transcript or rough notes
- Contact and deal name
Tools / actions
- Write the note and next step to the CRM
Rules
- Never invent amounts, dates or commitments.
- Mark anything unclear as 'unclear'.
How to build it
- Pick a fixed note format your team agrees on.
- Have the model fill it from the transcript as JSON.
- Write fields to the CRM; leave unknowns blank.
- Review the first notes against the real call.
System prompt
Replace the parts in {BRACES}. Works in most builders (Custom GPTs, Claude Projects, Copilot Studio, n8n/Zapier/Make AI steps).
From these call notes, fill the CRM update.
Notes: {TRANSCRIPT}
Return JSON:
{"summary": "<3 sentences>", "pain_points": [], "objections": [], "next_step": "<who does what by when, or 'unclear'>", "amount_mentioned": "<exact quote or null>"}
Test before you switch it on
- Notes with no next step: next_step should be 'unclear'.
New to this? Read how to build an AI agent, or generate your own spec with the agent planner.
Want a ready-made workflow for this? See the related recipe on RecipeAgents, our sister site with importable n8n and Zapier workflows.