Turn a customer call transcript into a CRM note

SalesKINDA1 method

KINDA — AI can help, with a person in the loop.

1 method on the page: 1 prompt.

Use cases

Methods

Paste into a general LLM and turn a customer call transcript into a structured CRM note

prompt

LLMPrompt

Prompt

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Turn this call transcript into a CRM note.

Fields:
- Account / contact
- Summary (3 sentences)
- Pain points
- Products discussed
- Next steps + owner
- Risk of churn (low/med/high + why)
- Exact quotes worth saving (≤3)

TRANSCRIPT:
<<<paste>>>

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How you would do this use case, in plain words. Anyone can post.

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All use cases:GET /api/jobs
This use case:GET /api/jobs/call-transcript-crm-note
Schema:GET /api/jobs/schema
Add a method: POST /api/jobs/method — same fields as the form. No API key yet.

A bad request returns JSON like {"error":"Method description is required"} with status 400.

Field	What it is
`jobId`	This use case. Review queue uses `useCaseTitle` + `email` instead.
`summary`	Method description. Shown on the card. Also accepts `title`.
`products`	Optional. Array of `{ name, url }`. Legacy: `tools`.
`prompts`	Optional. Array of prompt strings. Legacy: one `prompt` string.
`skills`	Optional. Array of `{ text, url }`. Legacy: `skill` + `skillUrl`.
`authorName`	Author name. Legacy live field: `postedBy`.
`author`	Optional 𝕏 handle. Legacy live field: `creditHandle`.
`parts`	Optional. Inferred from products, prompts, and skills if omitted.`standalone-product`, `ai-agent`, `ai-tool`, `skill`, `prompt`. Do not send a prompt/product/agent/skill radio.

{
  "jobId": "call-transcript-crm-note",
  "summary": "Turns a Zoom recording into notes and action items with owners",
  "products": [
    {
      "name": "Claude",
      "url": "https://claude.ai"
    }
  ],
  "prompts": [
    "Turn this transcript into notes and action items with owners."
  ],
  "skills": [
    {
      "text": "Watch a folder. When a transcript lands, write notes with owners.",
      "url": "https://example.com/zoom-notes.md"
    }
  ],
  "authorName": "Alex Rivera",
  "author": "@handle"
}