Call Summary
作者 anthropicsae1513ea94dc無授權條款27K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新
Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.
- ae1513ea94dc目前提交 ae1513e發布於 2026年10月8日
來源與署名
來源：anthropics/knowledge-work-plugins位於sales/skills/call-summary提交ae1513e
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 anthropics/knowledge-work-plugins 的技能
Ticket Deflector
anthropics
Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
Tax Season Organizer
anthropics
Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."
Tax Prep
anthropics
根據已結帳的帳目準備稅務資料：季度預估繳稅明細，或年終 1099-NEC 清單與會計師資料包。
Smb Onboard
anthropics
引導小型企業主完成首次設定：連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。
Smb Router
anthropics
將小型企業主的需求轉接到合適的外掛技能或指令，並說明可用功能。
Month End Prep
anthropics
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."
更多Communication技能
Internal Comms
anthropics
依公司慣用格式撰寫內部溝通文件，例如 3P 更新、公司電子報、FAQ、狀態報告與事故報告。
Stakeholder Update
anthropics
依受眾與節奏產出利害關係人更新，從高階主管簡報到客戶公告皆可。
Draft Outreach
anthropics
撰寫個人化的冷開發或跟進業務外聯郵件，並產生可供審閱的草稿。
Status Report
anthropics
產出結構化狀態報告，包含 KPI、風險、待決事項與行動項目，供高階主管或利害關係人閱讀。
Compose Outreach
anthropics
依據 Common Room 訊號，產生電子郵件、電話話術與 LinkedIn 訊息三種個人化外聯草稿。
Call Prep
anthropics
運用 Common Room 的帳戶與聯絡人資料，為客戶或潛在客戶通話產出精簡的通話準備簡報。