Sales
Sales Call Intelligence Brief
Walk into every prospect call fully briefed, and walk out with the CRM already updated — zero manual data entry.
Best forAgencyB2BSaaSServices
Agents12 required
Duration3-5 minutes
This recipe runs both sides of a sales call. Pre-call, it resolves the account, pulls the deal record, contact history, and every email thread, then synthesizes deal state, talking points, and likely objections into a one-page brief. Post-call, it turns the transcript or your notes into a structured recap, proposes the deal-stage change with rationale, and stages a follow-up email plus a follow-up task. Every CRM write, email, and task is staged for your approval — nothing is sent or logged automatically.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Parse the request, resolve pre-call vs post-call mode, check memory, and identify the target account/contact/deal.
workflow orchestrator01
Resolve a bare name to a canonical contact, company, and domain via CRM search.
crm scanner02
Pull the deal record, stage, amount, close date, and all notes; fetch the team's real pipeline stage labels.
crm scanner02
Search the rep's mailbox for the account and extract commitments, open questions, and who owes the reply.
inbox scanner02
Confirm the upcoming call time, attendees, and any invite agenda from the calendar.
scheduling scanner02
Post-call: turn the transcript or notes into a structured recap of decisions, objections, and next steps.
meeting notes agent03
Compute deal state — momentum, days-in-stage vs benchmark, MEDDIC gaps, and red flags.
deal analyzer03
Pre-call: produce three tailored talking points, likely objections with responses, and the key question to ask.
sales insight analyst03
Post-call: propose the stage change (real labels) with rationale, new close date, and next-step owner.
pipeline strategist04
Assemble the one-page pre-call brief or the post-call recap-and-updates package.
executive briefing writer04
Supply the call opener and talking-point phrasing anchored to a specific verifiable signal from the threads.
outreach personalizer04
Draft the post-call follow-up email in the rep's voice and stage it as a draft only.
email writer04
Prepare the follow-up task with an SLA-based due date and the agreed next step, ready to create.
follow up reminder agent05
Present all staged writes for a single confirmation, apply only approved actions, and memorize what improves the next run.
workflow orchestratorRequired Agents
12- workflow-orchestrator
- crm-scanner
- inbox-scanner
- scheduling-scanner
- meeting-notes-agent
- deal-analyzer
- sales-insight-analyst
- pipeline-strategist
- outreach-personalizer
- executive-briefing-writer
- email-writer
- follow-up-reminder-agent
Connections
Required
asanacalendlygmailhubspot
Optional
gmailoutlookcalendarcalendlyasanaclickupslack
What it does
- One-page pre-call brief from CRM + email history
- Auto-resolves the account, contact, and deal from a name
- Deal momentum read with red-flag detection
- Tailored talking points and likely-objection responses
- Post-call transcript summary with stated-vs-inferred split
- Proposed deal-stage update with call-grounded rationale
- Staged follow-up email draft in your voice (never auto-sent)
- Follow-up task with SLA-based due date, ready to create
Example prompt
I've got a call with Priya at Acme Corp in an hour — pull everything we know and get me ready. Then after, I'll paste the transcript so you can log it and set up the follow-up.
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