Where do I put the transcript?

Paste it into your AI right after the prompt. The transcript never goes through PromptSpoke.

Does it work with Teams or Zoom transcripts?

Yes, any text transcript or notes work. With Copilot, it can also look for the meeting in Teams.

Can it update my CRM directly?

Only if your AI is connected to your CRM. Otherwise it gives you a note ready to paste in.

Does it work with the free version of ChatGPT?

Yes. The prompt is plain text and works in any ChatGPT plan. Looking things up in your email needs a plan and setup that connects those apps.

ChatGPT prompt for turning sales call notes into next steps

After a call, the hard part is getting from a messy transcript to a clean CRM note and a recap that goes out the same day. Paste the transcript or your notes after this prompt and your AI does the sorting. Answer a few questions and copy a prompt formatted for ChatGPT. Free, no signup needed.

Quick context about you

Optional, but it makes the result much better.

Your company

What you sell

Your role

Who was the call with? *

Who are they to you? *

Where's the transcript or notes? *

What do you need? *

Anything to focus on?

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into ChatGPT, then paste the call transcript or your notes right below it.

✨ AI polish

Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.

How to use it in ChatGPT

Answer the questions above. Only the starred ones are required.
Click Copy prompt.
Open a new chat in ChatGPT, paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses short Markdown headings like ### Task and ### Rules. ChatGPT handles this structure well, and it stays readable if you edit it.

If you've connected your email or other apps to ChatGPT, choose "Let my AI look them up" so it can use them as the source of facts.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

### About me and my company
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we sell: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers

### Task
Turn my call with Dana Lopez, Harbor Foods, a prospect (not a customer yet), into clear next steps.
Right after this prompt I'll paste the call transcript or my notes. Use only what's in it.

### Details
Focus on: Pricing questions and the install timeline.

### Rules
- Tone: friendly and warm, but professional.
- Write like a real person in sales, not a marketer or a robot.
- No filler openers such as "I hope this email finds you well" or "I wanted to reach out".
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Only include what was actually said. Don't add promises, prices or dates that weren't in the call.
- If it's unclear who owns a task, write [owner?].

### Output
- Part 1 — CRM note: a 3-bullet summary, decisions made, next step with date, and deal risks.
- Part 2 — Action list: each item with an owner and a due date. Use [date] if no date was said.
- Part 3 — Recap email to them (under 150 words) with the agreed next step.
- Short bullets, plain words. No filler.

Why this prompt works

Choose what you need: a CRM note, an action list with owners and dates, a recap email, or all three.
It only uses what was actually said, so nothing ends up in your CRM that the client didn't say.
Action items get an owner and a date, or a [date] placeholder when none was agreed.

Questions

Where do I put the transcript?: Paste it into your AI right after the prompt. The transcript never goes through PromptSpoke.
Does it work with Teams or Zoom transcripts?: Yes, any text transcript or notes work. With Copilot, it can also look for the meeting in Teams.
Can it update my CRM directly?: Only if your AI is connected to your CRM. Otherwise it gives you a note ready to paste in.
Does it work with the free version of ChatGPT?: Yes. The prompt is plain text and works in any ChatGPT plan. Looking things up in your email needs a plan and setup that connects those apps.