Gemini prompt for turning sales call notes into next steps

How to use it in Gemini

1. Answer the questions above. Only the starred ones are required.
2. Click Copy prompt.
3. Open Gemini, paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses bold section titles, which Gemini reads clearly and which stay easy to scan in the chat.

If your company uses Google Workspace with Gemini, it may be able to find the details in your Gmail and Drive. Choose "Let my AI look them up".

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.