# Call Recap

> Turn a recent call into a compact recap with a summary, decisions made, action items with owners, and open questions, drawn from what was actually said.

**Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-call-recap

---

## Overview

Call Recap turns a just-finished call into a compact, high-signal writeup: what was discussed, what was decided, who owns what, and what is still open. It reads the conversation with conversation intelligence and adds light account research only when deal context helps. The output is a recap you can drop into notes or a follow-up email without editing for accuracy.

The skill is built for anyone who runs customer calls and needs the record fast: account executives, customer success managers, and the managers who review their deals. You can name the call by account or date, or let the skill list your recent meetings as a numbered shortlist to pick from before it spends any credits. An optional emphasis, such as just the action items, what did we decide, or a version for your manager, shapes what the recap leads with.

The recap stays honest to the conversation. It attributes decisions and action items only when the call supports them and never invents an owner or a due date, marking those as owner not stated or no date given. Conversation intelligence cannot search by topic or count mentions, so the skill keeps each read scoped to one engagement and runs a separate read per call when several are selected. When a call has no transcript, it reports that the recording was not available rather than fabricating a recap.

## What It Does

- **Compact summary**: Captures in a few sentences what the call was about and where it landed.
- **Decisions**: Lists what was decided and attributes each to the person who made or agreed to it when the conversation says so.
- **Action items**: Records owners and due dates, and flags an item as owner not stated or no date given when the call did not specify.
- **Open questions**: Surfaces what is still hanging, each with the moment in the call that raised it.
- **Adaptive output**: Reshapes the recap around a requested subset, such as an action-items-only list or a manager-facing summary.
- **Grounded attribution**: Cites the source meeting and declines to assign an owner or date the conversation never stated.

## Use Cases

### Post-Call Writeup

An account executive wraps a call and wants the record before context fades. The skill reads the meeting and returns a summary, the decisions reached, action items with owners, and open questions, each citing the source moment. The AE pastes it into the CRM or a follow-up email in seconds rather than reconstructing the call from memory.

### Action-Items-Only Follow-Up

A rep needs to send next steps right after a meeting and wants nothing but the commitments. With an action-items emphasis, the recap leads with owners, actions, and due dates, marking anything the call left unstated. The rest of the template is trimmed so the follow-up is ready to send.

### Manager-Facing Summary

A manager wants a tight read on how a deal call went for a pipeline review. Asked for a manager-facing version, the skill keeps the recap to the summary, the decisions, and the suggested next step. The manager gets the signal without wading through the full transcript.