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Turn the day's call transcripts into CRM notes and a callback list
Twenty calls today and half of them promised a callback. Paste the transcripts and get a note per caller and who to ring back first.
The prompt · ChatGPT
Turn today's call transcripts into notes and callbacks. Transcripts or summaries: [paste them; 3CX's AI transcription and summaries need the AI Edition] Who handles callbacks: [names]
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What you get (sample answer)
Nora Greaves / Greaves Flooring — quote chase, wants figure by Fri. Dan Moss — late delivery complaint, promised callback today. Promises: Sam send revised quote by Fri; Alex call Dan before 4. Callback priority: (1) Dan complaint, (2) Nora quote. Flagged: Dan Moss.
1
If you have the 3CX AI Edition, copy the call transcripts or summaries; otherwise paste your own notes.
2
Paste the prompt above into any assistant.
3
Copy each note into your CRM.
Why it helps
Calls blur into each other, notes are skipped and callbacks promised in a rush are forgotten.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.