Log Call Transcripts

---
name: log-call-transcripts
description: Analyzes sales call transcripts to extract key information and automatically logs the call as a Phone Call activity in Dataverse. Use when user says "log this call", "process this transcript", "save this call to CRM", "create a phone call record from this transcript", uploads a call recording transcript, or pastes meeting/call notes to be logged.
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-productivity
---

# Log Call Transcripts

When a sales representative uploads or provides a call transcript, this skill extracts actionable information from the conversation and creates a properly structured Phone Call activity record in Dataverse. This eliminates manual data entry and ensures consistent activity logging across the sales team.

## Instructions

### Step 1: Receive and Parse Transcript
When the user provides a call transcript:
1. Accept the transcript content (text or file upload)
2. Identify the transcript format and parse it appropriately
3. Extract speaker labels if available (e.g., "Sales Rep:", "Customer:")

#### Step 2: Extract Key Information from Transcript
Analyze the transcript to identify and extract:

**Participant Information:**… install to load the full skill