Nightly call-notes bots
Nobody on the team types call notes anymore. Every weekday evening, scheduled jobs read that day's recorded client calls, fill in the CRM, write a short narrative of what mattered, and post a Slack summary that tags whoever took the call and asks them to check it. There are separate bots for sales calls, planning calls and intake calls.
- Why
- The first calls with a new client hold details that get lost before anyone has made a proper record. The narrative turned out to be the part the operations team values most.
How I built it
- I wrote a runbook in plain English: where the calls are, which ones count, what to write where.
- I had Claude Code pull the last 24 hours of recordings from the notetaker, skip internal meetings and match each call to a CRM record.
- I told it that if it wasn't sure of the match, it should alert Slack and write nothing.
- I added anti-hallucination rules. The main one is a quote test: can it point to the exact sentence? If not, it doesn't write it.
- I scheduled it with Windows Task Scheduler and ticked "Run task as soon as possible after a scheduled start is missed."
- I made every run post a heartbeat to Slack, even with zero calls.
- To copy it you need
- Claude, or the AI of your choice, a meeting recorder with an API, a CRM with an API, Slack, and a computer that stays on. The gotcha: "they're in LA" does not mean you know the zip code. Tell the AI to leave a field blank instead of guessing.
Try it yourself
Copy this prompt and paste it into ChatGPT or Claude to try it yourself.
I want to copy Frances Tang's nightly call-notes bots from her What Are We Building profile. Each evening her AI reads that day's recorded client calls, fills in the CRM, writes a short narrative of what mattered, and posts a Slack summary asking the person who took the call to check it. Her rule is a quote test: if the AI can't point to the exact sentence in the transcript, it doesn't write the field. If it isn't sure which client a call belongs to, it alerts someone and writes nothing. Help me build a starter version: I'll paste one call transcript and the list of fields I track, and you fill them in under those rules and show me the sentence behind each one. Start by asking which fields I track. Ask me for anything you need.
Tools I used for this project
