Prompt Library

Diligence Call Notes.

Two-prompt set that turns a raw call transcript into structured internal call notes ready to email the partner inbox. The first prompt generates HTML-formatted notes locked to four fixed sections (Key Insights, Diligence Notes, Decisions & Agreements, Next Steps & Action Items). The second prompt acts as a Yes/No substance gate so misrecorded or non-substantive calls never reach a partner inbox.

Diligence

2 prompts

P.1

Where this runs

Playbook

02 · Diligence

Used by

Route call transcripts to partner inbox →

P.2

Prompts by section

The full set, in execution order. Each section is its own LLM call — cheaper to debug, easier to swap, and resilient against any single prompt failing. Templated fields like {{1__parent_record_values__name[]value}} are substituted at runtime by the orchestrator from CRM trigger data.

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Where this runs

Prompts by section

01 · gpt-5.2Generate diligence call notesNotes generator — converts a transcript into HTML-formatted internal call notes with four locked top-level sections, ready to drop into an email body.

02 · gpt-5.2-chat-latestSubstance filter (send / hold)Send gate — reads the generated notes and returns Yes or No on whether the email is worth sending to a partner inbox.