Prompt Library
Post-Call Task Extraction.
Agent routine that fires whenever a new call recording lands in the CRM. Pulls the transcript, extracts only concrete action items, links each task to the right company/person record, assigns it to the right teammate, and sets a realistic due date. Tool-agnostic by design — point it at any CRM, project tracker, or task app via the same routine.
Pure Operations
1 prompts
P.1
Where this runs
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.