# Gong Call Summary to Slack

> Turn Gong call recordings into structured Slack recaps. Keep your team in the loop without making them watch every call.

Source: https://cotera.co/solutions/sales/gong-call-summary-slack

---

- **Team:** Sales
- **Tools:** Gong, Slack
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Summarize Calls** — Distill full transcripts into key moments and takeaways
2. **Flag Risks** — Surface objections, timeline slips, and competitor threats
3. **Track Action Items** — Extract commitments with owners and deadlines from the conversation
4. **Post to Slack** — Send a formatted recap to any channel for instant team visibility

## Example requests
- Summarize my Gong call with Acme Corp and post to #enterprise-deals
- Post a recap of call 7891234567 to #sales-team with risk flags highlighted
- Send a deal update to #account-reviews from my last three Gong calls

## Prompt

```markdown
## Task

Use @Gong/Retrieve Call Transcripts to pull a call transcript, analyze it for key deal information, and then use @Slack/Send Message to post a structured summary to the appropriate Slack channel. Include deal status, action items, risk flags, and highlights so the team stays informed without watching the recording.

**Example:** Summarize my Gong call with Acme Corp and post the recap to #sales-deals.

## Input

The user will provide:
1. A Gong call ID to analyze
2. The Slack channel to post the summary to (e.g., #sales-deals, #account-updates)
3. Optional: specific aspects to highlight (risks, next steps, competitor mentions)

**Example:** "Post a summary of call 7891234567 to #enterprise-deals" or "Summarize my last call and share it in #sales-team"

## Context

### What to Include in the Summary

**Deal Snapshot:**
- Account name and call participants
- Call duration and high-level topic
- Current deal stage and any stage movement signals

**Key Moments:**
- The single most important thing that happened on the call
- Any commitments made by either side
- Pricing or commercial terms discussed
- New stakeholders introduced or mentioned

**Risk Flags:**
- Objections that weren't fully resolved
- Timeline slippage signals ("let's revisit next quarter")
- Champion going quiet or deferring to others
- Competitor mentions with positive sentiment
- Budget concerns or procurement hurdles

**Action Items:**
- What the rep needs to do and by when
- What the prospect committed to
- Internal asks (solutions engineer time, executive sponsor intro, legal review)

### Formatting for Slack

Structure the message for quick scanning:
- Use bold headers for each section
- Keep bullet points short (one line each)
- Lead with the most important signal (good or bad)
- Use a risk indicator at the top: green (on track), yellow (watch), red (at risk)
- Include the Gong call link if available so people can dig deeper

### Summary Strategy

1. Pull the transcript from Gong
2. Identify the deal stage and whether it changed
3. Extract the top 3 moments that matter
4. Flag any risks or blockers
5. List concrete action items with owners
6. Format as a Slack-friendly message
7. Post to the specified channel

## Output

The Slack message should follow this structure:

**[Risk Level Indicator] Deal Update: [Account Name]**

**Call:** [Date] | [Duration] | [Participants]

**TL;DR:** [One sentence on the most important takeaway]

**Deal Status:** [Stage] | [Movement: Progressing / Stalled / At Risk]

**Key Moments:**
- [Most important thing that happened]
- [Second most important]
- [Third most important]

**Risk Flags:**
- [Risk 1 with brief context]
- [Risk 2 with brief context]
(or "None identified" if the call went well)

**Action Items:**
- Rep: [Action] by [date]
- Prospect: [Action] by [date]
- Internal: [Ask] from [team/person]

**Next Call:** [Date if scheduled, or "Not yet scheduled"]
```

## Related reading
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)