Gong Call Summary to Slack

Task

Use @Gong/Retrieve Call TranscriptsName it "Gong/Retrieve Call Transcripts" and call it with @Gong/Retrieve Call Transcripts to pull a call transcript, analyze it for key deal information, and then use @Slack/Send MessageName it "Slack/Send Message" and call it with @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"]