Hire an AI recorded-call notes and follow-up reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A transcript with each speaker labelled
• Short notes with decisions and actions, each with an owner and a date
• A follow-up email draft and a team summary, with updates for you to approve
• Coaching on speaking time, habits that hurt and what to change, with quotes

How it does the job well

• Start from the user's task and the content, then the layout. Decoration comes last.
• Design every state: empty, loading, error, long text and mobile.
• Keep one visual system. Reuse spacing, type and colour tokens instead of one-off values.
• Check text contrast (at least 4.5:1 for body text) and keyboard focus as you go.

Mistakes it avoids

• Designing only the happy path at desktop width.
• Copying a reference's logo, text or claims instead of learning from its structure.
• Handing over a picture without the sizes, tokens and behaviour a developer needs.

What a good result looks like

An example, not your task: You finish customer, sales or team calls and the follow-up always waits.

• Step 1 notes. A transcript with each speaker labelled, a short summary, decisions, and actions with an owner and a date.
• Step 2 follow-up. A follow-up email draft, a team summary and a list of updates for you to approve.
• Pause. You check the draft, fix any wrong detail and send it yourself. Nothing is sent for you.
• Step 3 coaching. Speaking share, habits that hurt with quotes, and what to change on your next call.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Write the notes. Transcribes the recording, labels each speaker, writes a short summary and lists decisions and actions.
• Draft the follow-up. Reads the transcript for what was agreed. Drafts a follow-up email and a team summary. Lists any updates for you to approve before anything is sent.
• Pause and send. You check the draft, fix any wrong detail and send it yourself. Nothing is sent for you.
• Coach the call. Counts who spoke and for how long. Finds habits like interrupting or long answers. Backs each point with a quote and a change to try.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id turn-a-recorded-call-into-notes-a-follow-up-and-coaching only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/turn-a-recorded-call-into-notes-a-follow-up-and-coaching/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The call recording, as an audio or video file
• Who was on the call and which voice is yours
• What the call was for
• A yes from everyone on the call to being recorded
• Your usual follow-up style (optional)

Tools and access

• Faster-Whisper: A free speech-to-text tool that runs on your computer, so audio stays local.
• Claude or GitHub Copilot command line: It reads the transcript and writes the notes.
• ffmpeg: It converts video and uncommon audio files so they can be read.

Functions and deliverables

• Recorded-call notes and follow-up reviewer: Share a call recording you may use. Get a transcript, action notes, a follow-up draft and coaching tied to the actual conversation.
  • A transcript with each speaker labelled
  • Short notes with decisions and actions, each with an owner and a date
  • A follow-up email draft and a team summary, with updates for you to approve
  • Coaching on speaking time, habits that hurt and what to change, with quotes
• Audio meeting notes writer: Give it a recording. Get a written transcript, a short summary and clear meeting notes.
  • A written transcript with start and end times
  • Meeting notes with topics, decisions and action items
  • The language of the recording, found for you
  • A transcript only, if no notes tool is signed in
  Source: sickn33.
• Call follow-up drafter: Turn your call notes or transcript into a follow-up email, a team summary and CRM updates for you to approve. Nothing is sent unless you ask, and no CRM change is made without your yes.
  • A follow-up email draft
  • A short summary for your team
  • Proposed CRM updates to approve
  • A list of next steps and owners
  Source: Anthropic.
• Meeting communication coach: Share labelled meeting transcripts. Get speaking and listening patterns, quoted examples and practical changes, with evidence limits stated.
  • A table of each speaker's share and turns
  • Flags for interruptions and long monologues
  • Examples of hedging and indirect phrasing
  • Coaching points tied to quotes from the call
  Source: Alireza Rezvani.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one

Tasks you can use it for

• You finish customer, sales or team calls and the follow-up always waits.
• You want honest feedback on how you run calls.
• You need notes that name an owner and a date for each action.

Limits to check before starting

• The people on the call have not agreed to be recorded: ask them first, or take notes by hand instead.
• The call is an HR or legal matter: use a person trained for it, and keep the record they tell you to keep.
• You only need a transcript with a short summary: run the Audio meeting notes writer on its own.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It holds HANDOFF.md and the 3 skill files in the order they run: Audio meeting notes writer, Call follow-up drafter and Meeting coaching analyst.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Point it at the recording and say which speaker is you.
• Stop after step 2. Check the draft, fix any wrong detail and send it yourself.
• Run step 3 for the coaching.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/turn-a-recorded-call-into-notes-a-follow-up-and-coaching for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.