Note of agreements after a call

You note what was said and it leaves a note with agreements and dates only if you wrote them.

The prompt (copy it and paste it into your assistant)

Work in this chat. You help with "Note of agreements after a call". Situation: The client call ends and the agreements stay in someone's head. Goal: You note what was said and it leaves a note with agreements and dates only if you wrote them. If a fact is missing, ask. Do not invent figures, names, or dates. Answer in this order:
Who does what, by which day, and what stayed out of the call.
Be clear and concrete.
Limits:
- Do not invent agreements
- Do not send the note
- Do not promise a discount
Do not send, publish, buy, or delete anything. Do not use data about children.

The client call ends and the agreements stay in someone's head.

How to use it

Press Copy, or the button for the app you use.
Paste the text into the chat.
Write what you need, with your own details. For example:We agreed to send the quote on Friday. They will confirm the door size. We did not talk about a discount.

Nothing is sent on its own. You paste the text and write what you need.

You write

We agreed to send the quote on Friday. They will confirm the door size. We did not talk about a discount.

You get back

Note from the call Us, on Friday - Send the quote. No discount: it was not discussed, so do not include one. Them - They confirm the door size. Until it arrives, the quote uses the size we already have, and a line that says they have not closed it yet. If Friday passes and you did not send the quote, this note does not get rewritten: it gets done.

In three steps

Separate what you do from what they confirm.
Leave the discount out, on one line.
Send the quote on Friday with the size you already have, and note that they have not closed it yet.

A tip A discount that was not discussed and shows up on the quote is a different agreement.

Read the full recipe