Automate a daily sales recap from your call transcripts

What a recap worth reading contains

1. The numbers. Dials, conversations, talk time, dispositions. Enough to know whether it was a good day before reading a word of prose.
2. Prospects reached. Who they are, two sentences on the conversation, and the agreed next step. Voicemails and no-answers are counted, not narrated.
3. Objections, verbatim. “We renewed with Aircall in June” is useful on Thursday; “price objection” is not.
4. Follow-ups due. The open tasks, and the promises made on a call that never became a task. The second list is the one people lose.
5. One move per prospect. Grounded in what they said, toward a booked meeting. Not a paragraph of advice; one thing to do.

That is the structure of the daily_sales_recap prompt shipped with the MCP server, so an agent that is connected can be asked for “my daily sales recap” and follow it without being told.

The prompt

Paste this into a client connected to DialSheet. Change the time zone; it is the one thing that silently ruins a recap, because “today” is read in UTC unless you say otherwise and the evening calls land in tomorrow.

Write my sales recap for today in America/Chicago time.

1. Numbers: dials, conversations, talk time, dispositions.
2. Prospects reached: for each one, who they are, two sentences on the
   conversation, any objection in their own words, and the agreed next step.
   Use get_call on any prospect whose summary is thin.
3. Follow-ups due: open tasks, plus anything promised on a call that has no task.
4. For each prospect, one concrete move toward a booked meeting, grounded in
   what they said. Do not invent anything that is not in the data.

Connecting takes three clicks in claude.ai or Claude Desktop and one command in Claude Code; the setup guide has each.

Where the facts in the recap come from

Every answered call in Pro is recorded, transcribed with Whisper, and summarised: two to four sentences for the rep's notes, a disposition (interested, callback, not interested, gatekeeper, wrong number, voicemail) and a next step. Those live on the call, next to the rep's own outcome and notes. The recap endpoint takes a day, in the zone you name, and groups every call by the lead it was to, attaching the lead's open tasks and open deals so the agent can see what was already promised.

Without an agent: the endpoint

If you would rather feed a model of your choice, or a Zap, the recap is one request with an API key from Settings → API Keys.

curl "https://www.dialsheet.io/api/v1/recap?date=today&tz=America/Chicago" \
  -H "Authorization: Bearer ds_your_key"

The JSON has totals (dials, conversations, prospects reached, talk seconds, voicemails, a count per disposition, open tasks) and prospects, each with the lead, its calls in order, the last AI summary and next step, notes logged that day, open tasks and open deals. Add include_transcripts=true to embed every transcript, or fetch one call's with GET /api/v1/calls/:id. An organisation admin adds scope=team. Field by field, it is documented in the API guide.

Running it every evening

DialSheet answers when asked and does not push the recap, so the schedule lives on your side. Claude Code's scheduled routines can run the prompt at five on weekdays and leave the recap in the conversation; a cron job can call the endpoint and post the JSON to whichever model you use. Either way the output is a draft written by someone who was not on the call. Read it, correct the two lines where you know better, and the follow-ups it created are already in your task list.

When a different tool is the better buy

If your calls are thirty-minute discovery conversations and what you want is deal risk, talk ratios and forecast changes pushed into Slack for a twenty-rep floor, a conversation-intelligence platform is built for that, and it is priced for it, commonly around $100 a user a month on an annual contract. DialSheet's recap fits a one-to-thirty-rep cold-calling team whose calls run thirty seconds to three minutes, who already pay for Claude, and who want the evening reading written from the calls for $29/month, then $19 per seat rather than a platform fee.

Common questions