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Prompt body
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Use my most recent Zoom meeting. Retrieve the Zoom transcript and AI Companion summary. Summarize the key takeaways, decisions, risks, opportunities, and action items. Then draft a customer follow-up email, create a Google Docs account plan, prepare a Salesforce update with notes, risks, next steps, and owners, and draft a Slack message to [team/channel/person] with the most important details.
Use evidence from the transcript where possible. Mark anything uncertain. Do not send emails, post Slack messages, create docs, update Salesforce, assign owners, or expose private data until I review and approve each action.
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Must include
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- A source meeting identifier, customer name, or meeting date
- A request for both the Zoom transcript and AI Companion summary
- Output sections for summary, risks, opportunities, decisions, action items, email draft, Google Docs account plan, Salesforce update, and/or Slack message
- A request for evidence or confidence markers for important claims
- A review step before any external write actions are taken
- A privacy requirement to avoid exposing confidential customer data or internal-only links
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Must not do
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- Do not send emails or Slack messages without your approval
- Do not create or modify Salesforce records without your approval
- Do not create, share, or publish Google Docs without your approval
- Do not expose private customer data, unreleased product details, or internal-only URLs
- Do not make unsupported claims about time savings, quality, or business impact
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