Recipe

Recipe: CRM call-note writer

Auto-generate structured call summaries from raw transcripts and sync them to your CRM.

Overview

This recipe ingests a raw sales-call transcript, extracts key points, and produces a formatted note ready for HubSpot, Salesforce, or Pipedrive. It identifies action items, stakeholder sentiment, and next steps automatically.

Prerequisites

Meridian workspace with API key
CRM connector configured (HubSpot, Salesforce, or Pipedrive)
Call transcript in plain text or JSON

Quick start

curl -X POST https://api.getnimbus.net/v1/recipes/crm-note \
  -H "Authorization: Bearer $MERIDIAN_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "transcript": "Agent: Hi Sarah...",
    "crm": "hubspot",
    "deal_id": "12345"
  }'

Output schema

Field	Type	Description
summary	string	Executive summary
action_items	string[]	Follow-up tasks
sentiment	string	Positive / neutral / negative
next_steps	string	Recommended follow-up

Next steps

Read the CRM integration guide for field mapping and webhook setup.