原文核对：2026-10-13 · 中文正文 · 英文提示词与演示
场景定位
从 Zoom 转录和 AI Companion 摘要准备客户邮件、账户计划、CRM 更新和团队通知，供审阅后执行。
- 难度
- 中级
- 时间跨度
- 5 分钟
适合用于
- 希望减少工具间复制会议记录的团队。
- 发现需求、续约、实施或高层支持人会议后的客户跟进。
- 需跨记录、文档、CRM 和消息更新的销售与客户成功团队。
相关工具
认证并经管理员批准后读取可访问的会议、录像、转录和摘要。
Zoom ↗创建或起草账户计划、会议简报等文档。
Google Drive ↗用户审阅批准后准备团队更新。
Slack ↗起步提示词
英文原文 · 可复制后按实际材料修改
Use my most recent Zoom meeting with [customer or account].
Retrieve the Zoom transcript and AI Companion summary. Name anything you cannot access before drafting.
Summarize the key takeaways, decisions, risks, opportunities, and action items. Then draft:
- a customer follow-up email
- a Google Docs account plan
- a CRM update with notes, risks, next steps, and owners
- a Slack message to [team/channel/person] with the most important details
Use evidence from the transcript where possible. Mark anything uncertain and keep internal-only details out of the customer draft.
Do not send emails, post Slack messages, create docs, update CRM records, assign owners, or expose private data until I review and approve each action.简介
客户会议后常需生成邮件、CRM 记录、账户计划、风险更新和交接，材料分散在不同系统。
ChatGPT 可获取相关转录和摘要、提取结构化洞察并准备草稿；发帖、发送、指派或写入系统前仍由你审阅。
创建首个跟进包
- 启用 Zoom AI Companion 摘要、智能录像、转录生成、云录制和音频转录。
- 连接 Zoom 及 Docs、Slack、Gmail、CRM 等目标工具。
- 按客户、日期、系列或标题查找会议。
- 审阅摘要、风险、行动、邮件、账户计划、CRM 记录和 Slack 消息。
- 内容核对后才批准对外操作。
首轮应返回关键结论、风险、机会、决策、行动，以及邮件、账户计划大纲、CRM 和 Slack 草稿。
提供正确背景
需要可读的会议来源，并明确每项跟进的去向。
有用输入包括：
- Zoom 录像、转录和 AI Companion 摘要。
- 客户、日期、标题或重复系列等元信息。
- Docs、Slack、Gmail 或 CRM 目标。
- 语气、隐私、账户计划结构和内部交接格式规则。
可识别决策、负责人和日期承诺，准备邮件、计划和团队更新；重复会议可比较此前通话，突出变化。
行动前审阅
涉及客户数据、私人笔记和正式记录系统时，先起草、引用转录证据和暂存更新，再批准下一步。
执行前检查：
- 客户、频道、CRM 记录或文档权限等受众与目标。
- 客户承诺、负责人、日期、风险和不确定主张。
- 哪些保留草稿，哪些发送、发布、共享或保存。
- 是否应删去机密或内部专属细节。
周期流程保持“起草—审阅—批准—执行”。
完善首稿
在同一对话按受众或下一工作流调整。
官方提示词
英文原文 · 可复制后按实际材料修改
Make the follow-up email shorter and more executive-facing.
Keep:
- the customer commitment
- the risks we need to acknowledge
- the next meeting date
Remove internal-only details. Do not send it yet.也可比较最近几次周会、形成共同行动计划、仅向销售工程师呈现技术阻碍，或只起草不保存 CRM 更新。
自动化周期会议整理
周度客户检查或交易审阅可置顶对话，并从中安排定时任务。
无需自动发帖，可定期生成草稿，批准后再发布。
官方提示词
英文原文 · 可复制后按实际材料修改
Schedule a task from this chat to run after each weekly Zoom call with [customer]. Compare the new transcript and AI Companion summary against the prior three calls.
Draft:
- what changed
- new risks or opportunities
- action items with owners and dates
- CRM notes
- a Slack update for [team/channel]
Only update me when there is a meaningful change, a missing transcript, or a decision I need to make. Do not post, send, assign, or update external systems without approval.展开英文原文对照
Use ChatGPT with Zoom transcripts and AI Companion summaries to draft customer follow-up emails, account plans, CRM updates, and team notifications for review.
Introduction
Customer-facing teams spend real time after meetings turning conversations into action. One call can create a follow-up email, CRM notes, an account plan, risk updates, and internal handoffs, but those artifacts usually live across separate systems.
With Zoom meeting data and connected tools, ChatGPT can retrieve the relevant transcript and AI Companion summary, extract structured insights, and prepare the downstream drafts needed to move work forward. You stay in the review loop before anything is posted, sent, assigned, or written to another system.
Create the first follow-up package
- Enable Zoom AI Companion meeting summaries, smart recordings, transcript generation, cloud recording, and audio transcripts.
- Connect Zoom and the tools you want ChatGPT to use, such as Google Docs, Slack, Gmail, or your CRM.
- Ask ChatGPT to find a meeting by customer, date, recurring series, or meeting title.
- Review the generated summary, risks, actions, email draft, account plan, CRM notes, and Slack message.
- Approve external actions only after validating the content.
Use the starter prompt on this page for the first pass. ChatGPT should return a structured package with key takeaways, risks, opportunities, decisions, action items, a follow-up email draft, an account plan outline, a CRM update draft, and a Slack notification draft.
Give ChatGPT the right context
This workflow works best when ChatGPT can read the meeting source material and knows where each follow-up should go.
Useful inputs include:
- The Zoom meeting recording, transcript, and AI Companion summary.
- Meeting metadata such as customer name, date, title, or recurring series.
- The destination tools, such as Google Docs, Slack, Gmail, or CRM records.
- Any rules for tone, privacy, account-plan structure, or internal handoff format.
ChatGPT can then summarize the transcript, identify decisions and owner/date commitments, draft a customer-facing email, prepare an account plan, and write a team update. For recurring meetings, it can compare the latest transcript against prior calls and highlight what changed.
Review before acting
Meeting follow-up can touch customer data, private notes, and systems of record. Use ChatGPT to prepare drafts, cite transcript evidence, and stage updates before you approve the next step.
Before taking action, review:
- The audience or destination, such as the customer, Slack channel, CRM record, or document permissions.
- Customer commitments, owners, dates, risks, and uncertain claims.
- Which items should stay as drafts versus be sent, posted, shared, or saved.
- Whether confidential or internal-only details should be removed.
For recurring workflows, keep the pattern focused: draft, review, approve, then act.
Follow up on the first draft
After the first package is ready, use the same chat to tune it for the audience or next workflow.
官方提示词
英文原文 · 可复制后按实际材料修改
Make the follow-up email shorter and more executive-facing.
Keep:
- the customer commitment
- the risks we need to acknowledge
- the next meeting date
Remove internal-only details. Do not send it yet.You can also ask ChatGPT to compare this call with the last few weekly calls, turn action items into a mutual action plan, create a version for a sales engineer with only technical blockers, or draft CRM updates without saving them.
Automate recurring meeting intelligence
For weekly account check-ins or deal reviews, pin the chat and ask ChatGPT to schedule a task for the follow-up work from it.
You don’t necessarily want ChatGPT to post automatically, but it can create drafts for your review that you can approve and post.
官方提示词
英文原文 · 可复制后按实际材料修改
Schedule a task from this chat to run after each weekly Zoom call with [customer]. Compare the new transcript and AI Companion summary against the prior three calls.
Draft:
- what changed
- new risks or opportunities
- action items with owners and dates
- CRM notes
- a Slack update for [team/channel]
Only update me when there is a meaningful change, a missing transcript, or a decision I need to make. Do not post, send, assign, or update external systems without approval.