Most CRM updates get written at 5pm from memory, are half the length they should be, and miss the things that matter. The call was two hours ago. You've had six more since. This prompt takes whatever you typed during or after the call and turns it into something worth having on record.
The Prompt
I'm going to paste my raw notes from a call. Turn them into a clean CRM update. > Give me: 1. A one-line summary of the call (what was discussed, what was decided) 2. Key information captured (candidate status, client feedback, salary, notice period, availability, anything relevant) 3. Open actions (what I need to do, what they need to do, and by when if mentioned) 4. Next step and suggested follow-up date > Keep it factual. Do not invent anything not in the notes. If something is unclear, flag it rather than guess. > Raw notes: [paste your notes]
Why It Works
"Do not invent anything not in the notes" is the most important line. Without it, Claude fills gaps with plausible-sounding details that didn't happen. The flag-rather-than-guess instruction means you get an honest output you can trust, not a polished one you have to fact-check.
How to Tweak It
If your CRM has specific fields, tell Claude upfront: "My CRM has fields for: current salary, desired salary, notice period, availability, reason for looking, and next action. Structure the output around these fields."
If you record your calls, paste a transcript instead of notes. The output will be significantly more detailed.
If you want a version to send to the candidate or client as a follow-up email, add: "Also draft a brief follow-up email summarising what we agreed."
The Point
Good CRM notes are the difference between a database and a memory. This prompt means every call gets logged properly, even the ones at the end of a long day when the last thing you want to do is write anything up.