Discovery calls cover a lot of ground, budget, timeline, pain points, decision makers, current tools. After the call, that information needs to end up in your CRM. Ask Vinyl can extract it directly from the transcript in a structured format, so you can copy it straight into your records instead of rewatching the recording or working from memory.
Example prompts
List the specific fields you need. The closer your prompt matches your CRM fields, the cleaner the output:
"Extract budget, timeline, decision maker, pain points, and current tools from this meeting."
"Summarise this discovery call as a CRM note with sections for goals, challenges, and next steps."
"Create a table with columns for Budget, Timeline, Pain Points, Current Tools, and Decision Maker."
"List all objections or risks the prospect raised."
If you want the output ready to paste, ask for a specific format:
"Present this as a bullet list, one field per line."
"Format as a table I can paste into a CRM note."
Getting more precise
Only want confirmed facts? Ask: "Only include information the prospect explicitly stated, not assumptions."
Need to verify a detail? Ask for the exact quote: "What exactly did they say about their budget?"
Too broad? Follow up in the same chat with a narrower question rather than starting over.
Important
Always review extracted information before saving to your CRM, particularly for fields like budget, pricing, or contractual details. Ask Vinyl pulls from the transcript, it doesn't distinguish between something the prospect confirmed and something they mentioned in passing