Summarise Discovery Calls & Log Actions
After a discovery call, WebRun reads the transcript in Outreach, extracts the prospect's stated pain points, objections, and agreed next steps, writes a concise summary, logs it as a note on the HubSpot deal, and posts the action items to your Slack so the whole team knows what was promised.
How can I automatically summarise discovery calls and log action items in my CRM?
After a discovery call, WebRun reads the transcript in Outreach, extracts stated pain points, objections, and agreed next steps, writes a concise summary, logs it as a note on the HubSpot deal, and posts the action items to Slack - so nothing agreed on the call is ever lost.
- Every agreed next step is captured and logged - never lost
- CRM notes are written immediately after the call, not hours later
- The whole team sees action items in Slack without a debrief meeting
Built for account executives · B2B sales teams · sales managers · revenue operations teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.outreach.ioin a real browser with your saved login - no setup, no API keys. -
1
Outreach - read and parse the call transcript
outreach.io
WebRun opens Outreach to read and parse the call transcript. - Open the completed call sequence in Outreach and locate the call recording and auto-transcript
- Read the full transcript and identify: stated pain points, objections raised, questions asked, and any commitments made by either party
- Extract the agreed next steps with owner and date if mentioned
Done when Pain points, objections, and next steps are extracted from the transcript.
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2
HubSpot - log the call summary and actions
hubspot.com
WebRun opens HubSpot to log the call summary and actions. - Find the matching deal by contact email or company name
- Log a formatted Call Summary note including: pain points (bulleted), objections, next steps, and call date
- Create a HubSpot Task for each committed next step with a due date if one was mentioned
Done when A clean call summary note and follow-up tasks are logged on the HubSpot deal.
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3
Slack - post action items to the team
slack.com
WebRun opens Slack to post action items to the team. - Post the agreed next steps to #sales-calls so the team and manager can see what was promised
- Include the company name, rep's name, and the HubSpot deal link
Done when Action items are visible to the team in Slack and logged in HubSpot.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it share the transcript with anyone outside our team?
No. WebRun reads the transcript within Outreach and writes to HubSpot and your own Slack. The transcript content never leaves your authorised apps.
What if the call wasn't recorded or the transcript is missing?
WebRun will notify you via Slack that no transcript was found for the call and ask you to upload or enable recording, then stop without making any CRM changes.
Can it summarise calls in languages other than English?
Yes - the summary is generated from the transcript text, so any language supported by Outreach's transcription will work.
Related templates
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