• CRM UPDATES
  • TASK LISTS
  • TRANSCRIPTS
  • HUMAN REVIEW

How to extract action items from sales calls with your AI

Connect Jiminny to your AI client to turn meeting recordings into structured CRM updates. Your agent handles the heavy lifting of reading transcripts and identifying next steps.

Ask AI about this page

Short answer

How can I pull tasks and transcripts from Jiminny using AI?

Your AI client uses the Jiminny MCP to pull specific transcripts or lists of action items from your recent calls. You can then ask your agent to format these details for your CRM or summary notes. You'll get structured data ready for your sales workflow.

The results.

Where your data lands.

The AI processes your Jiminny data into these specific outcomes.

CRM UPDATES

Clean CRM entries

The AI pulls specific details from a call to populate contact fields or activity logs. You get structured text ready to paste into your sales tool.

TASK LISTS

Ready-to-use tasks

Your agent identifies commitments made during the call. It extracts these as a clear list of follow-ups for you to manage.

TRANSCRIPTS

Full call text

The AI pulls the complete text of a meeting. You can then ask questions about specific parts of the conversation.

HUMAN REVIEW

Final verification

The AI presents the extracted items to you first. You decide if the tasks are accurate before they go into your system.

The workflow

What your AI does when a call ends.

The AI handles the extraction so you don't have to re-watch recordings or type notes manually.

  1. Fetch the recording text

    The agent pulls the full text of the meeting you specify.

    get_transcript

  2. Identify commitments

    The AI scans the conversation to find specific tasks or follow-ups mentioned by participants.

    get_action_items

  3. Retrieve meeting history

    The agent looks up recent activity or specific call details to provide context for your updates.

    get_activity

  4. Format for CRM

    The AI organizes the extracted data into a format that matches your sales workflow.

    get_action_items

Try it

Copy these to start.

Use these prompts to trigger the Jiminny tools in your chat.

Starting points

These are templates. Swap out the specific meeting names or contact details to match your actual Jiminny data.

Jiminny Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_5bC3qSfCNpdg0QuUMKUQnGAoEEYMUGkxA8L4sCv3/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Jiminny capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "jiminny-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5bC3qSfCNpdg0QuUMKUQnGAoEEYMUGkxA8L4sCv3/mcp"
    }
  }
}
Copy into chat04

  • Get the action items from the call with Acme Corp last Tuesday.

  • Pull the transcript for the meeting with Sarah Jenkins to see what she said about pricing.

  • What were the specific follow-up tasks from the demo call with Global Tech?

  • Summarize the recent activity for the client account at Blue Sky Inc.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Jiminny once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking your AI about your sales calls.

Connect Jiminny to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update my CRM directly?

    No. The AI extracts the data and formats it for you, but you must perform the final update in your CRM yourself.

  • 02

    Does the AI delete any of my Jiminny recordings?

    No. The tools only read data from Jiminny. The AI cannot delete, edit, or modify your original recordings or transcripts.

  • 03

    Can I ask questions about a call that isn't recorded?

    No. The AI can only access data from calls that have been processed and are available in Jiminny.

  • 04

    Will the AI catch every single small detail?

    The AI is highly accurate at finding explicit commitments, but it is up to you to review the output for nuance or subtle context.

  • 05

    How does the AI know which call to look at?

    You tell the AI which call to access by providing the client name, date, or meeting title in your prompt.

  • More questions about Jiminny? The Connector page answers them. See everything the Jiminny Connector can do

Connect Jiminny to Claude, Cursor, ChatGPT & more