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Send a final call summary from a post-call workflow, after the conversation has ended and the required summary is present. An appointment can be booked before the call ends, so an Appointment Booked trigger alone does not establish that a final summary is ready.

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Choose the right timing

  • During a conversation: a note or email tool can use information already collected. It cannot summarize the remaining conversation.
  • After the call: a post-call receiver can use the call’s call_summary, full_transcript, and configured extractions when those fields are available.
Connected GoHighLevel accounts can also receive an automatic call note when a linked contact and generated summary are available. Check whether that note already meets your need before adding a second copy.

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Build the post-call workflow

  1. Configure a receiver using Call webhooks.
  2. Capture a real completed test call and identify its call_id, location_id, and contact_id.
  3. Require a nonempty call_summary before creating a summary message. Handle missing analysis by queuing a review or skipping the message, rather than sending a blank or old contact-field value.
  4. Resolve the recipient explicitly. A customer email, internal team address, and phone number are different destinations; select the intended one before sending.
  5. If you store the summary in a contact field, wait for that write to succeed before triggering a message that reads the field.
  6. Record the call ID with the sent message so a repeated event does not produce duplicate notifications.
Your receiver or CRM workflow owns the message format and delivery action. Use the actual captured fields, not a sample pasted from an older guide.

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Verify it works

Complete a call with a distinctive test detail. Confirm the correct summary is stored on the correct contact, then check the recipient’s inbox or phone for that detail. Inspect the provider’s delivery result if the message is missing. An accepted send request is not confirmation of receipt. Also test a call without a transcript or summary, a missing recipient, and a repeated event.

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Troubleshooting

  • Previous call’s summary was sent: trigger from the new completed-call data and associate it with call_id.
  • Empty message: check that the workflow waited for a nonempty summary.
  • Wrong recipient: inspect the mapped contact and destination before enabling automatic sending.
Save call results to the CRM · Platform tools