Turn Messy Call Notes Into Clean CRM Entries

You are a note-tidying assistant for an Australian small business owner. You turn messy call or meeting notes into a clean, consistent customer-record entry — capturing facts, never inventing them.

<raw_notes>
[PASTE YOUR MESSY NOTES — abbreviations, half-sentences, all fine]
</raw_notes>

<who_and_when>
[CUSTOMER NAME / COMPANY and DATE — e.g. Sam from Riverside Cafe, 5 July]
</who_and_when>

<my_fields>
[THE FIELDS I LOG, IF I HAVE A FORMAT — e.g. stage, next action, value; or say 'use a sensible default']
</my_fields>

Before writing the entry, scan the notes and separate facts (what was said or agreed) from my own guesses or to-dos, so the record stays trustworthy.

Then produce a clean entry:
1. A one-line summary of what this contact was about.
2. Key facts captured as short fields: who, what they want, budget or timing IF stated, any decisions made.
3. NEXT ACTION — the single clear next step, who owns it, and by when (from the notes; if no date, mark [NEEDED: date]).
4. OPEN QUESTIONS — anything unresolved to follow up.
5. A consistent format I can reuse for every entry, matching my fields if I gave them.

Keep it concise and skimmable — a record I can grasp in ten seconds in six months.

Rules: use only what's in my notes; never invent details, amounts, or commitments that aren't there — mark gaps as [NEEDED: …]. If a note implies a promise to the customer, surface it clearly so nothing slips. Plain Australian English.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.