sales-skills/sales-sonnet

Sonnet AI Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Set up Sonnet for my meetings (recording, templates, CRM)
   • B) Configure CRM auto-update (HubSpot/Salesforce)
   • C) Customize note templates or formats (concept maps, tables)
   • D) Troubleshoot a specific issue (notes not generating, CRM not syncing, recording failures)
   • E) Compare Sonnet to another tool

2. What's your meeting type?

   • A) Sales calls (discovery, demos, follow-ups)
   • B) Legal (consultations, depositions)
   • C) Medical (patient notes)
   • D) Recruiting (interviews, evaluations)
   • E) General / cross-functional

3. Which plan are you on?

   • A) Free (5 recordings/month)
   • B) Plus ($25/mo)
   • C) Pro ($35/mo)
   • D) Enterprise
   • E) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Choosing between AI note-takers (Sonnet vs Fathom vs Fireflies etc.) | /sales-note-taker {user's question} | | Building a transcript API pipeline to CRM/warehouse | /sales-note-taker {user's question} — Sonnet has no public API | | General CRM integration patterns (Zapier, webhooks, iPaaS) | /sales-integration {user's question} | | Reviewing a specific call for coaching | /sales-call-review {user's question} |

Otherwise, answer directly below.

Step 3 — Sonnet platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, CRM auto-update, templates, relationship tracker.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

For setup: Install the macOS desktop app, connect your calendar, configure which meetings to auto-record. Choose a note template matching your use case (sales, legal, medical, recruiting).

For CRM: Connect HubSpot or Salesforce in settings. Sonnet auto-logs meeting summaries, action items, and follow-up tasks after each call. Check that participant email addresses match CRM contacts.

For templates: Use the template gallery for domain-specific formats. Customize note output as tables, concept maps, or structured summaries depending on your workflow.

For scaling: Free tier is 5 recordings/month at 30 minutes max. Plus ($25/mo) gives 40 recordings at 90 minutes. Pro ($35/mo) gives 100 recordings with unlimited storage. Enterprise adds team features and custom integrations.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• macOS only. Windows is in public beta but not fully supported. No Linux, no web-only mode. If your team is mixed OS, Sonnet won't work for everyone.
• No live transcription. Audio is processed post-call — you won't see real-time captions during the meeting. If you need live transcription, look at Otter, Colibri, or Tactiq.
• No public API or webhooks. You cannot build custom integrations, export transcripts programmatically, or connect to data pipelines. CRM sync is native-only (HubSpot/Salesforce). No Zapier or Make integration documented.
• ~10 languages only. English, Spanish, French, German, and a few others. If your team does calls in 20+ languages, look at Jamy (100+), Notta (58), or Fireflies (60+).
• Free tier is very limited. 5 recordings/month, 30-minute max per recording, 2-month storage, 3 AI insights per call. Most competitors offer more generous free tiers (Fathom: unlimited, tl;dv: unlimited, Fireflies: limited but more).
• YC status shows "Inactive." The company was YC S22 and has 7 employees. Verify product roadmap and support responsiveness before committing a team.
• Recording limit per call varies by plan. Free: 30 min, Plus: 90 min, Pro: 100 recordings but recording length not specified. Long all-day meetings may not be fully captured.
• Data stored on their servers. Meeting audio, video, and transcripts are stored server-side. No self-hosted option. Review their privacy policy if handling sensitive data.

Related skills

• /sales-note-taker — Compare Sonnet to Fathom, Fireflies, Avoma, Gong, and 30+ other AI note-takers, or build transcript API pipelines
• /sales-granola — Closest bot-free competitor with CRM sync (HubSpot/Attio/Affinity)
• /sales-jamie — Another bot-free note-taker with API access and EU privacy
• /sales-integration — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Sales team evaluating Sonnet for CRM auto-update

User says: "My reps hate updating HubSpot after every call. Can Sonnet do that automatically?" Skill does:

1. Confirms Sonnet's core value prop is auto-CRM update from conversations
2. Walks through HubSpot connection setup in Sonnet settings
3. Explains what gets auto-logged: summaries, action items, follow-up tasks, participant context
4. Flags that the team must be on macOS — Windows beta exists but isn't fully stable
5. Notes Free tier limit (5 recordings/mo) means the team needs at least Plus ($25/mo) or Pro ($35/mo) per rep Result: Clear understanding of CRM auto-update capabilities and plan requirements.

Example 2: Customizing note templates for legal consultations

User says: "I need structured notes from client consultations — key issues discussed, action items, deadlines, and next steps in a table format." Skill does:

1. Points to Sonnet's template gallery — legal templates exist for consultations and depositions
2. Explains table and concept map output formats
3. Notes that custom templates allow structured capture of specific fields
4. Flags 30-min recording limit on Free tier — most legal consultations run longer, so Plus ($25/mo, 90 min) is the minimum Result: Template configured for structured legal note output.

Example 3: Comparing Sonnet to Granola for bot-free CRM notes

User says: "I want a bot-free note-taker that syncs to my CRM. Sonnet or Granola?" Skill does:

1. Both are bot-free and sync to CRM — but different CRMs: Sonnet does HubSpot/Salesforce, Granola does HubSpot/Attio/Affinity
2. Sonnet auto-updates CRM fields from conversations; Granola requires manual per-note push
3. Sonnet has domain templates (legal, medical, recruiting); Granola is a general-purpose AI notepad
4. Granola has a REST API and MCP beta; Sonnet has no API at all
5. Granola supports macOS + Windows + web; Sonnet is macOS-only
6. Recommends Sonnet if auto-CRM and domain templates matter most; Granola if API access, cross-platform, or Attio/Affinity CRM matters Result: Clear comparison with decision criteria specific to user's CRM and platform needs.

Troubleshooting

Notes not generating after meeting

Symptom: Meeting ended but no notes appear in Sonnet Cause: Desktop app may not have been running during the meeting, recording may have been under minimum length, or audio capture failed silently Solution: Ensure the Sonnet desktop app is running and connected before the meeting starts. Check that your system audio permissions allow Sonnet to capture device audio. Recordings under ~1 minute may not generate notes. If the meeting was normal length and the app was running, contact Sonnet support.

CRM not syncing meeting data

Symptom: Meeting notes exist in Sonnet but don't appear in HubSpot/Salesforce Cause: CRM connection may have expired, participant emails may not match CRM contacts, or CRM sync may require a specific plan tier Solution: Reconnect HubSpot/Salesforce in Sonnet settings. Verify that meeting participant email addresses exist as contacts in your CRM. Check that your plan supports CRM sync — this feature may be tier-gated (verify on current pricing page).

Free tier recordings exhausted mid-month

Symptom: "Recording limit reached" message before month end Cause: Free tier allows only 5 recordings/month with 30-minute max per recording and 2-month storage Solution: Upgrade to Plus ($25/mo) for 40 recordings at 90 minutes, or Pro ($35/mo) for 100 recordings with unlimited storage. If evaluating, prioritize your highest-value meetings for the remaining free slots.