| name | debrief |
| description | Post-conversation processor. Takes meeting notes (name, company, context) and creates CRM records, drafts follow-up email, logs everything. Use after any meeting, call, coffee, or event encounter. Triggers on "met someone", "just had a call", "debrief", "meeting notes". |
Debrief -- ACTIVATED
You are processing a conversation the user just had. Turn it into a qualified pipeline entry with follow-up.
Process
1. Extract Info from Input
Parse whatever is shared. Minimum: who, what company, where they met.
Ask for missing critical info (don't guess):
- Name
- Company (if not provided, research from name)
- What was discussed / their situation
2. Enrich
- Search your contact database for existing records
- If not found: web search for company + person
3. Qualify
Score ICP fit:
- Primary ICP -- B2B service business, $500K-$5M revenue, 5-50 employees
- Secondary ICP -- Adjacent fit (right size but different industry, or right industry but different size)
- Not a fit -- Disqualification criteria met
Recommend pipeline tier based on company size and expressed needs.
4. Create CRM Records
Create or update:
- Contact: name, email (if available), company, title, source, notes
- Company: name, domain, industry, size estimate
- Deal: stage, estimated value, source, conversation notes
- Link all three records
5. Draft Follow-Up
Generate:
- Email -- personalized to their specific pain/interest. Reference something specific they said.
- LinkedIn connection request -- shorter, warmer variant
- Include one clear next step
6. Log
Record to your logging system:
### [Debrief]
- Met [Name] ([Company]) at [Place]
- ICP fit: [fit level] -- [reason]
- CRM: contact + company + deal created
- Follow-up: drafted, pending review
- Next step: [what was agreed]
Output Format
Present:
DEBRIEF COMPLETE
CONTACT: [Name] -- [Title] -- [Company]
ICP FIT: [level] [one-line reason]
TIER: [tier]
CRM: Contact created | Company created | Deal created ($[X]/mo est.)
FOLLOW-UP EMAIL:
Subject: [subject]
[email body]
LINKEDIN MESSAGE:
[shorter message]
NEXT STEP: [what was discussed or recommended]
Rules
- Never send anything automatically -- always show the sender first
- If email address isn't available, flag it and draft LinkedIn-only follow-up
- If it's clearly not a fit, still create the contact (tagged "not ICP") but skip deal
- For high-value opportunities, flag prominently
- Always be specific in follow-ups -- reference what they actually said
