call-debrief

name	call-debrief
description	Debrief last call with next steps. Use after finishing a call, when asking what happened on a call, or when needing post-call action items.

/call-debrief

Debrief the most recent call — gather full context, surface related threads, and propose concrete next steps.

Trigger

• /call-debrief — debrief last call
• /call-debrief [name] — debrief last call with specific person

Workflow

1. Identify Call → 2. Read Summary + Transcript → 3. Gather Deep Context → 4. Read Shared Docs → 5. Propose Next Steps → 6. Confirm → 7. Save + Update CRM

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Step 1: Identify the Last Call

Find the most recent call from two sources:

1. Granola — List calls via Granola data in Vault/1 - Inbox (Last 7 days)/Granola/

   • Sort by date, pick most recent (or match [name] if provided)
   • Read metadata.json for: title, attendees, date, calendar event

2. Calendar — Cross-reference with Vault/1 - Inbox (Last 7 days)/Calendar/{today}.md

   • Match the Granola call to calendar event for duration, context, who set it up

If no Granola call found today, check yesterday. If name provided, fuzzy-match against call titles and attendees.

Output to user:

Found: [Call Title] with [Attendees] at [Time]
Debriefing...

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Step 2: Read Call Content

1. Summary — Vault/1 - Inbox (Last 7 days)/Granola/Summaries/{call-dir}.md
   • If no summary exists, read raw transcript and summarize inline
2. Transcript — Vault/1 - Inbox (Last 7 days)/Granola/{call-dir}/transcript.md
   • Skim for: commitments made, questions asked, tone, unresolved threads
3. Granola AI notes — Check for notes_markdown in the call metadata
   • Granola's own AI summary may capture things the transcript misses

Extract:

• Decisions made — What was agreed on
• Commitments — Who promised what (yours and theirs)
• Open questions — What wasn't resolved
• Tone/sentiment — How did it go? Positive, tense, exploratory?

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Step 3: Gather Deep Context

Launch parallel searches to understand the full picture:

3a. CRM / Relationship Context

• Search Vault/4 - CRM/contacts.yaml for all attendees
• Read profiles from Vault/4 - CRM/Profiles/{name}.md
• Note: relationship level, deal stage, last interaction, history

3b. Previous Calls with Same Person

• Search Vault/1 - Inbox (Last 7 days)/Granola/Summaries/ for prior calls with same attendees
• Also search Vault/Archived data/ if available
• Note: what was discussed before, what was promised, what changed

3c. Message History

• Search Vault/1 - Inbox (Last 7 days)/Telegram/DMs/ for conversations with attendees
• Search Telegram Daily Summaries for mentions
• If Telegram MCP available: get_messages for recent DM thread
• Note: any pre-call coordination, shared links, context they sent

3d. Project Context

• Search Vault/2 - Projects/ for any project related to this person/company
• Check Vault/2 - Projects/Meeting Prep/ for any prep doc that was created before this call
• Note: what was the goal going in, what prep was done

3e. Shared Documents (if any links were mentioned)

• If transcript or messages contain Google Drive/Notion links — attempt to read via MCP:

  Use Drive MCP: drive_get_file to access document by ID
  Use notion-fetch tool directly (Official Notion MCP) to read [URL]
  

• If links found in DMs around the call time — read those too
• Note: what was shared, what's relevant to next steps

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Step 4: Synthesize Debrief

Combine all context into a structured debrief. Present to user:

# Call Debrief — [Person] ([Company]) — [Date]

## What Happened
[2-3 sentence summary of the call — what was discussed, what was the vibe]

## Key Takeaways
- [Takeaway 1]
- [Takeaway 2]
- [Takeaway 3]

## Decisions Made
| Decision | Details |
|----------|---------|
| ... | ... |

## Commitments
| Who | What | Deadline |
|-----|------|----------|
| You | ... | ... |
| Them | ... | ... |

## Open Questions
- [Unresolved items]

## Context from History
[Relevant context from previous calls, DMs, or docs — what changed, what's new]

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Step 5: Propose Next Steps

Based on ALL gathered context, propose 2-3 concrete next steps. Each step should be:

• Specific — Not "follow up" but "send Alex the pricing doc he asked about"
• Actionable — Something you can do right now or schedule
• Prioritized — Most important first

## Proposed Next Steps

1. **[Action]** — [Why this matters based on context]
   - *Suggested timing: [Now / Today / This week]*

2. **[Action]** — [Why this matters based on context]
   - *Suggested timing: [Now / Today / This week]*

3. **[Action]** — [Why this matters based on context]
   - *Suggested timing: [Now / Today / This week]*

Good next steps include:

• Send a follow-up message (offer to draft via /msg or /draft)
• Share a document or resource mentioned in the call
• Schedule next meeting (offer to run /schedule)
• Update a proposal or pricing based on discussion
• Create a task in Linear for engineering work discussed
• Introduce someone mentioned during the call
• Research something that came up

Present to user and ask:

These are my proposed next steps. Confirm which ones to execute:
1. ✅ [Step] — Do this now?
2. ✅ [Step] — Do this now?
3. ✅ [Step] — Do this now?

Edit any? Add something I missed?

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Step 6: Execute Confirmed Steps

For each confirmed step, take action:

Action Type	How
Send message	Use /msg skill
Draft polished note	Use /draft skill
Schedule meeting	Use /schedule skill
Create task	Write to Vault/3 - Todos/{today}.md
Share document	Use relevant MCP (gdocs, gdrive, notion)
Update proposal	Read and edit the document

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Step 7: Save + Update CRM

1. Save debrief to Vault/2 - Projects/Call Debriefs/{YYYY-MM-DD}_{Name}.md

2. Update CRM (Vault/4 - CRM/):

• Update contacts.yaml: last_connection, next_step, deal_stage
• Update/create profile in Profiles/{Name}.md with interaction log entry:

### {date} — Call Debrief
- **Context**: [Why the call happened]
- **Outcome**: [Key result]
- **Next steps**: [Confirmed action items]

3. Update today's todo (Vault/3 - Todos/{today}.md):

• Mark call as completed if it was a todo item
• Add confirmed next steps as new todo items

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Notes

• Always read the transcript, not just the summary — summaries miss nuance
• If multiple calls happened today, list them and ask which one to debrief
• Prioritize next steps that have deadlines or time sensitivity
• If a call-prep doc exists for this call, compare: did the agenda get covered? Were qualifying questions asked?
• If the call was in Russian, keep the debrief in English but note any Russian-specific context
• When proposing follow-up messages, match the language of the relationship (Russian/English)

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Created: 2026-02-18