goaly-review-meeting

name	goaly-review-meeting
description	Use after any meeting to process transcripts, extract action items, and update tasks. Triggers: 'review notes from X', 'review [client] call', 'update tasks from meeting'.
argument-hint	[client name or 'coaching']
allowed-tools	["Read","Grep","Glob","Bash","Edit","Write","AskUserQuestion"]

/goaly-review-meeting — Post-Meeting Review

Before You Start

1. Read .claude/skills/_shared/conventions.md — shared process rules and data integrity gotchas
2. Read gotchas.md in this directory — review-meeting-specific failure modes

Learned Preferences

!tail -20 "${CLAUDE_SKILL_DIR}/data/feedback.log" 2>/dev/null || echo "No feedback yet — preferences will accumulate over sessions."

Processes meeting transcripts, creates Interaction files, extracts action items, updates tasks, and handles mode-specific follow-ups (coaching insights, client follow-up emails).

Context

• Today: !date +%Y-%m-%d
• Day: !date +%A
• Uncommitted changes: !git status --short notion-mirror/

---

STEP 1: Detect Meeting Type

Parse the trigger phrase and argument to determine mode.

Condition	Mode	Additional Steps
Trigger contains "[Coach]" or "coaching"	Coaching	Cross-ref prep Interaction, update MEMORY.md standing items, update dan-profile.md
Trigger contains known client name (match against Glob "notion-mirror/clients/*.md" filenames)	Client	Load client file + Strategy Notes, draft follow-up email
Both coaching AND client terms present	Coaching	Also load client file
No match	--	AskUserQuestion to clarify: list active clients + "coaching" as options

---

STEP 2: Parallel Context Collection

Launch all independent reads in a single parallel batch. These reads do NOT depend on each other.

All modes:

Read	Purpose	Tool
Transcript search (qmd)	Find the meeting transcript	qmd query "[client/coaching] meeting transcript action items"
Transcript search (granola-mirror)	Backup transcript source	Grep "[client name or [Coach]]" granola-mirror/meetings/
Existing tasks for project	Pre-load for deduplication in Step 5	Grep "project: \"[project name]\"" notion-mirror/tasks/
Recent interactions	Context on last touchpoint	Grep "client: \"[client name]\"" notion-mirror/interactions/

Client mode — add to same batch:

Read	Purpose	Tool
Client file	Context + Strategy Notes	Read notion-mirror/clients/[client-slug].md
Tone of voice	For follow-up email (Step 8)	Read clients/tone-of-voice.md
Client contacts	For Interaction frontmatter	Grep "client: \"[client name]\"" notion-mirror/contacts/

Coaching mode — add to same batch:

Read	Purpose	Tool
MEMORY.md	Standing items to cross-ref	Read ~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/MEMORY.md
[Owner] profile	Coaching insights section	Read ~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/dan-profile.md
Prep Interaction search	Find most recent coaching prep	Grep "^type: Prep" notion-mirror/interactions/

---

STEP 3: Process Transcript

Using the transcript found in Step 2:

• If qmd or granola-mirror returned a match, read the most recent matching file.
• If local data is insufficient or meeting is too recent for sync, use the Granola MCP 4-query parallel pattern (see gotchas.md):
  1. query_granola_meetings -- "[client] goals outcomes"
  2. query_granola_meetings -- "[client] deprioritized items"
  3. query_granola_meetings -- "[client] projects deliverables"
  4. query_granola_meetings -- "[client] action items next steps"
• If Granola MCP is also unavailable, AskUserQuestion: (a) Retry later, (b) Proceed with local data only, (c) Paste transcript manually

---

STEP 4: Create Interaction File

Write a new Interaction file using the template in templates/interaction-template.md.

Filename: notion-mirror/interactions/YYYY-MM-DD-meeting-[slug].md

See the template for full YAML frontmatter and body structure. Key reminders:

• Never set contacts_ids: null -- omit or use []
• Always set both _id and human-readable name fields together
• Do NOT set notion_id, _last_synced, or _notion_edited

---

STEP 5: Extract & Deduplicate Action Items

Parse transcript for every commitment, next step, and decision. Extract ALL action items, not just ones with named owners.

Semantic deduplication before task creation:

1. qmd query "[action item description]" -- catches fuzzy matches
2. Cross-reference against existing tasks loaded in Step 2
3. Only run additional Grep if pre-loaded task list is insufficient

Classify each:

• Existing task found -- update it (Step 6)
• No match -- create new task (Step 6)
• Duplicate of completed task -- note as "re-opened" if scope changed

---

STEP 6: Update & Create Tasks

Update existing tasks: Edit matching task files -- set completed work to status: "Done This Week", update timeframe: if deadline shifted.

Create new tasks in notion-mirror/tasks/ with full frontmatter (title, status, area, timeframe, energy, impact, goal_id + goal, project_id + project). Use Project Routing Guide and Impact Classification from CLAUDE.md. Add body context: source meeting, who requested, what Interaction it came from.

---

STEP 7: Audit Relations

After creating all tasks, verify each new task file:

1. goal + goal_id both set (not null)
2. project + project_id both set (not null)
3. Flag any task missing either relation -- ask [Owner] which Goal/Project to assign

---

STEP 8: Mode-Specific Extras

Client Mode

• Update client file if new facts emerged (edit Context or Strategy Notes section)
• Create new contacts if new people were introduced
• Draft follow-up email using tone-of-voice.md -- short, direct, options-first. Present draft inline for [Owner]'s review. Do NOT hand off to /goaly-client-email.

Coaching Mode

• Cross-reference prep Interaction (see gotchas.md -- prep-to-review handoff). Note which agenda questions were covered vs skipped under "Carried Forward."
• Update MEMORY.md standing items -- add new items, remove resolved ones, update existing with new context
• Update dan-profile.md if new coaching insights emerged (patterns, breakthroughs, ADHD strategies)

---

STEP 9: Commit & Present

See _shared/conventions.md for commit-and-verify process. Commit message format:

• Coaching: chore: post-coaching review -- [Coach] [date], [brief topic]
• Client: chore: post-meeting review -- [client] [date]

Present summary as a table:

Item	Detail
Interaction created	[filename]
Tasks updated	[count] (list titles + status changes)
Tasks created	[count] (list titles with Project + Goal links)
Follow-up email	[Client mode] drafted inline above
Memory updated	[Coaching mode] what changed in MEMORY.md / dan-profile.md

Suggest: Run /goaly-triage to catch anything that fell through the cracks.

---

STEP 10: Voice Guide Evolution

After processing the transcript, check: "Did [Owner] say something here that should be captured in the voice guide?" Look for new signature phrases, metaphors, channel-specific voice differences, or patterns in handling specific situations. If yes, update clients/tone-of-voice.md.

---

Session Learning

When [Owner] corrects your output or expresses a preference during this session, immediately append it to the feedback log:

mkdir -p "${CLAUDE_SKILL_DIR}/data" && echo "$(date +%Y-%m-%d) <preference description>" >> "${CLAUDE_SKILL_DIR}/data/feedback.log"

Only log general preferences that apply to future sessions — skip task-specific corrections. Use judgment on detail: some preferences are one line, others need a sentence or two of context to be useful in future sessions.

---

Error Handling

Failure	Fallback
Granola MCP unavailable	AskUserQuestion: (a) retry later, (b) proceed with local granola-mirror data, (c) paste transcript manually
No prior interactions for client	Note gap to [Owner], rely on Client file Context + Strategy Notes only
qmd returns nothing	Fall back to Grep across notion-mirror/tasks/ for deduplication. Warn about potentially stale index.
Sync errors after commit	Show error from .sync-log/push-error.log, suggest manual push retry

---

Related Files

Purpose	Path
Shared conventions	.claude/skills/_shared/conventions.md
Skill gotchas	.claude/skills/goaly-review-meeting/gotchas.md
Interaction template	.claude/skills/goaly-review-meeting/templates/interaction-template.md
Notion mirror dirs	notion-mirror/tasks/, interactions/, clients/, contacts/
Meeting transcripts	granola-mirror/meetings/
Tone of voice	clients/tone-of-voice.md
Notion sync reference	docs/claude/notion-sync-reference.md
Memory files	~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/ (MEMORY.md, dan-profile.md)
Sync log	.sync-log/push.log