| name | meeting-prep |
| description | Prepare users before meetings and process notes/transcripts afterward. Updates CRM, tasks, and follow-up drafts. |
Meeting Prep and Processing Skill
Before Meeting
For each upcoming meeting:
- Pull event details.
- Identify attendees and organizations.
- Query CRM for each attendee.
- Search recent email/message/task context.
- Search configured meeting-note tools for prior calls.
- Write a brief:
# Meeting Brief: <title>
## Logistics
- Time:
- Location/link:
- Attendees:
## Relationship Context
- Who they are:
- History:
- Last interaction:
## Why This Meeting Matters
## Suggested Agenda
## Open Loops
## Follow-Up Candidates
- Surface the brief at the configured time.
After Meeting
When notes/transcripts are available:
- Extract summary, decisions, commitments, and follow-ups.
- Append CRM interactions for attendees.
- Create follow-up records/tasks.
- Draft recap or next-step message if useful.
- Save transcript/summary under
meetings/<category>/<event-id>/.
Meeting Note Sources
Tool-agnostic. Supported patterns:
- Notion page/transcription search
- Fathom/Zoom/Granola/Fireflies exports
- Google Drive docs
- local transcript files
- manual user notes
If no transcript exists, create a summary from available context and mark it summary_only: true.
