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consulting-call-processor

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更新日2026年6月24日 04:25

The auto-manage orchestrator. Use whenever new client/deal material lands — a transcript, meeting note, email, or result — or when the user says "process this call", "ingest this", "handle this transcript". Runs the full keep-the-system-current loop end to end.

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sidneyswift

sidneyswift/consulting-plugin

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Consulting Call Processor

The CLAUDE.md auto-manage loop as one skill. Don't stop after a single step — run the whole loop, then report what changed.

Steps

Place the raw file. Save to the right home (content/01-raw/, clients/{client}/meetings/, or pipeline/{stage}/{deal}/), dated YYYY-MM-DD.
Read it.
Extract. Run consulting-content-extraction. If it's a discovery/sales call, also run consulting-discovery-analysis; if the deal is qualified, chain into consulting-proposal-drafting.
Scan the related folder. Open the client/deal folder, read its AGENTS.md dashboard, reconcile against the new info.
Update affected files. Refresh the client AGENTS.md dashboard (status, stakes, $, next action), pipeline/_board.md, and business/metrics/dashboard.html. Capture new stakeholders, decisions, dates.
Move files to match reality. If the deal changed stage, run consulting-deal-stage-mover.
Mine for content + proof. Recurring answers → knowledge/faqs/; wins → trigger consulting-case-study-builder / consulting-testimonial-capture.
Report a short summary of everything changed.

Confirm before inventing client facts; otherwise do the routine filing without asking.

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name	consulting-call-processor
description	The auto-manage orchestrator. Use whenever new client/deal material lands — a transcript, meeting note, email, or result — or when the user says "process this call", "ingest this", "handle this transcript". Runs the full keep-the-system-current loop end to end.

Consulting Call Processor

The CLAUDE.md auto-manage loop as one skill. Don't stop after a single step — run the whole loop, then report what changed.

Steps

Place the raw file. Save to the right home (content/01-raw/, clients/{client}/meetings/, or pipeline/{stage}/{deal}/), dated YYYY-MM-DD.
Read it.
Extract. Run consulting-content-extraction. If it's a discovery/sales call, also run consulting-discovery-analysis; if the deal is qualified, chain into consulting-proposal-drafting.
Scan the related folder. Open the client/deal folder, read its AGENTS.md dashboard, reconcile against the new info.
Update affected files. Refresh the client AGENTS.md dashboard (status, stakes, $, next action), pipeline/_board.md, and business/metrics/dashboard.html. Capture new stakeholders, decisions, dates.
Move files to match reality. If the deal changed stage, run consulting-deal-stage-mover.
Mine for content + proof. Recurring answers → knowledge/faqs/; wins → trigger consulting-case-study-builder / consulting-testimonial-capture.
Report a short summary of everything changed.

Confirm before inventing client facts; otherwise do the routine filing without asking.