crm-log-meeting-from-notes

name	crm-log-meeting-from-notes
description	Log a scheduled or unscheduled meeting from meeting notes, usually from a Google Doc or transcript, by finding the related CRM records, updating or creating the matching Activity, inferring concrete follow-on Tasks with due dates, and refreshing index.md/log.md/dashboard artifacts.

Skill: CRM Log Meeting From Notes

Description

Use this skill when the user gives you meeting notes or a reference to meeting notes and wants you to:

• find the related CRM records
• log the meeting as an Activity
• infer and create follow-on Task records
• keep crm-data/index.md, crm-data/log.md, and dashboard-derived views current

This skill is for durable CRM capture from an actual interaction. It should work for both:

• meetings that already exist as scheduled activity stubs
• unscheduled or ad hoc meetings that need a fresh activity record

Typical Triggers

• "Log this meeting from the notes."
• "The notes are in Google Drive. Update the CRM and create follow-up tasks."
• "I met with X yesterday. Find the notes and capture the activity."
• "Use this transcript to log the meeting and extract action items."

Workflow

1. Resolve the source notes

   • If the user gives a Google Drive title or fuzzy reference, search Drive first.
   • If the user gives a Docs URL, fetch the document text directly.
   • Read the actual notes before writing anything.
   • Prefer the note source itself over calendar titles or prior CRM guesses.

2. Orient to the CRM

   • Resolve CRM_DATA_PATH dynamically.