goaly-meeting-prep

name	goaly-meeting-prep
description	Use when preparing for a client meeting or building a meeting agenda. NOT for coaching — use /goaly-coaching-prep for [Coach]. Triggers: 'prep for [client] meeting', 'agenda for [client]'.
argument-hint	[client name or meeting title]
allowed-tools	["Read","Grep","Glob","Bash","Edit","Write","AskUserQuestion"]

/goaly-meeting-prep — Client Meeting Prep

Before You Start

1. Read .claude/skills/_shared/conventions.md
2. Read gotchas.md in this directory

Learned Preferences

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

Build a structured meeting agenda from client history, open tasks, and prior interactions. Creates a Prep Interaction file in notion-mirror/interactions/ that syncs to Notion on commit.

Context

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

---

STEP 1: [Coach] Redirect

If trigger contains "[Coach]", "coaching", or "coaching prep" — redirect to /goaly-coaching-prep. Stop.

---

STEP 2: Resolve Client Slug

1. Glob "notion-mirror/clients/*.md" — find all client files
2. Match trigger argument against filenames (fuzzy/substring)
3. If no match, AskUserQuestion to confirm client name

Note <client-slug> and <client-project-name> for collection phase.

---

STEP 3: Parallel Data Collection

Run ALL in a single parallel batch. No sequential dependencies.

3a. Freshness + Calendar (Bash — parallel)

Run sync verification per shared conventions. Then:

gog calendar events --all --account [e-mail] --plain

3b. Client Context (Read)

Read notion-mirror/clients/<client-slug>.md

3c. Interaction History (Grep)

Grep "^client:.*ClientName" notion-mirror/interactions/

3d. Granola Transcripts (qmd + Grep — parallel)

qmd query "[client name] meeting decisions action items"

Grep "[client name]" granola-mirror/meetings/

3e. Open Tasks (Grep)

Grep "^project:.*ClientProject" notion-mirror/tasks/

3f. Read Matched Files

After parallel batch returns:

• Interactions: Filter by type (Meeting/Prep), sort by date desc. Read 5 most recent (see gotchas.md).
• Granola: Read transcripts not already captured in interaction files.
• Tasks: Read all matching task files.

---

STEP 4: Process Collected Data

All data is now local. No further I/O needed for analysis.

Freshness — If gog failed, AskUserQuestion for meeting details (who, when, topic). Filter baseline events per gotchas.md.

Client Context — Extract Context + Strategy Notes sections. Strategy Notes are mandatory (see gotchas.md).

Previous Interactions — Extract decisions, action items (completed vs outstanding), open questions. Check for unchecked - [ ] items per gotchas.md.

Granola — Review transcripts for context not in interaction files. If nothing found, skip.

Open Tasks — Filter active statuses, present as table:

Task	Status	Energy	Due

---

STEP 5: Create Prep Interaction File

Write to notion-mirror/interactions/YYYY-MM-DD-prep-<client-slug>.md:

---
title: "Meeting prep — [Client Name]"
type: Prep
date: YYYY-MM-DD
direction: Outbound
client_id: <from client file>
client: "[Client Name]"
---

Body sections: Context, What I Know Going In, Questions to Ask (grouped by theme), My Positioning (from Strategy Notes), Watch For (red flags, scope creep, commitments to avoid).

Validation — Verify client_id not null, date is today, type is Prep. See gotchas.md for handoff contract requirements.

Commit — Per shared conventions (commit, push, verify sync log).

---

STEP 6: Present to [Owner]

Show complete agenda. End with:

After the call, run /goaly-review-meeting [client] to process the transcript.

---

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
No prior interactions	Note gap, rely on Client file only
Granola unavailable	Proceed with qmd + Grep on granola-mirror/
gog calendar fails	AskUserQuestion for meeting details
Client file not found	AskUserQuestion to confirm name
Sync fails after commit	Warn [Owner], check .sync-log/push-error.log

---

Behavioral Rules

1. Parallel collection first. All I/O in Step 3. Steps 4-6 use only collected data.
2. Strategy Notes inform positioning. Never prep without reading them.
3. No coaching. Client meetings only. [Coach] uses /goaly-coaching-prep.

---

Related Files

Purpose	Path
Meeting prep gotchas	gotchas.md (this directory)
Client files	notion-mirror/clients/
Interaction files	notion-mirror/interactions/
Task files	notion-mirror/tasks/
Granola transcripts	granola-mirror/meetings/
Tone of voice	clients/tone-of-voice.md
MEMORY.md	~/.claude/projects/-Users-dan-Admin-Goals---Tasks/memory/MEMORY.md
Sync log	.sync-log/push.log