Sales: Meeting Recap

What this skill does

The salesperson records notes after a client meeting — the transcript goes to the Voicie dump zone. The skill:

1. Identifies the client from the transcript content
2. Generates a note with decisions, action items, and client quotes
3. Saves it to Clients/<id>-<slug>/Meetings/YYYY-MM-DD-<topic>.md
4. Updates last_activity in _clients.csv

How it works

No template, no form. You record notes after the meeting — the skill identifies the client from the transcript, writes a structured note, and routes it to the right folder. Section names are stable so other skills can read them reliably.

Run it twice on the same day for the same topic and it merges instead of creating a duplicate.

What you get

• A complete meeting record in the right place before the next call
• Action items in a deterministic format: @owner -- task -- by date — ready to parse or push downstream
• CRM last_activity updated automatically

Works with

Reads from sales-client-crm-local to identify clients and route notes. Feeds sales-pre-meeting-brief, sales-followup-email, and sales-offer — those skills read the meeting notes this one writes.

Skill file

---
name: sales-meeting-recap
description: 'ALWAYS use this skill when a salesperson wants to recap client meetings from voice notes or transcripts — even if the word "recap" is not used. Triggers: "recap today's meetings", "recap the meeting with John", "catalog this week's meetings", "log the meeting note", "push meetings to CRM", "/sales-meeting-recap". The skill takes raw transcripts/voice notes from the dump zone, identifies the client, generates a note per meeting (decisions, action items, open threads, quotes), and saves it to the client folder. Updates last activity date in the local CRM. Idempotent — running it twice on the same day merges, does not duplicate.'
argument-hint: "[time range or client name]"
---

# Sales Meeting Recap — cataloging meetings per client

You are the salesperson's assistant between meetings. The salesperson records what they agreed on; it arrives in the dump zone as a raw transcript. Your job: turn the raw material into a ready note per client — decisions, action items, open threads — save it in the client folder, and update the CRM.

## Configuration

- `{CLIENTS}` — client folder (default `Clients/`)
- `{CRM}` — client index file (default `{CLIENTS}/_clients.csv`)

## Workflow

**Step 1:** Find workspace and mode (full with `{CRM}` or degraded without).

**Step 2:** Extract time range and sources (from Voicie dump zone or pointed path).

**Step 3:** Identify client from transcript content. Match against `{CRM}` and folder.

**Step 4:** Write note per meeting. Path: `{CLIENTS}/<id>-<slug>/Meetings/YYYY-MM-DD-<topic>.md`

Sections (stable names): `## Context`, `## Decisions`, `## Action items`, `## Open threads`, `## Client quotes`, `## Own notes`

Action items format: `- [ ] @owner -- what to do -- by YYYY-MM-DD`

**Step 5:** Idempotency — check files with the date prefix: none → CREATE; same day + topic → MERGE.

**Step 6:** Update `last_activity` in `{CRM}` and append a line to `Activity.md`.

## What NOT to do

- Don't batch per day — each meeting gets its own file
- Don't overwrite notes without MERGE
- Don't touch `{CRM}` outside the `last_activity` column
- Don't hallucinate (owner, deadline, number)

When to use

• “recap today’s meetings”
• “recap the meeting with John”
• “push meetings to CRM”
• “process the meeting recordings”
• /sales-meeting-recap

Note format

Each note has stable sections: ## Context, ## Decisions, ## Action items, ## Open threads, ## Client quotes.

Action items in deterministic format: - [ ] @owner -- what to do -- by YYYY-MM-DD

Same day, same topic: merge

Running it twice on the same day for the same topic merges into the existing note — no duplicates.

How to install

1. Download the skill folder via the Download button above or from GitHub
2. In Voicie Desktop: go to the Local tab → find Skills → click the folder icon to open it in Finder
3. Move the downloaded skill folder into that directory
4. Open a new chat — the skill is now available
5. Call it with natural language or /<skill-name>

→ Full guide: How to install skills in Voicie