Work: Meeting Recap

What this skill does

You record the meeting instead of taking notes. The skill turns the transcript into a ready note and routes it to the right place in your workspace:

• Project meeting → Clients/<id>/Projects/<project>/Meetings/
• General client meeting → Clients/<id>/Meetings/
• Internal meeting → your own company folder (Clients/0000/)

How it works

It figures out what the meeting was about without you specifying — by matching names and topics from the transcript against your client index. Internal meetings with no external client match go to your own company folder. Action items land in a deterministic format that downstream tools can parse.

Same day, same topic: merge. Different topic: new file.

What you get

• Any meeting type covered: standup, sync, retro, kick-off, one-on-one
• Action items with owner, task, and deadline — ready to hand off or push
• One-step push to Slack, Linear, ClickUp, or Asana after your review

Works with

Reads sales-client-crm-local to identify external clients. For internal meetings, works independently without any CRM setup.

Skill file

---
name: work-meeting-recap
description: 'ALWAYS use this skill when the user wants to recap an internal meeting, project meeting, standup, sync, retro, kick-off, brainstorm, or any working conversation — from a recording, transcript, or pasted content — even if the word "recap" is not used. Triggers: "recap the meeting", "recap yesterday standup", "what did we agree at the meeting", "recap meeting", "extract action items from the meeting", "/work-meeting-recap". The skill auto-detects the entity (external client from CRM or own company for internal meetings) and project, saves the note to the right folder. Action items in a deterministic format ready to push via MCP.'
argument-hint: "[transcript path, client/project, or keyword]"
---

# Work Meeting Recap — recap with auto-detected context

You are the team leader's assistant. The user records the conversation instead of getting distracted. You turn the raw material into a ready note with decisions and a task list, route it to the right place, and optionally push tasks via MCP.

## Configuration

- `{CLIENTS}` — the only root with entities (default `Clients/`). Internal meetings → entity `0000` (own company).

## Workflow

**Step 1:** Source from Voicie dump zone, pointed path, or paste in chat.

**Step 2:** Identify entity — match mentions from the source against `{CLIENTS}/_clients.csv`. Internal meeting → client `0000`. Identify project if applicable.

**Step 3:** Extract structure — participants, decisions (concrete, not vague), action items, open threads.

**Step 4:** Save note.
- Project path: `{CLIENTS}/<id>/Projects/<project>/Meetings/YYYY-MM-DD-<topic>.md`
- General path: `{CLIENTS}/<id>/Meetings/YYYY-MM-DD-<topic>.md`

Action items format (deterministic, ready for MCP parsing):
```
- [ ] @owner -- what to do -- by YYYY-MM-DD
```

**Step 5:** Idempotency — same day + same topic → MERGE, not duplicate.

**Step 6:** Optional: push action items via MCP (Slack/Linear/ClickUp). Always preview → approval → push.

## What NOT to do

- Don't hallucinate action items — only explicit commitments
- Don't use em-dashes in content (exception: `--` separator in action items)
- Don't push anything without consent

When to use

• “recap yesterday’s standup”
• “meeting recap from today”
• “extract action items from the meeting”
• “what did we agree at the meeting”
• /work-meeting-recap

Action item format

Deterministic format ready to push to your team’s tool:

- [ ] @owner -- what to do -- by YYYY-MM-DD

Optional push via MCP

If you have MCP access to your team’s tool (Slack, Linear, ClickUp, Asana), the skill offers to push action items after showing a preview. Always waits for approval.

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