process-meetings

What problem does it solve?

This Skill automates the tedious process of updating contact information and extracting action items from meeting notes, ensuring your CRM and task lists are always up-to-date.

Core Features & Use Cases

• Automated Contact Updates: Creates or updates person and company pages based on meeting participants and attendees.
• Task Extraction: Identifies and extracts action items from meeting notes, adding them to a central task list.
• Meeting Organization: Links meetings to relevant people and companies, creating a searchable history.
• Use Case: After a client call, this Skill automatically adds the new contact to your CRM, updates their interaction history, and creates follow-up tasks for you.

Quick Start

Run /process-meetings to update contacts and extract tasks from recent meetings.