Meeting Debrief

Process meeting transcripts to extract action items, recommendations, key topics, relationships, and generate Excalidraw visualizations. Use when the user sh...

Security Scan

The skill's requirements and instructions are coherent with its stated purpose (processing transcripts and producing Excalidraw visuals); it does not request credentials or perform suspicious network/install actions, but it will write meeting data to disk and can optionally interact with CRMs if the agent has connectors.

Purpose & Capability

Name, description, and runtime instructions align: the skill extracts topics, entities, action items, recommendations, and builds an Excalidraw JSON file using the included template. It does not ask for unrelated credentials, binaries, or installs.

Instruction Scope

Instructions are narrowly focused on transcript processing and Excalidraw generation. Two items to note: (1) the skill mandates always generating and saving an Excalidraw file to the current working directory (this writes meeting content containing potentially sensitive PII to disk); (2) an optional CRM integration step mentions HubSpot/Zoho but does not declare credentials or explicit API calls — if the agent has connectors it may send data externally, so users should confirm whether they want that.

Install Mechanism

Instruction-only skill with no install spec and no bundled code beyond a harmless Excalidraw template. Nothing is downloaded or written by an installer step.

Credentials

The skill declares no required environment variables or credentials. The only external interactions are optional CRM actions; those would require CRM credentials but the skill does not request them explicitly. There is no disproportionate credential request.

Persistence & Privilege

always is false (no forced inclusion) and the skill does not request elevated agent/system privileges. It does instruct the agent to write files to the working directory (its own output), which is expected behavior for a file-generating skill.

Assessment

This skill appears to do what it says: extract meeting insights and produce an Excalidraw file. Before installing/using it, consider: 1) The skill will always generate and save an .excalidraw file in the current working directory containing transcript content — avoid running it in folders you don't want meeting data stored in. 2) The generated filename may include participant names (PII); review or sanitize before sharing. 3) CRM integration is optional but could send participant data to external services if connectors/credentials are present — only allow that if you trust the destination. 4) The skill infers action items and attributions (e.g., "I'll send my calendar" → actionable task); verify inferred owners/deadlines for accuracy. If you want stronger guarantees, run it on non-sensitive transcripts or in a controlled workspace and review outputs before exporting or posting externally.

Transform raw meeting transcripts into structured debriefs with Excalidraw visualizations, action items, and strategic recommendations.

Input

The user provides a meeting transcript (timestamped conversation, Fathom notes, raw text, or pasted recording output). If no transcript is provided, ask the user to paste or attach one.

Processing Steps

Step 1 — Identify Participants & Context

• Extract speaker names (map "You" to the user, "Others" to named participants)
• Determine meeting type: discovery, follow-up, pitch, check-in, negotiation, brainstorm
• Note the date if mentioned, otherwise use today's date

Step 2 — Extract Key Topics

Group the conversation into 3-7 major topics discussed. For each topic:

• Topic name (2-5 words)
• Summary (2-3 sentences)
• Key details (bullet points of specific facts, numbers, names mentioned)

Step 3 — Extract Entities

Pull out all named entities:

• People — name, role/title, organization
• Companies — name, stage, sector, what they do, key metrics
• Organizations — accelerators, universities, investors mentioned
• Products/Services — specific offerings discussed
• Financial figures — funding amounts, valuations, revenue targets

Step 4 — Action Items

Extract every action item with:

• What — specific task
• Who — responsible party
• When — deadline or timeframe if mentioned
• Priority — High / Medium / Low (inferred from urgency and impact)

Step 5 — Recommendations

Based on the conversation, generate 3-5 strategic recommendations:

• What opportunity or risk was identified
• Suggested next move
• Why it matters

Step 6 — Generate Excalidraw Visualization

Build an Excalidraw JSON file that visually maps the meeting. The diagram should include:

1. Title banner at the top with meeting name, date, and participants
2. Business model / structure section — if the other party described how their business works, visualize it as a flow diagram
3. Portfolio / entities section — cards for each company or entity discussed with key stats
4. Action items section — checklist-style boxes with owner and deadline
5. Recommendations section — highlighted boxes with strategic suggestions
6. Relationship map — connections between you, the other party, and opportunities

Use the Excalidraw JSON template in templates/excalidraw-base.json as a starting structure. Generate element IDs using random alphanumeric strings (10 chars).

Excalidraw Element Guidelines

• Use rectangle elements for cards and sections
• Use text elements for labels and content
• Use arrow elements for relationships and flows
• Use diamond elements for decision points
• Color coding:
  • #1e1e1e background for title banner, white text
  • #dbeafe (light blue) for topic/entity cards
  • #dcfce7 (light green) for action items
  • #fef3c7 (light yellow) for recommendations
  • #fce7f3 (light pink) for key relationships/opportunities
  • #f3e8ff (light purple) for financial/metrics

Save the Excalidraw file as meeting-debrief-[participant]-[YYYY-MM-DD].excalidraw in the current working directory.

Step 7 — Output Summary

Present the debrief in this format:

## Meeting Debrief: [Meeting Title]
**Date:** [date]  |  **Participants:** [names]  |  **Type:** [meeting type]

---

### Key Topics
[numbered list with summaries]

### Companies & Entities
[table: Name | Sector | Stage | Key Metric | Notes]

### Action Items
| # | Task | Owner | Deadline | Priority |
|---|------|-------|----------|----------|
| 1 | ... | ... | ... | ... |

### Recommendations
1. **[Title]** — [description and rationale]

### Files Generated
- `meeting-debrief-[name]-[date].excalidraw` — Visual meeting map (open in Excalidraw or VS Code with Excalidraw extension)

Step 8 — CRM Integration (Optional)

If CRM tools are available (HubSpot or Zoho), offer to:

• Create/update contacts for participants
• Log meeting notes
• Create deals if investment/partnership opportunities were discussed
• Tag with relevant pipeline stage

Guidelines

• Be thorough in extraction — capture specific numbers, dates, and names
• Infer action items even if not explicitly stated (e.g., "I'll send you my calendar" = action item)
• Recommendations should be strategic and actionable, not generic
• The Excalidraw visualization should be readable and well-spaced (min 200px between elements)
• If the transcript is very long (>30 min), focus on the most substantive sections
• Always generate the Excalidraw file — this is the core differentiator of this skill