meeting-notetaker

Fetch and present meeting notes from monday.com Notetaker, or show the next upcoming meeting with full context prep. Use when: asked to summarize a meeting,...

Meeting Notetaker Skill

Load Local Context

CONTEXT_FILE="/opt/ocana/openclaw/workspace/skills/meeting-notetaker/.context"
[ -f "$CONTEXT_FILE" ] && source "$CONTEXT_FILE"
# Then use: $OWNER_EMAIL, $CALENDAR_ID, $GOG_CREDS, etc.

Scope

This skill covers monday.com Notetaker meetings only.
It does NOT fetch Zoom, Fathom, Fireflies, or other external recording services.

---

Trigger Phrases

• "meeting notes"
• "notes from meeting with X"
• "last meeting with X"
• "what happened in the meeting with X"
• "summarize meeting"
• "meeting summary"
• "next meeting"
• "what is my next meeting"
• "what do I have next"

---

Step 1 — Parse the Request

Determine search mode:

Input	Mode
"last meeting"	Most Recent — no filter
"meeting with [Name]"	Person Search — use name as search term
"meeting about [Topic]"	Topic Search — use topic as search term
Specific date given	Date Search — filter by date after fetching
"next meeting"	Next Meeting Mode — see Step 1a below

---

Step 1a — Next Meeting Mode

When triggered by "next meeting" or similar:

1. Fetch calendar using direct Google Calendar API (NOT gog CLI — broken on server). Use credentials from /opt/ocana/openclaw/.gog/credentials.json account owner. See owner-briefing skill for the full auth flow.
2. Find the next upcoming event — first event that starts after now
3. Extract participants from the calendar event (attendees list)
4. Search notetaker for past meetings with the same participants or title keywords:

   get_notetaker_meetings(search="[participant name or meeting title keyword]", include_summary=true, include_action_items=true, include_topics=true, limit=3)
   

5. Format as Next Meeting Prep (see format below)

Next Meeting Prep Format

📅 Your next meeting:
[Meeting Title]
🕐 [Time] ([X minutes from now])
👥 [Participants]

🎯 Prep:
No history found with [Name] / OR:

Last meeting with [Name] ([date]):
• [Summary bullet 1]
• [Summary bullet 2]
• [Summary bullet 3]

✅ Open action items:
• [Action] — [Owner]

If no past meetings found with the participants → skip the prep section and just show the meeting details. If no upcoming meetings today → report "No more meetings today".

---

Step 2 — Fetch Meetings

Use the get_notetaker_meetings MCP tool with these flags:

get_notetaker_meetings(
  include_summary=true,
  include_action_items=true,
  include_topics=true,
  search="<name or topic if provided>",  # omit for "last meeting"
  limit=5  # fetch a few to find the best match
)

• For Most Recent: fetch with no search param, limit=1
• For Person/Topic Search: use the extracted name/topic as the search param
• For Date Search: fetch recent meetings and filter by date in output

---

Step 3 — Select the Best Match

If multiple meetings returned:

1. Prefer the most recent one that matches the search intent
2. If ambiguous (multiple meetings with same person), present a short list and ask which one
3. If zero results → report "No monday.com notetaker meetings found for [X]"

---

Step 4 — Format the Output

📋 [Meeting Title]
📅 [Date] | [Duration if available]
👥 Participants: [Name1, Name2, ...]

Summary:
• [Point 1]
• [Point 2]
• [Point 3]
(up to 5 bullets — condense if longer)

💬 Topics Discussed:
• [Topic 1]
• [Topic 2]

✅ Action Items:
• [Action] — [Owner] (due: [Date if available])
• [Action] — [Owner]

If any section has no data, omit it (don't show empty headers).

Example Output

📋 Product Roadmap Review
📅 March 28, 2026 | 60 min
👥 Participants: Netanel Abergel, Daniel K., Omri S.

Summary:
• Discussed Q2 priorities — AI features take top slot
• Agreed to delay the legacy migration to Q3
• Budget for external design resources approved
• Next milestone: beta release by May 15

💬 Topics Discussed:
• Q2 roadmap priorities
• Legacy migration timeline
• Design budget

✅ Action Items:
• Update roadmap doc with Q2 decisions — Netanel (due: April 2)
• Send design brief to freelancers — Omri (due: April 5)

---

Step 5 — Offer to Create Action Items (Optional)

If action items were found, add at the end:

Want me to add these action items to your monday.com board?

If owner says yes:

• Use monday-api-mcp__create_item to create items on the relevant board
• Set owner and due date columns from the action item data
• Confirm creation with item names

---

Error Handling

Situation	Response
No meetings found	"No monday.com notetaker meetings found for [X]"
Search returns ambiguous results	List top 3 options with dates, ask which one
Meeting found but no summary/topics	Show what's available, note "Summary not available for this meeting"
Tool error	Report as BLOCKED: "Could not fetch meeting notes — notetaker service unavailable"

---

Notes

• Language: Respond in the same language the request was made in (Hebrew → Hebrew, English → English)
• Recency: Always prefer the most recent matching meeting unless owner specifies otherwise
• Access: Uses access: "OWN" by default — fetches owner's own meetings. Use access: "ALL" only if owner asks about a meeting they weren't in.
• No transcript by default: Don't fetch the full transcript unless explicitly asked (large payload, high token cost)