Fulcra Meeting Briefing

Generate private meeting briefings from Fulcra calendar data with optional CRM notes and web research.

Use this skill when the user wants upcoming-meeting prep, same-day meeting intel, next-day meeting briefings, attendee research, or CRM-assisted relationship context.

Inputs

• Fulcra calendar events from the authenticated Fulcra CLI or API.
• Optional CRM notes supplied by the user, a configured CRM directory, or files already in the current workspace.
• Optional web research when the user asks for it or the CRM context is too thin.

Workflow

1. Get calendar events for the requested window with the Fulcra CLI or API.
2. Qualify only meaningful meetings:
   • include external meetings with attendees plus a meeting link or non-home location
   • exclude solo blocks, personal appointments, health appointments, family events, internal-only events, and standing non-meeting blocks
   • preserve the exact calendar title
3. Identify the primary attendee from organizer, external attendees, title, email domain, or user-provided context.
4. Build the briefing from available evidence:
   • confirmed meeting facts: title, time, participants, location/link presence
   • relationship context from CRM or prior notes
   • company/domain context from attendee emails
   • public research only when allowed and useful
5. Fail closed when context is too thin. Do not post filler. Return a short diagnostic privately or say no reliable briefing could be generated.
6. Save output only when the user asks or a local workflow has an explicit destination.

Output

Keep briefings concise and useful:

• who the person is
• why the meeting likely matters
• relationship or prior-context notes
• company or market context
• Fulcra-relevant angle, if any
• concrete questions or follow-ups

Privacy

• Calendar, attendee, CRM, location, and briefing content are private.
• Do not expose real calendar details, locations, private CRM notes, or attendee contact details in public examples.
• Do not assume a local CRM path, local scripts, private credentials, or Arc-specific infrastructure.
• Keep auth tokens out of chat. Device-code URLs are okay only when the user explicitly needs to authenticate.

Generic Integration Notes

• Preferred CLI base command: uv tool run fulcra-api.
• Use a configured CRM path only if one is provided, for example FULCRA_MEETING_CRM_DIR.
• Use a configured output path only if one is provided, for example FULCRA_MEETING_BRIEFINGS_DIR.
• Local Arc scripts may be useful examples, but ClawHub users should not need projects/meeting-briefer/ or Arc's private CRM.