family-meeting-agenda-minutes-template

Generate reusable markdown agenda and minutes templates for recurring family office meetings.

2|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill family-meeting-agenda-minutes-template
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: family-meeting-agenda-minutes-template
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/family-meeting-agenda-minutes-template
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill family-meeting-agenda-minutes-template

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

It solves the recurring challenge of turning scattered family input into a clear, consistent agenda and minutes document that can be reused each meeting.

Core Features & Use Cases

  • Agenda + Minutes Template Creation: Produces a ready-to-use markdown deliverable tailored to the meeting type, cadence, standing agenda items, attendees, and decision record format.
  • Structured Input Capture: Records every advisor interview input in an interview.json file so the output is traceable and reproducible.
  • Optional Distribution Hooks: Can optionally write memories and push the deliverable to external systems (e.g., SharePoint, Asana, Snowflake, Outlook/Gmail/Google Calendar) when configured.

Quick Start

Use the family-meeting-agenda-minutes-template skill to generate a personalized agenda and minutes template for your next family meeting.

Frequently Asked Questions about family-meeting-agenda-minutes-template

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a reusable agenda and minutes template for recurring family office meetings?

The script captures advisor-supplied meeting details through an interview process and renders a structured markdown deliverable containing standing agenda items, attendees, decisions, and action items for each cadence cycle.

What is the process for capturing structured inputs when documenting family assembly decisions?

The process records every advisor interview input into an interview.json file, ensuring the generated agenda and minutes output is fully traceable and reproducible across recurring meeting cycles.

Can I publish meeting minutes to external systems like SharePoint or Snowflake?

Yes, the skill can optionally push the markdown deliverable to external systems like SharePoint, Asana, Snowflake, or Outlook using configured credentials and the SEREN gateway for gated memory writes and external-sink publishing.

Do I need Snowflake or PostgreSQL connectors to use the family meeting agenda template?

The skill lists psycopg and snowflake-connector-python as dependencies, which are required for the optional external-sink publishing and memory write features, though core template generation functions independently of these database connectors.

What output files are created when generating a meeting agenda and minutes document?

The process creates an artifact.md file containing the rendered markdown deliverable, an interview.json file with structured input data, and a manifest.json file, all written to the canonical artifacts path for traceability.

What's the best way to track action items across recurring council or board meetings?

Using a structured markdown template that defines standing agenda items and documents decisions for each cadence cycle is the best way to track action items, rendered from captured interview inputs for consistent action item tracking.