meeting-followup

Generate post-meeting email drafts, CRM notes, and debriefs from transcripts.

1|1|Updated Mar 13, 2026
One-click install
npx skills add https://github.com/jp-solumhealth/jpstack --skill meeting-followup
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: meeting-followup
Source: https://github.com/jp-solumhealth/jpstack/tree/main/meeting-followup
Command: npx skills add https://github.com/jp-solumhealth/jpstack --skill meeting-followup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the tedious and error-prone process of creating post-call materials by extracting factual content from meeting transcripts and correlating it with CRM and enrichment data so follow-ups are accurate, credible, and actionable.

Core Features & Use Cases

  • Pulls meeting transcripts and summaries (Fireflies) and cross-references HubSpot deals and contacts to ground all statements in verifiable sources.
  • Enriches attendee identities with Apollo to verify titles and identify missing decision makers, then flags CRM additions.
  • Runs a fact-check and discrepancy layer to surface inconsistent numbers, missed commitments, or competing vendors before drafting communications.
  • Produces three deliverables ready for immediate use: a plain-text follow-up email, structured HubSpot deal notes with stage/amount recommendations, and an internal debrief with rating, risks, and the single recommended next move.
  • Handles edge cases: missing transcripts, internal-only meetings, short calls, and absent HubSpot records with clear user prompts and fallback behaviors.

Quick Start

Draft a concise follow-up email, HubSpot deal notes, and an internal debrief for my most recent sales call with Acme Inc. using the Fireflies transcript and linked HubSpot contact.

Frequently Asked Questions about meeting-followup

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

FAQPage Schema
How do I automate post-meeting follow-up emails from sales call transcripts?

Automate post-meeting follow-ups by pulling Fireflies transcripts and cross-referencing HubSpot deal data to generate factual email drafts, CRM notes, and internal debriefs. The Skill verifies attendees, checks numeric consistency, and tracks commitments before drafting communications.

What's the best way to create HubSpot deal notes from a Fireflies transcript after a customer call?

Create HubSpot deal notes by extracting factual content from Fireflies meeting transcripts and correlating it with HubSpot contacts and deals. The process surfaces inconsistent numbers, missed commitments, and competing vendors to produce structured notes with stage and amount recommendations.

Can I verify meeting attendee titles and identify missing decision makers using Apollo enrichment?

Verify attendee identities with Apollo enrichment to check titles and identify missing decision makers during the follow-up process. The workflow flags necessary CRM additions when it detects gaps in attendee records from the meeting transcript.

Does this meeting follow-up automation work if my HubSpot record is missing or the call was internal-only?

The meeting follow-up automation handles edge cases like missing HubSpot records, internal-only meetings, short calls, and absent transcripts with clear user prompts and fallback behaviors to ensure you still get usable outputs.

Why should I cross-reference CRM data when drafting follow-ups from meeting transcripts?

Cross-referencing CRM data when drafting follow-ups grounds all statements in verifiable sources, ensuring communications are accurate and credible. A fact-check and discrepancy layer surfaces inconsistent numbers and competing vendors before emails are sent.

What deliverables can I expect from automating my sales call follow-up process?

Automating your sales call follow-up process produces three deliverables: a plain-text follow-up email, structured HubSpot deal notes with stage and amount recommendations, and an internal debrief featuring a rating, risks, and the single recommended next move.