meeting-followup

Community

Instant, factual post-meeting follow-ups

Authorjp-solumhealth
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: meeting-followup
Download link: https://github.com/jp-solumhealth/jpstack/archive/main.zip#meeting-followup

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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