meeting-outcome-logger

Community

Turn meetings into actionable CRM records.

Authorstephenrogan
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Captures and structures the outcomes, sentiment, decisions, and next steps from customer meetings, turning unstructured notes into a CRM-ready record that’s easy to share and act on.

Core Features & Use Cases

  • Classifies meeting outcomes (e.g., Positive progress, Concern surfaced, Escalation needed) and attaches a sentiment assessment to guide follow-up.
  • Produces a structured CRM record including attendees, duration, decisions, actions, and account status changes.
  • Supports downstream workflows by exporting consistent data for reporting, health signals, and renewal planning.
  • Use Case: After a QBR, generate a CRM log that records decisions, assigned owners, deadlines, and any risks or opportunities discussed.

Quick Start

After a customer meeting, provide the account name, meeting type, attendees, duration, a brief description of what happened, decisions made, and actions committed.

Dependency Matrix

Required Modules

None required

Components

Standard package

đŸ’» 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-outcome-logger
Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#meeting-outcome-logger

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