process-client-meeting

Automate client meeting workflows from Fathom transcripts to Linear tickets and Slack updates.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/beam-ai-team/beam-next-skills --skill process-client-meeting
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: process-client-meeting
Source: https://github.com/beam-ai-team/beam-next-skills/tree/main/skills/integrations/fathom/process-client-meeting
Command: npx skills add https://github.com/beam-ai-team/beam-next-skills --skill process-client-meeting

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This workflow automates the end-to-end processing of client meetings, turning transcripts into minutes, action items, client updates, and project context.

Core Features & Use Cases

  • Fetch transcripts from Fathom and generate structured meeting minutes.
  • Create Linear tickets for action items and update existing tickets as needed.
  • Draft client-facing updates and post internal Slack updates.
  • Sync outcomes into PROJECT_CONTEXT.md and project-state.json for context continuity.

Quick Start

Say process-client-meeting to trigger the end-to-end workflow and provide the meeting recording or transcript for automatic minutes and tickets.

Frequently Asked Questions about process-client-meeting

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

FAQPage Schema
How do I automate client meeting minutes and action items from Fathom transcripts?

You can automate client meeting processing by providing a Fathom recording or transcript to generate structured meeting minutes, create Linear tickets for action items, and post Slack updates automatically.

Can I sync meeting outcomes into project context files after processing transcripts?

Yes, meeting outcomes sync directly into PROJECT_CONTEXT.md and project-state.json to maintain project context continuity after processing the transcript and generating deliverables.

Does this workflow integrate with Linear and Slack for post-meeting task management?

The workflow integrates with Linear to create and update action item tickets, and uses Slack to draft and post both client-facing and internal updates following the meeting processing.

What's the best way to turn Fathom meeting transcripts into Linear tickets?

The end-to-end workflow fetches Fathom transcripts, generates structured meeting minutes, and automatically creates Linear tickets for identified action items while updating existing project tickets as needed.

Do I need authentication setup for Fathom and Linear before processing meeting transcripts?

Authentication guidance for Fathom, Linear, and Slack is included in the workflow to ensure successful transcript retrieval, ticket creation, and message posting during the end-to-end meeting processing.

Can I draft client-facing updates automatically after generating meeting minutes?

Yes, the workflow automatically drafts client-facing updates and posts internal Slack updates after generating structured meeting minutes and creating Linear action item tickets from the transcript.