process-meetings

What problem does it solve?

This Skill automates the tedious process of managing meeting outcomes, ensuring that valuable information like action items and participant details are captured and organized without manual intervention.

Core Features & Use Cases

• Automated Person & Company Page Updates: Automatically creates or updates contact pages based on meeting participants and companies.
• Action Item Extraction: Identifies and extracts tasks assigned during meetings, adding them to your task list.
• Meeting Note Organization: Links meeting notes to relevant people and companies for easy reference.
• Use Case: After a client call, this skill will automatically create or update the client's contact page, add the meeting to their history, and pull any action items assigned to you into your main task list.

Quick Start

Run the process-meetings skill to handle all synced meetings from the last seven days.