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davekilleen
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process-meetings

Parse meeting notes to update contacts and extract action items.

461|129|Updated Jan 26, 2026
Search Tags:#automation#crm#notes#tasks#meetings#contacts
One-click install
npx skills add https://github.com/davekilleen/Dex --skill process-meetings-davekilleen
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: process-meetings
Source: https://github.com/davekilleen/Dex/tree/main/.agents/skills/process-meetings
Command: npx skills add https://github.com/davekilleen/Dex --skill process-meetings-davekilleen

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the tedious process of updating contact information and extracting action items from meeting notes, ensuring your CRM and task lists are always up-to-date.

Core Features & Use Cases

  • Automated Contact Updates: Creates or updates person and company pages based on meeting participants and attendees.
  • Task Extraction: Identifies and extracts action items from meeting notes, adding them to a central task list.
  • Meeting Organization: Links meetings to relevant people and companies, creating a searchable history.
  • Use Case: After a client call, this Skill automatically adds the new contact to your CRM, updates their interaction history, and creates follow-up tasks for you.

Quick Start

Run /process-meetings to update contacts and extract tasks from recent meetings.

Frequently Asked Questions about process-meetings

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

FAQPage Schema
How do I automatically extract action items from meeting notes?▼

You can automatically extract action items from meeting notes by running the /process-meetings command, which parses synced meeting content to identify explicit tasks and adds them to a central task list.

Can I automatically update CRM contacts from meeting participants?▼

Yes, you can automatically update CRM contacts by processing synced meeting notes to create or update person and company pages based on meeting attendees and link the interaction history.

Does process-meetings require Granola app integration to function?▼

Yes, process-meetings requires Granola app integration to sync meeting notes, and it optionally leverages semantic search to provide enhanced context when parsing meeting content for participants and tasks.

What is the best way to link meeting interactions to specific people and companies?▼

The best way to link meeting interactions to specific people and companies is to process synced meeting notes, which automatically links meetings to relevant person and company pages to create a searchable history.

Are there limitations when parsing meeting content for tasks and participants?▼

Parsing meeting content for tasks and participants depends on synced meeting notes and Granola app integration, meaning it requires explicit tasks and clear participant data to accurately update person pages and extract action items.

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