What problem does it solve?
After a batch of partner calls, manually writing up each conversation and attaching it to the right CRM record is slow and error-prone. This Skill automates the full loop: pulling recent Fireflies meetings, matching each to an existing Partner record, writing a structured recap, and injecting it as a Note on the partner's profile.
Core Features & Use Cases
- Automatic partner matching: Matches meetings to Partner records by attendee email or company domain, skipping leads and discovery calls with no match and flagging ambiguous domains instead of guessing.
- Transcript-first summarization: Writes structured recaps (TL;DR, profile, Twenty competencies, context, next steps, flags) from the transcript, falling back to the Fireflies summary only when the transcript is unusable.
- Idempotent note injection: Deduplicates via the
Fireflies <transcript-id> source line, appending only net-new information on re-runs, with an optional --prune mode that deletes Fireflies recordings after confirmation once recaps are safely in the CRM.
- Use Case: After a day of five partner calls, run the Skill to have each call summarized and attached to the correct partner profile, with a report showing which meetings were created, updated, or skipped.
Quick Start
Run the twenty-partner-recap skill to pull my Fireflies meetings from the last two days, match them to partners, and post recap notes on their CRM profiles.
