# Transcript To Shortlist > Turn a call transcript or meeting recording (client call, internal kickoff, voice-memo dump) into a ranked creator shortlist — extract campaign requirements from the call, ask for what's missing, confirm, then run the full brief-to-shortlist casting flow. Use when the user pastes/uploads a transcript and wants creators found — "find creators from this call", "shortlist from this transcript", "we discussed casting on this call". Named creators in the call become lookalike seeds. - Skill: `creatorland/transcript-to-shortlist` (Agent Skill) - Install (CLI): `npx skillmds@latest add creatorland/transcript-to-shortlist` - Raw SKILL.md: https://api.skillmd.com/api/skills/creatorland/transcript-to-shortlist/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Marketing & Growth - Author: creatorland (https://skillmd.com/u/creatorland) - Updated: 2026-09-21 - Page: https://skillmd.com/skills/creatorland/transcript-to-shortlist --- # Transcript-to-Shortlist Agencies' real intake artifact isn't a written brief — it's a call. This skill takes a transcript (pasted, uploaded, or pulled from a meetings connector), extracts the campaign requirements, fills the gaps interactively, gets a quick confirm, then executes the full casting flow. The deliverable is the same client-ready ranked shortlist Brief-to-Shortlist produces. Read first: ${CLAUDE_PLUGIN_ROOT}/shared/conventions.md (tool schemas, credit prices, the conventions — including 10 budget-is-a-price, 11 brand filters, 12 relax the binding constraint, 13 auto-chain profile lookups). This skill honors thrifty/thorough credit modes, Refusal Recovery, and the Freshness Gate via the brief-to-shortlist flow it delegates to. Calibration: if `~/.claude/plugins/config/creatorland/creatorland-data/PROFILE.md` exists (written by `/intake`), read it first — persona, familiarity (1–3), and saved defaults set narration level and assumed context (conventions.md §15). > Trigger discrimination: input is a **call/transcript/recording** and the > user wants **creators found**. If they already have a written brief, use > `brief-to-shortlist`. If they want a formal brief *document* from the call > (not a shortlist), use `brief-builder`. > **Precision & filters for outreach (convention 14).** When this list will > feed an outreach step, default to precision over raw recall: search > `precision: "tight"` with the hard-gate filters the brief supports > (`platform`, `niche`, `data_freshness_days`, `content_format`, > `audience_country`), and reserve `broad` plus heavy `lookalike` unioning for > market sizing. Do not fan out dozens of `lookalike` calls to hit a volume > target (each hop drifts from the seed), and trim the weak tail by each > result row `relative_fit` (within-set fit, `1.0` = strongest) rather than > padding to a round number. Canon: > `${CLAUDE_PLUGIN_ROOT}/shared/conventions.md` convention 14. ## Inputs to collect - **The transcript** (required) — any length/format; speaker labels optional. - **Shortlist size** — default 8; only ask if the call implies nothing. - **Anything the gap questions surface** (below) — never more than one batched round. ## Flow **Step 1 — Transcript Intake (no tool calls, 0 credits).** Run ${CLAUDE_PLUGIN_ROOT}/shared/transcript-intake.md in full: 1. Extract the schema fields (brand/client, objective, audience, creator_spec, vertical, deliverables, compensation_type, budget, timeline, exclusions), tagging each value **stated / inferred / missing**. 2. Capture every creator named on the call ("someone like @x", "that girl who does the GRWM videos — @y") as **lookalike seed candidates**. For brands, split them by intent: brands the user wants creators to have worked with / resemble ("creators who've done deals with brands like ours") become a positive **comp set** carried into the search as a `brand_affinities` filter; brands to avoid overlap with become **conflict-check candidates**. When the caller names their own employer as the comp anchor ("I'm at Fenty"), expand it to its peer set (Fenty → Rare Beauty, Pat McGrath, Glossier, …) for the comp set. Record any **budget** as a rate band to benchmark, NEVER as a follower filter — money is a price, not an audience size (convention 10). Follower filters come only from an explicit tier/size ask on the call. 3. Ask gap questions in ONE batched message, **max 4**, ordered by impact (platform + follower tier + markets + budget posture are the high-impact four). Never ask about something the call answered — quote it back ("I heard mid-tier TikTok, US + UK — locking that in"). 4. Present the normalized requirements block, each line labeled stated/inferred, and **wait for the user's confirm** (or corrections) before spending any credits. **Step 2 — Seed the searches.** Compress the confirmed requirements into the `search_creators` brief text + filters (preserving the call's vibe words — they drive rationale quality). Then: - **Brief-mode search** — exactly as Brief-to-Shortlist step 1, limit = 2–3× shortlist size. If the call produced a positive comp set, pass it as the `brand_affinities` filter; do not turn the call's budget into `min_followers`/`max_followers`. Apply the GA hard-gated filters when the call implies them (advisory, not mandatory): `content_format` (`personality_led|faceless_clip`) if the call describes on-camera vs faceless/clip content, `audience_country` (+ `min_audience_country_share`) if the ask is audience-*in-market*, and `data_freshness_days` if someone stressed recency ("who's been active lately"). - **Lookalike search per named creator** (2 credits each), unioned with the brief-mode results before the profile fan-out: ```json search_creators { "mode": "lookalike", "seed_creator": { "type": "social_handle", "platform": "", "handle": "" }, "limit": 10, "precision": "balanced" } ``` (Exactly one of `seed_creator` or `seed_content` per lookalike call; lookalike mode is inference-free — stored embeddings.) Thorough: seed every named creator. Thrifty: seed at most the 2 most-emphasized names. Dedupe the union by creator identity before fanning out; note in the deliverable which finalists came in via a lookalike seed ("similar to @x, whom you named on the call"). **Step 3 onward — execute the casting flow.** Then follow ${CLAUDE_PLUGIN_ROOT}/skills/brief-to-shortlist/SKILL.md **from step 2 (profile fan-out) onward** — profile fan-out on the unioned candidate set, Freshness Gate, conflict check (using the competitor brands extracted from the call plus any the user added), the single slate-level `query_market_intelligence` rate call with Refusal Recovery, ranking, and that skill's full deliverable template, honesty rules, and footers. Do not re-specify or alter its deliverable here — it is the single source of truth for the output artifact. The credit estimate fires before the fan-out as usual; the unioned candidate set is larger than a pure brief run when lookalike seeds exist, so state the estimate whenever the plan exceeds ~30 credits. ## Deliverable Brief-to-Shortlist's deliverable, with two transcript-specific additions: - The "**The brief, as I read it**" section is replaced by "**What I heard on the call**" — the confirmed requirements block with stated/inferred labels preserved. - Lookalike-sourced finalists carry a one-line origin note: "entered the slate as a lookalike of @, named on the call." All provenance/freshness/credit footers per the brief-to-shortlist template, with the credit breakdown including the lookalike searches (×2 each). Paid-plan creator avatars (`avatar { url, source }`, `null` on free/demo) flow through the delegated flow — show the headshot on each card when present, initials when not. ## Honesty rules All of brief-to-shortlist's honesty rules apply, plus: - Never present an **inferred** requirement as if the client stated it — the stated/inferred labels survive into the deliverable. - Lookalike results are similarity by stored embeddings, not endorsements — don't claim the named creator "recommends" or "is like" anyone beyond what similarity search supports. - If the call named a creator the corpus can't resolve, say so in caveats rather than silently dropping the seed. - A budget heard on the call is spend, not an audience size — it sets the rate band, never the follower filter (convention 10). When results are thin, relax per convention 12: broaden geo at the level the call used (don't offer sub-regions already inside a stated region) and keep the requested platform fixed. ## Credit footprint thorough: ~33–39 credits (1 brief search ×2 + 1–3 lookalike searches ×2 + ~24 profiles + 1 rate call ×5) · thrifty: ~19–23 credits (1 brief search ×2 + ≤2 lookalike searches ×2 + ~10 profiles + 1 rate call ×5, max 2 ladder rungs). Intake itself (steps 1–2 before searching) costs 0 credits.