Post Meeting

Post-Meeting Intelligence Skill

Processes a Granola meeting and rewrites the relevant project's living document in _product-brain/. Extracts decisions, progress, plans, problems, and open questions. Maintains an append-only changelog at the bottom.

When to Activate

• User says "post meeting", "process meeting", "update project"
• User says "just had a meeting about X"
• User says "/post-meeting"
• User wants to capture meeting outcomes into project state

Input

The user provides ONE of:

• Meeting name/topic: "post-meeting Ad Tech Sync"
• Person name: "post-meeting with Sebastian" (skill finds the latest meeting with them)
• Nothing: skill lists recent Granola meetings and asks which one to process

Optionally:

• Project name: if the meeting covers a known project. If omitted, the skill infers from meeting content.

Execution

Step 0: Get the Meeting

Use the Granola MCP to fetch the meeting:

1. If user gave a topic/person:
   → mcp__claude_ai_Granola__query_granola_meetings with the search term
   → Pick the most recent match

2. If user gave nothing:
   → mcp__claude_ai_Granola__list_meetings (last 5)
   → Present list, ask user to pick one

3. Once identified:
   → mcp__claude_ai_Granola__get_meeting_transcript for the full content

Step 1: Identify Target Project(s)

Check which project(s) this meeting relates to:

1. Scan _product-brain/ for existing project files (glob _product-brain/*.md, exclude PULSE.md)
2. Match meeting content against project names/topics
3. If no match: ask the user: "This meeting doesn't match an existing project. Create a new one? What should I call it?"
   • If yes, create using the new-project template (see Step 4 below)
4. If multiple matches: the meeting touches multiple projects; update each one

Step 2: Extract Structured Insights

From the meeting transcript, extract:

Guidelines for extraction:

• Be specific: "Sebastian to share algorithm by Thursday" not "algorithm discussion"
• Attribute when relevant: "Finance wants X", "Ric suggested Y"
• Capture commitments with owners and dates when mentioned
• Flag escalations or urgent items explicitly

Step 3: Rewrite the Project Document

Read the existing project file from _product-brain/{project}.md.

Rewrite rules:

• Current State: Update to reflect where the project is RIGHT NOW after this meeting
• Progress: Replace with current progress items. Move completed items to changelog.
• Plans: Replace with current forward-looking items
• Problems: Replace with current blockers/risks. If a problem was resolved, remove it (note resolution in changelog)
• Open Questions: Replace with current open questions. If answered, remove (note in changelog)
• Changelog: APPEND ONLY. Add one dated entry summarizing this meeting's impact. Never edit old entries.
• Status line: Update if the project phase changed
• Updated line: Set to today's date and meeting name

Step 4: New Project Template

If creating a new project doc, use this template:

# {Project Name}

**Status:** {Discovery | Planning | In Progress | Blocked | On Hold | Complete}
**Updated:** {date} (from: {meeting name})
**Owner:** {who owns this, default to "you"}

## Current State
{One paragraph: what is this project and where is it right now}

## Progress
- {initial items from this meeting}

## Plans
- {what's planned next}

## Problems
- {any blockers or risks identified}

## Open Questions
- {unresolved questions}

---

## Changelog
- **{date}:** Project created from {meeting name}. {Brief context}.

Step 5: Confirm and Present

After rewriting, show the user:

1. Which project(s) were updated
2. Key extractions (decisions, new problems, commitments) as a quick summary
3. The changelog entry that was added
4. If any items seem urgent or need escalation, flag them explicitly

Do NOT show the full rewritten document unless the user asks. Just confirm what changed.

Multi-Project Meetings

Some meetings (like Big Room Planning, Product Sync) touch multiple projects. In this case:

1. Identify all affected projects
2. Extract project-specific insights for each
3. Rewrite each project doc independently
4. Report: "Updated 3 project docs: heimdall, kas-bugs, matchmaker"

Edge Cases

• Meeting has no clear project: Ask the user. It might be a new project, or it might be a general sync that doesn't need a project doc.
• Project exists but meeting adds nothing new: Don't rewrite. Report: "No material updates for {project} from this meeting."
• Conflicting information: If the meeting contradicts the current doc state, update to the latest and note the change in changelog: "Revised: previously X, now Y per {meeting}."

Output Location

All project docs live in: _product-brain/{project-slug}.md

Naming: lowercase, hyphens, no spaces. Examples:

• heimdall.md
• kas-bugs.md
• lead-scoring.md
• wisebox.md