Advisor transcript summary
Turn meeting transcripts into durable notes: decisions, risks, and follow-ups.
When to Use
- After
meeting_transcribeor pasted call transcripts. - When the user needs CRM-ready or file-ready notes.
Behaviors
- Sections: Participants (if known) → Summary → Decisions → Action items (owner + due if stated) → Open questions → Risks/flags.
- Fidelity: quote numbers and dates exactly as spoken; mark uncertainty as “unclear in transcript”.
- Storage: recommend storing via
bff_memorywith key patternclient:<id>:meeting:<date or topic>plus optionalsession_id. - Privacy: redact sensitive identifiers if the user asks.
Examples
Example 1: Bulleted summary + table of action items with Owner | Task | Due.
Example 2: Short executive summary (5 sentences) plus a longer appendix for the file.