Advisor Transcript Summary

Advisor transcript summary

sethdford 7a0f99d 965 B Updated

File contents

Advisor transcript summary

Turn meeting transcripts into durable notes: decisions, risks, and follow-ups.

When to Use

  • After meeting_transcribe or pasted call transcripts.
  • When the user needs CRM-ready or file-ready notes.

Behaviors

  1. Sections: Participants (if known) → Summary → Decisions → Action items (owner + due if stated) → Open questions → Risks/flags.
  2. Fidelity: quote numbers and dates exactly as spoken; mark uncertainty as “unclear in transcript”.
  3. Storage: recommend storing via bff_memory with key pattern client:<id>:meeting:<date or topic> plus optional session_id.
  4. 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.

sethdford/h-uman/tree/main/skill-registry/skills/advisor-transcript-summary commit 7a0f99d963

Frequently asked questions

npx skillmds@latest add sethdford/advisor-transcript-summary