Process Meetings

Process Meetings

Process meetings that have been synced from Granola by the background automation. Updates person pages, extracts tasks, and organizes meeting notes.

How It Works

Meetings are synced automatically every 30 minutes by a background process. This command reads those synced files and:

• Creates/updates person and company pages
• Extracts action items to 03-Tasks/Tasks.md
• Links everything together

No terminal commands are shown - the heavy lifting happens in the background.

Arguments

• No arguments: Process all unprocessed meetings from the last 7 days
• today: Only process today's meetings
• "search term": Find meetings by title/attendee
• --people-only: Only update person/company pages (skip tasks)
• --no-todos: Create notes but don't extract tasks
• --setup: Install/check background automation

Process

Step 1: Check Background Sync Status

First, check if background sync is set up:

# Check for state file (indicates sync has run)
ls .scripts/meeting-intel/processed-meetings.json

If state file exists: Background sync is working. Continue to Step 2.

If state file doesn't exist:

"Background meeting sync isn't set up yet. This runs automatically every 30 minutes so /process-meetings doesn't need terminal commands.

To set up (one-time, takes 30 seconds):

cd .scripts/meeting-intel && ./install-automation.sh

Or run /process-meetings --setup and I'll do it for you.

Requirements:

• Granola app installed (granola.ai)
• An LLM API key in .env (GEMINI_API_KEY, ANTHROPIC_API_KEY, or OPENAI_API_KEY)"

If user runs --setup:

cd .scripts/meeting-intel && ./install-automation.sh

Step 2: Find Synced Meetings

Read the processed meetings state:

const state = JSON.parse(fs.readFileSync('.scripts/meeting-intel/processed-meetings.json'));

List meeting files in 00-Inbox/Meetings/:

find 00-Inbox/Meetings -name "*.md" -mtime -7 | head -50

For each meeting file:

1. Read frontmatter to get granola_id, participants, company, date
2. Check if person/company pages need updating
3. Check if tasks need extracting (look for unchecked items in "For Me" section)

Report findings:

"Found X synced meetings from the last 7 days. Y need person page updates, Z have unextracted tasks."

Step 3: Update Person Pages

For each participant in synced meetings:

1. Load user profile for email domain:

   Read System/user-profile.yaml → get email_domain
   

2. Classify as Internal/External:

   • If participant email domain matches user's domain → Internal
   • Otherwise → External

3. Check if person page exists:

   • Internal: 05-Areas/People/Internal/{Name}.md
   • External: 05-Areas/People/External/{Name}.md

4. If page doesn't exist, create it:

   # {Name}
   
   ## Overview
   
   | Field | Value |
   |-------|-------|
   | **Company** | {company from meeting} |
   | **Email** | {if available} |
   | **First Met** | {meeting date} |
   
   ## Recent Interactions
   
   - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date}
   
   ## Notes
   
   *Auto-created from meeting on {date}*
   

5. If page exists, add meeting to Recent Interactions:

   • Read existing page
   • Add new meeting link under "## Recent Interactions"
   • Keep max 20 entries (remove oldest if needed)
   • Update "Last Interaction" in frontmatter

Step 4: Update Company Pages

For each unique external company domain:

1. Check if company page exists: 05-Areas/Companies/{Company}.md

2. If doesn't exist, create it:

   # {Company Name}
   
   ## Overview
   
   | Field | Value |
   |-------|-------|
   | **Website** | {domain} |
   | **Stage** | Unknown |
   | **First Contact** | {date} |
   
   ## Key Contacts
   
   - [[05-Areas/People/External/{Person}|{Person}]]
   
   ## Meeting History
   
   - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date}
   
   ## Notes
   
   *Auto-created from meeting on {date}*
   

3. If exists, update:

   • Add any new contacts to "Key Contacts"
   • Add meeting to "Meeting History"

Step 5: Extract Tasks (unless --no-todos or --people-only)

For each meeting with unextracted tasks:

1. Find action items in the "## Action Items > ### For Me" section

2. For each unchecked item (- [ ]):

   • Extract task description
   • Get task ID (format: ^task-YYYYMMDD-XXX)
   • Read pillar from meeting frontmatter

3. Create task using Work MCP:

   create_task(
     title: "Task description",
     priority: "P2",  // default, P1 if "urgent" mentioned
     pillar: "{from meeting}",
     people: ["{participants}"],
     source: "meeting:{meeting-path}"
   )
   

4. Mark as extracted by adding comment to meeting note:

   <!-- tasks-extracted: 2026-02-03T10:30:00Z -->
   

Step 6: Summary Report

## Meeting Processing Complete ✅

**Synced meetings found:** X (last 7 days)
**Background sync status:** Running (last sync: 10 min ago)

### Updates Made

**Person pages:**
- Created: 3 new (Alice Chen, Bob Smith, Carol Wang)
- Updated: 5 existing

**Company pages:**
- Created: 1 new (Acme Corp)
- Updated: 2 existing

**Tasks extracted:** 7 items added to 03-Tasks/Tasks.md

### Recent Meetings

| Date | Meeting | Company | Participants |
|------|---------|---------|--------------|
| Feb 3 | Product Review | Acme | Alice, Bob |
| Feb 2 | Strategy Call | BigCo | Carol |

---
*Background sync runs every 30 min. Check status: `.scripts/meeting-intel/install-automation.sh --status`*

Error Handling

If no meetings found:

"No meetings synced in the last 7 days. Make sure:

1. Granola is running during your meetings
2. Background sync is set up (run /process-meetings --setup)
3. Check logs: .scripts/logs/meeting-intel.stdout.log"

If background sync isn't running:

"Background sync appears to be stopped. To restart:

cd .scripts/meeting-intel && ./install-automation.sh
```"

Examples

/process-meetings

"Found 8 synced meetings. Updating 12 person pages, extracting 5 tasks..."

/process-meetings today

"Found 2 meetings from today. Processing..."

/process-meetings --setup

"Installing background automation..." [runs install script]

/process-meetings --people-only

"Updating person and company pages only (skipping task extraction)..."