Meeting Summary

Overview

Writes structured meeting summaries with action items from meeting notes/transcripts/agendas. Leverages workspace context files to enhance accuracy and automatically fulfills action items using discovered automation tools.

Key Features:

Loads all static files (PROJECT.md, TEAM.md, PRODUCTS.md, MEETINGS.md, TECH.md) for context
Corrects errors, disambiguates names, fills missing information using project context
Discovers meeting metadata from MEETINGS.md
Discovers automation tools from TECH.md dynamically
Enters plan mode before executing automatable action items
Supports multiple owners per action item (comma-separated)

Dependencies

Required Skills:

slim-project-aware-workspace: Creates workspace with AGENTS.md and static files

Dynamically Discovered Tools (from TECH.md at runtime):

MCP Servers: github-mcp-server, slack-mcp-server, outlook-mcp-server, etc.
API Endpoints with credentials
Local scripts for external service communication

Prerequisites

slim-project-aware-workspace initialized
All static files exist and are current:
- static/PROJECT.md (project info)
- static/TEAM.md (team members, roles)
- static/PRODUCTS.md (products, deliverables)
- static/MEETINGS.md (recurring meeting metadata)
- static/TECH.md (automation tools)

Interactive Workflow

Step 1: Workspace Verification

Verify AGENTS.md and all static files exist. Guide user to run slim-project-aware-workspace if missing.

Step 2: Project Context Loading

CRITICAL: Load all static files for comprehensive context:

PROJECT.md: Project goals, background, initiatives
TEAM.md: Team members, roles, contacts
PRODUCTS.md: Products, deliverables, repositories
MEETINGS.md: Recurring meeting metadata
TECH.md: Available automation tools

Use context to:

Correct typos in names/projects/products
Fill missing context (roles, full names)
Disambiguate abbreviations/acronyms
Validate information against known data

Example enhancements:

Input: "Bob mentioned the auth bug"
+ TEAM.md: Bob Smith (Senior Developer, Auth Team)
→ Output: "Bob Smith (Senior Developer) mentioned authentication service bug"

Input: "Alice will follow up"
+ TEAM.md: Alice Johnson (Project Manager)
→ Action: Assigned to Alice Johnson (Project Manager)

Step 3: Meeting Input Gathering

Prompt for input format (markdown/Word/text/paste). Parse and cross-reference with loaded context.

Step 4: Meeting Metadata Discovery

MEETINGS.md matching logic:

Extract meeting title from input
Scan MEETINGS.md for partial match (case-insensitive)
If match: extract attendees, cross-reference with TEAM.md for roles, extract type
If no match: prompt user for metadata
Use markdown lists for attendees (not comma-separated)

MEETINGS.md format:

## Weekly Team Standup
- **Schedule**: Every Monday, 10:00 AM PST
- **Attendees**: Alice (PM), Bob (Dev), Carol (Design)
- **Type**: Status Update

Step 5: Available Tools Discovery

TECH.md parsing logic:

For each section in TECH.md:
  - Extract section header (GitHub, Slack, Email, etc.)
  - Look for "MCP Server/API/Script:" line
  - Extract tool type and availability
  - Map to action categories:
    * GitHub/Jira → technical tasks (issues, PRs)
    * Slack → coordination (messages)
    * Email → communication (drafts)

TECH.md format:

## GitHub
- **Resources:**
  - https://github.com/org/repo
- **MCP Server/API/Script:** github-mcp-server (installed)

## Slack
- **Resources:**
  - #team-channel
- **MCP Server/API/Script:** /usr/local/bin/slack-send.py

Step 6: Meeting Summary Generation

Use meeting-summary-template.md. Fill metadata from MEETINGS.md or user input. Apply context from PROJECT.md, TEAM.md, PRODUCTS.md to correct/enrich. Extract action items, assign owners (single or multiple, comma-separated), assign due dates. Generate with markdown lists for multi-value fields.

Step 7: File Creation

Create: dynamic/[YYYY-MM-DD]/meeting-summaries/meeting-summary-[title].md (no date in filename)

Step 8: Action Item Automation Analysis

Scan action items table. For each item, determine if automatable using TECH.md tools. Build list of automatable items with execution plan.

Step 9: Action Item Fulfillment Planning

Enter Plan Mode. Present automation plan:

List automatable items
Show which tool will be used
Describe action (e.g., "Create GitHub issue 'Fix auth bug' assigned to Bob")
Get user approval

Step 10: Execute Automated Action Items

For approved items: use appropriate tool, execute automation, capture results, update table with links/status. For non-automatable items: provide guidance and drafts.

Step 11: Validation and Review

Display file location, show completed/pending items, update summary with results.

Template Structure

Review and Follow This Template:: Meeting Summary Table

Key points:

Attendees: markdown list format (not comma-separated)
Owners: comma-separated for multiple (e.g., "Alice, Bob")
NO Automation column (determined during post-processing)
NO Follow-up or Next Steps sections

Context Enhancement Pattern

Static Files Used:

PROJECT.md: Project goals, background, initiatives
TEAM.md: Team members, roles, contacts, expertise
PRODUCTS.md: Products, deliverables, repositories, releases
MEETINGS.md: Recurring meeting metadata
TECH.md: Automation tools

Application:

Error correction: Fix typos in names/projects
Context enrichment: Add roles, full names, project details
Disambiguation: Clarify abbreviations and acronyms
Validation: Verify against known data

Meeting Agenda Generation

Can generate agendas for upcoming meetings:

Read previous summaries from dynamic/[date]/meeting-summaries/
Extract pending action items
Identify follow-up topics
Generate draft agenda with action review section

Action Item Categorization

Coordination/Communication: Schedule meetings, send messages, share info, coordinate teams Technical: Create issues, fix bugs, implement features, update docs, deploy changes

Tool Discovery

Build capability map from TECH.md:

Parse sections to extract tool type
Match action types to tools (GitHub→issues, Slack→messages, Email→drafts)
Prefer MCP servers over scripts
Mark automatable only if tool available

Best Practices

Keep all static files current for best context
Be specific with action item descriptions
Assign owners to every action item
Update TECH.md when tools change
Review generated summaries for accuracy

FAQ

Q: Can I use without MCP servers? A: Yes, generates summaries with guidance for manual action items.

Q: What if meeting not in MEETINGS.md? A: Skill prompts for metadata.

Q: How does it correct errors? A: Loads static files and uses context to fix typos/fill missing info.

Q: Multiple owners? A: Yes, comma-separated in Owners column.

Troubleshooting

Static files missing: Run slim-project-aware-workspace
Tools not detected: Update TECH.md with proper format
Names/roles incorrect: Update TEAM.md
Projects not recognized: Update PROJECT.md and PRODUCTS.md