Capture Meeting
Process meeting notes or transcript to extract decisions, commitments, and insights.
Trigger
- •"Here's a transcript from [client/person]"
- •"Process these meeting notes"
- •"Here are my notes from the call with [person]"
- •"Capture this meeting"
- •
/capture-meeting
Input
User provides one of:
- •Full transcript (from Otter, Granola, etc.)
- •Meeting notes (manual)
- •Voice memo summary
- •Memory/verbal recap
Processing Steps
1. File the Source Material (MANDATORY)
Always file the raw transcript/notes FIRST. This is not optional. Source preservation creates provenance: every extracted fact can trace back to where it came from.
Call memory.file with: ├── content: The FULL raw transcript/notes text (do not summarize) ├── filename: YYYY-MM-DD-[person]-[topic].md ├── source_type: "transcript" ├── summary: Brief 1-line summary of the meeting ├── about: [list of participant entity names]
The file is automatically routed to the right folder:
- •
people/sarah-chen/transcripts/2026-02-04-kickoff.md - •
clients/acme-corp/transcripts/2026-02-04-quarterly.md
Even for brief notes: If the user shared more than a few sentences, file it. Better to have it than wish you did.
2. Identify Participants
- •Who was in the meeting?
- •Which person files to update?
- •Any new people to track?
3. Extract Key Information
Decisions Made:
- •What was decided?
- •Who made the decision?
- •Any conditions or context?
Commitments Created:
- •What did you promise? (→
context/commitments.md) - •What did they promise? (→
context/waiting.md) - •Deadlines (explicit or implied)
Blockers Surfaced:
- •What's in the way?
- •Who can unblock?
Sentiment Signals:
- •Enthusiasm, concern, resistance
- •Energy level
- •Relationship health indicators
Key Topics:
- •Main themes discussed
- •Important context shared
4. Link Provenance
After extracting memories (facts, commitments) via memory.batch or memory.remember:
Call memory.file again with memory_ids=[...] to link the stored transcript to the memories extracted from it. This creates the provenance chain: memory -> document -> file on disk.
Now the user can ask "where did you learn that Sarah prefers async communication?" and you can point to the exact transcript.
5. Organize
- •Update person files with new context
- •Link commitments and waiting items
- •Create files for new people if needed
6. Synthesize
Create a summary that captures:
- •What happened (brief)
- •What was decided
- •What's next (actions)
- •How it went (sentiment)
Output Format
**📋 Meeting Capture: [Meeting Name/Person]** ### [Date] **Attendees:** [Names] **Duration:** [Approximate] **Context:** [Brief — what was this meeting about?] ### 📝 Summary [2-3 sentence overview of what happened] ### 🔨 Decisions Made - [Decision] — decided by [who] - [Decision] ### ✅ Action Items **You:** - [ ] [Action] — by [date] - [ ] [Action] — by [date] **Them:** - [ ] [Action] — by [date] ### 💬 Key Discussion Points - [Point 1] - [Point 2] - [Point 3] ### 🌡️ Sentiment [Brief read on how the meeting went, relationship health] ### 📂 File Updates Shall I: - [ ] Add commitments to tracking? [List them] - [ ] Add waiting items? [List them] - [ ] Update [person]'s file with new context? - [ ] Create files for new people mentioned? *Meeting notes saved to: [location]* ---
Judgment Points
Ask for confirmation on:
- •Adding commitments (user must own promises)
- •Adding waiting items (setting expectations)
- •Updating sentiment in person files (subjective)
- •Flagging concerns (interpretation required)
- •File location (if ambiguous)
Quality Checklist
- • Raw transcript/notes filed (memory.file called with full content)
- • Memories linked to source document (provenance chain complete)
- • Every action item has an owner
- • Every commitment has a deadline (even approximate)
- • Sentiment signals noted but not over-interpreted
- • Summary is actionable, not just descriptive
- • Related person files flagged for update
- • No unexplained jargon or unclear references
Tone
- •Efficient — respect user's time
- •Accurate — don't add or assume
- •Helpful — surface the useful parts
- •Action-oriented — what needs to happen next