post-meeting-execution

Post-meeting execution

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{MEETING_OWNER}} — Person whose meetings this skill processes (one instance per person)
• {{MEETING_NOTES_TOOL}} — Your meeting-notes tool (e.g. Circleback, Fireflies, Gong)
• {{CRM}} — Your CRM (e.g. HubSpot, Attio, Salesforce)
• {{REVIEW_CHANNEL}} — Slack channel where all post-meeting outputs post for review
• {{INTERNAL_DOMAIN}} — Your company email domain, to tell internal from external attendees
• {{FOLLOWUP_SCENARIOS_SKILL}} — Sub-skill: meeting-outcome categories, classification logic, per-category email frameworks
• {{VOICE_GUIDE_SKILL}} — Sub-skill: the owner's tone, formatting, greeting style, approved links
• {{LEAD_SCORING_SKILL}} — Sub-skill: your lead scoring & qualification methodology
• {{ENTERPRISE_ACV_THRESHOLD}} — Deal size above which an account gets full sales treatment vs. self-serve (default: $20K)
• {{SALES_ACTIVE_TAG}} — Workspace tag marking accounts with a live sales conversation
• {{METRICS_LOG}} — Optional: spreadsheet/event log where external meetings are recorded for GTM metrics

Overview

After every meeting involving {{MEETING_OWNER}}, run a structured workflow in two phases:

1. Deal creation decision — qualification scoring, human confirmation, contact/stakeholder loading
2. Follow-up email — classify the outcome, draft in the owner's voice, send for approval

Non-blocking errors: memory, enrichment, and {{CRM}} write failures are non-blocking — log the error in the review item and continue; a failed step is never a reason to skip subsequent steps. The only blocking failure is a missing meeting record (Step 1).

Step 1 — Pull Meeting Context

Retrieve the full record from {{MEETING_NOTES_TOOL}}: summary, full transcript, action items, attendees (names, titles, companies), any logged decisions. If your notes tool auto-emails attendees the summary and recording, do NOT duplicate that in the follow-up email.