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Role Tailored Meeting Notes
by Dan Timms
Transform raw transcripts into role-specific action plans for Engineering, Sales, Product, and Leadership.
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See it in action
You say
Summarize this Zoom transcript for the Engineering Lead role: [pasted transcript of a sprint planning session mentioning API latency and a Friday deadline for the auth refactor]
Your agent does
Executive Summary
The team committed to resolving the 500ms latency spike in the auth service before the Friday deployment. We decided to postpone the UI refresh to prioritize database indexing. Development shifts immediately to the refactor to meet the staging deadline.
Engineering Focus
- Technical Blockers: API latency spiking during token refresh.
- System Risks: Auth refactor may impact legacy session management.
Action Items
| Owner | Action | Deadline | Outcome | | :--- | :--- | :--- | :--- | | @Alex | Database indexing | Thurs EOD | Reduce latency | | @Sam | Auth refactor | Friday | Security compliance |
What you get
About this skill
What it does
Generic meeting summaries often fail because they provide a flat, one-size-fits-all list of bullet points. This skill transforms raw transcripts (from Otter, Fathom, Zoom, or manual notes) into high-impact, role-tailored action packs. By selecting a specific persona—such as Engineering Lead, Sales Rep, or Executive—the agent filters the conversation to highlight only what matters to that role.
Why use this skill
Standard AI summaries tend to be vague. This skill uses structured templates and rigorous extraction logic to ensure no deadline is missed and no blocker is buried. It is better than basic prompting because it follows a strict "Output Contract": a mandatory 3-sentence executive summary, specialized sections based on professional roles, and a structured action-item table that identifies owners and outcomes while flagging ambiguities.
Features
- Persona-Driven Filtering: Tailors content for Managers, Sales, Engineering, Product, Customer Success, or Founders.
- Clean Extraction: Strips filler, normalizes speakers, and identifies risks and blockers.
- Strict Accountability: Generates tables with Owner, Action, Deadline, and Outcome.
- High Precision: Does not hallucinate dates or owners; explicitly flags "Owner unclear" for follow-up.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Creator
vCIO and IT strategy advisor. Over a decade watching solo operators, small firms, and DTC brands lose hours to mediocre tools. Building Skills that fix the gaps I see in the field — Amazon, Etsy, Shopify, tax prep, meetings. One-time purchase, no subscriptions, no upsells.
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