Role Tailored Meeting Notes
Transform raw transcripts into role-specific action plans for Engineering, Sales, Product, and Leadership.
- Convert Otter/Fathom transcripts into role-specific executive briefs
- Extract structured action-item tables with owners and deadlines
- Identify sales objections and churn risks from customer calls
$19
· or 95 creditsSecure checkout via Stripe
Included in download
- Convert Otter/Fathom transcripts into role-specific executive briefs
- Extract structured action-item tables with owners and deadlines
Sample input
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]
Sample output
### 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 |
Role Tailored Meeting Notes
Transform raw transcripts into role-specific action plans for Engineering, Sales, Product, and Leadership.
$19
· or 95 creditsSecure checkout via Stripe
Included in download
- Convert Otter/Fathom transcripts into role-specific executive briefs
- Extract structured action-item tables with owners and deadlines
- Instant install
Sample input
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]
Sample output
### 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 |
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.
Use Cases
- Convert Otter/Fathom transcripts into role-specific executive briefs
- Extract structured action-item tables with owners and deadlines
- Identify sales objections and churn risks from customer calls
- Surface technical blockers and risks for Engineering Leads
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/role-tailored-meeting-notes -o /tmp/role-tailored-meeting-notes.zip && unzip -o /tmp/role-tailored-meeting-notes.zip -d ~/.claude/skills && rm /tmp/role-tailored-meeting-notes.zipFree skills install directly. Paid skills require purchase - use the download button above after buying.
Reviews
No reviews yet - be the first to share your experience.
Only users who have downloaded or purchased this skill can leave a review.
Be the first to review this skill.
Only users who have downloaded or purchased this skill can leave a review.
Security Scanned
Passed automated security review
Permissions
No special permissions declared or detected