Agent skill

process-meetings

Process synced Granola meetings to update person pages, extract tasks, and organize meeting notes

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Forks 93

Install this agent skill to your Project

npx add-skill https://github.com/davekilleen/Dex/tree/main/.agents/skills/process-meetings

SKILL.md

Process Meetings

Note for automatic mode users: If your meeting_processing.mode is automatic (the default for new installs), meeting notes are written directly to your vault every 30 minutes — you don't need to run this command. Check System/user-profile.yaml to see your mode.

This command is for manual mode users, or to add AI analysis to basic notes created without an LLM key.

Process meetings that have been synced from Granola by the background automation. Updates person pages, extracts tasks, and organizes meeting notes.

Background Execution

This skill supports background execution. When invoked:

  1. Acknowledge: "Processing [N] meetings in the background. I'll let you know when done."
  2. Process all meetings
  3. On completion, provide summary: "[N] meetings processed. [X] person pages updated. [Y] action items created."

How It Works

Meetings are synced automatically every 30 minutes by a background process. This command reads those synced files and:

  • Creates/updates person and company pages
  • Extracts action items to 03-Tasks/Tasks.md
  • Links everything together

No terminal commands are shown - the heavy lifting happens in the background.

Arguments

  • No arguments: Process all unprocessed meetings from the last 7 days
  • today: Only process today's meetings
  • "search term": Find meetings by title/attendee
  • --people-only: Only update person/company pages (skip tasks)
  • --no-todos: Create notes but don't extract tasks
  • --setup: Install/check background automation

Pre-flight: Granola Check

Mobile recordings sync automatically as long as Granola is installed and the user is signed in to the desktop app. No separate authentication step needed.


Process

Step 1: Check Background Sync Status

First, check if background sync is set up:

bash
# Check for state file (indicates sync has run)
ls .scripts/meeting-intel/processed-meetings.json

If state file exists: Background sync is working. Continue to Step 2.

If state file doesn't exist:

"Background meeting sync isn't set up yet. This runs automatically every 30 minutes so /process-meetings doesn't need terminal commands.

To set up (one-time, takes 30 seconds):

bash
cd .scripts/meeting-intel && ./install-automation.sh

Or run /process-meetings --setup and I'll do it for you.

Requirements:

  • Granola app installed (granola.ai)
  • An LLM API key in .env (GEMINI_API_KEY, ANTHROPIC_API_KEY, or OPENAI_API_KEY)"

If user runs --setup:

bash
cd .scripts/meeting-intel && ./install-automation.sh

Step 2: Find Synced Meetings

Read the processed meetings state:

javascript
const state = JSON.parse(fs.readFileSync('.scripts/meeting-intel/processed-meetings.json'));

List meeting files in 00-Inbox/Meetings/:

bash
find 00-Inbox/Meetings -name "*.md" -mtime -7 | head -50

For each meeting file:

  1. Read frontmatter to get granola_id, participants, company, date
  2. Check if person/company pages need updating
  3. Check if tasks need extracting (look for unchecked items in "For Me" section)

Report findings:

"Found X synced meetings from the last 7 days. Y need person page updates, Z have unextracted tasks."

Step 3: Update Person Pages

For each participant in synced meetings:

  1. Load user profile for email domain:

    Read System/user-profile.yaml → get email_domain
    
  2. Classify as Internal/External:

    • If participant email domain matches user's domain → Internal
    • Otherwise → External
  3. Check if person page exists:

    • Internal: 05-Areas/People/Internal/{Name}.md
    • External: 05-Areas/People/External/{Name}.md
  4. If page doesn't exist, create it:

    markdown
    # {Name}
    
    ## Overview
    
    | Field | Value |
    |-------|-------|
    | **Company** | {company from meeting} |
    | **Email** | {if available} |
    | **First Met** | {meeting date} |
    
    ## Recent Interactions
    
    - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date}
    
    ## Notes
    
    *Auto-created from meeting on {date}*
    
  5. If page exists, add meeting to Recent Interactions:

    • Read existing page
    • Add new meeting link under "## Recent Interactions"
    • Keep max 20 entries (remove oldest if needed)
    • Update "Last Interaction" in frontmatter

Step 4: Update Company Pages

For each unique external company domain:

  1. Check if company page exists: 05-Areas/Companies/{Company}.md

  2. If doesn't exist, create it:

    markdown
    # {Company Name}
    
    ## Overview
    
    | Field | Value |
    |-------|-------|
    | **Website** | {domain} |
    | **Stage** | Unknown |
    | **First Contact** | {date} |
    
    ## Key Contacts
    
    - [[05-Areas/People/External/{Person}|{Person}]]
    
    ## Meeting History
    
    - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date}
    
    ## Notes
    
    *Auto-created from meeting on {date}*
    
  3. If exists, update:

    • Add any new contacts to "Key Contacts"
    • Add meeting to "Meeting History"

Step 4.5: Semantic Enrichment (if QMD available)

Check if semantic search is available by looking for qmd in PATH.

If available, enhance meeting processing with meaning-based intelligence:

  1. Detect implicit commitments: For each meeting's discussion notes, search semantically:

    qmd query "we should circle back on..." --limit 3
    qmd query "let me think about..." --limit 3
    

    Catch soft commitments that regex action-item extraction misses.

    • Examples: "we should probably revisit the pricing model" → implicit action item
    • "I need to noodle on the migration approach" → implicit commitment
    • "Let's reconnect after the board meeting" → implicit follow-up
  2. Link meetings to projects: For the meeting topic, search:

    qmd query "meeting topic/title" --limit 3
    

    against 04-Projects/ to auto-link the meeting to relevant projects that keyword matching would miss.

  3. Enrich person context: For each new person encountered, search:

    qmd query "person name + company" --limit 3
    

    Find if they've been mentioned in other meetings/notes, even if they weren't a direct participant.

Integration:

  • Add implicit commitments to the action items list with a note: "(detected — not explicitly stated)"
  • Add project links to meeting frontmatter
  • Merge person context into newly-created person pages
  • If QMD unavailable, skip silently — regex extraction still works

Step 5: Extract Tasks (unless --no-todos or --people-only)

For each meeting with unextracted tasks:

  1. Find action items in the "## Action Items > ### For Me" section

  2. For each unchecked item (- [ ]):

    • Extract task description
    • Get task ID (format: ^task-YYYYMMDD-XXX)
    • Read pillar from meeting frontmatter
  3. Create task using Work MCP:

    create_task(
      title: "Task description",
      priority: "P2",  // default, P1 if "urgent" mentioned
      pillar: "{from meeting}",
      people: ["{participants}"],
      source: "meeting:{meeting-path}"
    )
    
  4. Mark as extracted by adding comment to meeting note:

    markdown
    <!-- tasks-extracted: 2026-02-03T10:30:00Z -->
    

Step 6: Summary Report

## Meeting Processing Complete ✅

**Synced meetings found:** X (last 7 days)
**Background sync status:** Running (last sync: 10 min ago)

### Updates Made

**Person pages:**
- Created: 3 new (Alice Chen, Bob Smith, Carol Wang)
- Updated: 5 existing

**Company pages:**
- Created: 1 new (Acme Corp)
- Updated: 2 existing

**Tasks extracted:** 7 items added to 03-Tasks/Tasks.md

### Recent Meetings

| Date | Meeting | Company | Participants |
|------|---------|---------|--------------|
| Feb 3 | Product Review | Acme | Alice, Bob |
| Feb 2 | Strategy Call | BigCo | Carol |

---
*Background sync runs every 30 min. Check status: `.scripts/meeting-intel/install-automation.sh --status`*

Error Handling

If no meetings found:

"No meetings synced in the last 7 days. Make sure:

  1. Granola is running during your meetings
  2. Background sync is set up (run /process-meetings --setup)
  3. Check logs: .scripts/logs/meeting-intel.stdout.log"

If background sync isn't running:

"Background sync appears to be stopped. To restart:

bash
cd .scripts/meeting-intel && ./install-automation.sh
```"

Examples

/process-meetings

"Found 8 synced meetings. Updating 12 person pages, extracting 5 tasks..."

/process-meetings today

"Found 2 meetings from today. Processing..."

/process-meetings --setup

"Installing background automation..." [runs install script]

/process-meetings --people-only

"Updating person and company pages only (skipping task extraction)..."


Track Usage (Silent)

Update System/usage_log.md to mark meeting processing as used.

Analytics (Silent):

Call track_event with event_name meetings_processed and properties:

  • meetings_count: number of meetings processed
  • people_created: number of new person pages created
  • todos_extracted: number of tasks extracted

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".

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