{"id":"56bdc1f2-f584-4035-ba94-8cb54b02795d","shortId":"phpy4s","kind":"skill","title":"pmstudio-meeting-notes","tagline":"Generate structured meeting notes from transcripts or pasted text. Use when someone says \"meeting notes\", \"process this transcript\", \"summarize this call\", \"notes from today's meeting\", or pastes/references a meeting transcript. Auto-enriches attendees from stakeholder directory,","description":"# Meeting Notes — Transcript-to-Artifact Generator\n\n## Purpose\n\nTransforms raw meeting transcripts (pasted text, audio transcription output, or file references) into structured, stakeholder-enriched meeting notes. Not generic summaries — these cross-reference project context, known stakeholders, and existing artifacts to produce notes that integrate into the project's documentation ecosystem.\n\n## Process\n\n### Step 1: Determine Input Source\n\nFrom user request:\n\n| Input | How to Handle |\n|-------|---------------|\n| Transcript pasted in chat | Process directly |\n| File path provided | Read the file |\n| `/pmstudio-meeting-notes <path>` | Read file at path |\n| `/pmstudio-meeting-notes <path> <output-dir>` | Read file, write to specified directory |\n| No transcript provided | Ask: \"Paste the transcript or provide a file path\" |\n\n### Step 2: Read Project Context\n\n**Always read (skip any that don't exist):**\n\n1. **`CLAUDE.local.md`** — critical for:\n   - Folder structure & routing guide (determines where to save notes)\n   - Recent Changes (avoid duplicating known information)\n   - Key Decisions (cross-reference decisions mentioned in transcript)\n   - Open Questions (check if any were answered in this meeting)\n   - File naming conventions\n\n2. **Stakeholder Directory** — scan for:\n   - `**/Stakeholder*.xlsx` or `**/Stakeholder*.md`\n   - `**/Data/Stakeholder*`\n   - Known stakeholder names, roles, emails, groups\n\n3. **Recent meeting notes** — read the last 1-2 meeting note files to:\n   - Match format and depth conventions\n   - Identify follow-ups from previous meetings\n   - Detect recurring topics\n\n4. **PRD files** — scan for `**/*PRD*.html` or `**/*PRD*.md` to:\n   - Know current PRD version\n   - Identify if meeting content impacts requirements\n\n### Step 3: Extract & Enrich\n\nProcess the transcript to extract:\n\n#### 3a. Metadata\n- **Date** — from transcript or user context. Use absolute date (YYYY-MM-DD), never relative.\n- **Attendees** — every person mentioned or speaking. Cross-reference against stakeholder directory to enrich with:\n  - Full name (resolve first-name-only references)\n  - Title/Role\n  - Group/Team\n  - If NOT in directory → flag as \"New Stakeholder\"\n- **Duration** — estimate from transcript length if not stated (~150 words/minute for conversation)\n- **Subject** — synthesize from discussion topics\n\n#### 3b. Content Extraction\n\n| Element | What to Capture | How to Identify |\n|---------|----------------|-----------------|\n| **Key Discussion Topics** | Major themes discussed, numbered with detail | Topic shifts, agenda items, extended discussion |\n| **Decisions Made** | Explicit choices, agreements, approvals | \"We'll go with...\", \"Let's do...\", \"Agreed\", \"Decision:\" |\n| **Action Items** | Tasks assigned with owner and deadline | \"Can you...\", \"I'll...\", \"Next step is...\", \"Action:\" |\n| **Direct Quotes** | Significant statements worth preserving verbatim | Strategic vision, strong opinions, commitments, memorable framing |\n| **New Information** | Facts, data points, context not previously documented | Numbers, dates, names, technical details, process descriptions |\n| **New Stakeholders** | People mentioned who aren't in the stakeholder directory | Names with roles/context that suggest ongoing involvement |\n| **Open Questions** | Questions raised but not answered | \"We need to find out...\", \"TBD\", \"I'll check...\", unanswered questions |\n| **Emotional/Political Signals** | Frustrations, enthusiasm, concerns, tensions | Strong language, repeated emphasis, criticism, praise |\n\n#### 3c. Cross-Reference\n\n- **Against CLAUDE.local.md Open Questions**: Did this meeting answer any? Mark as \"Resolved\" with the answer.\n- **Against CLAUDE.local.md Key Decisions**: Did this meeting produce new decisions? Capture with date.\n- **Against PRD**: Does anything discussed change requirements, scope, timeline, or stakeholders?\n- **Against previous meeting action items**: Were any completed or discussed?\n\n### Step 4: Generate Meeting Notes\n\n**File naming convention:** `YYYY-MM-DD-Attendee1-Attendee2.md` (date-first for chronological sort, key attendee names for identification)\n\n**If 3+ attendees**, use the most senior or topic-relevant names, not all names.\n\n#### Output Structure\n\n```markdown\n# Meeting Notes — {Topic / Key Attendees}\n\n**Date:** {YYYY-MM-DD} ({Day of Week})\n**Attendees:** {Name1 (Role)}, {Name2 (Role)}, {Name3 (Role)}\n**Subject:** {Project} — {Topic Summary}\n**Duration:** ~{N} minutes\n\n---\n\n## Summary\n\n{2-3 sentence executive summary: what was the meeting about, what was decided, what's the main takeaway}\n\n---\n\n## {N}. {Topic Title}\n\n{Detailed notes on this topic. Include:\n- Context and background discussed\n- Key points made by specific people (attribute statements)\n- Data points, numbers, dates mentioned\n- Sub-sections if the topic has distinct parts}\n\n### {Sub-topic if needed}\n- {Detail}\n- {Detail}\n\n> **\"{Direct quote}\"** — {Speaker Name}\n\n{Repeat for each major topic}\n\n---\n\n## Decisions Made\n\n| # | Decision | Made By | Impact | Notes |\n|---|----------|---------|--------|-------|\n| 1 | {Decision} | {Person} | {What it affects} | {Context} |\n\n---\n\n## New Stakeholders Identified\n\n| Name | Role | Email | Context |\n|------|------|-------|---------|\n| {Name} | {Role} | {email or TBD} | {How they came up in discussion} |\n\n*Omit this section if no new stakeholders were identified.*\n\n---\n\n## Action Items\n\n| # | Action | Owner | Due | Status |\n|---|--------|-------|-----|--------|\n| 1 | {Action} | {Name} | {Date or \"TBD\"} | Pending |\n\n---\n\n## Open Questions\n\n- {Question that wasn't answered — include who raised it and why it matters}\n\n---\n\n## Key Takeaways for Artifacts\n\n{Flag what needs updating in other project documents. Be specific:}\n\n| Artifact | What Needs Updating | Priority |\n|----------|-------------------|----------|\n| {PRD vX.Y} | {Specific section or requirement} | {High/Med/Low} |\n| {Presentation} | {Specific slide or section} | {High/Med/Low} |\n| {Architecture Map} | {Specific view or layer} | {High/Med/Low} |\n| {Stakeholder Directory} | {New people to add} | {High/Med/Low} |\n\n*Omit this section if no artifact impacts identified.*\n\n---\n\n## Transcript Notes\n\n- {Note about transcript quality: complete/partial, any gaps, audio issues}\n- {Which portions of the meeting are covered vs. missing}\n```\n\n### Step 5: Route Output File\n\nUse the routing guide from `CLAUDE.local.md` to determine the correct output directory:\n\n**Routing logic:**\n1. If meeting is about ProductB / Tax / {Stakeholder} → `ProductB-Control-Framework/Meeting-Notes/`\n2. If meeting is about ProductA / ComplianceApp / {Stakeholder} / {Stakeholder} → `ProductA-Steady-State/`\n3. If meeting is about platform / cross-cutting → `Platform-Overview/`\n4. If routing guide doesn't exist or doesn't match → ask the user\n5. If output directory was specified in the command → use that\n\n**Before writing:** Show the user:\n- Proposed file name\n- Proposed output location\n- Brief summary of what will be in the notes\n\nThen write the file.\n\n### Step 6: Propose CLAUDE.local.md Update\n\nAfter writing the meeting notes, propose a `Recent Changes` entry for `CLAUDE.local.md`:\n\n```markdown\n- [YYYY-MM-DD] `{relative-path-to-notes}` — **NEW FILE**: {Meeting type} notes from {date} {attendees} call (~{N} min). {1-2 sentence summary of key topics}. {Count} action items. {Key decision or stakeholder if notable}.\n```\n\n**Also propose updates to:**\n- **Key Decisions** section — if new decisions were made\n- **Open Questions** section — if questions were answered or new ones raised\n\nAsk: \"Should I update CLAUDE.local.md with this entry?\"\n\n### Step 7: Surface Sync Opportunities\n\nIf the meeting produced information that should propagate to other documents, mention it:\n\n> \"This meeting discussed {topic} which may impact:\n> - **{PRD vX.Y}** — {what section}\n> - **{Presentation}** — {what slide}\n> Run `/pmstudio-sync` to propagate changes, or I can update specific artifacts now.\"\n\n## Quality Rules\n\n1. **Attribute statements to speakers.** Don't write \"it was discussed that...\" — write \"{Stakeholder} explained that...\" or \"{Stakeholder} noted that...\"\n2. **Preserve significant quotes verbatim.** If someone said something strategic, memorable, or committal, quote it exactly with attribution.\n3. **Convert relative dates to absolute.** \"Next Thursday\" → \"2026-03-20 (Thursday)\". \"Last week\" → \"week of 2026-03-10\".\n4. **Don't invent information.** If the transcript is unclear or incomplete, say so. Use \"[inaudible]\" or \"[unclear]\" markers.\n5. **Don't over-summarize.** Meeting notes should be comprehensive enough that someone who wasn't there can understand what happened. Err on the side of more detail, not less.\n6. **Separate facts from interpretation.** Use clear language: \"{Stakeholder} stated...\" (fact) vs. \"This suggests...\" (interpretation).\n7. **Action items need owners.** If an action was discussed but no owner assigned, flag it: \"Owner: TBD — needs assignment\".\n8. **Match existing format.** If prior meeting notes exist in the project, match their depth, style, and section structure for consistency.\n9. **Handle partial transcripts.** If the transcript is clearly incomplete (starts mid-conversation, cuts off), note what's missing in the Transcript Notes section.\n10. **Cross-reference, don't duplicate.** If a topic was covered extensively in previous meeting notes, reference that file rather than re-explaining: \"See 2026-03-13-{Stakeholder1}-{Stakeholder2}.md §3 for full {Audit Firm} tool walkthrough.\"\n\n## Handling Edge Cases\n\n| Scenario | Approach |\n|----------|----------|\n| **Multiple meetings in one transcript** | Split into separate files, one per meeting |\n| **Very short meeting (<10 min)** | Use abbreviated format: Summary + Decisions + Actions only |\n| **No clear decisions or actions** | Still capture — note \"Informational/exploratory call — no decisions or actions\" |\n| **Sensitive/privileged content** | Flag to user: \"This transcript contains potentially privileged content (legal, litigation). Confirm before writing to file.\" |\n| **Poor transcript quality** | Do your best, mark uncertain sections with [?], note quality issues prominently |\n| **Attendees not in stakeholder directory** | List them in \"New Stakeholders\" table with whatever context is available |\n| **Meeting references documents not yet read** | Note: \"{Stakeholder} referenced {document} — not yet reviewed. Action: obtain and review.\" |\n\n## Integration with PM Studio\n\nThis skill is part of the PM Studio ecosystem:\n\n| Related Skill | When to Suggest |\n|---------------|----------------|\n| `/pmstudio-sync` | Meeting produced changes that should propagate to PRD/deck/architecture |\n| `/pmstudio-changelog` | Meeting produced a significant decision or change worth logging |\n| `/pmstudio-comms` | Meeting requires a follow-up communication (status update, stakeholder notification) |\n| `/pmstudio-prd` | Meeting revealed requirements not yet in the PRD |\n| `/pmstudio-nfr` | After processing several meetings, audit document completeness 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