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/post-meeting

Post-meeting summary + action items

Category: infra
Field: general
License: MIT
Updated: 2026-04
Stages: —

Post-Meeting Summary & Email

v1.7 — Recipient rule changed: default sends to the full team minus low-frequency categories (e.g., infrequent, stakeholders). Decoupled recipient-list display from send confirmation. Per-project override via meeting_summary_recipients in .claude/CLAUDE.md. Adds explicit sender choice (you vs. an AI EA identity). Includes the v1.4 hollow-transcript guard.

Summarize a meeting transcript and draft a follow-up email to attendees. Run from a project directory after a meeting.

Prerequisites

Required: - Gmail MCP — for drafting the follow-up email

Recommended: - A project .claude/CLAUDE.md file with team roster (names + emails) and transcript folder path - Meeting transcripts saved as .txt files in a project transcripts folder

Optional: - Granola MCP — for pulling transcripts directly from Granola instead of local files

First-Time Setup

  1. Create a project config at [project-root]/.claude/CLAUDE.md with at minimum:

    Markdown
    # Project Name

## Team
- [Name] <email@example.com> — PI
- [Name] <email@example.com> — Research Manager
- [Name] <email@example.com> — RA

## Folders
- transcripts: `transcripts/`

  2. Create a transcripts folder in your project directory:

    Bash
    mkdir -p transcripts/

  3. Save meeting transcripts as .txt files in that folder. Most transcription tools (Granola, Otter, etc.) can export to text. Name files with dates for easy sorting (e.g., 2026-03-15_team-sync.txt).

Arguments

$ARGUMENTS can include: - (none) — most recent transcript in project's transcripts folder - [keyword] — filter transcripts by keyword in filename - id:DOC_ID — specific Granola document ID (bypasses local files; requires Granola MCP) - nosend — show summary only, skip email drafting - save — also save summary as local .md file in transcripts folder

Instructions

Step 1: Find Project Context

Read .claude/CLAUDE.md at exactly $(pwd)/.claude/CLAUDE.md.

Extract: - Transcript folder path (e.g., transcripts/) - Team roster — names + emails (and any role/category labels you use, e.g., pis, research_managers, field_ras, infrequent, stakeholders) - Project name (from header or project_name field)

Fields may be inside markdown code fences (```yaml ```) — extract from inside fences.

If not found: Offer Granola MCP fallback (if available) — don't silently walk up directories.

Text Only
No .claude/CLAUDE.md found in this directory.
I can search Granola directly — want me to list recent meetings? (y/n)
If yes and Granola MCP is available: list recent meetings, then jump to Step 3 with id: flow. If no Granola MCP: ask user to provide the transcript path manually.

Step 2: Fetch Latest Transcript

If using Granola MCP: Search for recent meetings matching this project and fetch the transcript.

If using local files: List .txt files in the transcripts folder (excluding archive/ subfolder), sorted by date (newest first).

Step 3: Pick Meeting

If id:DOC_ID argument: use Granola MCP to fetch the document directly, skip to Step 4.

If keyword argument: filter .txt files in transcripts folder by keyword in filename.

Otherwise: show most recent transcript + 2-3 others for selection.

Transcript-not-ready check: If no transcript is newer than 30 minutes and the user didn't specify an older one:

Text Only
Transcript may still be processing. Try again in ~10 minutes, or pick an older meeting.

Step 3.5: Confirm Selection

Text Only
Summarize "[meeting title]" from [date]? (y/n)
Confirm BEFORE reading the full transcript.

Step 4: Read Transcript

Read the selected .txt file. If using Granola MCP (id: arg), fetch via the Granola transcript API.

Hollow transcript check (REQUIRED before proceeding):

After reading the content, classify it as full or hollow.

A transcript is hollow (notes only) if ANY of these are true: - Content is under 5,000 characters - Content starts with ### markdown headers - Primary structure is bullet points with no speaker attribution lines (pattern: Name: [speech text] repeated throughout)

A transcript is full if it is ≥5,000 characters AND contains conversational speaker content (back-and-forth dialogue, speaker labels, or a .vtt Zoom format).

If hollow: Stop immediately. Do not proceed to Step 5. Notify:

Text Only
This transcript appears to be AI-generated notes summary, not a full verbatim transcript.
Granola (or your transcription tool) may still be processing — usually ready 1-2 hours after meeting end.

Options:
  1. Try again later — run /post-meeting again once the transcript is ready
  2. Find the raw transcript in your transcription tool
  3. Proceed with notes only — summary will be less accurate (not recommended)

What would you like to do?
Do NOT proceed unless the user explicitly chooses option 3.

Step 5: Summarize

Generate structured summary with: - 2-3 sentence overview of topics discussed - Numbered decisions with context - Bulleted action items with owner and deadline (if mentioned) - Next steps

Minimum-content gate: If no decisions AND no action items detected:

Text Only
This was a brief meeting with no tracked decisions or action items. Send summary anyway? (y/n)

Language check: If non-English content detected in transcript:

Text Only
Draft in [detected language] or English? (default: English)

If nosend argument: display summary and stop here.

Step 5.5: Sender Choice

Before drafting the email, ask who should send it:

Text Only
Send as:
  1. You — first person, signed with your name
  2. AI executive assistant — third person, identifies clearly as an AI assistant
  (default: 1)

If sender = You: Use a direct, professional tone. First person ("I'll clarify...", "we agreed..."). Sign with your name.

If sender = AI executive assistant: Open with a sentence identifying clearly as an AI assistant ("This is [Assistant Name], [Your Name]'s AI assistant. They asked me to send a summary of [today's/yesterday's] meeting. I generated this from the transcript — please flag anything I got wrong or missed."). Refer to the user in third person throughout. Sign as the AI assistant identity. Set a clear reply-to address pointing back to the user, and never sign as the user.

Step 6: Draft Email + Confirm

Recipient rule (v1.7). Default = everyone on the team whose work the meeting affects, not just attendees. Concretely: full team roster from .claude/CLAUDE.md, minus any infrequent and stakeholders categories. Field RAs and team members whose action items typically come up in meetings remain standing recipients even when they were not on the call — their tasks are routinely named.

If the project's .claude/CLAUDE.md defines meeting_summary_recipients (a list of category names to include or exclude: list), honor it as an override.

Display ≠ confirmation. Show the recipient list once for awareness in the Step 6 preview, but the only confirmation gate is on the send action in Step 7. Do not treat a "yes, send" reply as endorsement of the recipient list — that reply is about sender choice only.

If a teammate is clearly central to the action items but not in the team roster, surface them as a confidence flag and add them by default unless the user removes them.

Sensitivity flag: If the meeting appears to be funder-only or leadership-only (narrow attendee list, sensitive topics):

Text Only
This appears to be a [funder/leadership-only] meeting. Review summary for sensitive content before sending.

Draft the email using a direct, professional tone. Avoid AI-sounding language ("delve," "leverage," "multifaceted," etc.).

Recency-aware opener: Meeting today → "today's meeting"; yesterday → "yesterday's meeting"; older → "our meeting on [day]".

Text Only
--------------------
POST-MEETING EMAIL
--------------------

From: [selected sender]
To: [name1] <email1>, [name2] <email2>
Subject: Meeting summary: [title]

[Full draft text]

> Send as Gmail draft / Edit recipients / Edit draft / Skip

If save argument: also write summary to [transcripts_folder]/summary-[date]-[title-slug].md.

Step 7: Create Gmail Draft

On approval, use Gmail MCP to create a draft:

Text Only
mcp__google_workspace__draft_gmail_message
  to: [recipients]
  subject: Meeting summary: [title]
  body: [email body]

Report: "Draft created in Gmail — open Gmail to review and send."

Step 8: Log Performance

Bash
echo "$(date +%Y-%m-%d),post-meeting,TOOL_CALLS,NOTES" >> ~/.claude-assistant/logs/skill-performance.csv
Replace TOOL_CALLS with exact count and NOTES with summary (e.g., team-sync-5-actions).

Email Format

The email has two parts: a summary body (decisions, action items by person, next steps) and a detailed meeting notes appendix (full intellectual content as a searchable record).

Err on the side of more detail, not less. A longer, thorough email is better than a brief one that misses things.

Text Only
Hi [Name(s)],

Good meeting [today/yesterday/on Monday]. Here's a summary:

**What we discussed:**
[3-5 sentence overview covering the main topics and how they connect]

**Key decisions:**
1. [Decision with enough context that someone who missed the meeting understands why]
2. [Decision with context]
3. [Decision with context]

**Action items:**

[Name 1]:
- [Task] (by [date if mentioned])
- [Task]

[Name 2]:
- [Task] (by [date if mentioned])

[Name 3]:
- [Task]

**Next steps:**
- [What happens next, including any follow-up meetings or deadlines]
- [Second next step]

Full transcript: [path to .txt file or Granola link]

Let me know if I missed anything.

[Sender]

---

### Detailed Meeting Notes

#### [Topic Section 1]
[Substantive discussion: key arguments, positions taken by each participant,
analytical points, data or evidence cited. Include enough detail that someone
who missed the meeting can follow the reasoning.]

#### [Topic Section 2]
[Comparative examples discussed, theoretical debates, methodological considerations]

#### [Topic Section 3]
[Timeline/historical context, administrative items, logistics, resource questions]

#### [Continue for all substantive topics — aim for 3-5 pages]

Summary body: Numbered lists for decisions (with context). Action items grouped by person so each team member can scan for their tasks.

Detailed appendix: Structured by discussion topic (not chronological). Include participant positions and arguments, not just conclusions. Capture analytical reasoning, not just outcomes. This serves as the meeting record — be thorough, not brief. Aim for 3-5 pages for a substantive meeting.

Customization Points

  • Transcript source: Swap Granola for Otter, Fireflies, or any tool that exports .txt transcripts.
  • Team roster location: Move from .claude/CLAUDE.md to a shared config file if you prefer.
  • Recipient categories: The infrequent/stakeholders exclusion default is a convention — rename or remove the categories your team uses. The override field meeting_summary_recipients accepts whatever category names you define.
  • Email sending: If you have a send script configured, replace the Gmail draft step with direct sending.
  • Language: The language check detects non-English content; customize the default for your team.
  • Transcript folder: Change the convention in your project .claude/CLAUDE.md.

Error Handling

Condition Action
No .claude/CLAUDE.md Offer Granola MCP fallback or ask for transcript path
No transcripts in folder "No recent transcripts. May still be processing if you just finished a call."
Granola MCP unavailable Fall back to local .txt files
Gmail draft fails Display the email text so you can copy-paste it
No team roster Ask user to type recipient emails manually