Quick Start
Upload or paste all of today's meeting transcripts, and I'll:
- Summarize each meeting in 3 bullets
- Extract all decisions and action items with owners
- Deduplicate action items across meetings
- Flag conflicts and cross-meeting patterns
- Create a single consolidated action item list
Shortcut: Just paste your transcripts and say /meeting-cleanup -- I'll handle the rest.
Meeting Day Cleanup Workflow
Process all your meetings in one batch at the end of the day using AI.
Context Routing Logic (Internal - for Claude)
Automatic Context Checks: When this skill is invoked, immediately check:
| Source | Files/Folders | Search Terms | What to Extract |
|---|---|---|---|
| Business Info | thoughts/shared/pm/context/business-info-template.md |
company, product, team | Company context for interpreting discussions |
| Stakeholder Profiles | thoughts/shared/pm/context/stakeholder-template.md |
attendees' names | Communication preferences, roles, decision authority |
| Active PRDs | thoughts/shared/pm/prds/*.md |
features discussed | Link action items to active PRDs |
| Previous Meetings | thoughts/shared/product/meeting-notes/ |
same meeting name, same attendees | Carry-over items, open questions from last time |
| Strategy | thoughts/shared/pm/frameworks/*.md |
strategic pillars, OKRs | Align decisions to strategic context |
| Decisions | thoughts/shared/product/decisions/*.md |
related decisions | Check for conflicts with past decisions |
Context Priority:
- Previous meeting notes for same recurring meetings FIRST
- Active PRDs and strategy docs SECOND
- Stakeholder profiles THIRD
- Business info for general context FOURTH
Overview
Tools: transcription tool or Lindy + Claude When: End of day with 3+ meetings
Workflow
Step 1: Gather All Meeting Transcripts
From transcription tool:
- Export all today's transcripts
- Download as text files
From Zoom/Meet/Teams:
- Download auto-generated transcripts
- Save to folder
Step 2: Batch Process with Claude (10 min)
claude "Process these meeting transcripts:
[upload all transcripts]
For each meeting:
1. Summary (3 bullets)
2. Decisions made
3. Action items (with owners)
4. Open questions
5. Follow-up needed
Then: Consolidated action item list across ALL meetings"
Per-Meeting Quality Checks
For each meeting processed, verify:
- All decisions have clear owners -- if a decision was made but no one owns execution, flag it: "Decision made but no owner assigned -- who drives this?"
- All action items have deadlines -- if an action item lacks a date, assign a reasonable default and flag it: "No deadline stated -- defaulting to [date], confirm?"
- No duplicate action items across meetings -- if the same action appears in multiple meetings, consolidate into one entry and note which meetings referenced it
- Conflicting decisions across meetings are flagged -- if Meeting 1 decided "launch in March" and Meeting 3 discussed "push to April," flag the conflict explicitly
- Strategic alignment is noted for each decision -- tie decisions to strategic pillars from
thoughts/shared/pm/frameworks/when relevant
Step 3: Update Systems (5 min)
- Add action items to Linear
- Calendar follow-up meetings
- Send summary emails where needed
- Update project docs
Automated Version
Using Lindy or Relay:
Trigger: End of day (6pm)
Actions:
- Pull all meeting transcripts
- Process with Claude
- Create Linear issues for action items
- Send summary email to each meeting's attendees
- Post consolidated list to Slack
Setup once, runs forever.
Template Output
# Meeting Cleanup - [Date]
## Quick Stats
- Meetings attended: [X]
- Total time in meetings: [Y hours]
- Action items generated: [Z]
## Meeting 1: [Title] ([Time])
**Attendees:** [Names]
**Summary:** [3 bullets]
**Decisions:**
- [Decision 1]
- [Decision 2]
**Action Items:**
- [ ] [Action] - Owner: [Name] - Due: [Date]
- [ ] [Action] - Owner: [Name] - Due: [Date]
**Follow-up:** [Schedule next meeting? Send docs?]
---
[Repeat for each meeting]
---
## My Action Items (Consolidated)
1. [ ] [Action from Meeting 1]
2. [ ] [Action from Meeting 3]
3. [ ] [Action from Meeting 5]
## Waiting On Others
1. [Name] to [action] by [date]
2. [Name] to [action] by [date]
## Parking Lot (Questions/Ideas)
- [Question raised but not resolved]
- [Idea mentioned for later discussion]
---
## Cross-Meeting Intelligence
### Recurring Topics (with Priority Tags)
Tag each recurring topic with severity:
- **HIGH** -- Topic involves: CPO/CEO escalation, revenue-impacting deadline, at-risk OKR, or blocker affecting multiple teams
- **NORMAL** -- Topic involves: standard progress tracking, routine decisions, information sharing
- **LOW** -- Topic involves: nice-to-have discussions, future planning without urgency
Format: "[HIGH] [Topic]" came up in [Meeting 1] and [Meeting 3] -- consider scheduling a dedicated session
Example: "[HIGH] D30 Retention -- discussed in 3/4 meetings this week, CPO escalating to CEO"
### Stakeholder Load
[Who has the most action items across all meetings?]
| Person | Action Items | Meetings Involved |
|--------|-------------|-------------------|
| [Name] | [Count] | [Meeting list] |
| [Name] | [Count] | [Meeting list] |
**Overloaded?** If someone has 5+ action items across meetings, flag: "Consider whether [Name] can realistically deliver all of these by their deadlines."
### Timeline Conflicts
[Are any deadlines unrealistic given the workload?]
- [Name] has items due [Date A] (from Meeting 1) and [Date A] (from Meeting 3) -- are both achievable?
- [Feature] has conflicting timelines: Meeting 2 said "end of sprint" but Meeting 4 said "next quarter"
### Missing Follow-Ups
[Check previous weeks' meeting notes for action items that should have been discussed today but weren't]
- From [Date]: "[Action item]" assigned to [Name] -- not mentioned in today's meetings. Still open?
### Decisions Summary
[All decisions made across all meetings in one place]
| Decision | Made In | Owner | Strategic Alignment |
|----------|---------|-------|-------------------|
| [Decision] | [Meeting] | [Name] | [Pillar/OKR] |
### Cross-Meeting Conflict Detection
When the same topic or deliverable is discussed in multiple meetings, check for conflicts:
**Timeline conflicts:** Meeting A says "2 weeks" but Meeting B says "3 weeks" for the same deliverable
-> Flag: "CONFLICT: [Deliverable] timeline -- [Person A] estimated [X] (Meeting 1) vs [Y] (Meeting 2). Confirm which is accurate."
**Scope conflicts:** Meeting A scoped feature as X, but Meeting B expanded to X+Y without noting the change
-> Flag: "CONFLICT: Feature scope expanded in Meeting 2 without updating the original agreement from Meeting 1."
**Owner conflicts:** Meeting A assigned task to Person X, Meeting B assigned the same task to Person Y
-> Flag: "CONFLICT: Task '[Task name]' assigned to both [Person X] (Meeting 1) and [Person Y] (Meeting 2). Confirm owner."
**Priority conflicts:** Meeting A called feature P0, Meeting B called same feature P1
-> Flag: "CONFLICT: Feature priority downgraded from P0 (Meeting 1) to P1 (Meeting 2). Was this intentional?"
Always surface conflicts with the format:
"WARNING -- CONFLICT DETECTED: [description] -- Requires resolution by [suggested owner]"
Action items tracked: 100% Follow-through rate: +40%
Context Routing Strategy
When the PM uses /meeting-cleanup, I automatically:
1. Extract Action Items Intelligently
Source: All meeting transcripts provided
- What I look for: Implicit and explicit action items, owners, deadlines
- How I use it: Consolidate into single master list with owners
- Example: "Meeting 1: 'We'll coordinate on timeline' → Action: You sync with eng on timeline"
2. Identify Decisions Made
Source: All meeting transcripts
- What I look for: Decisions that came out of meetings
- How I use it: Flag for
/decision-docif significant - Example: "Multiple meetings discuss same decision, consolidate for formal decision-doc"
3. Route Action Items to Right Systems
Source: Linear MCP, Linear MCP, task management systems
- What I look for: Which system to create tickets in
- How I use it: Auto-create tickets if MCP connected
- Fallback: Generate formatted action item list for manual entry
4. Consolidate Cross-Meeting Themes
Source: All transcripts analyzed together
- What I look for: Same topic discussed in multiple meetings
- How I use it: Note patterns and highlight for attention
- Example: "Onboarding mentioned in 3 meetings, might be emerging issue"
5. Update Status Automatically
Source: MCPs if task management connected
- What I look for: Related action items from earlier days
- How I use it: Note dependencies and blockers across meetings
- Example: "Design review action from yesterday blocks this implementation ticket"
6. Route for Follow-Up
Routing logic:
- Action items created: Tag owners, set due dates
- Decisions identified: Suggest
/decision-docfor formal documentation - Cross-functional blockers: Flag for escalation
- Team patterns: Suggest process improvements to leadership
Output Quality Self-Check
Before delivering the meeting cleanup, verify:
- Every decision has an owner -- no orphaned decisions without someone responsible for execution
- Every action item has a deadline -- vague timelines are flagged with suggested dates
- No duplicate action items -- items appearing in multiple meetings are consolidated into one entry
- Conflicting decisions flagged -- if two meetings reached different conclusions on the same topic, the conflict is called out explicitly
- Strategic alignment noted -- major decisions reference the relevant strategic pillar or OKR
- Cross-meeting intelligence included -- recurring topics, stakeholder load, timeline conflicts, and missing follow-ups are analyzed
- Previous meeting context checked -- open items from prior meetings are referenced and tracked
- Consolidated action list is complete -- a single master list appears at the end with all items across all meetings
- Cross-meeting conflicts checked and flagged -- timelines, scope, owners, and priorities are compared across meetings for contradictions
- Parking lot captured -- unresolved questions and ideas that surfaced but were not actionable are noted
- File saved correctly -- output saved to
thoughts/shared/product/meeting-notes/cleanup-[date].md
If any check fails, revise before delivering.