plugins/utopia-azraq-engagement/skills/knowledge-capture/SKILL.md
Transform conversations and discussions into structured Notion documentation
npx skillsauth add The-Utopia-Studio/skills knowledge-captureInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
The Knowledge Capture skill transforms conversations, discussions, and unstructured information into organized, structured documentation in Notion. It helps you preserve institutional knowledge by capturing important conversations and converting them into actionable, well-formatted documentation.
Use this skill when you need to:
This skill uses the Notion API to:
Input: Conversation/Discussion
↓
Parse & Extract
↓
Identify: Key Points, Decisions, Action Items
↓
Format for Notion
↓
Create/Update Notion Document
↓
Output: Structured Documentation
Team Meeting Notes
Customer Call Documentation
Architecture Discussion
Interview Notes
Set up these environment variables or Notion settings:
NOTION_API_TOKEN=your_token_here
NOTION_DATABASE_ID=your_database_id
development
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
development
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
development
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
tools
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.