plugins/utopia-azraq-engagement/skills/meeting-intelligence/SKILL.md
Prepare for meetings by gathering context and creating comprehensive agendas
npx skillsauth add The-Utopia-Studio/skills meeting-intelligenceInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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The Meeting Intelligence skill prepares you for productive meetings by automatically gathering relevant context, analyzing past interactions, and creating comprehensive meeting agendas. It helps ensure you enter meetings informed and prepared.
Use this skill when you need to:
This skill leverages Notion as a knowledge base to:
Meeting Request
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Extract Meeting Details
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Search Relevant Context
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Analyze Attendees
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Identify Agenda Items
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Compile Background Materials
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Create Comprehensive Agenda
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Output: Prepared Meeting Document
Executive Status Meeting
Client Meeting
One-on-One
Cross-functional Planning
NOTION_API_TOKEN=your_token_here
MEETING_DATABASE_ID=your_database_id
CONTEXT_DATABASE_ID=your_context_database_id
ATTENDEE_DATABASE_ID=your_attendee_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.