beam-ai-team/create-meeting-minutes

Create Meeting Minutes

Transform raw meeting transcripts into structured, professional meeting minutes.

Purpose

Takes a meeting transcript (from Fathom or pasted text) and extracts:

• Key discussion points
• Action items (categorized by owner)
• Decisions made
• Follow-up items

Outputs formatted markdown ready for sharing or archiving.

Workflow

Step 1: Get Transcript

Accept from:

1. Output from fathom-fetch-meetings or fathom-get-transcript
2. User-pasted transcript text
3. File path to transcript

Step 2: Extract Information

Discussion Points (include):

• Key topics and decisions
• Technical details explained
• Blockers or dependencies
• Timeline discussions

Action Items (include):

• Tasks with specific deliverables
• Clear ownership (internal vs client)
• Due dates if mentioned

Action Items (exclude):

• "Schedule next meeting" (scheduling tasks)
• Vague items without deliverables
• Already completed items

Step 3: Format Minutes

# Meeting Minutes: [Client] — [Topic]

**Date:** [Month Day, Year]
**Attendees:** [Name] (Company), [Name] (Company)
**Recording:** [Fathom link if available]

---

## Discussion Points

- [Topic with context and decisions made]
- [Technical details or process explanations]
- [Blockers, dependencies, or waiting items]

---

## Action Items

### Internal Team
- [Person] to [specific task with deliverable]
- [Person] to [specific task with deliverable]

### Client Actions
- [Person] to [specific task]

---

## Decisions Made

- [Decision 1]
- [Decision 2]

---

## Next Meeting
[Date/time if discussed]

Step 4: Save (Optional)

If save location specified:

[project-folder]/meetings/YYYY-MM-DD-Meeting-Minutes.md

Step 5: Return Action Items

Separate action items by owner for downstream use:

• Internal team actions → For Linear ticket creation
• External/client actions → For client communication

Output Format

{
  "file_saved": "path/to/minutes.md",
  "date": "2025-12-20",
  "attendees": ["John Smith", "Jane Doe"],
  "discussion_points": ["Point 1", "Point 2"],
  "action_items": {
    "internal": [
      {"owner": "Team", "task": "Implement validation", "due": null}
    ],
    "external": [
      {"owner": "Client", "task": "Provide test data", "due": "EOW"}
    ]
  },
  "decisions": ["Decision 1", "Decision 2"]
}

Action Item Extraction Rules

| Include | Exclude | |---------|---------| | Tasks with specific deliverables | "Set up next meeting" | | Tasks with clear ownership | Vague items without deliverables | | Follow-up items with deadlines | Already completed items |

Related Skills

• fathom-fetch-meetings - Source transcripts from Fathom
• fathom-get-transcript - Get transcript by ID
• linear-create-tickets - Create tickets from action items
• process-client-meeting - Full workflow

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Version: 1.0 Owner: Hassaan Ahmed