post-meeting
Post Meeting
Turn a client meeting into a CRM note plus a confirmed set of follow-ups and opportunities — the write-up, to-do chasing, and opportunity-spotting advisors would otherwise do by hand, done for them, with the advisor approving every write before it happens. This is next-best-action: doing the follow-up, not drafting an email for the advisor to send. If the advisor wants something sent to the client, that goes through /compliance — this skill's default path is the CRM, not a client-facing message.
Inputs
Required: the meeting itself — identified by household/client name, or by whatever meeting metadata a connected source supplies. Pull the meeting's content in this order, stopping at the first that's available:
- Zocks AI results — the meeting's AI-generated summary and extracted items, if Zocks is connected. Fall back to the raw transcript (also from Zocks) for direct quotes when the summary is ambiguous about wording.
- Wealthbox meeting summary — when Zocks isn't connected, Wealthbox's notetaker exposes a summary of the meeting (not a raw transcript). Use it as-is.
- Pasted transcript — if neither connector is available, ask the advisor to paste the transcript.
Zoom is not a supported source yet — do not offer it or imply it's coming.
Infer the household and the meeting date rather than asking by default: from the transcript itself, from Zocks meeting metadata (date and meeting ID, when present), or from the advisor's connected calendar. Only ask the advisor to identify the household or supply a date if none of those resolve it — never show a date picker as a first resort. Once you've inferred a date, put it on the note preview in Step 2 so the advisor can correct it if it's wrong.
Once the household and meeting are identified, don't ask "should I start?" — pull the meeting content per the waterfall above and go. The approval gate in this skill is on the write batch in Step 4, not on starting the work.