sales-note-taker
Sales Note-Taker & Conversation-Intelligence Strategy
Help the user (a) pick the right AI meeting note-taker for their sales team, and/or (b) wire its API into downstream systems (CRM, warehouse, Slack, internal tools). This skill is tool-agnostic — it references specific platforms for selection and integration patterns but focuses on cross-vendor strategy.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
- What's your primary goal?
- A) Pick a note-taker for my team (selection/comparison)
- B) Integrate an existing note-taker's API (transcripts → somewhere)
- C) Both — evaluating a platform AND planning the integration
- D) Debugging a specific API/webhook issue
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