Post-meeting execution

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{MEETING_OWNER}} — Person whose meetings this skill processes (one instance per person)
• {{MEETING_NOTES_TOOL}} — Your meeting-notes tool (e.g. Circleback, Fireflies, Gong)
• {{CRM}} — Your CRM (e.g. HubSpot, Attio, Salesforce)
• {{REVIEW_CHANNEL}} — Slack channel where all post-meeting outputs post for review
• {{INTERNAL_DOMAIN}} — Your company email domain, to tell internal from external attendees
• {{FOLLOWUP_SCENARIOS_SKILL}} — Sub-skill: meeting-outcome categories, classification logic, per-category email frameworks
• {{VOICE_GUIDE_SKILL}} — Sub-skill: the owner's tone, formatting, greeting style, approved links
• {{LEAD_SCORING_SKILL}} — Sub-skill: your lead scoring & qualification methodology
• {{ENTERPRISE_ACV_THRESHOLD}} — Deal size above which an account gets full sales treatment vs. self-serve (default: $20K)
• {{SALES_ACTIVE_TAG}} — Workspace tag marking accounts with a live sales conversation
• {{METRICS_LOG}} — Optional: spreadsheet/event log where external meetings are recorded for GTM metrics