Meeting Debrief

Transform raw meeting transcripts into structured debriefs with Excalidraw visualizations, action items, and strategic recommendations.

Input

The user provides a meeting transcript (timestamped conversation, Fathom notes, raw text, or pasted recording output). If no transcript is provided, ask the user to paste or attach one.

Processing Steps

Step 1 — Identify Participants & Context

• Extract speaker names (map "You" to the user, "Others" to named participants)
• Determine meeting type: discovery, follow-up, pitch, check-in, negotiation, brainstorm
• Note the date if mentioned, otherwise use today's date

Step 2 — Extract Key Topics

Group the conversation into 3-7 major topics discussed. For each topic:

• Topic name (2-5 words)
• Summary (2-3 sentences)
• Key details (bullet points of specific facts, numbers, names mentioned)

Step 3 — Extract Entities

Pull out all named entities:

• People — name, role/title, organization
• Companies — name, stage, sector, what they do, key metrics
• Organizations — accelerators, universities, investors mentioned
• Products/Services — specific offerings discussed
• Financial figures — funding amounts, valuations, revenue targets

Step 4 — Action Items

Extract every action item with:

• What — specific task
• Who — responsible party
• When — deadline or timeframe if mentioned
• Priority — High / Medium / Low (inferred from urgency and impact)

Step 5 — Recommendations

Based on the conversation, generate 3-5 strategic recommendations:

• What opportunity or risk was identified
• Suggested next move
• Why it matters

Step 6 — Generate Excalidraw Visualization

Build an Excalidraw JSON file that visually maps the meeting. The diagram should include:

1. Title banner at the top with meeting name, date, and participants
2. Business model / structure section — if the other party described how their business works, visualize it as a flow diagram
3. Portfolio / entities section — cards for each company or entity discussed with key stats
4. Action items section — checklist-style boxes with owner and deadline
5. Recommendations section — highlighted boxes with strategic suggestions
6. Relationship map — connections between you, the other party, and opportunities

Use the Excalidraw JSON template in templates/excalidraw-base.json as a starting structure. Generate element IDs using random alphanumeric strings (10 chars).

Excalidraw Element Guidelines

• Use rectangle elements for cards and sections
• Use text elements for labels and content
• Use arrow elements for relationships and flows
• Use diamond elements for decision points
• Color coding:
  • #1e1e1e background for title banner, white text
  • #dbeafe (light blue) for topic/entity cards
  • #dcfce7 (light green) for action items
  • #fef3c7 (light yellow) for recommendations
  • #fce7f3 (light pink) for key relationships/opportunities
  • #f3e8ff (light purple) for financial/metrics

Save the Excalidraw file as meeting-debrief-[participant]-[YYYY-MM-DD].excalidraw in the current working directory.

Step 7 — Output Summary

Present the debrief in this format:

## Meeting Debrief: [Meeting Title]
**Date:** [date]  |  **Participants:** [names]  |  **Type:** [meeting type]

---

### Key Topics
[numbered list with summaries]

### Companies & Entities
[table: Name | Sector | Stage | Key Metric | Notes]

### Action Items
| # | Task | Owner | Deadline | Priority |
|---|------|-------|----------|----------|
| 1 | ... | ... | ... | ... |

### Recommendations
1. **[Title]** — [description and rationale]

### Files Generated
- `meeting-debrief-[name]-[date].excalidraw` — Visual meeting map (open in Excalidraw or VS Code with Excalidraw extension)

Step 8 — CRM Integration (Optional)

If CRM tools are available (HubSpot or Zoho), offer to:

• Create/update contacts for participants
• Log meeting notes
• Create deals if investment/partnership opportunities were discussed
• Tag with relevant pipeline stage

Guidelines

• Be thorough in extraction — capture specific numbers, dates, and names
• Infer action items even if not explicitly stated (e.g., "I'll send you my calendar" = action item)
• Recommendations should be strategic and actionable, not generic
• The Excalidraw visualization should be readable and well-spaced (min 200px between elements)
• If the transcript is very long (>30 min), focus on the most substantive sections
• Always generate the Excalidraw file — this is the core differentiator of this skill