Agent skill
process-meetings
Process synced Granola meetings to update person pages, extract tasks, and organize meeting notes
Install this agent skill to your Project
npx add-skill https://github.com/davekilleen/Dex/tree/main/.agents/skills/process-meetings
SKILL.md
Process Meetings
Note for automatic mode users: If your
meeting_processing.modeisautomatic(the default for new installs), meeting notes are written directly to your vault every 30 minutes — you don't need to run this command. CheckSystem/user-profile.yamlto see your mode.This command is for manual mode users, or to add AI analysis to basic notes created without an LLM key.
Process meetings that have been synced from Granola by the background automation. Updates person pages, extracts tasks, and organizes meeting notes.
Background Execution
This skill supports background execution. When invoked:
- Acknowledge: "Processing [N] meetings in the background. I'll let you know when done."
- Process all meetings
- On completion, provide summary: "[N] meetings processed. [X] person pages updated. [Y] action items created."
How It Works
Meetings are synced automatically every 30 minutes by a background process. This command reads those synced files and:
- Creates/updates person and company pages
- Extracts action items to 03-Tasks/Tasks.md
- Links everything together
No terminal commands are shown - the heavy lifting happens in the background.
Arguments
- No arguments: Process all unprocessed meetings from the last 7 days
today: Only process today's meetings"search term": Find meetings by title/attendee--people-only: Only update person/company pages (skip tasks)--no-todos: Create notes but don't extract tasks--setup: Install/check background automation
Pre-flight: Granola Check
Mobile recordings sync automatically as long as Granola is installed and the user is signed in to the desktop app. No separate authentication step needed.
Process
Step 1: Check Background Sync Status
First, check if background sync is set up:
# Check for state file (indicates sync has run)
ls .scripts/meeting-intel/processed-meetings.json
If state file exists: Background sync is working. Continue to Step 2.
If state file doesn't exist:
"Background meeting sync isn't set up yet. This runs automatically every 30 minutes so
/process-meetingsdoesn't need terminal commands.To set up (one-time, takes 30 seconds):
bashcd .scripts/meeting-intel && ./install-automation.shOr run
/process-meetings --setupand I'll do it for you.Requirements:
- Granola app installed (granola.ai)
- An LLM API key in
.env(GEMINI_API_KEY, ANTHROPIC_API_KEY, or OPENAI_API_KEY)"
If user runs --setup:
cd .scripts/meeting-intel && ./install-automation.sh
Step 2: Find Synced Meetings
Read the processed meetings state:
const state = JSON.parse(fs.readFileSync('.scripts/meeting-intel/processed-meetings.json'));
List meeting files in 00-Inbox/Meetings/:
find 00-Inbox/Meetings -name "*.md" -mtime -7 | head -50
For each meeting file:
- Read frontmatter to get
granola_id,participants,company,date - Check if person/company pages need updating
- Check if tasks need extracting (look for unchecked items in "For Me" section)
Report findings:
"Found X synced meetings from the last 7 days. Y need person page updates, Z have unextracted tasks."
Step 3: Update Person Pages
For each participant in synced meetings:
-
Load user profile for email domain:
Read System/user-profile.yaml → get email_domain -
Classify as Internal/External:
- If participant email domain matches user's domain → Internal
- Otherwise → External
-
Check if person page exists:
- Internal:
05-Areas/People/Internal/{Name}.md - External:
05-Areas/People/External/{Name}.md
- Internal:
-
If page doesn't exist, create it:
markdown# {Name} ## Overview | Field | Value | |-------|-------| | **Company** | {company from meeting} | | **Email** | {if available} | | **First Met** | {meeting date} | ## Recent Interactions - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date} ## Notes *Auto-created from meeting on {date}* -
If page exists, add meeting to Recent Interactions:
- Read existing page
- Add new meeting link under "## Recent Interactions"
- Keep max 20 entries (remove oldest if needed)
- Update "Last Interaction" in frontmatter
Step 4: Update Company Pages
For each unique external company domain:
-
Check if company page exists:
05-Areas/Companies/{Company}.md -
If doesn't exist, create it:
markdown# {Company Name} ## Overview | Field | Value | |-------|-------| | **Website** | {domain} | | **Stage** | Unknown | | **First Contact** | {date} | ## Key Contacts - [[05-Areas/People/External/{Person}|{Person}]] ## Meeting History - [{Meeting Title}](00-Inbox/Meetings/{date}/{slug}.md) — {date} ## Notes *Auto-created from meeting on {date}* -
If exists, update:
- Add any new contacts to "Key Contacts"
- Add meeting to "Meeting History"
Step 4.5: Semantic Enrichment (if QMD available)
Check if semantic search is available by looking for qmd in PATH.
If available, enhance meeting processing with meaning-based intelligence:
-
Detect implicit commitments: For each meeting's discussion notes, search semantically:
qmd query "we should circle back on..." --limit 3 qmd query "let me think about..." --limit 3Catch soft commitments that regex action-item extraction misses.
- Examples: "we should probably revisit the pricing model" → implicit action item
- "I need to noodle on the migration approach" → implicit commitment
- "Let's reconnect after the board meeting" → implicit follow-up
-
Link meetings to projects: For the meeting topic, search:
qmd query "meeting topic/title" --limit 3against
04-Projects/to auto-link the meeting to relevant projects that keyword matching would miss. -
Enrich person context: For each new person encountered, search:
qmd query "person name + company" --limit 3Find if they've been mentioned in other meetings/notes, even if they weren't a direct participant.
Integration:
- Add implicit commitments to the action items list with a note: "(detected — not explicitly stated)"
- Add project links to meeting frontmatter
- Merge person context into newly-created person pages
- If QMD unavailable, skip silently — regex extraction still works
Step 5: Extract Tasks (unless --no-todos or --people-only)
For each meeting with unextracted tasks:
-
Find action items in the "## Action Items > ### For Me" section
-
For each unchecked item (
- [ ]):- Extract task description
- Get task ID (format:
^task-YYYYMMDD-XXX) - Read pillar from meeting frontmatter
-
Create task using Work MCP:
create_task( title: "Task description", priority: "P2", // default, P1 if "urgent" mentioned pillar: "{from meeting}", people: ["{participants}"], source: "meeting:{meeting-path}" ) -
Mark as extracted by adding comment to meeting note:
markdown<!-- tasks-extracted: 2026-02-03T10:30:00Z -->
Step 6: Summary Report
## Meeting Processing Complete ✅
**Synced meetings found:** X (last 7 days)
**Background sync status:** Running (last sync: 10 min ago)
### Updates Made
**Person pages:**
- Created: 3 new (Alice Chen, Bob Smith, Carol Wang)
- Updated: 5 existing
**Company pages:**
- Created: 1 new (Acme Corp)
- Updated: 2 existing
**Tasks extracted:** 7 items added to 03-Tasks/Tasks.md
### Recent Meetings
| Date | Meeting | Company | Participants |
|------|---------|---------|--------------|
| Feb 3 | Product Review | Acme | Alice, Bob |
| Feb 2 | Strategy Call | BigCo | Carol |
---
*Background sync runs every 30 min. Check status: `.scripts/meeting-intel/install-automation.sh --status`*
Error Handling
If no meetings found:
"No meetings synced in the last 7 days. Make sure:
- Granola is running during your meetings
- Background sync is set up (run
/process-meetings --setup)- Check logs:
.scripts/logs/meeting-intel.stdout.log"
If background sync isn't running:
"Background sync appears to be stopped. To restart:
bashcd .scripts/meeting-intel && ./install-automation.sh ```"
Examples
/process-meetings
"Found 8 synced meetings. Updating 12 person pages, extracting 5 tasks..."
/process-meetings today
"Found 2 meetings from today. Processing..."
/process-meetings --setup
"Installing background automation..." [runs install script]
/process-meetings --people-only
"Updating person and company pages only (skipping task extraction)..."
Track Usage (Silent)
Update System/usage_log.md to mark meeting processing as used.
Analytics (Silent):
Call track_event with event_name meetings_processed and properties:
meetings_count: number of meetings processedpeople_created: number of new person pages createdtodos_extracted: number of tasks extracted
This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
getting-started
Interactive post-onboarding tour with adaptive pathways based on available data
industry-truths
Define time-horizoned assumptions about your industry/domain that ground strategic thinking and prevent building on quicksand
pi-tools
View and manage Pi-built extensions synced to Dex. Shows available tools, commands, and sync status.
pi
Route tasks to Pi for comparison testing. Toggle Pi mode or run specific commands through Pi.
commitment-extractor
Extract and track commitments from meeting notes - who promised what to whom, with deadlines and status tracking.
anthropic-canvas-design
Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.
Didn't find tool you were looking for?