Meeting Debrief

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name: meeting-debrief description: Process meeting transcripts to extract action items, recommendations, key topics, relationships, and generate Excalidraw visualizations. Use when the user shares a meeting transcript, recording notes, or conversation summary and wants a structured debrief with visual output. version: 1.0.0 author: dynoclaw user-invocable: true metadata: {"openclaw":{"emoji":"🎙️"}}

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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