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foundation-meeting-recap — Claude Code skill: topic-segmented recaps

Turns a transcript or notes into a topic-segmented meeting recap: decisions flagged, actions with owners and due dates captured inside each topic.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add product-on-purpose/pm-skills --skill foundation-meeting-recap -a claude-code
Open on GitHub

What foundation-meeting-recap does

The skill takes finished inputs — a transcript from Zoom, Meet, Otter, Fireflies, Krisp MCP, or plain notes, including a mix of both. It organizes content by topic instead of chronology, and each topic segment carries a short discussion summary, the decisions made, and actions with owner, due date and dependencies. A consolidated actions view at the end groups everything by owner, so each attendee can scan what they owe.

If a file named like {YYYY-MM-DD}_{HH-MMtimezone}_{title-slug}_agenda.md sits in the same directory, the skill picks it up and uses its topic list as the skeleton. It then reconciles planned against actual: topics hit, topics skipped, topics that emerged off-agenda. It will not invent owners or decisions — an action without one is marked [owner: unassigned, needs confirmation], and an uncertain decision gets a confidence marker. There is a threshold too: when unassigned actions exceed 30% of the total, or any high-priority action has no owner, a ## ⚠ Ownership reconciliation required block appears at the top of the recap with suggested next steps. Worth checking before those actions turn into ownerless tickets.

Execution is low-friction: the skill reads the input, prints a short inference summary, and waits for go or corrections. Pass --go to skip that checkpoint. It does not transcribe live meetings — you feed it text that already exists.

What it helps with

  • write up a meeting by topic rather than by the order people spoke
  • pull decisions out of a transcript and mark them clearly
  • assign actions to owners and due dates inside each topic
  • check which agenda items were covered and which were dropped
  • spot ownerless actions before they become stray tickets

Example prompts for the agent

  • Build a recap from this Otter transcript, take the topic list from the agenda file next to it
  • Turn these meeting notes into a topic-segmented recap with decisions flagged and actions grouped by owner
  • Produce the meeting recap with --go, skip the inference summary

How to install foundation-meeting-recap

1Skills CLI (Vercel)

npx skills add product-on-purpose/pm-skills --skill foundation-meeting-recap -a claude-code

2Manually: put the files in place

~/.claude/skills/foundation-meeting-recap/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/foundation-meeting-recap/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about foundation-meeting-recap

How do I install foundation-meeting-recap in Claude?

Run npx skills add product-on-purpose/pm-skills --skill foundation-meeting-recap -a claude-code. The skill file lands at ~/.claude/skills/foundation-meeting-recap/SKILL.md.

What does foundation-meeting-recap do?

It turns a meeting transcript or notes into a recap organized by topic, with decisions highlighted, actions carrying owner and due date, and a consolidated actions list by owner at the end.

Which transcript sources does it accept?

Zoom, Meet, Otter, Fireflies, Krisp MCP, and manual notes, including hybrid input. It runs on variable-quality input without blocking.

Source text

SKILL.md · Apache-2.0
---
name: foundation-meeting-recap
description: Produces a topic-segmented post-meeting summary for attendees with decisions highlighted and actions captured inline per topic (plus a consolidated action view at the end). Auto-populates topic skeleton from a sibling meeting-agenda when available and reconciles planned vs. actual topics. Accepts transcripts from Zoom, Meet, Otter, Fireflies, Krisp MCP, or manual notes; runs on variable-quality input without blocking. For synthesizing user research interviews across participants, use discover-interview-synthesis.
license: Apache-2.0
metadata:
  classification: foundation
  version: "1.2.0"
  updated: 2026-07-05
  category: meeting
  frameworks: [meeting-skills-family]
  author: product-on-purpose
---
<!-- PM-Skills | https://github.com/product-on-purpose/pm-skills | Apache 2.0 -->
# Meeting Recap

A meeting recap is a post-meeting topic-segmented summary produced for attendees and light distribution. It organizes content by topic rather than chronology, highlights decisions visually, and captures actions inline (with owner, due date, dependencies) per topic segment, plus a consolidated actions view at the end for scannability.

This skill absorbs what would otherwise be a separate "meeting-actions" skill. Actions in this family live alongside the context that makes them meaningful, not in a sibling artifact.

This skill belongs to the Meeting Skills Family. It conforms to the [Meeting Skills Family Contract](../../docs/reference/skill-families/meeting-skills-contract.md).

## When to Use

- After any internal meeting that produces decisions or actions affecting attendees
- When a sibling `foundation-meeting-agenda` exists and needs reconciliation (planned vs. actual topics)
- When the team needs a topic-organized reference rather than a chronological transcript dump
- When inputs include a transcript (Zoom, Meet, Otter, Fireflies, Krisp MCP) or mixed notes and transcript

## When NOT to Use

- Setting the pre-meeting structure attendees will see (topics, owners, time boxes) before the meeting happens. Use `foundation-meeting-agenda`. recap summarizes what happened after a meeting; agenda sets expectations before it.
- Preparing the user's private strategic positioning before a meeting that matters. Use `foundation-meeting-brief`. recap is a shared post-meeting record; brief is pre-meeting tactical prep never shown to attendees.
- Communicating outcomes to non-attendees. Use `foundation-stakeholder-update`. recap assumes reader context; stakeholder-update translates to readers without it.
- Cross-meeting synthesis (patterns across multiple meetings). Use `foundation-meeting-synthesize`.
- Synthesizing user research interviews across participants, not one meeting's attendees. Use `discover-interview-synthesis`. recap organizes a single meeting by topic; interview-synthesis finds patterns across many research conversations.
- Live meeting note-taking. This skill consumes finished inputs; it does not transcribe live.

## Zero-friction execution

Per the family contract, this skill never blocks on interrogation. Default flow:

1. Read all provided inputs (transcript, notes, or hybrid) and note input quality upfront
2. Auto-discover related agenda via filename-prefix match on same-directory `*_{title}_agenda.md`
3. Run inference: meeting metadata from content, decisions from language markers, actions from imperative-future patterns, owners from attendee context
4. Present a brief inference summary and accept one-word `go` or corrections
5. Produce the recap

If invoked with `--go`, skip the inference summary. If the user provides all metadata upfront, no checkpoint appears.

## Fabrication prohibition

This skill never fabricates owners, decisions, or actions. When an action lacks an explicit owner, it is captured as `[owner: unassigned, needs confirmation]` not invented. When a decision is implicit ("it sounded like we decided X"), it is flagged with a confidence marker rather than stated as fact. Trust decay from fabrication is worse than the mild friction of flagging.

## Ownership reconciliation threshold (v1.1.0)

When the ratio of unassigned actions to total actions exceeds **0.3** (30%), OR when any high-priority action lacks an owner, the skill surfaces a dedicated `## ⚠ Ownership reconciliation required` section at the top of the recap (above the topic segments) listing:

- All unassigned actions
- A suggested next step for each (who should probably own this based on topic context, flagged as inference)
- A recommended follow-up action (Slack thread, 15-min sync, async survey)

The shareable summary also leads with this flag when triggered: `⚠ Ownership reconciliation required: N of M actions lack owners.`

The `unassigned_action_ratio` frontmatter field (float 0.0-1.0) records the ratio for downstream tools.

Rationale: a recap with 60% ownerless actions is "non-fabricated" (per the prohibition above) but operationally broken. a pile of broken tickets. The threshold makes this visible instead of silently shipping.

## Instructions

When asked to create a meeting recap, follow these steps:

1. **Parse inputs and detect type**
   Transcript (timestamped speaker-attributed lines), notes (bullet or prose), or hybrid. Note input quality upfront. transcript plus structured notes is high; scrappy bullets is low.

2. **Auto-discover related agenda**
   Look in the same directory for a file matching the pattern `{YYYY-MM-DD}_{HH-MMtimezone}_{title-slug}_agenda.md`. If found, load it. its topic list is the recap's topic skeleton and its `desired_outcomes` drive the meeting-quality reconciliation.

3. **Present go-mode inference summary**
   Show detected meeting date, title, attendees (if inferred), input quality assessment. Accept `go` or corrections.

4. **Topic-segment the content**
   - If agenda was loaded, use its topic list as scaffold (plus any emergent topics)
   - If no agenda, identify topics from transcript discourse markers ("moving on to", "the other thing")

5. **Per topic segment, extract**
   - **Discussion summary**: 2-3 sentences capturing what was discussed
   - **Decisions made**: bold-flagged visually. Never fabricate. if uncertain, flag "appears to have decided X [confidence: medium]"
   - **Actions**: owner + due date + dependencies. Flag missing owners as `[owner: unassigned]` and missing dates as `[due: not specified]`. Never invent.
   - **Open questions**: unresolved items with confidence marker on whether they are truly unresolved or simply not re-raised

6. **Consolidate actions by owner**
   Regroup all actions under each owner. Enables single-owner scan ("what do I owe after this meeting?").

7. **Reconcile agenda** (if agenda loaded)
   - `topics_planned`: from agenda topic list
   - `topics_hit`: topics actually discussed
   - `topics_skipped`: planned but not discussed, with brief reason
   - `topics_emerged`: discussed but not on agenda

8. **Assess meeting quality signals**
   - `outcomes_achieved`: N/M ratio of agenda `desired_outcomes` met (when agenda present)
   - `started_on_time` / `ended_on_time`: from timestamps when available; skipped when not
   - `key_attendees_present`: flag if decision-makers were absent

9. **Surface next steps**
   When we reconvene, what needs to happen on the critical path before that.

10. **Render TEMPLATE.md and validate**
    - Every action's owner appears in `attendees` or is explicitly `unassigned`
    - `meeting_quality.outcomes_achieved` matches `N/M` pattern when populated
    - `agenda_reconciliation` fields present even when empty lists

## Project Memory Contract

Active only when `.claude/pm-skills.local.md` exists. With no file, ignore this section entirely
and behave exactly as described above.

- **Reads:** `active_initiative`, so decisions are recorded against the initiative they belong to.
- **Writes:** each decision actually reached in the meeting to the `## Decisions` section, dated and attributed, plus the recap itself as a `decision` artifact.
- **Posture:** propose the entry and wait for confirmation before writing, unless
  `memory_auto_append: true` is set, in which case append and echo what was written.
- **Write discipline:** re-read the file immediately before writing, never from the copy that
  produced the proposal. If it changed in between, merge your entry into the current state and
  re-propose rather than overwriting; add only your own entry and leave every other field and
  section byte-identical. Nothing enforces this at runtime and the file is gitignored, so a
  careless whole-file write loses another session's work with no way to recover it.

The fabrication prohibition above governs this write without exception: record only decisions that were stated. An unrecorded decision is recoverable; an invented one in durable memory is not. This complements the family's filename-based chaining rather than replacing it: filenames still locate the sibling artifacts of one meeting, while project memory carries the durable product context across meetings.
## Quality Checklist

- [ ] Input quality flagged honestly (high / medium / low)
- [ ] Agenda auto-discovery attempted; result noted in Generation context
- [ ] Every topic segment has Discussion / Decisions / Actions / Open questions subsections
- [ ] Decisions are bold-flagged; never invented; confidence marked when inferred
- [ ] Every action has owner (or explicit `unassigned`) + due date (or explicit `not specified`)
- [ ] Consolidated actions view regrouped by owner
- [ ] Agenda reconciliation populated when agenda was loaded
- [ ] Meeting quality signals populated with data available; skipped fields flagged
- [ ] Shareable summary 5-6 lines, lead with decisions and top actions
- [ ] Sources and References Generation context notes transcript source and any missing owners/dates

## See also

- [Meeting Skills Family Contract](../../docs/reference/skill-families/meeting-skills-contract.md)
- [`foundation-meeting-agenda`](../foundation-meeting-agenda/SKILL.md). upstream: provides topic skeleton and desired-outcomes
- [`foundation-meeting-synthesize`](../foundation-meeting-synthesize/SKILL.md). downstream: consumes recaps for cross-meeting synthesis
- [`foundation-stakeholder-update`](../foundation-stakeholder-update/SKILL.md). downstream: translates recap outcomes to non-attendees

© product-on-purpose · Apache-2.0 · product-on-purpose/pm-skills

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