Meeting recap email

skills/meeting-recap-email/SKILL.md

---
name: meeting-recap-email
description: Drafts the follow-up email from the meeting's decisions and action items. Use when the user just had a meeting and needs to send the follow-up.
---

# Meeting recap email

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=meeting-recap-email"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Find the meeting.
2. Pull decisions, action items with owners and dates, and the agreed next step.
3. Draft a short email in the language the meeting was held in.
4. Put the next meeting time or the open question first.

## Output

A ready-to-send recap email.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_conversations`, `get_conversation`

• Meeting prepPrepares a follow-up meeting from everything said with the account so far.
• What did they sayAnswers questions about an account with quotes from calls, meetings and email.
• Action item sweepFinds the promises from meetings that nobody followed up on.
• Discovery gap checkShows which qualification criteria are still missing and what to ask next.