AI Meeting Intelligence with AI

# AI Meeting Intelligence — SoloStack Skill File
> Drop this file into your SoloStack repo and Claude Code will use it as
> context to run this workflow automatically.
---
## Overview
Build an in-house Fathom alternative — meeting bot that auto-joins calls, records, transcribes with Whisper, and generates CRM-aware AI summaries.
## Capabilities
1. **CRM-Aware Summaries** — The AI knows who's on the call — their company, deal stage, ICP score, and previous meeting history. Summaries include context that Fathom can't provide.
2. **Multi-Platform Bot** — A Playwright-driven Chrome browser that joins Google Meet, Zoom (web client), and Microsoft Teams. One codebase, any platform.
3. **Auto Action Items** — Extracts commitments, deadlines, and follow-ups from the transcript. Logs them as CRM events with due dates — no manual copy-paste.
4. **Meeting Viewer Dashboard** — React dashboard showing recent meetings, summaries, action items by contact, and links to recordings. Filter by date, participant, or sentiment.
5. **Fallback Transcription** — If the bot can't record, falls back to Google's Gemini transcript (for Meet) or Zoom's cloud recording. AI summarization works on any transcript source.
6. **Direct CRM Integration** — Summaries write to the same Neon Postgres database as your contacts, deals, and events. Zero middleware — no Zapier, no webhook relay.
## Pipeline
1. **Calendar Watch** — Bot polls Google Calendar every 2 minutes, detects meetings starting within 3 minutes, identifies platform from URL
2. **Auto-Join & Record** — Playwright launches Chrome, joins as 'SoloStack Notes', mutes mic/cam, captures tab audio via Chrome extension
3. **Transcribe** — Meeting ends → audio sent to Whisper API ($0.006/min) → timestamped transcript with speaker diarization
4. **Summarize & Log** — Claude reads transcript + CRM context → generates executive summary, action items, sentiment → writes to CRM
## Use Cases
- **Sales Call Documentation:** Auto-join demo calls, capture requirements, update deal stages, and create follow-up tasks — all without lifting a finger after the call.
- **Client Meeting Intelligence:** Build a searchable archive of every client conversation. Find 'what did we discuss about pricing with Acme?' instantly.
- **Team Standup Capture:** Bot joins recurring standups, extracts blockers and commitments, posts a summary to Slack or the team dashboard.
- **Onboarding Call Playbook:** Record and analyze onboarding calls to identify patterns — which questions come up most, where clients get confused, what to improve.
## Warnings
- Google Meet may block the bot if using a free Gmail account — use a Google Workspace account for reliable access
- Zoom web client can be unreliable — if it breaks, apply for Zoom Meeting SDK access (4-6 week approval)
- Chrome must be non-headless (real Chrome with --user-data-dir) — headless browsers get blocked by meeting platforms
- Audio capture Chrome extension requires manual installation in the bot's Chrome profile
- Always get participant consent before recording — add a note to calendar invites about the bot
## Sample Output
```json
{}
```
Download the complete skill file with full implementation details,
agent prompts, and ready-to-run scripts.