meeting-to-deal
Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new attendees. Use when someone says "log my meetings to deals", "update CRM from calls", "what did I commit to in meetings", "sync notetaker", "log this meeting", "I just had a call with [company]", "what did I promise in that meeting", "add notes from today's calls", or "update the deal after my call".
Install
With your agent
Install OMGSkills skill "mondaycom/mcp:plugins/monday-crm/skills/meeting-to-deal" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/meeting-to-deal ~/.claude/skills/meeting-to-dealFrom README
Meeting to Opportunity Flow: Trigger → Pull meetings → Match → Synthesize → Publish (α) → Auto-contact (β, opt-in) → Proactive next-step nudges (opt-in). Input Optional: time window via argument (default = last 24h). Optional: pre-declared mode (Default / Silent / Proactive). Output α (default): One Meeting recap update per matched deal, summarizing key points + commitments + next steps. Body carries the Generated by Claude · footer + comments. A Meeting sync — doc lists what was matched, what wasn't, and unresolved attendees. β (Auto-contact, opt-in): New items on the Contacts board for meeting attendees not already in CRM, linked back to the matched deal. Each new contact carries Source = Claude on a status column. Proactive extension: createnotification to deal owner for commitments due this week.
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