# meeting-to-deal

> Claude/Codex skill by [@mondaycom](https://omgskills.com/library/mondaycom/index.md) · 435 stars · Updated 2026-10-22

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".

Tags: agents, copilot, mcp, mcp-server, monday

## Install

```sh
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/meeting-to-deal ~/.claude/skills/meeting-to-deal
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/mondaycom/mcp/plugins/monday-crm/skills/meeting-to-deal/
- GitHub: https://github.com/mondaycom/mcp
- Author: [@mondaycom](https://omgskills.com/library/mondaycom/index.md)

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