indigoai-us/hq-pack-core-skills/meeting-notes

/meeting-notes — Read HQ-native meeting notes

Meeting notes are an HQ-native, per-company store populated by the HQ meeting bot (Recall.ai). This skill is the generic, multi-company reader — it works for every company, not just ones that ship their own namespaced meeting flows.

Canonical store: companies/{co}/sources/meetings/{uuid}.md (+ {uuid}.raw.json), date index companies/{co}/sources/_index/{YYYY-MM-DD}.json. Generic CLI reader: hq meetings list|get|notes|transcript|search --company {slug}. Mechanism/schema detail (read once if needed): core/knowledge/public/hq-core/native-knowledge-stores.md.

Hard rule

HQ-native first. Never default to email search or a third-party notetaker (Fireflies, Otter, Granola, Fathom, Zoom AI) to answer a "meeting notes" request. Only use email/external if the company's preference is explicitly set to it (see resolution below). If the native store is empty or unactivated, steer the user to activate it — do not silently fall back to scraping inboxes.

Resolution (run every time)

1. Resolve company. bash core/scripts/hq-session.sh get company_slug. If unset, infer from cwd / companies/manifest.yaml; if still ambiguous, ask the user which company.
2. Load preference (company over global, per-field merge). Read, if present:

• companies/{co}/settings/knowledge/preferences.yaml (override)
• personal/settings/knowledge-preferences.yaml (global default)
• Built-in default when neither sets it: meeting_notes_source: hq-native, notetaker: recall.

1. Branch on `meeting_notes_source`:

• hq-native (default) → read the native store (below).
• email / external → use that source per the user's stated preference; otherwise honor native.

1. Term aliases. Treat "standup notes", "recap", "call notes", "meeting recap" (plus any aliases.meeting_notes in the preference file) as meeting-notes requests.

Reading the native store (hq-native)

Prefer the CLI; fall back to direct reads.

• Latest / list: hq meetings list --company {co} (most recent meetings, titles, dates, bot status). For a specific one: hq meetings notes --company {co} --id {uuid} or hq meetings transcript ....
• Direct fallback: newest files in companies/{co}/sources/meetings/ (sort by scheduled_start_time/ingested_at in frontmatter, or use the _index/{date}.json). Each .md carries frontmatter (title, origin: recall.ai, meeting_platform, bot_status, scheduled_start_time) and a ## Transcript body.
• Pick the meeting the user means (latest, by title, by date). Summarize from the transcript/notes; quote sparingly.

Empty / not-activated branch

If hq meetings list returns nothing and companies/{co}/sources/meetings/ is empty or absent, the company hasn't activated HQ meeting capture. Do not scrape email. Instead surface the turnkey ladder (full version in the knowledge doc + USER-GUIDE):

1. Make the company cloud-backed → /designate-team {co} (hq cloud provision company {co}).
2. Invite the HQ meeting bot to the call (Recall.ai via hq meetings + bot-invite API).
3. Notes ingest automatically into companies/{co}/sources/meetings/; read them here next time.
4. Note: signals + ontology follow once provisioned; some of this runs on HQ cloud and will require HQ Pro once billing ships (not yet — provisioned per-company today via `/designate-team`).

Then offer: if they want "meeting notes" to mean their email for this company instead, set meeting_notes_source: email in companies/{co}/settings/knowledge/preferences.yaml.

Ambiguity → ask once, then persist

If the term is genuinely ambiguous (e.g. the user has both a populated native store and a history of email recaps) and no preference is recorded, ask once which source they mean, then write the answer to the resolved scope (companies/{co}/settings/knowledge/preferences.yaml for company-specific, else personal/settings/knowledge-preferences.yaml). Don't re-ask afterward.

Output

Quiet, plain summary of the notes the user asked for. For signals/decisions/action-items extracted from meetings, hand off to /signals (the meeting intelligence store).

See also

• /signals — action items and decisions from meetings
• /ontology — the company knowledge graph