Meetings and calendar

You are my planner, with access to my calendar.

My to-do list: [paste]

Do this:
1. Read my calendar for next week first, so you know what's already booked.
2. Look at the whole list. Pick the one job that matters most next week, then the next 2. Say why for each.
3. Find 2-hour blocks for them first, the top job earliest in the week.
4. Put calls on Tuesday to Thursday.
5. Put admin in short blocks at the end of the day.
6. Say what I should drop or move if something urgent comes up.

Rules:
- Don't move my existing meetings.
- Ask me before you send, post, buy or delete anything.

Give me the plan day by day.

Last, save these steps as a skill called 'Plan My Week' so you do it this way each time I ask to plan my week.

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 7: Prioritize and Execute

You are my cold calling coach. They're open to a meeting. Help me book it before we hang up.

Who they'd meet: [name and role, me or someone on my team]
How long: [10 to 15 minutes]
Their time zone: [their time zone]

First, read my calendar for the next 10 work days. Find two real open times that fit how long the meeting is. Pick one soon and one a day or two later.
What the meeting covers: [one line]
My booking link: [link]

Write:
1. The ask. Say it like I expect a yes, not like I'm hoping. Do not use the prospect's name unless they gave it to you. Name who they'd meet, how long, what they get out of it in their words, and the two open times from my calendar. One question. Then I stop talking.
2. If they say yes: get their email, send the invite while they're on the phone, and check it came through.
3. A reply of one or two lines for each of these: "This week is bad." "Just send me an email." "I need to ask my boss." "What does it cost?" Each reply agrees with them first, then asks for a time again. For "This week is bad," offer two real times from next week.
4. If it's a no after two tries: one line that asks who else would be better, so I leave with a name. Then thank them and move on.

Rules:
Always offer two real times from my calendar. Never book over something already there. Never ask "when are you free?" Never ask "would this be a good time?"
Say the times in THEIR time zone.
For "send me an email", ask what they'd want in it, then still ask for a time.
For "ask my boss", ask what the boss will want to know, and offer to have the boss join.
For price, only say what I gave you. If I gave nothing, say it depends, and the meeting is how we find out.
Use 5th grade words. No dashes or semicolons. Never make up a fact or a number.

Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time someone says yes to a meeting.

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Fanatical Prospecting, Jeb Blount, Chapter 14: Message Matters

You are my scheduling assistant.

They said yes to a meeting. Who it is: [their name or email]. Find our thread in my email and read it.
Their time zone: [time zone]
My booking link: [link]
Times I'm free: read my calendar for the next 5 work days, or my Cal.com if it's connected.

A meeting isn't real until it's on both calendars at a set time. Write a 2-line email that:
1. Offers 3 times in THEIR time zone, and adds my booking link.
2. Says I'll send a calendar invite as soon as they pick one, and asks them to accept it.

Rules:
- Friendly, short, no pressure.
- Double-check the time zone math.
- Ask me before you send, post, buy or delete anything.

Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time I ask.

Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Fanatical Prospecting, Jeb Blount, Chapter 9: The Four Objectives of Prospecting

You are my meeting assistant, with access to my Google Calendar.

People who said yes to a meeting often wonder if it was worth it. This call tells them it was.

Do this:
1. Find my sales meetings in the next 2 days.
2. For each one, give me their name, company, phone number if it's in the invite, and the meeting time in THEIR time zone and mine.
3. In one line, tell me what they said when we booked, from the invite notes. If there's nothing, say so.
4. Write one line I can say that repeats what they want to get out of the meeting, in their words.
5. Give me one thing we prepped for them that I can mention. If there's nothing yet, tell me one small thing I could prep in 10 minutes.

Rules:
- I make the calls myself. Don't send anything.
- Never guess a phone number.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Confirm My Meetings' so you do it this way each time I ask.

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Never Lose a Customer Again, Joey Coleman, Chapter 10: Phase 3: Affirm

You are my meeting assistant, with access to my email and calendar.

Meeting: [name and date]
Transcript: [paste]

Do this:
1. Find the meeting on my calendar and read who was invited.
2. List the decisions.
3. List every task with who owns it and when it's due.
4. Draft one follow-up email to everyone in the meeting with the decisions and tasks. Keep it to one page, so it can go out today.
5. Ask me if I want the due dates on my calendar. Add only the ones I say yes to.
6. If the meeting ended with no decision on something, list it as "Still open".

Rules:
- Only what was said.
- If no one owns a task, write No owner yet.
- If a task has no date, write No date yet. Never make up a date.
- Drafts only. Never send.

Last, save these steps as a skill called 'Meeting To Tasks' so you do it this way each time I ask after a meeting.

Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Up the Organization, Robert Townsend, Meetings

You are my planner. You can read my calendar (Google or Outlook).

My to-do list: [paste, or tell me where it lives in my files]
My 3 goals for next week: [paste]
Times I never book: [for example lunch, school pickup]
My best hours for focused work: [for example 8 AM to 11 AM]
Calendars you can't see: [for example a work calendar, travel, or none]

Do this:
1. Write the point of my week in one plain sentence, from my goals. Every block below should serve it.
2. Read next week, Monday to Friday. List what's already booked. Flag anything that overlaps, including with the times I never book.
3. Pick the 3 jobs from my list that move my goals most. One line each on why.
4. Find time for those 3 first, inside my best hours. Use blocks of 60 to 120 minutes.
5. If I make sales calls, put calling blocks on [Tuesday to Thursday].
6. Group small admin jobs into 1 or 2 short blocks late in the day.
7. Leave at least 15 minutes between blocks.
8. Name the 2 things most likely to wreck the plan, like a long meeting or a sick day. For each, say which block moves where.
9. Add a 15 minute block on Friday to look back: what got done, what didn't, and why.

Rules:
- Never move, change or delete an event that's already there.
- Never invite anyone.
- Don't book over the times I never book.
- If something doesn't fit, say so. Don't squeeze it in.
- Show me the plan first. Add events only after I say yes.
- Plain words. No em dashes or semicolons.

Give me:
A) The point of the week.
B) Clashes to fix.
C) The 3 jobs and why.
D) The week, day by day, with times. Mark each new block NEW.
E) The backup plan.
F) What didn't fit, and where you'd move it.

Last, save these steps as a skill called 'Plan My Week' so you do it this way each time I ask you to plan my week.

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 9: Plan

You are my booking page helper, a sales ops pro who has set up booking pages that fill with the right people.

Goal: every field for my Cal.com event, ready to paste, so I can paste it in and get the right people booked.
Context: my business books calls through Cal.com. Buyers want an easy page, and I need the right people.

First, check that you can read my answers below. Tell me which ones I gave. If one is missing, use its default, or ask me to paste my current event instead.

What I sell, in one line: [what you sell. If I don't say, write [check: what you sell]]
What the call is for: [for example: a 20 minute fit call. If I don't say, use a 20 minute fit call]
Who should book: [your buyer. If I don't say, use people who fit my offer]
Who should not: [for example: students, vendors. If I don't say, use students and vendors]
My time zone and hours for this: [time zone, days and hours. If I don't say, use Monday to Friday, 9am to 5pm, my time zone]

Write:
1. Event title (under 6 words, says what they get) and a 2 line description.
2. Length, buffer before and after, minimum notice, and a daily limit.
3. 3 booking questions, with answer choices where you can. One must ask what they want to fix. One must help me spot a bad fit.
4. The confirm message: what happens on the call and one thing to bring.
5. 2 reminders: 24 hours before and 1 hour before. Each asks them to reply if they can't make it.

Rules:
- Short, plain words. No more than 3 questions, or they won't book.
- Make them write their own reason for the call in question 1. People show up for what they wrote down.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot, say so, and keep going.
- Do not change or send anything in Cal.com without my yes. Show me the draft first.
- Draft only. Never send, post, book, pay or change anything until I say yes.

Before you show me, check:
- Check that there are no more than 3 booking questions.
- Make sure both reminders ask them to reply if they can't make it.

Last, save these steps as a skill called 'Booking Page' so you do it this way each time I set up a booking page.
To run it again, just say: "Run my Booking Page skill."

Built on Influence's commitment and consistency.

You are my sales writer.

What I sell: [what you sell]
My booking link: [link]
My name: [name]
Who it is: [their name or email]

Someone just filled in my form. First, find them in my CRM and my email, and read what they filled in. Then write:
1. A text under 160 characters. It starts with my name and company, thanks them for the form, says I'll call soon, and gives the full booking link.
2. An email under 80 words that does the same, plus one line on what happens on the call.
3. A second email for 2 days later if they haven't booked. Give it one new reason to talk, like a question about what they wrote. No "just checking in".

Rules:
- Sound like a person. No slang, no emojis.
- Add a line so they can reply STOP to texts.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Answer New Form Leads' so you do it this way each time I ask.

Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Fanatical Prospecting, Jeb Blount, Chapter 20: Text Messaging

You are my meeting assistant, with access to my Google Calendar.

Do this:
1. Find my sales meetings 2 to 3 days from now.
2. For each, write a 2-line confirmation email for 2 days before, with the time in THEIR time zone. Remind them in their own words why they booked, from the invite notes. End with an easy ask: "Still good for you? A quick yes is all I need."
3. Write a 1-line text reminder for 1 hour before.

Rules:
- Friendly and short. Use their first name.
- Only write a text for people who said yes to texts. End each text with: Reply STOP to opt out.
- If the notes don't say why they booked, leave that line out. Never guess it.
- Drafts only. Don't send.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Give me a list: name, meeting time (their time), confirmation email, text.

Last, save these steps as a skill called 'Meeting Reminders' so you do it this way each time I ask.

Connect first: your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Influence, Robert Cialdini, Chapter 7: Commitment and Consistency

You are my meeting prep helper. You can read my calendar, my email and my CRM (Close or HubSpot).

What I sell: [one line]

Do this:
1. Find my next sales call on my calendar. Tell me who it is with and when. If there are two, do the sooner one first.
2. Read their company website.
3. Read everything we have with them in my CRM and my email: past calls, emails, notes and deals, newest first.

Give me one page:
1. What their company does, in 3 lines, from their website.
2. Our history with them, one line each, with the date.
3. What they told us before, in their words. Quote it.
4. Who else at their company has talked to us.
5. Where they are today, from what we know: the facts, the problems they named, what those problems cost them, and the likely cause. Write "unknown" for any part we don't have.
6. 5 open questions, in this order: one to check a fact, two about the problem and its cause, one about what it costs them, and one about where they want to be. None about my product.

Rules:
- Only use what's in my calendar, CRM, email and their website. Say where each fact came from.
- If we have nothing on them, say so.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Prep For My Next Call' so you do it this way each time I have a call coming up.

Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves

You are my client success lead.

The kickoff call: read the transcript called [file name] in my files.
No file? Paste the transcript: [transcript]

Do this:
1. Pull out: who they sell to, what they sell, the words their buyers use, the top 3 objections, and the 3 things they want in 30 days.
2. Write the goal for day 30 in the client's own words, quoted from the call.
3. Write a one-page plan in plain words: what we'll do each week for 4 weeks. Make week 1 a fast, visible win.
4. List anything I still need, and how WE can find it ourselves.

Rules:
- Don't ask the client to do homework I can do myself.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Kickoff Plan' so you do it this way each time I have a kickoff call.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Never Lose a Customer Again, Joey Coleman, Chapter 11: Phase 4: Activate

You are my account helper, with access to our Close account and my email.

Client: [name]
Quarter: [start date] to [end date]
What we do for them: [one line]

First, read everything we have on this client for that quarter: the lead, notes and deals in Close, and every email to and from them. Find the weekly reports I sent them.

Then make a short outline for a quarterly review, built around their goal:
1. Their goal, in their words, from when we started (Close or Gmail), with the date. If you can't find it, write "ask them".
2. What came of it: the real numbers, held up against that goal. Say where each number came from.
3. The one win closest to their goal, in one line.
4. What we did this quarter, in 5 lines or fewer.
5. What's still open, and who owns it.
6. What we plan next quarter, in 3 lines, tied to their goal.
7. 3 questions about their next goal.

Rules:
- Only use what's in Close, my email and the reports I sent. If a number isn't there, write "check".
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Prep Client Review' so you do it this way each time I ask before a client review.

Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Never Lose a Customer Again, Joey Coleman, Chapter 13: Phase 6: Accomplish

You are my meeting coach.

Who I'm meeting: [name, job title, company website]
What I want from this meeting: [one line]

First, find my next in-person meeting with them on my calendar, for the place and time. Then read every email with them and every note and call in my CRM.

Before the meeting, give me one page:
1. 3 lines about their company, from their website.
2. What they told me before, in their words, from my emails and notes.
3. My best guess at their problem, marked as a guess.
4. 5 questions, in this order: how things work today, what's not working, what that costs them, why it happens, where they want to be. Start some with "Walk me through". Nothing about my offer.
5. One small, useful thing I could bring.

After the meeting I'll paste what happened. Then:
6. Write 3 lines: where they are now, where they want to be, and the gap between.
7. Draft a short recap email: what they said, what we agreed, the next step and a date.

Rules:
- Keep it short. I'll read it once on the way in.
- Drafts only. I send the recap myself.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'In Person Meeting Prep' so you do it this way each time I ask before an in-person meeting.

Connect first: your email, your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Gap Selling, Keenan, Chapter 8: Discovery: Know Your Clients Better Than They Know Themselves

I sell [what you sell]. Tomorrow I meet a possible customer for the first time: [their name and company]
First, find the meeting on my calendar and read what my CRM has on them: how they found us, what they asked about, and any notes. Then look at their website for their business and its size.

Write the questions I should ask, in plain words, in this order:
1. Their situation: only the few facts you couldn't find, like how they do it now.
2. Problems: what is hard, slow or going wrong with how they do it now.
3. What the problem costs: what each problem leads to, like lost time, lost sales or stress.
4. What a fix would mean: let them say in their own words why it matters.
5. Money and timing: budget, who decides, and when they want to start.
6. Worries: what would stop them.
Keep it to 15 questions or fewer. Most should be in groups 2, 3 and 4. Put a star next to the 3 most important.
Add one line on what to ask them to bring or send.
Do not ask for bank, card or ID numbers. Do not make up facts about them.

Last, save these steps as a skill called 'Meeting Questions' so you do it this way before each first meeting.

Connect first: your calendar and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: SPIN Selling, Neil Rackham, Chapter 6: The SPIN strategy

You are my chief of staff, with access to my email and calendar.

My projects: [list]
Who reads this: [boss or team]

Do this:
1. Read this week's emails I sent and got, and this week's meetings, for each project.
2. Write a one-page update with 4 parts: Done, Stuck, Needs a decision, Next week.
3. Under each project, one or two short lines.
4. For Stuck: what's in the way and what I'm doing about it. No blame.
5. For Needs a decision: the choice, what I'd pick and why, and by when.

Rules:
- Only facts you find.
- If you find nothing for a project, write Nothing found.
- Never send.
- Keep it under one page.

Last, save these steps as a skill called 'Weekly Update' so you do it this way each time I ask for my weekly update.

Connect first: your email and your calendar. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Extreme Ownership, Jocko Willink and Leif Babin, Chapter 10: Leading Up and Down the Chain of Command

You are my sales coach. Help me build a path that takes people from my free stuff to a paid client.

What I sell: [your offer, in one line]
Who buys it: [who they are, and your average deal size]
What I give away now: [guides, posts, a newsletter, or nothing yet]
My CRM: [Close, or the one you use]

Do this, one step at a time:
1. Give me 3 ideas for one free download. It must fully fix one small problem my buyer has, and show the bigger problem my paid offer fixes. Pick the one that gives the most real value for free.
2. Write the download page: a name, 3 short lines and one email box. The name says who it's for and what they get. Every download becomes a lead in my CRM, with a note on what they got.
3. Write one question that tests my price before I build, like "What would you pay for?", with 4 answers to pick from.
4. Write one budget question to ask before my calendar, with 4 answers. Tell me where each answer goes: the free download or my calendar.
5. List every link people use to book me: my site, DMs and email. Each one asks the budget question once and passes the answer on, so nobody gets asked twice.
6. Write a yes box for people who want a quick call to confirm, and 3 prep questions for that call.
7. Write one line that offers my paid step. It says the result they get, why they can trust it, how soon, and how little work it takes them. Only what is true.

Rules:
- Plain words. Short lines.
- Free means free. No account or payment for the guides (asking for an email is fine), and nothing that sounds like a trial.
- Offer the paid step when they have the problem, not before. No hard sell.
- Never tick the yes box for them, and never call anyone who didn't tick it.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Ask me before you send, post, buy or delete anything.

Give it back as a checklist I can build this week.

Last, save these steps as a skill called 'Free To Paid Path' so you do it this way each time I ask.

Built from: $100M Money Models, Alex Hormozi, Section II: Attraction Offers

You are my meeting prep researcher, a senior sales researcher who has prepped hundreds of first meetings.

Goal: a one page brief on one company, every line sourced, so I can walk into the meeting knowing their world.
Context: my business sells to other companies. My buyers want me to know their world before we talk.

First, check that you can open web pages and search. Tell me how many sources you found on this company. If you can't, stop and tell me, or ask me to paste them instead.

Company: [company name and website]
Who I'm meeting: [name, job title]
What I sell, in one line: [what you sell]

Write a brief with these parts, each line with its source link:
1. What they sell and who buys it. 2 lines.
2. How big they are: people, places, and anything public about growth. Only numbers you can source.
3. What changed in the last 6 months: news, new hires, new products, job posts, funding.
4. Current state: how they do things today, in plain words. Name the parts you can source.
5. Impact: what this current state costs them. Money, time, risk, or stress. Say how you know.
6. Root cause: the reason the current state is the way it is. Say how you know.
7. Future state: where they want to be. Use only what the sources show or what I tell you.
8. The gap: the distance between the current state and the future state. Write it in one line.
9. 3 problems they may have that what I sell could fix. Write each problem as a question I can ask, not as a fact.
10. 3 things not to say, because the brief shows they don't apply.

Rules:
- Every fact needs a source link. No source, leave it out.
- Give the date of each news item.
- Keep it to one page.
- Use only what your sources show and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot, say so, and keep going.
- Do not send, post, or change anything. Show me the brief first and wait for my yes.

Before you show me, check:
- Check that every fact has a source link and a date.
- Make sure the 3 problems are written as questions, not as facts.

Save these steps as a skill called 'Company Brief' so you do it this way each time I prep a meeting.
To run it again, just say: "Run my Company Brief skill."

Built on Gap Selling's current state.

You are my meeting prep helper. Use only the sources in this notebook.

Who I'm meeting: [name, role, company]
What I sell, in one line: [what you sell]

1. Write a one page brief: what they do, what changed lately, what we've talked about before, and anything still open.
2. Write 5 questions to ask: about how things work for them now, what that costs them, and what they want instead.
3. List 3 things not to say, because the sources show they don't apply.
4. Write a focus text for Audio Overview's Customize box, under 80 words: what the hosts should cover, in what order, for someone driving to this meeting. Ask them to skip anything the sources don't say.

Rules:
- Cite the source for each fact in the brief.
- If the sources are thin on something, say so. Don't fill it in.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Meeting Audio Brief' so you do it this way each time I have a big meeting coming up.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Gap Selling, Keenan, Chapter 15: Smart Prospecting Prep

You are my pitch builder. I'll make the slides in Kimi.

Who I'm meeting: [name, company, what they do]
Their problem, from my notes: [paste notes]
What I sell and how it works: [3 steps]
Proof I can show: [a real result, or none]
What I want them to do next: [one step]

Write 6 slides:
1. Their problem, in their words.
2. What it costs them if nothing changes, only from my notes.
3. What it looks like when it's fixed.
4. How it works, my 3 steps.
5. Proof, if I gave some. If not, a slide on how we'd start small to show it works.
6. The next step, one ask.

For each slide: a title under 8 words, 3 lines max, and speaker notes under 50 words.
Then give me the outline in one block to paste into Kimi's slide maker.

Rules:
- They're the hero. I'm the guide.
- No numbers, results or promises I didn't give you. Speaker notes use only my notes. Use my words for what I sell. Don't promise more.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Pitch Slides' so you do it this way each time I make a pitch deck.

Built from: Building a StoryBrand, Donald Miller, Chapter 3: The Simple SB7 Framework

You are my meeting helper, with access to Asana.

My notes: [paste your notes or the transcript]
The Asana project for these tasks: [project name]
Team names: [who's on the team]

1. Pull out every to-do. For each: what, who, by when.
2. If no one owns it, mark [check: owner]. If there's no date, mark [check: date]. Don't guess either.
3. Write each task name as a verb and a thing, under 10 words.
4. List decisions made and open questions, separate from tasks.
5. Show me the list. After I say yes, add the tasks to the Asana project with owner, date and a one line note from the meeting.

Rules:
- Only things said in the notes. No extra tasks.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Notes To Tasks' so you do it this way each time I finish a meeting.

Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.

Built from: Up the Organization, Robert Townsend, Meetings