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meeting-prep-cc

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更新于 10-15 14:21

技能介绍

Meeting Prep(Claude Code 版)用于在会议前生成一份准备简报,数据来源是用户的 Obsidian 笔记库(vault)。它会研究参与者、呈现 vault 中的历史记录、构建按优先级排序的议程,并生成有针对性的问题。该技能没有自主性——由用户运行,然后得到简报。

使用方式

在 vault 目录中打开 Claude Code,然后说:

Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].

信息收集(INTAKE)

检查用户是否已提供:

  • 参与者姓名和公司
  • 会议类型(WRS / Sales / Strategy / Partnership / Interview / Other)
  • 会议时间/日期
  • 可选:之前的笔记、上次会议摘要

如果缺少会议类型,则询问:

What type of meeting is this? WRS client / Sales / Strategy / Partnership / Interview / Other

分析(ANALYZE)

按顺序执行以下步骤。在格式化简报之前捕获所有输出。

步骤 1 — Vault 搜索

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

步骤 2 — 之前的会议笔记

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done

步骤 3 — 未完成承诺检查

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done

输出(OUTPUT)

使用以下结构格式化简报(参见 references/brief-template.md):

# Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type]
Their role: [role at company]
Relationship stage: [new / existing / lapsed]

---

WHY THIS MEETING MATTERS
[1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

CONTEXT FROM VAULT
[Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK
1. [Question referencing research]
2. [Question]
3. [Question]
4. [Question]
5. [Question]

WATCH FOR
[Known objections, sensitivities, open loops]

DESIRED OUTCOME
[What does success look like in one sentence?]

NEXT STEP TO PROPOSE
[Specific: "schedule X," "send Y," "agree on Z"]

然后:将简报保存到 bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md

然后:打印 3 行摘要:

WHO: [Name], [role] at [company]
WHY IT MATTERS: [1 sentence]
TOP QUESTION: [The single sharpest question to ask]

参考文件

  • references/brief-template.md — 完整简报格式
  • references/meeting-types.md — 按会议类型划分的议程
  • references/question-banks.md — 按上下文划分的问题集

要求

  • Claude Code 具备 bash 工具访问权限
  • vault 具有 bambf/ 结构
  • 无需外部 API