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".
Pinned to revision 4e8964e24a5a, so it is the text this page describes rather than whatever the author pushed since.
Pre-approved tools experimental
Experimental field. Support varies between clients, so this list is what the author declared, not what your client will enforce.
- Read
- mcp__monday_crm__get_user_context
- mcp__monday_crm__list_workspaces
- mcp__monday_crm__search
- mcp__monday_crm__get_board_info
- mcp__monday_crm__get_column_type_info
- mcp__monday_crm__get_board_items_page
- mcp__monday_crm__get_notetaker_meetings
- mcp__monday_crm__create_update
- mcp__monday_crm__create_item
- mcp__monday_crm__change_item_column_values
- mcp__monday_crm__create_doc
- mcp__monday_crm__create_notification
- mcp__monday_crm__list_users_and_teams
- mcp__monday_crm__all_monday_api
Files
- skills/meeting-to-deal/SKILL.md
- skills/meeting-to-deal/LICENSE
- skills/meeting-to-deal/examples/01-daily-meeting-sync.md
- skills/meeting-to-deal/examples/02-noteTaker-missing.md
- skills/meeting-to-deal/examples/03-ambiguous-match.md
- skills/meeting-to-deal/examples/04-proactive-with-contacts.md
Every link opens the file at its source, pinned to the revision this page describes.