Sales Note-Taker & Conversation-Intelligence Strategy

Help the user (a) pick the right AI meeting note-taker for their sales team, and/or (b) wire its API into downstream systems (CRM, warehouse, Slack, internal tools). This skill is tool-agnostic — it references specific platforms for selection and integration patterns but focuses on cross-vendor strategy.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What's your primary goal?
   • A) Pick a note-taker for my team (selection/comparison)
   • B) Integrate an existing note-taker's API (transcripts → somewhere)
   • C) Both — evaluating a platform AND planning the integration
   • D) Debugging a specific API/webhook issue