Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Meeting Weekly Review

Why Weekly Meeting Reviews Matter

Most sales reps finish the week with no idea how their meetings actually went. They remember the one that went well and the one that was painful -- everything else is a blur.

Reps who review their week systematically outperform peers by 23% (Gong analysis of top-quartile performers). Patterns only emerge when you look across meetings, not one at a time.
Without structured review, reps repeat the same mistakes across calls without realizing it. A single coaching session on one call misses systemic issues.
Pipeline velocity is driven by meeting quality, not meeting quantity. Knowing you had 12 meetings is meaningless without understanding which ones moved deals forward.

This skill exists to answer the question every rep and manager should ask on Friday: "How did my meetings actually go this week, and what should I focus on next week?"

Data Gathering (via execute_action)

Gather data from multiple sources to build a complete weekly picture:

Fetch meetings for the period: execute_action("get_meetings_for_period", { period: "this_week", includeContext: true }) -- all meetings with CRM context
Fetch meeting count: execute_action("get_meeting_count", { period: "this_week" }) -- total meeting count
Fetch time breakdown: execute_action("get_time_breakdown", { period: "this_week" }) -- hours by meeting type
Fetch booking stats: execute_action("get_booking_stats", { period: "this_week" }) -- booking trends and sources
Fetch pipeline deals: execute_action("get_pipeline_deals", { filter: "closing_soon" }) -- deals with upcoming close dates to correlate with meetings
Fetch tasks: execute_action("list_tasks", { status: "open" }) -- outstanding tasks from meeting commitments

Additionally, use the meeting analytics endpoints for deeper metrics:

Dashboard metrics (/api/dashboard/metrics): aggregate performance scores, sentiment, conversion signals
Dashboard trends (/api/dashboard/trends): week-over-week comparison data
Dashboard alerts (/api/dashboard/alerts): flagged concerns and anomalies
Dashboard top performers (/api/dashboard/top-performers): highest-scoring meetings
Sentiment trends (/api/analytics/sentiment-trends): sentiment trajectory across meetings
Talk time (/api/analytics/talk-time): talk-to-listen ratios per meeting
Conversion signals (/api/analytics/conversion): buying signals detected across meetings

Weekly Review Framework

Section 1: Weekly Snapshot

Provide a quick-scan summary covering:

Meeting count: Total meetings held vs. scheduled (cancellation/no-show rate)
Total hours: Time spent in meetings
Time breakdown: Hours by category (discovery, demo, negotiation, internal, etc.)
Average sentiment: Across all meetings with external attendees
Average performance score: From meeting analytics dashboard metrics

Present as a compact stat block. Example format:

This Week: 14 meetings | 11.5 hours | Avg Sentiment: 7.2/10 | Avg Performance: 78/100
vs Last Week: 12 meetings | 9.8 hours | Avg Sentiment: 6.8/10 | Avg Performance: 74/100

Section 2: Highlights

Identify the top 2-3 meetings that stood out positively:

Highest performance score
Strongest buying signals detected
Most positive sentiment shift
Deal stage advancement during or after the meeting

For each highlight, include:

Meeting title, date, and attendees
Why it stood out (specific metric or signal)
Deal impact (if applicable)

Section 3: Concerns & Alerts

Surface meetings or patterns that need attention:

Meetings with negative sentiment or declining sentiment trajectory
Deals where meetings happened but no stage advancement occurred
High talk-to-listen ratio meetings (rep dominated the conversation)
Meetings where key commitments were made but no follow-up tasks exist
Stale deals that had meetings but show no momentum
Any alerts from the meeting analytics dashboard

For each concern:

What happened (specific evidence)
Why it matters (impact on deal/pipeline)
Suggested action

Section 4: Deal Impact

Connect meetings to pipeline movement:

Which deals had meetings this week?
Which deals advanced stage? (Correlate meeting dates with stage change dates)
Which deals are stuck despite having meetings?
Total pipeline value touched by this week's meetings

Section 5: Week-over-Week Trends

Compare the current period to the previous period:

Meeting volume trend (up/down/stable)
Sentiment trend (improving/declining/stable)
Performance score trend
Talk ratio trend (are you listening more or less?)
Conversion signal frequency (more/fewer buying signals detected)

Flag any significant changes (>10% movement in either direction).

Section 6: Outstanding Action Items

Aggregate open action items from all meetings in the period:

Items committed to during meetings that don't yet have corresponding tasks
Open tasks that originated from meetings in this period
Overdue items from previous weeks' meetings

Section 7: Recommendations

Based on the data, suggest 3-5 specific focus areas for the coming week:

Follow-up actions on high-potential meetings
Rescue plans for concerning meetings
Skill improvement areas (based on patterns like consistently high talk ratio)
Meetings to schedule (deals that need attention but have no upcoming meetings)

Period Handling

this_week: Monday through current day (or Sunday if end of week)
last_week: Previous full week (Monday-Sunday)
this_month: First of month through current day
last_month: Previous full month

When the user says "this week" but it's Monday, adjust: "It's early in the week -- I'll review last week's meetings and show what's scheduled for this week."

Output Contract

Return a SkillResult with:

data.weekly_stats: Object with meeting_count, total_hours, avg_sentiment, avg_performance_score, cancellation_rate, time_breakdown (hours by category)
data.highlights: Array of top meeting objects with title, date, attendees, score, reason, deal_impact
data.concerns: Array of concern objects with meeting_title, issue, evidence, impact, suggested_action
data.deal_impact: Object with deals_touched, deals_advanced, deals_stuck, total_pipeline_value_touched
data.trends: Object with metric comparisons: meeting_volume, sentiment, performance, talk_ratio, conversion_signals -- each with current, previous, change_pct, direction
data.outstanding_actions: Array of action items with description, source_meeting, owner, due_date, status, days_overdue
data.recommendations: Array of recommendation objects with action, reason, priority, related_deal
references: Links to individual meeting records, deals mentioned

Quality Checklist

Before returning the review, verify:

All meetings in the period are accounted for. Cross-check meeting count from get_meeting_count against the list from get_meetings_for_period.
Stats are computed from actual data, not estimated. Every number has a source.
Trends compare apples to apples. Same period length, same metrics. Don't compare a 3-day partial week to a full previous week without noting the difference.
Concerns are evidence-based. Every flagged concern cites a specific meeting, metric, or signal.
Recommendations are actionable. "Improve discovery skills" is not actionable. "In 3 of 5 discovery calls, talk ratio exceeded 60% -- practice asking more open-ended questions" is actionable.
Deal correlations are verified. Don't assume a stage change was caused by a meeting without checking timing.
Outstanding actions are deduplicated. The same action item should not appear twice from different sources.

Error Handling

No meetings in the period

Return a minimal review: "No meetings found for [period]. Consider scheduling discovery calls or follow-ups with active deals."

Meeting analytics endpoints unavailable

Fall back to CRM-only data. Generate stats from get_meetings_for_period and get_booking_stats. Note: "Meeting analytics data is unavailable. This review is based on calendar and CRM data only. Sentiment, performance scores, and conversion signals are not included."

Partial data (some meetings lack transcripts)

Generate the review with available data. Note which meetings lacked transcript analytics and flag them: "[N] of [total] meetings did not have transcript analytics. Review is based on [total - N] meetings with full data."

No previous period for comparison

Skip the trends section. Note: "No data available for the previous period. Week-over-week trends will be available in future reviews."

Guidelines

Keep the review scannable. Use bullet points, stat blocks, and short sentences. A manager should be able to read this in 2 minutes.
Prioritize insights over data. Don't just list meetings -- tell the user what matters and why.
Be honest about bad weeks. If meetings went poorly, say so with evidence and constructive suggestions.
Connect meetings to business outcomes. Every stat should tie back to pipeline or deal impact where possible.
Use ${company_name} context to identify which meetings involved key deals or target accounts.
When comparing periods, always note if the comparison is uneven (e.g., partial week vs. full week, holiday-shortened week).