What does this skill do?

Skill's Executive Meeting Minutes tool transforms the disorganized notes taken during a meeting with a client into structured, professional executive minutes. It records decisions, assigns responsibilities and deadlines to each action, and prepares follow-up items along with a accompanying message ready to be sent via email or WhatsApp.

Monthly Closing Report
Generate the minutes following the month-end meeting, including figures, decisions, and next steps with the responsible parties.
Cash Flow Crisis Meeting
Turn urgent notes on liquidity into a report with prioritized decisions and immediate actions.
Organizing Multiple Tasks
Organize meetings that resulted in many tasks into a clear table that includes the action, the person responsible, and the due date.
Consulting History
Establish a standardized record of decisions and follow-up throughout the consulting contract.

Usage examples

📅 Monthly Closing
Take these notes from the March wrap-up meeting with Carlos (CEO): revenue met the target; the margin fell due to supplier X; we need to renegotiate the contract, review the discount policy, and set aside funds for property tax (IPTU) in May. Prepare the executive minutes.
🚨 Cash flow crisis
Urgent meeting with Jorge (CFO) regarding the liquidity crisis: overdue payments to suppliers, the bank has offered a line of credit, payroll must be prioritized, and past-due accounts receivable must be reviewed. Prepare the minutes with the decisions and next steps.
📋 Quarterly meeting
Here are my rough notes from the quarterly review with the client. Please organize them into an executive summary that includes responsible parties and deadlines.
💬 Message for the customer
Create the minutes for today's meeting and draft the accompanying message to send to the client via WhatsApp.

Features

Minutes organized into six sections Heading, financial situation, decisions, next steps, points to consider, and accompanying message.
Table of Next Steps Each action includes the person responsible, the deadline, and the status, eliminating the ambiguity found in ad-hoc meeting minutes.
Message ready to send Create a brief, friendly message to accompany the minutes via email or WhatsApp without any further editing.
Accepts raw data It works with plain text notes—even if they're incomplete or disorganized—just as you took them during the meeting.
Standardized format Standardize the format of all your reports to build a professional record throughout the duration of the contract.

Frequently asked questions

No. This skill works directly with Claude Code or Cowork without the need to connect any external MCP.
No. The skill is designed to accept raw, unformatted, incomplete, or disorganized notes exactly as you took them during the meeting.
Yes. The generated message is a draft ready to send, but you can adjust the tone or the details before sending it to the customer.
It is optimized for financial and consulting meetings, but the six-block structure works for any professional meeting involving decisions and next steps.
Executive Minutes of a Financial Meeting — Professional Minutes with Claude AI

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