twenty-partner-meeting-recap

After partner calls: pull the Fireflies meetings, figure out which partner each one is (by matching an attendee to an existing Partner record), summarize the call, and drop that summary as a Note on the partner's profile. Runs end to end with no per-note confirmation.

Sibling of twenty-partner-match. This one is about existing partners (recap their calls), not about matching a lead to partners.

Optional --prune: after recaps are safely in the CRM, delete the corresponding Fireflies recordings to free storage (confirmed first — see Phase 6).

Credentials

Reads ~/.twenty/credentials.env:

TWENTY_PARTNERS_API_URL=https://partners.twenty.com
TWENTY_PARTNERS_API_KEY=<your key>
FIREFLIES_API_KEY=<your key>

All three are required. The partners key lives in packages/twenty-apps/internal/twenty-partners/.env.prod (gitignored); the Fireflies key is your personal API key. Stop cleanly and name the missing key if any is absent.

Phase 0 — Prerequisites

Read ~/.twenty/credentials.env. Verify TWENTY_PARTNERS_API_URL, TWENTY_PARTNERS_API_KEY, FIREFLIES_API_KEY are all present. If one is missing, stop and tell the user exactly which key to add and where.

Phase 1 — Pull meetings

Default scope: meetings from the last 2 days (covers "yesterday"). The user can override per run — "last week", a date, or by pasting specific Fireflies URLs/IDs (the ID is the trailing 01K... segment of app.fireflies.ai/view/<slug>::<ID>).

List recent transcripts, then keep only those inside the scope window (Fireflies date is epoch milliseconds). For each kept transcript, fetch its detail (attendees + summary + sentences). See Reference queries for the exact GraphQL. Add a User-Agent header to every Fireflies request — the API rejects the default urllib agent.

transcripts(limit:) is capped at 50 by Fireflies — a higher value is a hard invalid_arguments 400, not a soft clamp. Use 50 and page if you ever need more.

If two transcripts share the same partner and day (Fireflies sometimes double-records), keep the one with more sentences.

Phase 2 — Match each meeting to a Partner

Only meetings tied to an existing Partner get processed. Leads/discovery calls (no Partner match) are skipped and listed at the end.

1. Page through all partners once, pulling each partner's linked person emails and company domain (see Reference queries). Build two maps:
   • email -> partner from every persons.edges.node.emails.primaryEmail
   • domain -> [partners] from each partner's company.domainName.primaryLinkUrl
2. For each meeting, take the attendee emails, drop anything @twenty.com and the host/organizer (that's the Twenty side). For each remaining attendee email:
   • Exact email match against email -> partner wins (strongest signal).
   • Else domain match against domain -> [partners], skipping free providers (gmail.com, outlook.com, hotmail.com, yahoo.com, icloud.com, proton.me, etc.). If exactly one partner shares the domain, match it. If several do, flag in the report and skip rather than guess.
3. The meeting title is a secondary hint only (Partner intro between … and <name> was the historical convention) — never the primary matcher.

A meeting with no Partner match is a lead/other call: skip it, record it under "skipped" with the reason.

Phase 3 — Summarize (transcript first)

For each matched meeting, pick the better source. Judge content quality first — never write a note from nothing or from noise:

• A transcript is usable only if it has real content: roughly >= 15 sentences and an average of >= 4 words per sentence. A handful of one-word lines (Platform. Opportunity. Background.) is garbled ASR, not a transcript — treat it as unusable even though the array is non-empty.
• Usable transcript → write the recap yourself from the transcript. This is the default whenever a usable transcript exists.
• No usable transcript, but a Fireflies summary exists → fall back to summary.overview (try richer fields, then short_summary). Note the fallback in the source line.
• Neither (no usable transcript AND empty summary) → the call is still processing or unrecorded. Skip it, record it under "skipped: content not ready", and move on. Today's calls often land here for a while after they end. Never inject an empty or placeholder note.

Write the note in English, structured (the format validated previously). No em dashes — use : or ,.

**TL;DR:** one-line verdict / state of the relationship.

**Profil:** team size, location, languages, structure.
**Compétences Twenty:** deployment (cloud / self-host), data model, migrations, what they've actually shipped.
**Contexte:** background, how they found Twenty, motivation, target clients, current partnerships.
**Next steps:** concrete follow-ups (who owes what).
**Flags:** risks, unknowns, ASR artifacts to double-check.

Source: Fireflies <transcript-id> (call <YYYY-MM-DD>, transcript|summary).

The Source: Fireflies <transcript-id> line is load-bearing: it is the dedup key for re-runs. Always include the real transcript id.

Phase 4 — Inject the Note (automatic)

For each matched meeting, before writing, check whether this meeting was already noted:

• Read the partner's existing notes (noteTargets filtered by targetPartnerId). Look for a note whose body contains Fireflies <transcript-id>.
• No such note → create one: createNote with bodyV2.markdown, then createNoteTarget linking noteId to targetPartnerId. Title: Partner call recap: <Partner name> (<YYYY-MM-DD>).
• Note already exists → regenerate the recap, diff it against the existing body, and append only net-new information under a dated **Update <YYYY-MM-DD>:** block via updateNote (bodyV2.markdown = existing body + the new block). If nothing is new, leave it untouched.

No confirmation step — match, summarize, write. Then verify each write by reading the note back and confirming the partner link resolved.

Phase 5 — Report

Print one table:

Action is one of: created, updated (appended), unchanged, skipped: no partner match, skipped: ambiguous domain (N partners), skipped: content not ready. End with counts (created / updated / unchanged / skipped).

Phase 6 — Prune (--prune, opt-in, deletes Fireflies recordings)

Runs only when invoked with --prune (Fireflies storage fills up; recordings whose content is already safe in the CRM are dead weight). Deletion is irreversible and on an external service — always confirm before deleting.

A recording is safe to prune only when its recap note is confirmed written this run (created or updated) or already exists in the CRM with this transcript's Fireflies <id> in its body. Never prune a meeting that was skipped, has no note, or whose note you could not verify — losing the recording would lose the only copy.

1. Build the prune set from this run's safe meetings (plus, if asked to "free more", existing recap notes whose Fireflies <id> you can resolve to a still-present transcript).
2. Present the exact list (partner, transcript id, date) and get explicit confirmation. Default to keeping the most recent unless told otherwise.
3. Delete each confirmed transcript with deleteTranscript(id:), then verify by re-listing and confirming the ids are absent. Report deleted N/M and how many transcripts remain.

Matching old notes back to transcripts: yesterday's notes embed only a date, not the id, so fall back to the meeting-title person name (Partner intro between … and <name> / … - <name> x Rashad) against the partner name in the note title. New notes written by this skill carry Fireflies <id> in the body, so the mapping is exact going forward.

Reference queries

All partner calls go to $TWENTY_PARTNERS_API_URL/graphql with Authorization: Bearer $TWENTY_PARTNERS_API_KEY. All Fireflies calls go to https://api.fireflies.ai/graphql with Authorization: Bearer $FIREFLIES_API_KEY and a browser User-Agent. Helper:

import os, json, urllib.request
creds = {}
for line in open(os.path.expanduser("~/.twenty/credentials.env")):
    line = line.strip()
    if line and "=" in line and not line.startswith("#"):
        k, v = line.split("=", 1); creds[k] = v.strip()

def gql(url, key, query, variables=None):
    body = json.dumps({"query": query, "variables": variables or {}}).encode()
    req = urllib.request.Request(url, data=body, headers={
        "Content-Type": "application/json",
        "Authorization": "Bearer " + key,
        "User-Agent": "Mozilla/5.0"})
    return json.load(urllib.request.urlopen(req, timeout=90))

Fireflies — list recent transcripts (date is epoch ms; limit max 50):

query{ transcripts(limit:50){ id title date duration participants meeting_attendees{ displayName email } } }

Fireflies — delete a recording (--prune only):

mutation($id:String!){ deleteTranscript(id:$id){ id title } }

Fireflies — one transcript's detail:

query($id:String!){ transcript(id:$id){
  title date duration participants host_email organizer_email
  meeting_attendees{ displayName email }
  summary{ overview short_summary keywords }
  sentences{ speaker_name text } } }

Partners — page through all with person emails + company domain:

query($a:String){ partners(after:$a){
  pageInfo{ hasNextPage endCursor }
  edges{ node{
    id name slug validationStage
    persons{ edges{ node{ name{ firstName lastName } emails{ primaryEmail } } } }
    company{ name domainName{ primaryLinkUrl } } } } } }

Paginate until pageInfo.hasNextPage is false, passing endCursor as $a.

Partner — existing notes (dedup check):

query($pid:UUID!){ noteTargets(filter:{ targetPartnerId:{ eq:$pid } }){
  edges{ node{ note{ id title bodyV2{ markdown } createdAt } } } } }

Write a note and link it to the partner:

mutation($d:NoteCreateInput!){ createNote(data:$d){ id title } }
# variables: { "d": { "title": "...", "bodyV2": { "markdown": "..." } } }

mutation($d:NoteTargetCreateInput!){ createNoteTarget(data:$d){ id targetPartnerId } }
# variables: { "d": { "noteId": "<note id>", "targetPartnerId": "<partner id>" } }

Append to an existing note (re-run path):

mutation($id:UUID!,$d:NoteUpdateInput!){ updateNote(id:$id,data:$d){ id } }
# variables: { "id": "<note id>", "d": { "bodyV2": { "markdown": "<existing + new block>" } } }

Verify a write:

query($id:UUID!){ note(filter:{ id:{ eq:$id } }){
  id title noteTargets{ edges{ node{ targetPartnerId targetPartner{ name } } } } } }