Session Recap — Step 2: Full Recap Markdown

Run this step AFTER Step 1. It produces the advisor's internal record.

Inputs:

• Transcript file (.vtt or .txt)
• Reference data file
• Prior session JSON (optional)
• Session agenda (optional)

Output:

• sessions/recap-[YYYY-MM-DD].md pushed to client repo

Full rules are in recap-instructions-v3.md. This step produces Part 1 (full internal recap) + Part 2 (email, copied from Step 1 output for the repo file).

PROCESS

1. Parse transcript and date

Same as Step 1.

2. Produce Part 1: Full Meeting Recap

This is the advisor's internal record. Capture EVERYTHING — engagement work AND context/venting/politics.

Wins & Progress

• Lead with behavior and process, not output counts
• Include behavioral signals (took initiative, showed ownership, solved independently)
• Never invent wins

What We Discussed

• ALL topics in discussion order — include organizational context, venting, politics
• Co-working sprints as distinct blocks with individual focus and outcome
• 1-3 bullets per topic

Not Covered This Session

• Only if session agenda or prior action items were provided
• Compare planned vs. discussed
• Carry-forward items auto-populate in proposed agenda

Action Items

• Completed-on-call filter: if done on the call, it's NOT an action item
• Open post-session items only
• Organized by owner (Client/Coachee/Advisor/Team)
• Due dates: explicit if stated, "By next session" if not

Next Meeting

• If scheduled, display. If not, omit.

Proposed Agenda

• Split: Next Session vs. Future Sessions

Advisor Notes

• Prompt the user BEFORE this step if possible
• Behavioral signals, coaching opportunities, things not said, engagement read
• Items NOT to include in email
• These notes feed the master plan and CPM through the JSON (Step 3)

3. Append Part 2 (email)

Copy the email text from Step 1's output into the markdown file below a separator. This keeps the repo file complete (internal recap + client email in one document).

4. Push to repo

• File: sessions/recap-[YYYY-MM-DD].md
• Branch: master
• Commit message: Add session recap [YYYY-MM-DD]