How to Automate Post-Meeting Workflows with Custom AI Skills (NO Coding Required)

Meetings are only as valuable as what happens next

Most AI tools can summarize what was said. Far fewer know how to use AI to help automate what should happen next. And that difference matters.

A weekly sync between engineers and product leads shouldn’t produce the same output as a sales pipeline review or a founder-investor check-in. Yet that’s exactly what happens when AI assistants rely on static logic and generic workflows.

Shadow was built on a different premise: the real value of meetings lies in what they trigger—follow-ups, decisions, documents, next steps. These outputs vary depending on the team, the goal, and the moment. That’s why we brought you the concept of Skills from day one.

Custom Skills aren't new — but how we're sharing them is

Since the beginning, Shadow has allowed users to write custom Skills: prompt-based workflows that transform meetings into actions tailored to your context. No code required.

What’s new is the Shadow Skills Catalog—a public, curated set of ready-to-use examples across sales, product, marketing, and engineering. This catalog helps users jumpstart their own workflows and sparks ideas for how AI can support the way your team works.

It’s the first step in building a user-powered skill library—one that evolves as teams do.

Why default AI workflows fall short

Most AI assistants today rely on one-size-fits-all logic: a summary, a task list, a few suggested takeaways. But modern teams operate with complexity. This means fast-moving projects, shifting roles, and layered responsibilities across teams. What a sales team needs from a meeting is entirely different from what engineering or marketing needs.

Custom Skills give teams full control over their post-meeting workflows:

• A product manager can generate sprint changelogs formatted for Asana.
• A sales lead can auto-draft follow-ups grouped by deal stage.
• A marketing ops manager can extract campaign blockers and next-step assignments.
• An engineering lead can turn technical syncs into GitHub-ready task lists.

It’s not just about formatting—it’s about focus. Teams get outputs that match their actual workflows, not just transcripts.

How Custom Skills work

Creating a skill in Shadow is deliberately simple but deeply flexible. Here's how it works:

1. Pick a starting point

Use our catalog or start from scratch.

2. Write a prompt

Use plain language to tell Shadow what to do. You can include tone, structure, formatting, or platform-specific instructions.

Example: "Summarize this meeting like a product ops doc. Include open issues, stakeholder decisions, and next sprint goals."

3. Preview & refine

Test the skill on past meetings and tweak until the output fits your needs.

4. Save & share‍

Use it for yourself or share across your workspace. You can even attach it to calendar events or workflows.

We used the contents of the Sante Fe Finance Meeting to generate a meeting efficiency score and these were the results

From passive assistants to execution engines

What makes Custom Skills powerful isn’t the prompt—it’s the mindset. These aren’t templates. They’re purpose-built and made to perfect your every day tasks with a design that solves real, recurring pain points.

We’ve tested out our custom skills catalog with our earlier users and they are already building workflows for:

• Sales: Prospect summaries, post-demo follow-ups, CRM auto-fillers
• Product: Decision logs, PRD kickstarters, retrospective sorters
• Engineering: Weekly changelogs, task generators, spec exports
• Marketing: Campaign task trackers, launch timelines, async recaps

Each one saves 15–65 minutes by enhancing your post meeting workflow. And each one reflects how that team actually runs.

It's not about more features—it’s about more intent

AI tools can only go so far without direction. That’s why the best results come when teams:

• Identify recurring meetings (standups, reviews, check-ins)
• Define what great output looks like for each
• Create skills that match those expectations
• Review and evolve them as team workflows change

Some early adopters have embedded Custom Skills directly into their team processes—triggered from calendar events, sidebars in Shadow, or even automated via API integrations into Notion, Slack, or Linear.

A new kind of teammate: the AI workflow curator

As more teams adopt Shadow, a new role is emerging: not a prompt engineer, but an AI operations lead—someone responsible for curating, maintaining, and improving a library of skills that reflect how their organization works.

Think early Salesforce admins, but for execution. Except instead of building forms and rules, they’re defining and deploying micro-automations that streamline how work gets done.

And because skills are just prompts, iteration is fast. A new workflow can be written, tested, and shared in a matter of hours—not weeks.

From meetings to memory: building organizational intelligence

At its core, Shadow isn’t just about productivity. It’s about capturing the intelligence that flows through conversations and turning it into reusable systems—not just notes, but workflows; not just recaps, but action.

This is where Custom Skills point: a future where every meeting trains your organization, every team builds on its past, and AI helps everyone stay focused on what matters most.

Execution doesn’t start after the meeting ends.

With Shadow, it starts as soon as the meeting begins.

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