coaching-session-summarizer

What this skill does

# Coaching Session Summarizer

## Overview

Analyzes a coaching/therapy session transcript and appends a structured summary
(key insights, decisions, action items, deep analysis, connected trails) to the
note.

**The agent (Claude Code) performs the analysis directly** — reading the
transcript and writing the summary in this session. There is **no Anthropic API
call and no billing**; it runs entirely on the active subscription. A legacy
API-based script is kept only as a headless fallback (see bottom).

## When to Use This Skill

- A new Fathom/Granola transcript was synced to the vault (coaching or therapy)
- User asks to summarize/analyze a session (`/summarize-session [file]` or similar)
- After `calendar-sync` or a Granola export, when a new `*-coaching.md`,
  `*-therapy.md`, or `*-session.md` file appears — offer to summarize it

## Workflow (agent-driven — default)

Do this in-session with native tools. No API key required.

### Step 1 — Gather context

Run the deterministic helper to get the transcript text, previous sessions, and
the trail list in one shot:

```bash
python3 ~/.claude/skills/coaching-session-summarizer/scripts/gather_context.py \
  <transcript-file> --vault ~/Brains/brain
```

It prints:
- **Previous sessions** with the same participant (paths) — `Read` these only in
  deep mode, for cross-session pattern detection
- **Available trails** — pick 2–4 most relevant to link
- **Session content** — the summary + transcript to analyze (any prior
  AI-Generated Summary is stripped so re-runs stay clean)

Pass `--participant <name-slug>` if the filename doesn't encode the person
(e.g. Granola exports titled by topic): `--participant gleb-kalinin`.

### Step 2 — Analyze

Read the session content and extract, in the analytical voice of a session
analyst (objective, using the speaker's authentic language where it matters):

- **Key Insights** — 3–5 main realizations / breakthroughs / observations
- **Decisions Made** — concrete choices or commitments
- **Action Items** — specific next steps; prefix time-sensitive ones with
  `[URGENT]` and scheduling items with `[SCHEDULING]`
- **Session Themes** — 2–3 recurring topics or patterns

**Deep mode** (default for therapy and milestone sessions) — also `Read` the
previous sessions and add:

- **Pattern Detection** — themes recurring across sessions
- **Progress Assessment** — movement on earlier commitments
- **Energy/Motivation Markers** — shifts in energy, resistance, affect
- **Potential Obstacles** — what might block progress

### Step 3 — Append with Edit

Append the summary to the **end** of the transcript file using `Edit` (never
overwrite existing content). Match this exact structure:

```markdown
## AI-Generated Summary

*Generated: YYYY-MM-DD*

### Key Insights
- ...

### Decisions Made
- ...

### Action Items
- [URGENT] ...
- ...

### Session Themes
- ...

## Deep Analysis

- **Pattern Detection**: ...
- **Progress Assessment**: ...
- **Energy/Motivation Markers**: ...
- **Potential Obstacles**: ...

## Connected Trails

- [[Trails/Trail - <Name>|<Name>]]
- [[Trails/Trail - <Name>|<Name>]]
```

Use the current date (`date +%Y-%m-%d`) in the Generated line. Omit the Deep
Analysis section in quick mode. Verify trail link names against the printed
trail list — case and exact wording matter for Obsidian links.

## Modes

- **quick** — Key Insights, Decisions, Action Items, Themes. Skip Deep Analysis
  and previous-session reads.
- **deep** (recommended for therapy / milestones) — everything, including
  reading previous sessions for pattern detection.

## Integration with Sync

After `calendar-sync` or a Granola/Fathom export, check for new session files
(`*-coaching.md`, `*-therapy.md`, `*-session.md`). If one appears, offer:
"New session detected — summarize now?" Default to deep mode for therapy.

## Notes

- Preserves the original transcript intact; the summary is always appended.
- Trail linking requires the `Trails/` directory in the vault root.
- Cross-session comparison works best with consistent naming:
  `YYYYMMDD-name-coaching.md` / `YYYYMMDD-name-therapy.md`.
- Re-running is safe: `gather_context.py` strips any prior AI-Generated Summary
  before printing, so the agent analyzes only the raw session. (Delete the old
  `## AI-Generated Summary` block from the file before re-appending if you want
  to replace rather than stack summaries.)

## Resources

### scripts/

- **gather_context.py** — *(default path)* deterministic context gatherer, no
  API. Prints transcript text + previous sessions + trail list for the agent to
  analyze in-session.
- **summarize_session.py** — *legacy / headless fallback.* Calls the Anthropic
  API directly (model via `SUMMARIZER_MODEL`, default `claude-sonnet-4-6`) and
  bills a funded `ANTHROPIC_API_KEY`. Use only when no interactive agent is
  available (e.g. cron). Exits with a clear message if the key has no credit.