sales-meetily

What this skill does

# Meetily Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What do you need help with?**
   - A) Installing Meetily or first-time setup (macOS / Windows / Linux Docker)
   - B) Transcription model selection (Whisper vs Parakeet, model sizes)
   - C) Summarization configuration (Ollama local, Claude, Groq, OpenRouter, custom endpoint)
   - D) Audio device or microphone issues
   - E) Importing existing audio/video files for batch transcription
   - F) Enterprise / self-hosted deployment (Docker, Azure, AWS, GCP)
   - G) Comparing Meetily to cloud-based alternatives
   - H) API usage (local FastAPI endpoints)

2. **Which edition are you on?**
   - A) Community (free, open-source)
   - B) Pro ($10/user/mo)
   - C) Enterprise (custom)
   - D) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Comparing Meetily to other note-takers | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching feedback | `/sales-call-review {user's question}` |
| Building a coaching program | `/sales-coaching {user's question}` |
| General tool integration patterns (Zapier, webhooks, iPaaS) | `/sales-integration {user's question}` |

When routing, provide the exact command.

## Step 3 — Meetily platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, models, deployment, API endpoints.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**First-time setup priority**: Install the desktop app → let Parakeet Lightning download (required) → select audio devices → test a short recording → configure summarization provider (Ollama for fully local, Claude/Groq for quality).

**Model selection**: Parakeet Lightning for speed (4x faster than Whisper). Whisper large-v3 for maximum accuracy. Whisper tiny/base for low-spec machines (8GB RAM). For non-English, use Whisper (Parakeet is English-focused).

**Enterprise deployment**: Docker for Linux servers. Admin dashboard on Enterprise plan. Data never leaves the network — key selling point for regulated industries.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Parakeet Lightning must be installed even if you use another model** — the app forces Parakeet Lightning as a dependency. You cannot start recording without it downloaded and activated.
- **No cloud API** — Meetily's API is a local FastAPI server at `localhost:5167`. There's no hosted API for external integrations. All processing is on-device.
- **CRM integrations are planned, not available yet** — Salesforce, HubSpot, Notion, Slack are on the roadmap but not shipped. Don't buy Meetily expecting CRM sync today.
- **System requirements are real** — 8GB RAM minimum, 16GB recommended. GPU acceleration helps significantly. Low-spec machines will struggle with Whisper large-v3.
- **Pro features vs Community** — enhanced accuracy, advanced exports, speaker identification, and calendar integration require Pro ($10/user/mo). Community edition is fully functional for basic transcription.
- **macOS microphone permissions may not prompt** — some users report Meetily doesn't trigger the macOS permission dialog. You may need to manually add it in System Settings → Privacy & Security → Microphone.

## Related skills

- `/sales-note-taker` — Comparing Meetily to other note-takers (Fathom, Fireflies, Avoma, Gong, etc.) or wiring transcript APIs into CRM/warehouse
- `/sales-call-review` — Review a specific call for coaching feedback and scoring
- `/sales-coaching` — Build coaching programs that consume call data
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Setting up fully local transcription + summarization
**User says**: "I want Meetily to work 100% offline — no data leaving my machine."
**Skill does**:
1. Confirms Community edition works fully offline after initial model download
2. Guides through Parakeet Lightning or Whisper model download (one-time)
3. Configures Ollama as the summarization provider (local LLM)
4. Tests with a short recording to verify end-to-end local processing
**Result**: Fully air-gapped meeting transcription and summarization.

### Example 2: Choosing between Meetily and a cloud alternative
**User says**: "Should I use Meetily or Fathom for my 8-person sales team on HubSpot?"
**Skill does**:
1. Routes to `/sales-note-taker` for cross-platform comparison
2. Notes Meetily's key trade-off: maximum privacy but no CRM integration today
3. Recommends Fathom Business if HubSpot CRM sync is a hard requirement
4. Recommends Meetily if data sovereignty / HIPAA / self-hosted is the priority
**Result**: Clear decision framework based on CRM needs vs privacy requirements.

### Example 3: Transcription stuck on processing
**User says**: "I click stop recording but it just says 'processing recording' forever."
**Skill does**:
1. Checks which transcription model is selected — this is a known issue with Whisper models
2. Recommends switching to Parakeet Lightning (faster and more reliable)
3. If Whisper is required, suggests using a smaller model size (tiny/base instead of large-v3)
4. Checks available RAM and GPU — processing hangs often indicate insufficient resources
**Result**: Resolution path for the most common Meetily processing issue.

## Troubleshooting

### Transcription model not downloading or "not ready"
**Symptom**: App shows "Transcription model not ready" or download stalls.
**Cause**: Parakeet Lightning is a required dependency. Network issues or insufficient disk space (models are 100MB-3GB depending on size) can prevent download.
**Solution**: Check disk space (need 10GB minimum free). Verify internet connectivity for the initial download. Try the manual model download instructions in Meetily docs. If behind a corporate proxy, configure proxy settings before downloading.

### Microphone input not captured during meetings
**Symptom**: System audio and other participants are transcribed but your own voice is missing.
**Cause**: macOS doesn't always prompt for microphone permission when Meetily is installed. The app may not appear in System Preferences → Microphone.
**Solution**: Go to System Settings → Privacy & Security → Microphone and manually add Meetily. If it doesn't appear, try removing and reinstalling the app, then grant permission on first launch. On Windows, check Settings → Privacy → Microphone.

### Audio device settings reset after switching tabs
**Symptom**: You select a different microphone in Settings → Recordings → Default Audio Devices, get a "saved" confirmation, but settings revert.
**Cause**: Known bug in some Meetily versions where device preferences don't persist to storage.
**Solution**: Update to the latest version (check GitHub releases). As a workaround, set your preferred audio device as the system default in OS settings instead of relying on Meetily's in-app device selector.