sales-speakwise

What this skill does

# Speakwise 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) Setting up Speakwise or connecting Notion
   - B) Recording in-person meetings (conference rooms, 1:1s, field visits)
   - C) Transcription accuracy or language support
   - D) AirPods hands-free recording or Siri Shortcuts
   - E) AI summaries, action items, or follow-up emails
   - F) Pricing (free vs premium)
   - G) Troubleshooting (Notion sync, recording issues, speaker ID)

2. **What type of meetings are you recording?**
   - A) In-person (conference room, office)
   - B) Phone calls
   - C) Walking meetings or field visits
   - D) Mixed (some in-person, some virtual)

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 Speakwise to other note-takers | `/sales-note-taker {user's question}` |
| Recording Zoom/Teams/Meet video calls | `/sales-note-taker {user's question}` — Speakwise doesn't support video call platforms |
| CRM integration (Salesforce, HubSpot) | `/sales-note-taker {user's question}` — Speakwise only integrates with Notion |
| Building a coaching program | `/sales-coaching {user's question}` |
| General tool integration patterns | `/sales-integration {user's question}` |

When routing, provide the exact command.

## Step 3 — Speakwise platform reference

**Read `references/platform-guide.md`** for the full platform reference — features, pricing, Notion setup, recording modes, language support.

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.

**Setup priority**: Install from App Store → grant microphone permission → connect Notion workspace → do a test recording in a quiet room to establish baseline quality → then try in your actual meeting environment.

**Recording tips**: Place iPhone face-down on the table between speakers for best pickup. Use AirPods for hands-free control if you need to be discreet. Enable scheduled reminders if you frequently forget to start recording.

**Notion workflow**: Each recording creates a Notion page with transcript, summary, and action items. Use Notion databases and filters to organize by project, date, or contact.

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.*

- **iOS-only** — no Android, no web, no desktop app. If anyone on your team uses Android, Speakwise won't work for them.
- **No video call integration** — Speakwise records from the iPhone microphone only. It cannot join Zoom, Teams, or Google Meet as a bot. For virtual meetings, use a different note-taker.
- **No CRM integration** — Notion is the only external integration. No Salesforce, HubSpot, Pipedrive, or Zapier.
- **No API or webhooks** — you cannot programmatically access transcripts or build pipelines. Export is manual or Notion-only.
- **No collaboration features** — designed for individual professionals, not teams. No shared workspaces, no team analytics, no admin controls.
- **On-device processing trade-off** — privacy is excellent (nothing leaves the phone), but processing speed depends on iPhone model. Older iPhones may be slower.
- **95% accuracy claim requires optimal conditions** — noisy environments, multiple overlapping speakers, or heavy accents will degrade accuracy below the marketed figure.

## Related skills

- `/sales-note-taker` — Comparing Speakwise to other note-takers (Fathom, Fireflies, Otter, etc.) or wiring transcript APIs into CRM/warehouse
- `/sales-call-review` — Review a specific call for coaching feedback
- `/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 Notion integration
**User says**: "I just installed Speakwise — how do I get my meeting notes to show up in Notion automatically?"
**Skill does**:
1. Walks through connecting Notion workspace from Speakwise settings
2. Explains the page structure (transcript, summary, action items per recording)
3. Recommends creating a dedicated Notion database for meeting notes
4. Suggests testing with a short recording first to verify sync
**Result**: Working Notion pipeline with organized meeting notes.

### Example 2: Improving transcription in a noisy conference room
**User says**: "My transcripts are messy when there are 5+ people in a conference room — lots of speaker mix-ups."
**Skill does**:
1. Recommends placing iPhone centrally, face-down on table for even pickup
2. Suggests using AirPods if the user is the primary speaker (better isolation)
3. Notes that 92%+ accuracy in noisy rooms is realistic, but speaker diarization degrades with overlapping speech
4. If accuracy is still insufficient, suggests considering a hardware solution like Omi or Plaud for better multi-speaker capture
**Result**: Practical recording placement tips and expectation-setting.

### Example 3: Deciding if Speakwise fits a sales team
**User says**: "I run a 4-person field sales team — would Speakwise work for recording client meetings?"
**Skill does**:
1. Confirms Speakwise handles in-person meetings well — that's its core use case
2. Flags limitations: no CRM integration (manual logging to Salesforce/HubSpot), no team features, iOS-only requirement
3. If CRM auto-fill is critical, routes to `/sales-note-taker` for alternatives like Rilla or Siro that have CRM integrations
4. If lightweight Notion-based tracking is acceptable, Speakwise at $59.99/yr per person is extremely budget-friendly
**Result**: Clear fit assessment with alternative recommendations if CRM is a requirement.

## Troubleshooting

### Notion sync not showing new recordings
**Symptom**: Recordings complete in Speakwise but don't appear in Notion.
**Cause**: Notion integration may have lost authorization, or the target database/page may have been moved or deleted.
**Solution**: Go to Speakwise settings → Notion → disconnect and reconnect. Verify the target Notion workspace is accessible. Check that the Notion integration has the correct page permissions. Try a fresh test recording after reconnecting.

### Transcription accuracy much worse than expected
**Symptom**: Transcript has many errors, wrong words, or garbled text.
**Cause**: Poor microphone placement, excessive background noise, or speakers too far from the iPhone. Heavy accents or non-primary languages may also reduce accuracy.
**Solution**: Place iPhone within 3-6 feet of speakers, face-down on a hard surface. Reduce background noise (close doors, turn off music). For multilingual meetings, set the primary language before recording. If the environment is consistently noisy, consider AirPods recording mode.

### Speaker identification mixing up participants
**Symptom**: AI attributes quotes to the wrong speakers in the transcript.
**Cause**: Speaker diarization struggles with similar-sounding voices, overlapping speech, or participants at varying distances from the microphone.
**Solution**: Ensure speakers are roughly equidistant from the iPhone. Avoid crosstalk (people talking over each other). For critical meetings where speaker attribution matters, note who said what in real-time and correct the transcript after. Speaker ID accuracy improves with fewer participants.