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Agentic OS

Transcript Memory Banker

Reports to SAGE · Chief Knowledge Officer · People & HR

Contributed by Darby Rollins

Banks every business conversation as company memory.

transcript-memory-banker
ZIP · 15 files · 35 KB · v1.1.0
Sign in to download

Sign in and it arrives filled in with crm name, your company name, your name, your core offer and slack channel.

  • SKILL.mdThe instructions Claude follows
  • supporting/14 files

Add it to Claude

  1. Download the skill. Keep it zipped.
  2. In Claude, upload the zip:
    Settings›Capabilities›Skills›Upload skill
  3. Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Already connected to the Agentic OS? Ask Claude to “Bank my call transcripts” and it runs without installing.

Customize it for your team
  1. Your details fill in for you. This skill uses {{CRM_NAME}} (crm name), {{ORG_NAME}} (your company name), {{OWNER_NAME}} (your name), {{PRIMARY_OFFER}} (your core offer) and {{SLACK_CHANNEL}} (slack channel). Anything your profile doesn't have, Claude asks for once.
  2. Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
  3. Upload your edited copy the same way. It now does your job your way, every time.
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