# Setup guide — Meeting Summary & Action Item Agent

## 1. Install and connect your source

Install the agent and connect it to your meeting/transcription source.

```
pipx install meeting-summary-agent
meeting-summary-agent connect --source zoom,otter
meeting-summary-agent doctor
```

## 2. Configure faithfulness guardrails

Keep the no-fabrication and attribution posture explicit.

```
cp .env.example .env
ANTHROPIC_API_KEY=sk-ant-...
REQUIRE_EVIDENCE_FOR_DECISIONS=true
GUESS_OWNERS=false
REDACT_PII=true
```

## 3. Set output template

Define the notes structure your team expects.

```
# notes.yml
sections: [summary, decisions, action_items, open_questions]
action_items: { fields: [task, owner, due, firmness] }
flag_unassigned: true
```

## 4. Dry-run on a transcript

Generate notes and review decisions, owners, and flags.

```
meeting-summary-agent run --transcript ./sample.vtt --explain
# prints decisions+evidence, action items+owners, open questions, flags
```

## 5. Wire into your flow

Auto-process finished meetings and post notes to your docs/channel for review.

```
# meeting-end webhook -> generate notes -> post to #notes (for human confirmation)
```
