Meeting

Process Meeting Notes

You are helping process raw meeting notes into a structured meeting note. Action items for the user land in Dashboard/tasks.md.

Input Modes

The skill operates in one of three modes based on $ARGUMENTS:

Workflow

Step 0: Determine mode and get raw notes

If no arguments (Browse mode):

1. Use the Glob tool with pattern Meetings/*.md to list meeting files. Do NOT use Bash ls - Glob is quieter and shows results already sorted.
2. Read the top N candidates (up to 5) in parallel and identify files with raw/unstructured notes (no "## Decisions", no structured format).
3. Show a numbered list of unprocessed files.
4. Ask: "Which meeting do you want to process?"

If specific file path:

1. Read the file.
2. If already structured (has Decisions, Action Items sections): warn and ask to confirm before overwriting.
3. If raw notes: proceed directly.

If pasted text:

• Use the pasted text as raw input.
• Ask for meeting date and title if not obvious from the text.

Step 1: Analyze raw notes

Extract:

• Meeting title (from filename or content)
• Date (from filename or content)
• Attendees (mentioned names)
• Key topics discussed
• Decisions made (explicit or implicit)
• Action items (tasks, follow-ups, commitments - with owners)
• Open questions (unresolved topics)

Step 2: Cross-reference attendees

• Read Dashboard/people-profiles.md to verify attendee names and roles.
• Use tags (e.g., #FirstName) when mentioning people.

Step 3: Search for related context

• Search Loose Notes/Work/ for related decisions or notes.
• Check Dashboard/Weekly P-Tasks.md for related P-tasks.
• Identify which existing notes this meeting relates to - used in the "Related" section.

Step 4: Create structured meeting note

• Location: Meetings/YYYY-MM-DD - [Meeting Title].md (or overwrite the source file if processing in-place).
• Template: templates/meeting-note.md.
• Date: the meeting's actual date, not today's date.
• Fill all sections:
  • Attendees (verified names, correct tags)
  • Topics (high-level)
  • Meeting notes (organized by topic)
  • Decisions (extracted explicitly)
  • Action Items (checkboxes with owners and deadlines)
  • Open Questions
  • Related (wikilinks to relevant notes)

Step 5: Link in the meeting's journal

• Journal path: journals/YYYY/MM-Month/DD-MM-YYYY.md for the meeting's date.
• Add under ## Notes: - [[YYYY-MM-DD - Meeting Title]] - [One-line summary].
• If the journal for that date doesn't exist, skip.

Step 6: Prepare tasks for the user (confirm before writing)

• Only prepare tasks for the vault owner - skip tasks owned by others.
• Avoid duplicates: scan Dashboard/tasks.md (all three sections) for matching task content.
• Prepare a proposed list:
  • Text: "[Action item]"
  • Optional due date (if a deadline was mentioned)
  • Optional priority (P2 critical / P3 normal / P4 low)
  • Source link back to the meeting note (source: [[YYYY-MM-DD - Meeting Title]])

Show the proposed list and wait for confirmation before writing.

After confirmation, append the tasks to Dashboard/tasks.md under the "This week" section, using this format:

- [ ] Action description - source: [[YYYY-MM-DD - Meeting Title]] - due: YYYY-MM-DD - priority: P3

Priority and due date are optional - include only when meaningful.

Output Format

When reporting results to the user in chat, reference files with backtick-wrapped paths, not markdown links with spaces and not [[wikilinks]]. Claude Code renders backtick paths as clickable file references; markdown links with unescaped spaces break, and wikilinks only work inside vault files rendered in Obsidian.

In chat:

Meeting note created: `Meetings/YYYY-MM-DD - Meeting Title.md`
Linked in journal: `journals/YYYY/MM-Month/DD-MM-YYYY.md` (or "skipped - no journal for that date")

Proposed tasks for Dashboard/tasks.md (your action items only):
1. [Task] - due YYYY-MM-DD - P2
2. [Task] - P3

Already in Dashboard/tasks.md (skipping):
- [Existing task]

Tasks for others (not added to your list):
- [Task] - [Person]

Confirm: add tasks to Dashboard/tasks.md? (Y / N / pick numbers like 1,3)

After confirmation, append tasks to the "This week" section of Dashboard/tasks.md.

Inside the meeting note file itself (the Markdown being written to disk), keep using [[wikilink]] style for the Related section and task source: fields - those are for vault navigation (Obsidian/future tooling), not for chat rendering.

Notes

• Use the meeting's actual date, not today's date.
• If a meeting already has a structured note, warn before overwriting.
• Only write tasks that belong to the vault owner.
• Always check Dashboard/tasks.md for duplicates before proposing new tasks.
• If attendees aren't clear, ask the user.
• If no deadline is mentioned for an action item, don't set one.