Followup Todos

Follow-up Todos

Usage

• /followup-todos <path> — Extract and propose follow-ups from a specific meeting note.
• /followup-todos (no args) — Run /note-status pending --step=todos to show meetings missing follow-up extraction. The user picks one (or more) to process.

Output format (mandatory)

• Never insert Obsidian Tasks / checkbox lines: no - [ ], - [x], - [-], or any - [?] pattern.
• Never append Tasks-plugin inline metadata on inserted lines: no 📅, 🛫, ⏳, or other parsed task tokens. (Optional priority emoji at the very end as plain text — e.g. 🔼 — is fine if it reads naturally in prose.)
• Always insert plain list items: - Description… Wikilinks ([[@Name]], [[+Team]]) and bold are allowed.

Prerequisites

The meeting file should ideally have cached AI transcripts (from /cache-notes). If not cached, suggest running /cache-notes <path> first. However, the skill also works on notes with only manual content.

Optional context

For classification (owner, urgency, dates in the proposal step), you may still use people-resolver and obsidian-tasks as reference — but do not copy Tasks checkbox or date-token syntax into the note.

Workflow

Step 1: Read the meeting note and gather context

See vault-context for vault discovery conventions.

Read the entire file. Also read Tracker.md to cross-reference Jira tickets and current task status — this helps:

• Set priority: A ticket already marked 🔺 in the Tracker should keep that priority (as trailing emoji in the bullet text if you include one).
• Avoid duplicates: If a follow-up already exists in the Tracker for the same Jira ticket, flag it in the proposal table (Step 3) rather than creating a duplicate line in the note.
• Add context: If the meeting references a Jira ticket ID (e.g. PROJ-1234), pull its current status and assignee from the Tracker.

Extract action items from all content sources, skipping lines that are already captured as follow-ups (compare meaning, not only exact text):

1. Manual notes (between frontmatter --- and ## 🤖 AI Notes): Free-text action items (e.g. "- Talk to Alex about X"). Skip lines that are checkbox tasks (- [*] — any single character between brackets) when deduplicating, but note the vault may still contain legacy - [ ] lines from older runs.
2. [!gemini_todos] callout: Gemini's "Suggested Next Steps" — explicit action items.
3. [!gemini_notes] callout: Summary & Details — scan for implicit commitments ("will do X", "agreed to Y", "plans to Z").
4. Other provider callouts ([!otter_todos], etc.): Same treatment as Gemini.

Also extract:

• Existing plain bullets and checkbox lines in the follow-up section to avoid duplicates
• Participants: from frontmatter (to resolve assignees)
• Meeting date (from filename or created: frontmatter)

Step 2: Classify each action item

For each candidate action item (from manual notes, transcript todos, or implicit commitments in details), determine:

1. Owner: Who is responsible? See people-resolver for name matching and assignee rules.

2. Relevance: Score as high, medium, or skip:

   • High: Action is for the user, has a clear deliverable, or is time-sensitive.
   • Medium: Action is for someone else but the user should track it, or it's vague but potentially important.
   • Skip: Purely informational, already completed (based on date vs today), or not actionable.

3. Priority (for the proposal table only): Based on urgency and impact (see priorities in obsidian-tasks). When inserting bullets, you may end the line with a single priority emoji (🔺 ⏫ 🔼 🔽) as plain text — never as Tasks metadata.

4. Dates: Note due/start in the proposal table when helpful; do not put 📅 / 🛫 / ⏳ on inserted lines. If a date matters, write it in words in the bullet (e.g. "by 2026-03-26").

Step 3: Present proposals to the user — MANDATORY CONFIRMATION

⚠️ STOP HERE AND WAIT FOR USER CONFIRMATION. Never skip this step, even during /meeting wrap sequences. Do NOT write follow-ups to the file until the user explicitly approves.

Display a numbered table:

| # | Add? | Follow-up | Owner | Priority |
|---|------|-----------|-------|----------|
| 1 | ✅   | Talk with Alex about temp environments | Me | 🔼 |
| 2 | ✅   | Offload data lake work to Jane | Me | ⏫ |
| 3 | ⬜   | Confirm travel plans for Friday | [[@Sam Rivera]] | — |
| 4 | ⬜   | Verify production deploy completed | Me | 🔼 |

• Default ✅ for high-relevance items owned by the user.
• Default ⬜ for others' items or skippable ones.
• Let the user toggle by saying numbers (e.g. "1,3,4" or "all" or "none except 2").

Step 4: Insert confirmed follow-ups

Only proceed after the user has explicitly confirmed which items to include (Step 3).

Insert each confirmed item as one line:

- Clear, self-contained description (optional **bold**, `[[@Name]]`, optional trailing 🔼)

Do not use - [ ]. Placement depends on the note's template:

Daily Standup notes (Meetings/*/Scrum/YYYY-MM-DD.md)

These follow the Daily Standup template:

Yesterday
- ...
Today
- ...          ← INSERT FOLLOW-UPS HERE (append after existing Today items)
Blockers
- ...
---
Pending/Carry-over Backlog
- ...

Insert at the end of the "Today" section, just before the Blockers line. Use StrReplace targeting Blockers as the anchor.

Other meeting notes

Prefer a dedicated section heading if missing, e.g. ## Follow-ups, placed after the title / any manual notes and before ## 🤖 AI Notes. If a ## Follow-ups (or equivalent) section already exists, append there. If neither heading exists, append after the frontmatter closing --- and add ## Follow-ups first.

General rules

• Group by owner if multiple people are involved (optional sub-bullets under a short **[[@Name]]** line).
• Preserve existing content — always append, never overwrite.

Step 5: Mark as processed

After inserting, add a TodosExtracted: YYYY-MM-DDTHH:MM:SS±HH:MM frontmatter property to prevent re-processing. This is required — /meeting wrap pending relies on it to detect unprocessed meetings.

Step 6: Offer to commit

See /commit. Skip when called as part of a sequence (e.g. /meeting wrap).

Important Notes

• Always read the file before editing — frontmatter may have changed since your last read.
• Do NOT duplicate follow-ups that already exist in the note body (compare by description similarity).
• When in doubt about relevance, include it as ⬜ in Step 3 and let the user decide.
• If the meeting is old (>2 weeks), flag items that may already be completed and suggest skipping them.