Meeting Notes Formatter

Meeting Notes Formatter

Transform raw, unstructured meeting notes into clean, professional documents. Automatically detects sections, extracts action items, parses attendees, and exports to Markdown or PDF.

Quick Start

from scripts.notes_formatter import MeetingNotesFormatter

# Format raw notes
raw_notes = """
Project sync Jan 15
Attendees: John, Sarah, Mike

Discussed Q1 roadmap
- Feature A is priority
- Feature B pushed to Q2
Sarah to send updated timeline by Friday
Mike will review budget

Next meeting Jan 22
"""

formatter = MeetingNotesFormatter(raw_notes)
formatter.format()
formatter.save("meeting_notes.md")

# Or save as PDF
formatter.save("meeting_notes.pdf")

Features

• Auto-Detection: Identifies title, attendees, sections, action items
• Action Item Extraction: Pulls out tasks with owners and due dates
• Attendee Parsing: Extracts participant list from various formats
• Section Organization: Groups content into logical sections
• Output Formats: Markdown, PDF
• Templates: Structured output with consistent formatting

API Reference

Initialization

# From string
formatter = MeetingNotesFormatter(raw_notes_string)

# From file
formatter = MeetingNotesFormatter.from_file("notes.txt")

Formatting

# Auto-format (detects structure)
formatter.format()

# With manual overrides
formatter.set_title("Weekly Standup")
formatter.set_date("2024-01-15")
formatter.set_attendees(["John Smith", "Sarah Jones"])
formatter.format()

Manual Configuration

# Set meeting metadata
formatter.set_title("Project Review Meeting")
formatter.set_date("January 15, 2024")
formatter.set_time("2:00 PM - 3:00 PM")
formatter.set_location("Conference Room A")

# Set attendees
formatter.set_attendees(["John Smith", "Sarah Jones", "Mike Wilson"])

# Add sections manually
formatter.add_section("Discussion", [
    "Reviewed Q1 roadmap",
    "Discussed resource allocation",
    "Agreed on priorities"
])

# Add action items
formatter.add_action_item("Send timeline update", owner="Sarah", due="Friday")
formatter.add_action_item("Review budget proposal", owner="Mike")

Output

# Get formatted markdown
markdown = formatter.to_markdown()

# Save to file
formatter.save("notes.md")      # Markdown
formatter.save("notes.pdf")     # PDF

# Get structured data
data = formatter.to_dict()

Auto-Detection Features

Title Detection

Identifies meeting title from:

• First line if short and descriptive
• Lines containing "meeting", "sync", "standup", "review"
• Date patterns at start of notes

Attendee Detection

Extracts attendees from:

• "Attendees: John, Sarah, Mike"
• "Present: John Smith, Sarah Jones"
• "Participants: @john @sarah @mike"
• Lists following attendee keywords

Action Item Detection

Identifies tasks from:

• "ACTION: Send report"
• "TODO: Review document"
• "[John] to send update"
• "Sarah will review by Friday"
• Lines with owner/assignee patterns

Date Detection

Extracts dates from:

• "January 15, 2024"
• "2024-01-15"
• "01/15/2024"
• "Jan 15"

Output Formats

Markdown Output

# Weekly Project Sync

**Date:** January 15, 2024
**Time:** 2:00 PM - 3:00 PM
**Attendees:** John Smith, Sarah Jones, Mike Wilson

---

## Discussion

- Reviewed Q1 roadmap progress
- Feature A is on track for release
- Feature B moved to Q2 due to resource constraints

## Decisions

- Prioritize performance improvements
- Delay new feature development until Q2

## Action Items

| Task | Owner | Due Date |
|------|-------|----------|
| Send updated timeline | Sarah | Jan 19 |
| Review budget proposal | Mike | Jan 22 |
| Schedule follow-up | John | Jan 16 |

---

**Next Meeting:** January 22, 2024

PDF Output

Professional formatted PDF with:

• Clean typography
• Organized sections
• Action item table
• Header with meeting details

CLI Usage

# Format notes file
python notes_formatter.py --input raw_notes.txt --output formatted.md

# Output as PDF
python notes_formatter.py --input notes.txt --output notes.pdf

# With manual metadata
python notes_formatter.py --input notes.txt \
    --title "Weekly Standup" \
    --date "Jan 15, 2024" \
    --output standup.md

CLI Arguments

Examples

Raw Notes Input

Team standup 1/15

john sarah mike present

Updates:
- John: finished API integration
- Sarah: working on frontend
- Mike: reviewing PRs

Blockers:
Sarah blocked on design specs
need mike to review sarah's PR

action items:
john to deploy to staging today
sarah follow up with design team
mike review PR by EOD

next standup wednesday

Formatted Output

# Team Standup

**Date:** January 15, 2024
**Attendees:** John, Sarah, Mike

---

## Updates

- **John:** Finished API integration
- **Sarah:** Working on frontend
- **Mike:** Reviewing PRs

## Blockers

- Sarah blocked on design specs
- Need Mike to review Sarah's PR

## Action Items

| Task | Owner | Due |
|------|-------|-----|
| Deploy to staging | John | Today |
| Follow up with design team | Sarah | - |
| Review PR | Mike | EOD |

---

**Next Meeting:** Wednesday

Project Review Notes

notes = """
Q4 Review - Dec 15

Present: Leadership team, Product, Engineering

Revenue exceeded targets by 12%
Customer satisfaction at 94%
Engineering delivered 15 of 18 planned features

Challenges:
- Hiring slower than expected
- Two key features delayed

2024 Planning:
Q1 focus on performance
Q2 new product launch
Need budget approval for new hires

Actions:
CEO to approve headcount by Dec 20
VP Eng to present technical roadmap
Product to finalize Q1 priorities
"""

formatter = MeetingNotesFormatter(notes)
formatter.format()
formatter.save("q4_review.pdf")

Templates

Standard (Default)

• Title and metadata header
• Sections with bullet points
• Action items table
• Next meeting footer

Minimal

• Simple markdown
• No tables
• Compact format

Detailed

• Full metadata
• Timestamps
• Expanded sections
• Decision log

Dependencies

reportlab>=4.0.0
python-dateutil>=2.8.0

Limitations

• English language only
• Best with structured raw notes
• May miss context in very informal notes
• PDF styling is basic