Note Taking

note-taking

Unified note management skill with semantic structure (observation categories, entity types, relation types) that transforms flat notes into a connected knowledge graph inside Obsidian.

Semantic Features

• Observation Categories (10 types): fact, idea, decision, technique, requirement, question, insight, problem, solution, action
• Entity Types (12 types): concept, decision, reference, meeting, idea, note, belief, frame, lesson, model, goal, plan
• Relation Types (10 types): part_of, supports, contradicts, evolved_from, informs, blocks, inspired_by, relates_to, originated_with, follows
• Dedup Check: Detects similar notes before creating duplicates
• Action Extraction: Automatically creates tasks from [action] observations
• Multi-Theme Splitting: Braindumps with distinct themes can split into separate notes

Note Substantiality Rules

Thresholds for determining if a note warrants a standalone page:

Minimum thresholds:

• Word count: >= 50 words (excluding frontmatter)
• Observations: >= 3 structured observations
• Logic: Note must meet BOTH thresholds to be substantial

Special cases:

• Notes with only [action] observations → Treat as task list (extract only)
• Notes with project: [name] → Always substantial (project context)

Detection triggers:

• If word_count < 50 AND observation_count < 3 → Flag as insubstantial
• Prompt user for routing decision during distribution

Workflow Routing

Examples

Example 1: Capture raw thoughts with braindump

User: "braindump"
-> Invokes braindump workflow
-> Collects stream-of-consciousness input
-> Analyzes for themes, insights, action items
-> Domain Detection (Step 4a):
   - Scores content against all domains (PALBuilder, LifeOS, Studio, etc.)
   - Uses patterns defined in DOMAINS_REGISTRY.md (see templates/note_schema.md)
   - Confidence threshold: >= 60% triggers suggestion
-> If LifeOS detected: also runs category detection (beliefs, goals, etc.)
-> If non-LifeOS domain: sets domain, category = notes
-> If multiple domains match (>= 70%): asks user to choose
-> If no match: presents domain selection menu
-> Saves to Inbox/Notes/topic-DD-MM-YYYY.md
-> Next: distribute_notes to route to correct domain

Example 2: Process raw notes in inbox

User: "Process my inbox notes"
-> Invokes process_notes workflow
-> Scans Inbox/Notes/ for .md files without YAML frontmatter
-> Prompts user for domain, project, category assignment
-> Adds standardized YAML frontmatter
-> Notes ready for distribution

Example 2: Distribute processed notes to domains

User: "Distribute my notes to their domains"
-> Invokes distribute_notes workflow
-> Scans Inbox/Notes/ for notes with status: ready
-> Moves each note to domains/[domain]/02_PAGES/
-> Adds reference link to PROJECT_*.md if project field set
-> Leaves notes without frontmatter in place

Example 3: Ingest a PDF document

User: "Ingest the PDF in my ports folder"
-> Invokes ingest_longform workflow
-> Scans ports/In/ for PDF, DOCX, TXT files
-> Converts content to structured markdown
-> AI generates summary and key ideas
-> Adds YAML frontmatter with source metadata
-> Outputs to Inbox/Notes/ ready for processing

Example 4: Save a URL with insights

User: "save this link: https://example.com/article"
-> Invokes url_dump workflow
-> Fetches URL content via WebFetch
-> Detects content type (article vs tool)
-> Extracts key insights and summary
-> Auto-detects category (research, reference, etc.)
-> Saves to Inbox/Notes/article-title-16-02-2026.md
-> If tool detected: includes evaluation checklist
-> Next: distribute_notes to move to domain

Example 5: Export life summary report

User: "export life summary"
-> Invokes export_life_summary workflow
-> Reads all 7 LifeOS files (mission, beliefs, frames, models, learned, goals, projects)
-> Generates structured summary report
-> Outputs to domains/LifeOS/03_OUTPUT/life_summary_YYYY-MM-DD.md
-> Logs export to 04_SESSIONS/UPDATES.md

Quick Reference

Folder Locations:

• Raw notes: Inbox/Notes/
• Document input: ports/In/
• Processed notes destination: domains/[domain]/02_PAGES/
• Project updates: domains/[domain]/01_PROJECTS/

Full Documentation:

• Note Schema: templates/note_schema.md