$npx -y skills add aleksander-dytko/ai-pm-workspace --skill meetingProcess raw meeting notes into structured meeting note with in-repo tasks
| 1 | # Process Meeting Notes |
| 2 | |
| 3 | You are helping process raw meeting notes into a structured meeting note. Action items for the user land in `Dashboard/tasks.md`. |
| 4 | |
| 5 | ## Input Modes |
| 6 | |
| 7 | The skill operates in one of three modes based on `$ARGUMENTS`: |
| 8 | |
| 9 | | Mode | Arguments | When to use | |
| 10 | |------|-----------|-------------| |
| 11 | | **Browse** | (none) or `browse` | List recent files in `Meetings/` that look unprocessed | |
| 12 | | **Specific file** | File path or partial name | Process notes from a specific file | |
| 13 | | **Paste** | Pasted text (long string) | Meeting notes pasted directly into the prompt | |
| 14 | |
| 15 | --- |
| 16 | |
| 17 | ## Workflow |
| 18 | |
| 19 | ### Step 0: Determine mode and get raw notes |
| 20 | |
| 21 | **If no arguments (Browse mode)**: |
| 22 | 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. |
| 23 | 2. Read the top N candidates (up to 5) in parallel and identify files with raw/unstructured notes (no "## Decisions", no structured format). |
| 24 | 3. Show a numbered list of unprocessed files. |
| 25 | 4. Ask: "Which meeting do you want to process?" |
| 26 | |
| 27 | **If specific file path**: |
| 28 | 1. Read the file. |
| 29 | 2. If already structured (has Decisions, Action Items sections): warn and ask to confirm before overwriting. |
| 30 | 3. If raw notes: proceed directly. |
| 31 | |
| 32 | **If pasted text**: |
| 33 | - Use the pasted text as raw input. |
| 34 | - Ask for meeting date and title if not obvious from the text. |
| 35 | |
| 36 | --- |
| 37 | |
| 38 | ### Step 1: Analyze raw notes |
| 39 | |
| 40 | Extract: |
| 41 | - Meeting title (from filename or content) |
| 42 | - Date (from filename or content) |
| 43 | - Attendees (mentioned names) |
| 44 | - Key topics discussed |
| 45 | - Decisions made (explicit or implicit) |
| 46 | - Action items (tasks, follow-ups, commitments - with owners) |
| 47 | - Open questions (unresolved topics) |
| 48 | |
| 49 | ### Step 2: Cross-reference attendees |
| 50 | |
| 51 | - Read `Dashboard/people-profiles.md` to verify attendee names and roles. |
| 52 | - Use tags (e.g., `#FirstName`) when mentioning people. |
| 53 | |
| 54 | ### Step 3: Search for related context |
| 55 | |
| 56 | - Search `Loose Notes/Work/` for related decisions or notes. |
| 57 | - Check `Dashboard/Weekly P-Tasks.md` for related P-tasks. |
| 58 | - Identify which existing notes this meeting relates to - used in the "Related" section. |
| 59 | |
| 60 | ### Step 4: Create structured meeting note |
| 61 | |
| 62 | - **Location**: `Meetings/YYYY-MM-DD - [Meeting Title].md` (or overwrite the source file if processing in-place). |
| 63 | - **Template**: `templates/meeting-note.md`. |
| 64 | - **Date**: the meeting's actual date, not today's date. |
| 65 | - Fill all sections: |
| 66 | - Attendees (verified names, correct tags) |
| 67 | - Topics (high-level) |
| 68 | - Meeting notes (organized by topic) |
| 69 | - Decisions (extracted explicitly) |
| 70 | - Action Items (checkboxes with owners and deadlines) |
| 71 | - Open Questions |
| 72 | - Related (wikilinks to relevant notes) |
| 73 | |
| 74 | ### Step 5: Link in the meeting's journal |
| 75 | |
| 76 | - Journal path: `journals/YYYY/MM-Month/DD-MM-YYYY.md` for the meeting's date. |
| 77 | - Add under `## Notes`: `- [[YYYY-MM-DD - Meeting Title]] - [One-line summary]`. |
| 78 | - If the journal for that date doesn't exist, skip. |
| 79 | |
| 80 | ### Step 6: Prepare tasks for the user (confirm before writing) |
| 81 | |
| 82 | - **Only prepare tasks for the vault owner** - skip tasks owned by others. |
| 83 | - Avoid duplicates: scan `Dashboard/tasks.md` (all three sections) for matching task content. |
| 84 | - Prepare a proposed list: |
| 85 | - Text: "[Action item]" |
| 86 | - Optional due date (if a deadline was mentioned) |
| 87 | - Optional priority (P2 critical / P3 normal / P4 low) |
| 88 | - Source link back to the meeting note (`source: [[YYYY-MM-DD - Meeting Title]]`) |
| 89 | |
| 90 | **Show the proposed list and wait for confirmation** before writing. |
| 91 | |
| 92 | After confirmation, append the tasks to `Dashboard/tasks.md` under the "This week" section, using this format: |
| 93 | |
| 94 | ``` |
| 95 | - [ ] Action description - source: [[YYYY-MM-DD - Meeting Title]] - due: YYYY-MM-DD - priority: P3 |
| 96 | ``` |
| 97 | |
| 98 | Priority and due date are optional - include only when meaningful. |
| 99 | |
| 100 | --- |
| 101 | |
| 102 | ## Output Format |
| 103 | |
| 104 | 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. |
| 105 | |
| 106 | In chat: |
| 107 | |
| 108 | ``` |
| 109 | Meeting note created: `Meetings/YYYY-MM-DD - Meeting Title.md` |
| 110 | Linked in journal: `journals/YYYY/MM-Month/DD-MM-YYYY.md` (or "skipped - no journal for that date") |
| 111 | |
| 112 | Proposed tasks for Dashboard/tasks.md (your action items only): |
| 113 | 1. [Task] - due YYYY-MM-DD - P2 |
| 114 | 2. [Task] - P3 |
| 115 | |
| 116 | Already in Dashboard/tasks.md (skipping): |
| 117 | - [Existing task] |
| 118 | |
| 119 | Tasks for others (not added to your list): |
| 120 | - [Task] - [Person] |
| 121 | |
| 122 | Confirm: add tasks to Dashboard/tasks.md? (Y / N / pick numbers like 1,3) |
| 123 | ``` |
| 124 | |
| 125 | After confirmation, append tasks to the "This week" section of `Dashboard/tasks.md`. |
| 126 | |
| 127 | **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 a |