--- name: meeting-notes description: "Structured meeting note capture and action item extraction. Use when: (1) taking meeting notes, (2) starting a meeting, (3) processing raw meeting notes, (4) extracting action items. Triggers: meeting, notes, attendies, action items, follow up." compatibility: opencode --- # Meeting Notes Structured meeting note creation with action item tracking for Chiron system. ## Meeting Creation **When user says**: "Start meeting: X", "Meeting about X", "Take meeting notes for X" **Steps:** 1. **Determine meeting type** - Standup (daily/weekly sync) - 1:1 meeting - Workshop/brainstorm - Decision meeting 2. **Create meeting note using template** - Template: `_chiron/templates/meeting.md` - Location: Depends on context - Project-specific: `01-projects/[work|personal]/[project]/meetings/[topic]-YYYYMMDD.md` - Area-related: `02-areas/[area]/meetings/[topic]-YYYYMMDD.md` - General: `00-inbox/meetings/[topic]-YYYYMMDD.md` 3. **Fill in sections:** - Title, date, time, duration - Attendees (names and roles) - Agenda (if known in advance) - Notes (during or after) - Decisions made - Action items 4. **Create action item tasks** - Extract each action item - Create as tasks in note (Obsidian Tasks format) - Assign owners and due dates - Link to related projects/areas 5. **Link to context** - Link to project if meeting was about project - Link to area if about area - Link to related resources **Output format:** ```markdown --- title: "Meeting Title" date: 2026-01-27 time: "14:00-15:00" duration: "1 hour" location: [Zoom/Office/etc.] attendees: [Person 1, Person 2] type: [standup|1:1|workshop|decision] project: [[Project Name]] tags: [meeting, work] --- ## Attendees - [Name] - [Role] - [Organization] - [Name] - [Role] - [Organization] ## Agenda 1. [Item 1] 2. [Item 2] 3. [Item 3] ## Notes ### [Item 1] - [Key point 1] - [Key point 2] ### [Item 2] - [Key point 1] - [Key point 2] ## Decisions Made 1. [Decision 1] - [reasoning] 2. [Decision 2] - [reasoning] ## Action Items - [ ] [Action description] #meeting #todo 🔼 👤 @name 📅 YYYY-MM-DD - [ ] [Action description] #meeting #todo 🔼 👤 @self 📅 YYYY-MM-DD - [ ] [Action description] #meeting #todo 🔽 👤 @name 📅 YYYY-MM-DD ## Next Steps - [ ] Schedule follow-up meeting - [ ] Share notes with team ``` ## Processing Raw Notes **When user says**: "Process these meeting notes", "Clean up meeting notes", [provides raw text] **Steps:** 1. **Parse raw text for:** - Attendees (people mentioned) - Action items (next steps, to-dos, action points) - Decisions (agreed, decided, resolved) - Key topics/themes 2. **Structure into template** - Create meeting note with proper sections - Extract action items as tasks - Identify decisions made 3. **Link to context** - Detect mentions of projects/areas - Create wiki-links automatically - Add appropriate tags 4. **Confirm with user** - Show extracted structure - Ask for corrections - Finalize note **Example:** ``` User provides raw notes: "Met with John and Sarah about Q1 roadmap. Decided to prioritize feature A over B. John to talk to engineering. Sarah to create PRD. Next meeting next Tuesday." Action: Create meeting note: --- title: "Q1 Roadmap Discussion" attendees: [John, Sarah] type: decision --- ## Decisions Made 1. Prioritize feature A over B - Resource constraints ## Action Items - [ ] Talk to engineering about timeline #meeting #todo 🔼 👤 @john 📅 2026-02-03 - [ ] Create PRD for feature A #meeting #todo 🔼 👤 @sarah 📅 2026-02-05 ## Next Steps - [ ] Schedule follow-up next Tuesday Confirm: "Created meeting note with 2 action items assigned to John and Sarah." ``` ## Action Item Extraction **When user says**: "Extract action items", "What are the action items?", [shows meeting note] **Steps:** 1. **Read meeting note** 2. **Extract action items section** 3. **Parse each action item:** - Task description - Owner (@mention) - Due date (📅 date) - Priority (⏫/🔼/🔽) - Tags 4. **Present summary:** - Total action items - Grouped by owner - Highlight overdue items **Output format:** ```markdown ## Action Items Summary Total: 5 items ### Assigned to @john - [ ] Task 1 🔼 📅 2026-01-30 - [ ] Task 2 ⏫ 📅 2026-01-28 ### Assigned to @sarah - [ ] Task 3 🔼 📅 2026-02-05 ### Unassigned - [ ] Task 4 🔽 ### Overdue - [ ] Task 2 ⏫ 📅 2026-01-27 (DUE TODAY) ``` ## Meeting Follow-Up **When user says**: "Follow up on meeting", "Check action items", "What's outstanding from X meeting?" **Steps:** 1. **Find meeting note** (by title, date, or attendee) 2. **Check action items status** 3. **Generate follow-up note**: - Completed items - Incomplete items - Blockers or delays - Next actions **Output format:** ```markdown # Follow-Up: [Meeting Title] ## Completed Items ✅ - [x] Task 1 - Completed on 2026-01-26 - [x] Task 2 - Completed on 2026-01-27 ## Incomplete Items ⏭️ - [ ] Task 3 - Blocked: Waiting for approval - [ ] Task 4 - In progress ## Recommended Next Actions - [ ] Follow up with @john on Task 3 - [ ] Check Task 4 progress on Wednesday - [ ] Schedule next meeting ``` ## Meeting Types ### Standup **Duration**: 15-30 minutes **Purpose**: Sync, blockers, quick updates **Template variation**: Minimal notes, focus on blockers and today's plan ### 1:1 Meeting **Duration**: 30-60 minutes **Purpose**: In-depth discussion, problem-solving **Template variation**: Detailed notes, multiple action items ### Workshop/Brainstorm **Duration**: 1-3 hours **Purpose**: Idea generation, collaboration **Template variation**: Focus on ideas, themes, next steps (few action items) ### Decision Meeting **Duration**: 30-60 minutes **Purpose**: Make decisions on specific topics **Template variation**: Emphasize decisions, reasoning, action items ## Integration with Other Skills **Delegates to:** - `obsidian-management` - Create/update meeting notes - `task-management` - Extract action items as tasks - `chiron-core` - Link to projects/areas - `calendar-scheduling` - Schedule follow-up meetings - `quick-capture` - Quick capture mode during meetings **Delegation rules:** - File operations → `obsidian-management` - Task operations → `task-management` - PARA linkage → `chiron-core` - Calendar actions → `calendar-scheduling` ## Best Practices ### During Meeting - Focus on decisions and action items - Capture attendees and roles - Note dates/times for reference - Link to relevant projects immediately ### After Meeting - Extract action items within 24 hours - Share notes with attendees - Schedule follow-ups if needed - Link note to daily note (tagged with #meeting) ### Action Items - Be specific (not vague like "follow up") - Assign owners clearly (@mention) - Set realistic due dates - Set appropriate priorities - Link to related work ## File Naming **Pattern:** `[topic]-YYYYMMDD.md` **Examples:** - `product-roadmap-20260127.md` - `standup-team-20260127.md` - `feature-planning-20260127.md` - `decision-budget-20260127.md` ## Template Variables **Replace in `_chiron/templates/meeting.md`:** | Variable | Replacement | |----------|-------------| | `{{title}}` | Meeting title | | `{{date}}` | Meeting date (YYYY-MM-DD) | | `{{time}}` | Meeting time (HH:mm) | | `{{attendees}}` | Attendee list | | `{{type}}` | Meeting type | | `{{project}}` | Linked project | ## Error Handling ### Ambiguous Attendees 1. Ask for clarification 2. Offer to use generic names (e.g., "Team", "Design Team") 3. Note that owner is unclear ### No Action Items 1. Confirm with user 2. Ask: "Any action items from this meeting?" 3. If no, note as informational only ### Duplicate Meeting Notes 1. Search for similar meetings 2. Ask user: "Merge or create new?" 3. If merge, combine information appropriately ## Quick Reference | Action | Command Pattern | |--------|-----------------| | Start meeting | "Meeting: [topic]" or "Start meeting: [title]" | | Process notes | "Process meeting notes: [raw text]" | | Extract actions | "Extract action items from meeting" | | Follow up | "Follow up on meeting: [title]" or "Check action items" | | Find meeting | "Find meeting about [topic]" | ## Resources - `references/meeting-formats.md` - Different meeting type templates - `references/action-item-extraction.md` - Patterns for detecting action items **Load references when:** - Customizing meeting templates - Processing raw meeting notes - Troubleshooting extraction issues