Files
AGENTS/skills/meeting-notes/SKILL.md

8.4 KiB

name, description, compatibility
name description compatibility
meeting-notes 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. 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:

---
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:

## 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:

# 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