diff --git a/_skill-index.md b/_skill-index.md index e4be09d..1599e92 100644 --- a/_skill-index.md +++ b/_skill-index.md @@ -25,6 +25,7 @@ description: Master index of all skills in your robot assistant system. Your ass | "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** | | "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** | | "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "check SE validation stage," "update technical validation" | **update-salesforce-tech-validation** | +| "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note" | **meeting-notes** | --- @@ -108,6 +109,12 @@ description: Master index of all skills in your robot assistant system. Your ass **File:** `skills/update-salesforce-tech-validation/SKILL.md` **Dependencies:** Chrome browser with active Salesforce session (Okta SSO) +### Meeting Notes +**Purpose:** Create and update meeting notes in `mt/` with the `YYMMDD-account-description.md` naming convention, and link them in the corresponding daily note under the meetings section. +**Triggers:** "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note" +**File:** `skills/meeting-notes/SKILL.md` +**Dependencies:** None + --- ## Adding New Skills diff --git a/meeting-notes/SKILL.md b/meeting-notes/SKILL.md new file mode 100644 index 0000000..58f7583 --- /dev/null +++ b/meeting-notes/SKILL.md @@ -0,0 +1,77 @@ +--- +name: meeting-notes +description: This skill should be used when the user asks to "create a meeting note," "make meeting notes," "set up a meeting note," "add a meeting to my daily note," or any request to create or update notes for an upcoming or past meeting. +version: 1.0.0 +--- + +# Meeting Notes + +Create and update meeting notes in the user's notes system. Meeting notes are individual markdown files linked from daily notes. + +## File Locations + +- **Meeting notes:** `~/notes/mt/` +- **Daily notes:** `~/notes/dn_YYMMDD.md` + +## Naming Convention + +Meeting note files use the format: + +``` +mt/YYMMDD-account-description.md +``` + +- `YYMMDD`: date of the meeting (two-digit year, zero-padded month and day) +- `account-description`: the account name or general topic, lowercase, hyphen-delimited +- Example: `260414-tdcj-demo.md`, `260209-berlick-1on1.md` + +If the user mentions a specific account that has an existing note in `~/notes/`, check if the account note has a wikilink to the meeting note under a meeting section. If so, also add a reverse link from the meeting note back to the account note. + +## Daily Note Link + +After creating the meeting note, link it in the corresponding daily note (`~/notes/dn_YYMMDD.md`) under the `## meetings` section: + +```markdown +## meetings +- [[mt/YYMMDD-account-description|Display Name]] +``` + +Use the meeting note's heading (usually `# Meeting Title`) as the display name. If the daily note does not exist yet, create it following the daily note template (see existing `dn_*.md` files for the format). + +## Meeting Note Template + +Use this structure when creating a new meeting note. Only include sections that have content. + +```markdown +# Meeting Title + +**Date:** YYYY-MM-DD +**Attendees:** (comma-separated list of people) + +## Agenda / Demo Flow / Topics +- (list of topics, agenda items, or demo flow steps) + +## Notes +- (key points, decisions, takeaways) + +## Next Steps +- [ ] (action items with owners if known) +``` + +Sections should be tailored to the meeting type: +- **Demos:** use "Demo Flow" instead of "Agenda" +- **1:1s:** use a simpler structure with key discussion points +- **Planning calls:** include "Planning Notes" and "Next Steps" +- **General meetings:** use "Agenda" and "Notes" + +## Updating Existing Meeting Notes + +If the user asks to update a meeting note that already exists: +1. Find it in `~/notes/mt/` by date and/or account name +2. Read the existing content +3. Append new information or edit existing sections as requested +4. Do not remove existing content unless explicitly asked + +## Finding Meeting Notes + +When the user references a meeting by account name or topic, search `~/notes/mt/` for matching files. You can also search account notes (e.g., `~/notes/NISD Northside ISD.md`) for wikilinks to meeting notes in the format `[[mt/...]]`.