assistant-skills/meeting-notes/SKILL.md

2.7 KiB

name description version
meeting-notes 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. 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.

After creating the meeting note, link it in the corresponding daily note (~/notes/dn_YYMMDD.md) under the ## meetings section:

## 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.

# 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/...]].