Skill: jeffjhunter/ai-meeting-notes (version 1.0.3)

--- name: ai-meeting-notes version: 1.0.3 description: "Messy notes → Clear action items. Instantly. Paste any meeting notes, transcript, or text. Get summaries, action items with owners and deadlines. Auto-saved, searchable, with integrated to-do tracking. No bot. No subscription. No setup." author: Jeff J Hunter homepage: https://jeffjhunter.com tags: [meeting-notes, action-items, meeting-assistant, productivity, notes-to-tasks, meeting-summary, transcript, notetaker, follow-up, task-extraction, todo, task-tracker] --- # 📋 AI Meeting Notes **Messy notes → Clear action items. Instantly.** Paste any meeting notes, transcript, or text. Get a clean summary with action items, owners, and deadlines. No bot. No subscription. No setup. --- ## ⚠️ CRITICAL: RESPONSE FORMAT (READ FIRST) **When extracting meeting notes, you MUST respond with ALL of the following in ONE SINGLE MESSAGE:** ``` ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 [MEETING TITLE] — [YYYY-MM-DD] Duration: [X min] | Attendees: [Names] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SUMMARY [2-3 sentence overview] ⚡ ACTION ITEMS ([X] of [Total]) 1. [ ] @Owner: Task — Deadline 2. [ ] @Owner: Task — Deadline 3. [ ] @Owner: Task — Deadline 4. [ ] @Owner: Task — Deadline 5. [ ] @Owner: Task — Deadline [Show up to 10, note "(+X more in file)" if more exist] ✅ KEY DECISIONS • Decision 1 • Decision 2 📎 Saved: meeting-notes/YYYY-MM-DD_topic-name.md ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Add to your to-do list? • "all" — Add all [X] items • "1,2,4" — Add specific items • "none" — Skip ``` ### MANDATORY RULES | Rule | Requirement | |------|-------------| | **ONE response** | NEVER split into multiple messages. Display + file + to-do prompt in SINGLE response. | | **Filename format** | MUST be `YYYY-MM-DD_topic.md` — Date FIRST, always. Example: `2026-02-02_anne-call.md` | | **Action items numbered** | ALWAYS show numbered list (1, 2, 3...) in chat for easy selection | | **To-do prompt** | ALWAYS include the "Add to your to-do list?" prompt if action items exist | | **File attachment** | ALWAYS attach/save the full .md file | ### ❌ NEVER DO THIS - ❌ Send file first, then "Processing...", then "Done" (THREE messages) - ❌ Filename without date: `anne-call-notes.md` - ❌ Say "includes action items" without showing them - ❌ Skip the to-do list prompt - ❌ Ask user to request display separately ### ✅ ALWAYS DO THIS - ✅ ONE message with everything - ✅ Filename: `2026-02-02_anne-call.md` (date first) - ✅ Show numbered action items in chat - ✅ Include to-do prompt - ✅ Attach full file --- ## Why This Exists You have notes. They're messy. You need to figure out who's doing what by when. You could: - Spend 20 minutes organizing manually - Pay $240/year for Otter or Fireflies - Just... not follow up (again) Or paste your notes and get clean action items in 10 seconds. --- ## What It Does | Input | Output | |-------|--------| | Messy meeting notes | ✅ Clean summary | | Otter/Fireflies transcript | ✅ Action items with owners | | Voice memo transcription | ✅ Deadlines extracted | | Email thread | ✅ Decisions captured | | Slack conversation | ✅ Follow-ups identified | | Any unstructured text | ✅ Saved & searchable | --- ## File Storage System Every extraction is automatically saved for future reference. ### Folder Structure ``` meeting-notes/ ├── 2025-01-27_product-sync.md ├── 2025-01-28_client-call-acme.md ├── 2025-01-29_weekly-standup.md └── ... ``` ### Naming Convention ``` YYYY-MM-DD_meeting-topic.md ``` - Date first (sorts chronologically) - Lowercase, hyphens for spaces - Topic extracted from content or asked ### What Gets Saved Each file includes: - **Metadata**: Date, title, attendees, source - **Summary**: Quick overview - **Action Items**: With owners and deadlines - **Decisions**: What was agreed - **Open Questions**: Unresolved items - **Raw Notes**: Original input preserved ### Reference Previous Meetings Ask things like: - "What did we decide about the budget?" - "What action items does Sarah have?" - "Show me last week's meetings" - "Find meetings about Project X" - "What's still open from the client call?" --- ## To-Do List Tracker After extracting action items, you'll be asked which ones to track. ### Adding Items ``` ACTION ITEMS EXTRACTED (5 items): 1. [ ] @Sarah: Share mockups — Friday 2. [ ] @Mike: Call Acme Corp — Tomorrow 3. [ ] @John: Handle social campaigns 4. [ ] @Lisa: Coordinate with agency — Today 5. [ ] @Team: Resolve vendor situation ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Add to your to-do list? • "all" — Add all 5 items • "1,2,4" — Add specific items • "none" — Skip ``` ### Managing Your To-Dos | Command | What It Does | |---------|--------------| | "show todos" | Display full to-do list | | "todo check" | Daily review of status | | "done 3" or "completed 3" | Mark item #3 complete | | "remove 5" | Delete item #5 | | "add deadline to 3: Friday" | Set/update deadline | | "what's overdue?" | Show overdue items | | "Sarah's tasks" | Filter by owner | ### Daily Check Run "todo check" (or include in your daily routine) to see: ``` 📋 TO-DO CHECK — Jan 28, 2025 ⚠️ OVERDUE (1 item): #3 @Sarah: Send proposal — was due Jan 25 (3 days ago) 📅 DUE TODAY (2 items): #5 @Mike: Call Acme Corp #7 @Lisa: Follow up with vendor 📋 NO DEADLINE (2 items): #4 @John: Handle social campaigns #8 @Team: Review server costs Any updates? ("done 3,5" / "move 3 to Friday" / "remove 4") ``` ### To-Do File Location ``` todo.md ← Your active to-do list meeting-notes/ ← Saved meeting notes ``` --- ## How to Use **Just paste your notes and ask:** - "Extract action items from this..." - "Summarize this meeting..." - "What are the tasks from this..." - "Parse these notes..." That's it. No commands. No setup. Just paste and go. --- ## Output Formats Request any format: | Say | Get | |-----|-----| | *(default)* | Plain text | | "as markdown" | Markdown formatted | | "as a table" | Table format | | "as JSON" | Structured JSON | | "for Slack" | Copy-paste ready | | "for email" | Send to attendees | --- ## What Gets Extracted | Section | Description | |---------|-------------| | **Summary** | 2-3 sentence overview of the meeting | | **Action Items** | Tasks with owners and deadlines | | **Decisions** | What was agreed upon | | **Open Questions** | Unresolved items needing follow-up | | **Next Steps** | What happens after this meeting | --- <ai_instructions> ## For the AI: How to Extract and Save Meeting Notes **⚠️ FIRST: Review the CRITICAL RESPONSE FORMAT section above. Your response MUST follow that exact format.** When a user pastes meeting notes or asks you to extract action items, follow these instructions. ### Step 0: Pre-Flight Checklist Before responding, confirm you will: - [ ] Respond in ONE single message (not multiple) - [ ] Use filename format: `YYYY-MM-DD_topic.md` (date FIRST) - [ ] Display numbered action items in chat - [ ] Attach the full .md file - [ ] Include the to-do list prompt ### Step 1: Setup Check On first use, ensure the `meeting-notes/` folder exists in the workspace: - If it doesn't exist, create it - All meeting note files go here ### Step 2: Identify the Content Type Determine what kind of input you received: - Raw meeting notes (bullets, fragments, messy) - Transcript (speaker labels, timestamps) - VTT/SRT subtitle files (video captions with timestamps) - Otter.ai / Fireflies / Zoom transcript exports - Email thread (Re:, Fw:, signatures) - Chat export (usernames, timestamps) - Mixed/other unstructured text **Supported file formats:** - `.md`, `.txt` — Plain text/markdown - `.vtt`, `.srt` — Video caption files (common from Zoom, Teams, etc.) - Pasted text — Any format Adapt your extraction based on the format, but output should always be consistent. ### Step 3: Extract These Elements **ALWAYS extract:** 1. **Meeting Title/Topic** (for filename) - Extract from content if obvious - If unclear, ask: "What should I call this meeting?" - Use generic if needed: "meeting", "sync", "call" 2. **Date** - Extract from content if mentioned - If not mentioned, use today's date - Format: YYYY-MM-DD 3. **Summary** (2-3 sentences max) - What was this meeting about? - What was the main outcome? 4. **Action Items** (most important) - Format: `- [ ] @Owner: Task — Deadline` - If no owner mentioned: `- [ ] @Team: Task` - If no deadline mentioned: `- [ ] @Owner: Task — TBD` - Be specific about the task - Extract ALL action items, even implicit ones **EXTRACT IF PRESENT:** 5. **Decisions Made** - What was agreed upon? - What choices were finalized? 6. **Open Questions** - What wasn't resolved? - What needs more information? 7. **Next Steps** - When's the next meeting? - What happens after this? 8. **Attendees** (if detectable) - Who was mentioned? - Who spoke? ### Step 4: Save the File **⚠️ FILENAME FORMAT IS CRITICAL:** ``` YYYY-MM-DD_topic.md ``` **Examples:** | Meeting | Correct Filename | |---------|------------------| | Anne call on Feb 2, 2026 | `2026-02-02_anne-call.md` | | Product sync on Jan 27 | `2025-01-27_product-sync.md` | | Client call with Acme | `2025-01-27_client-call-acme.md` | | 1-on-1 with Sarah | `2025-01-27_1on1-sarah.md` | **❌ WRONG (never do these):** - `anne-call-notes.md` — Missing date prefix! - `meeting-notes-2026-02-02.md` — Date not first! - `2026-02-02-anne-call.md` — Use underscore after date, not hyphen! - `Anne Call Notes.md` — No spaces, no caps! **Validation checklist:** - [ ] Starts with `YYYY-MM-DD_` (date + underscore) - [ ] All lowercase - [ ] Hyphens for spaces in topic - [ ] No special characters - [ ] Ends with `.md` **CRITICAL — Encoding & Characters:** - Always use UTF-8 encoding - Use proper Unicode characters: `—` (em dash), `→` (arrow), `📅`, `✅`, `⚠️`, `❓` - Do NOT use ASCII approximations that render as garbled text - Test: If you see `â€"` or `ðŸ"…` in output, encoding is broken **File template:** ```markdown --- date: YYYY-MM-DD title: Meeting Title attendees: [Name1, Name2, Name3] source: pasted notes | transcript | email | chat --- # Meeting Title **Date:** YYYY-MM-DD **Attendees:** Name1, Name2, Name3 --- ## Summary [2-3 sentence overview] --- ## Action Items - [ ] **@Owner**: Task description — *Deadline* - [ ] **@Owner**: Task description — *Deadline* --- ## Decisions - Decision 1 - Decision 2 --- ## Open Questions - Question 1 - Question 2 --- ## Next Steps - Next meeting: [date/time if known] - [Other next steps] --- <details> <summary>📝 Raw Notes (click to expand)</summary> [Preserve the original input exactly as pasted] </details> ``` **After saving, ALWAYS do all three in ONE response:** 1. **Display condensed summary in chat** 2. **Attach the full .md file** 3. **Show to-do list prompt** **CRITICAL: All three must happen in a single response. User should never need to ask separately.** **Response format (display in chat):** ``` ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 [MEETING TITLE] — [Date] Duration: [X min] | Attendees: [Names...] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SUMMARY [2-3 sentence overview of the meeting] ⚡ CRITICAL ACTION ITEMS ([X] of [Total]) 1. [ ] @Owner: Task — Deadline 2. [ ] @Owner: Task — Deadline 3. [ ] @Owner: Task — Deadline 4. [ ] @Owner: Task — Deadline 5. [ ] @Owner: Task — Deadline ✅ KEY DECISIONS • Decision 1 • Decision 2 📎 Full notes attached: [filename.md] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Add to your to-do list? • "all" — Add all [X] items • "1,2,4" — Add specific items • "none" — Skip ``` **Smart truncation rules:** | Action Items | Display in Chat | In File | |--------------|-----------------|---------| | 1-10 items | Show all | All | | 11-20 items | Show top 10 + "(+X more in file)" | All | | 21+ items | Show top 10 critical + "(+X more in file)" | All | **Prioritize for chat display:** 1. Items with explicit deadlines (especially "today", "tomorrow", "ASAP") 2. Items marked critical/urgent in the notes 3. Items with clear owners 4. Remaining items by order of mention **File attachment is mandatory:** - Always attach the full .md file - File contains EVERYTHING (all action items, decisions, raw notes, etc.) - Chat display is the highlight reel, file is the complete record ### Step 5: To-Do List Management **File location:** `todo.md` in workspace root **To-do file format:** ```markdown # To-Do List Last updated: YYYY-MM-DD --- ## ⚠️ Overdue | # | Task | Owner | Due | Source | |---|------|-------|-----|--------| | 3 | Send proposal | @Sarah | Jan 25 | client-call.md | --- ## 📅 Due Today | # | Task | Owner | Source | |---|------|-------|--------| | 5 | Coordinate with agency | @Lisa | product-sync.md | --- ## 📆 This Week | # | Task | Owner | Due | Source | |---|------|-------|-----|--------| | 1 | Share mockups | @Sarah | Fri | product-sync.md | --- ## 📋 No Deadline | # | Task | Owner | Source | |---|------|-------|--------| | 4 | Handle social campaigns | @John | product-sync.md | --- ## ✅ Completed | # | Task | Owner | Completed | |---|------|-------|-----------| | 2 | Schedule meeting | @Sarah | Jan 26 | ``` **Adding items to to-do list:** When user responds to the prompt: - "all" → Add all extracted items - "1,3,5" → Add only those numbered items - "none" → Skip, don't add any For each added item: 1. Assign next available # (auto-increment) 2. Place in correct section based on deadline 3. Record source meeting file 4. Update "Last updated" date **Confirm after adding:** ``` ✅ Added 5 items to todo.md (#12-#16) #12 @Sarah: Share mockups — Friday #13 @Sarah: Update timeline — No deadline #14 @Lisa: Coordinate with agency — Today #15 @Mike: Call Acme Corp — Tomorrow #16 @Sarah: Post job listing — EOW View full list: "show todos" ``` **Handling to-do commands:** | User Says | Action | |-----------|--------| | "show todos" / "my todos" | Display full todo.md organized by section | | "todo check" / "check todos" | Run daily review (see below) | | "done 3" / "completed 3" / "finished 3" | Move #3 to Completed section with today's date | | "done 3,5,7" | Mark multiple as complete | | "remove 5" / "delete 5" | Remove item entirely from list | | "add deadline to 4: Friday" | Update item #4 with deadline, move to correct section | | "move 3 to Monday" | Update deadline | | "what's overdue?" | Show only Overdue section | | "due today" | Show only Due Today section | | "Sarah's tasks" / "@Sarah todos" | Filter all items where owner is Sarah | | "no deadline" | Show items without deadlines | **Daily check ("todo check"):** ``` 📋 TO-DO CHECK — [Today's Date] ⚠️ OVERDUE ([X] items): #3 @Sarah: Send proposal — was due Jan 25 (3 days ago) #7 @Mike: Review contract — was due Jan 26 (2 days ago) 📅 DUE TODAY ([X] items): #5 @Lisa: Coordinate with agency #9 @John: Send assets 📆 COMING UP ([X] items due this week): #12 @Sarah: Share mockups — Friday #15 @Mike: Call Acme — Tomorrow 📋 NO DEADLINE ([X] items): #4 @John: Handle social campaigns #8 @Team: Review server costs → Consider adding deadlines to these items ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Any updates? • "done 3,5" — Mark as complete • "move 3 to Friday" — Update deadline • "remove 4" — Delete item ``` **Section organization rules:** | Section | Criteria | |---------|----------| | ⚠️ Overdue | Due date is before today | | 📅 Due Today | Due date is today | | 📆 This Week | Due date is within 7 days | | 📋 No Deadline | No due date specified | | ✅ Completed | Marked as done | **When marking complete:** 1. Move item from current section to Completed 2. Add completion date 3. Keep the original # for reference 4. Confirm: "✅ Marked #3 complete" **When removing:** 1. Delete item entirely 2. Do NOT reuse the # (prevents confusion) 3. Confirm: "🗑️ Removed #5 from to-do list" ### Step 6: Handle Display Requests If user just wants to see the output (not save), show it in their requested format. If user wants both, save the file AND display the output. **Default behavior:** Save the file, offer to-do list prompt, then display summary. ### Step 7: Reference Previous Meetings When user asks about previous meetings: **"What did we decide about X?"** - Search `meeting-notes/` for relevant files - Look in Decisions sections - Return the decision with source file **"What action items does @Name have?"** - Search all files for `@Name` in Action Items - Return list with source files and dates **"Show me last week's meetings"** - List files from date range - Show title and summary for each **"Find meetings about X"** - Search filenames and content - Return matching files with relevant excerpts **Search approach:** 1. Check filenames first (fast) 2. Search content if needed 3. Return results with file references 4. Offer to show full details ### Step 8: Handle Edge Cases **If notes are very short:** - Still extract what you can - Still save the file - Note: "Brief meeting, limited details captured" **If no clear topic:** - Ask: "What should I call this meeting?" - Or use: `YYYY-MM-DD_meeting.md` **If date is ambiguous:** - Ask: "When was this meeting?" - Or use today's date with note **If multiple meetings in one paste:** - Ask: "This looks like multiple meetings. Should I separate them?" - Create separate files if confirmed **If it's not meeting notes:** - Still try to extract actionable items - Adjust filename: `YYYY-MM-DD_notes-topic.md` ### Step 9: Final Response Format **⚠️ THIS IS THE MOST IMPORTANT STEP. YOUR ENTIRE RESPONSE MUST BE ONE SINGLE MESSAGE.** **Complete response template (copy this structure exactly):** ``` ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 [MEETING TITLE] — [YYYY-MM-DD] Duration: [X min] | Attendees: [Names] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SUMMARY [2-3 sentence overview of the meeting] ⚡ ACTION ITEMS ([X] of [Total]) 1. [ ] @Owner: Task — Deadline 2. [ ] @Owner: Task — Deadline 3. [ ] @Owner: Task — Deadline 4. [ ] @Owner: Task — Deadline 5. [ ] @Owner: Task — Deadline (+[X] more in attached file) ✅ KEY DECISIONS • Decision 1 • Decision 2 📎 Saved: meeting-notes/YYYY-MM-DD_topic.md ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Add to your to-do list? • "all" — Add all [X] items • "1,2,4" — Add specific items • "none" — Skip ``` **Checklist before sending (ALL must be true):** - [ ] Is this ONE message? (not split into multiple) - [ ] Does filename start with `YYYY-MM-DD_`? - [ ] Are action items NUMBERED (1, 2, 3...)? - [ ] Is the to-do prompt included? - [ ] Is the file attached/saved? **If ANY checkbox is false, FIX IT before responding.** ### Tone - ONE response only (never send "Processing..." then "Done" separately) - Lead with summary and critical items - Be concise in chat, comprehensive in file - Always show the to-do list prompt if action items exist </ai_instructions> --- ## Customization (Optional) Want to customize the output? Create a `PREFERENCES.md` file: ```markdown # Meeting Notes Preferences ## Output Format default: markdown ## Always Include - [x] Summary - [x] Action Items - [x] Decisions - [ ] Open Questions - [ ] Attendees ## Action Item Format style: "[ ] @{owner}: {task} — {deadline}" ## Additional Instructions - Always bold owner names - Group by deadline if more than 5 items ``` If this file exists, the AI will follow your preferences. If not, smart defaults apply. --- ## Examples ### Input: Messy Notes ``` marketing sync 1/27 sarah - need to finalize the q1 campaign, she said friday budget discussion - mike thinks we need 50k, approved delay on product launch - 2 weeks, waiting for legal john will send assets by wed need to figure out vendor situation still next sync thursday 2pm ``` ### Output: Saved File **File:** `meeting-notes/2025-01-27_marketing-sync.md` ```markdown --- date: 2025-01-27 title: Marketing Sync attendees: [Sarah, Mike, John] source: pasted notes --- # Marketing Sync **Date:** 2025-01-27 **Attendees:** Sarah, Mike, John --- ## Summary Marketing sync covering Q1 campaign finalization, budget approval ($50k), and product launch timeline adjustments due to legal review. --- ## Action Items - [ ] **@Sarah**: Finalize Q1 campaign — *Friday* - [ ] **@John**: Send assets — *Wednesday* - [ ] **@Mike**: Confirm budget allocation ($50k approved) - [ ] **@Team**: Resolve vendor situation — *TBD* --- ## Decisions - Budget approved at $50k - Product launch delayed 2 weeks (waiting for legal) --- ## Open Questions - Vendor situation still unresolved --- ## Next Steps - Next sync: Thursday 2pm --- <details> <summary>📝 Raw Notes (click to expand)</summary> marketing sync 1/27 sarah - need to finalize the q1 campaign, she said friday budget discussion - mike thinks we need 50k, approved delay on product launch - 2 weeks, waiting for legal john will send assets by wed need to figure out vendor situation still next sync thursday 2pm </details> ``` ### Confirmation Message ``` ✅ Saved: meeting-notes/2025-01-27_marketing-sync.md SUMMARY Marketing sync covering Q1 campaign, budget approval, and launch delay. ACTION ITEMS - [ ] @Sarah: Finalize Q1 campaign — Friday - [ ] @John: Send assets — Wednesday - [ ] @Mike: Confirm budget allocation - [ ] @Team: Resolve vendor situation — TBD DECISIONS • Budget approved at $50k • Launch delayed 2 weeks Full details in saved file. ``` --- ## Referencing Previous Meetings ### "What action items does Sarah have?" ``` 📋 Sarah's Action Items (across all meetings) From 2025-01-27_marketing-sync.md: - [ ] Finalize Q1 campaign — Friday From 2025-01-25_product-planning.md: - [ ] Review design mockups — Monday - [x] Send timeline to team — Done 2 open items, 1 completed ``` ### "What did we decide about the budget?" ``` 📌 Decisions about "budget" found: 2025-01-27_marketing-sync.md: • Budget approved at $50k 2025-01-20_quarterly-planning.md: • Q1 budget set at $150k total • Marketing allocated $50k Want me to show the full context from either meeting? ``` ### "Show me last week's meetings" ``` 📅 Meetings from Jan 20-27, 2025: 1. 2025-01-27_marketing-sync.md Q1 campaign, budget approval, launch delay 2. 2025-01-25_product-planning.md Roadmap review, design decisions 3. 2025-01-23_client-call-acme.md Requirements review, timeline discussion 4. 2025-01-20_quarterly-planning.md Q1 priorities, budget allocation Want details on any of these? ``` --- ## Works With - **Otter.ai exports** — Paste the transcript - **Fireflies exports** — Paste the summary or transcript - **Zoom transcripts** — Paste the auto-generated notes - **Voice memos** — Use any transcription, paste the text - **Manual notes** — However messy, just paste - **Email threads** — Copy the chain, paste it - **Slack threads** — Export or copy, paste it Basically: If it's text, it works. --- ## Comparison | Feature | Otter.ai | Fireflies | This Skill | |---------|----------|-----------|------------| | Price | $20/mo | $18/mo | Free | | Requires bot in meeting | Yes | Yes | No | | Works with existing notes | No | No | Yes | | Setup time | 10+ min | 10+ min | 0 min | | Platform lock-in | Yes | Yes | No | --- ## FAQ **Q: Does this record my meetings?** No. This only processes text you paste. No recording, no bot, no audio. **Q: What if my notes are really messy?** That's the point. Paste them anyway. **Q: Can I use this with Otter/Fireflies transcripts?** Yes. Export or copy your transcript, paste it here. **Q: What about privacy?** Your notes are processed in the conversation. Nothing is stored or sent elsewhere. **Q: Can I customize the output?** Yes. Create a PREFERENCES.md file or just ask for a different format. --- *Built by Jeff J Hunter — https://jeffjhunter.com* *Part of the OpenClaw skills ecosystem. More at https://clawhub.org*

path: assets/PREFERENCES-template.md
content: # Meeting Notes Preferences

Optional customization file. If this exists in your workspace, the AI will follow these preferences.

---

## Output Format

Choose your default output format:

```
default: plain
```

Options: `plain`, `markdown`, `json`, `slack`, `email`

---

## Sections to Include

Check the sections you want in every extraction:

- [x] Summary
- [x] Action Items
- [x] Decisions
- [ ] Open Questions
- [ ] Attendees
- [ ] Next Steps

---

## Action Item Format

How should action items be formatted?

```
style: "[ ] @{owner}: {task} — {deadline}"
```

Alternative styles:
- `"- {task} ({owner}, due {deadline})"`
- `"• {owner} → {task} [{deadline}]"`
- `"TODO: {task} // @{owner} // {deadline}"`

---

## Owner Defaults

When no owner is specified:

```
default_owner: Team
```

Options: `Team`, `TBD`, `Unassigned`, or a specific name

---

## Deadline Handling

When no deadline is mentioned:

```
no_deadline_text: TBD
```

Options: `TBD`, `No deadline`, `ASAP`, `Unscheduled`

---

## Grouping

For meetings with many action items:

```
group_by: none
```

Options: `none`, `owner`, `deadline`, `priority`

---

## Additional Instructions

Add any specific instructions for your workflow:

```
- Bold owner names in markdown output
- Always include meeting date if mentioned
- Flag any items marked "urgent" or "ASAP"
- Use emoji indicators for Slack output
```

---

## Project-Specific Tags

If you want action items tagged for specific projects:

```
auto_tag: false
tag_format: "[{project}]"
```

---

*Delete any sections you don't need. The AI uses smart defaults for anything not specified.*


path: assets/TODO-template.md
content: # To-Do List

Last updated: [DATE]

---

## ⚠️ Overdue

| # | Task | Owner | Due | Source |
|---|------|-------|-----|--------|
| — | No overdue items | — | — | — |

---

## 📅 Due Today

| # | Task | Owner | Source |
|---|------|-------|--------|
| — | No items due today | — | — |

---

## 📆 This Week

| # | Task | Owner | Due | Source |
|---|------|-------|-----|--------|
| — | No items this week | — | — |

---

## 📋 No Deadline

| # | Task | Owner | Source |
|---|------|-------|--------|
| — | No items without deadlines | — | — |

---

## ✅ Completed

| # | Task | Owner | Completed |
|---|------|-------|-----------|
| — | No completed items yet | — | — |

---

## Quick Commands

- **"show todos"** — Display this list
- **"todo check"** — Daily review
- **"done #"** — Mark item complete
- **"remove #"** — Delete item
- **"add deadline to #: [date]"** — Set deadline
- **"@Name todos"** — Filter by owner
- **"what's overdue?"** — Show overdue only

---

*Part of AI Meeting Notes skill — https://jeffjhunter.com*


path: examples/input-messy-notes.md
content: # Example Input: Messy Meeting Notes

This is what real meeting notes look like. Messy, incomplete, scattered.

---

```
product sync 1/27 monday

attendees: sarah, mike, john, lisa (joined late)

- website redesign
  - sarah showing mockups friday, need feedback by monday
  - mike concerned about timeline
  - decided to push launch 2 weeks

- q1 marketing
  - budget approved! 50k
  - john handling social, needs assets from design team
  - lisa will coordinate with agency

- customer issue
  - enterprise client unhappy (acme corp)
  - mike talking to them tomorrow
  - might need to offer discount?? check with leadership

- hiring
  - still need senior dev
  - sarah posting job by EOW
  - john knows someone, will intro

random notes:
- server costs up 20% - need to look at this
- holiday party moved to 15th
- new coffee machine in break room (finally)

next meeting thursday 2pm
john out next week - vacation
```

---

This should extract to clean, organized action items with owners and deadlines.


path: examples/input-transcript.md
content: # Example Input: Meeting Transcript

This is what an Otter.ai or Fireflies export looks like.

---

```
Meeting Transcript
Date: January 27, 2025
Duration: 45 minutes

[00:00] Sarah: Okay, let's get started. Quick product sync. Mike, John, Lisa should be joining in a minute.

[00:15] Mike: I'm here. Lisa said she'd be a few minutes late.

[00:22] Sarah: No problem. Let's start with the website redesign. I've been working on the mockups and I should have them ready to show everyone by Friday. I'll need feedback by Monday so we can stay on track.

[00:45] Mike: Friday works. But I'm a bit concerned about the overall timeline. Are we still targeting the February launch?

[01:02] Sarah: That's actually what I wanted to discuss. I think we need to push the launch by two weeks. There's just too much to do and I don't want to rush it.

[01:18] Mike: Makes sense. I'd rather delay than launch something half-baked.

[01:25] John: Agreed. Two weeks is fine.

[01:30] Sarah: Okay, so we're all aligned on pushing the launch. I'll update the project timeline.

[02:15] Sarah: Next up, Q1 marketing. John, you had the budget conversation?

[02:22] John: Yeah, good news. Budget got approved. We have 50k to work with.

[02:30] Mike: Nice! That's more than we asked for.

[02:35] John: I know, right? So I'm going to handle the social media campaigns. But I need assets from the design team. Lisa, when she gets here, can you coordinate with the agency on the paid stuff?

[02:50] Lisa: Hey everyone, sorry I'm late. What did I miss?

[02:55] Sarah: We pushed the website launch two weeks, budget got approved at 50k. John needs you to coordinate with the agency on paid campaigns.

[03:10] Lisa: Got it. I'll reach out to them today.

[05:30] Mike: One more thing - we have an unhappy enterprise customer. Acme Corp. They're frustrated with the last update.

[05:45] Sarah: What's the issue?

[05:48] Mike: Performance problems on their end. I'm going to call them tomorrow to smooth things over. Might need to offer some kind of discount or credit, but I'll check with leadership first.

[06:15] Sarah: Keep us posted on that.

[08:00] Sarah: Last thing - hiring. We still need a senior dev. I'll post the job listing by end of week.

[08:12] John: Oh, I actually know someone who might be good. Former colleague. I'll make an intro.

[08:20] Sarah: Perfect, thanks John.

[08:30] Sarah: Alright, I think that's everything. Next sync Thursday at 2pm. Oh, and John, you're out next week right?

[08:40] John: Yeah, vacation. Back on the 5th.

[08:45] Sarah: Enjoy. See everyone Thursday.
```

---

Even with timestamps and speaker labels, this extracts the same way.


path: examples/output-example.md
content: # Example Output: Saved Meeting Notes

Both messy notes and transcripts get saved as clean, structured files.

---

## Saved File Example

**Location:** `meeting-notes/2025-01-27_product-sync.md`

```markdown
---
date: 2025-01-27
title: Product Sync
attendees: [Sarah, Mike, John, Lisa]
source: pasted notes
---

# Product Sync

**Date:** 2025-01-27
**Attendees:** Sarah, Mike, John, Lisa

---

## Summary

Product sync covering website redesign timeline (pushed 2 weeks), Q1 marketing budget approval ($50k), enterprise customer issue with Acme Corp, and senior dev hiring.

---

## Action Items

- [ ] **@Sarah**: Share website mockups — *Friday*
- [ ] **@Team**: Provide feedback on mockups — *Monday*
- [ ] **@Sarah**: Update project timeline with new launch date
- [ ] **@John**: Handle social media campaigns (needs design assets)
- [ ] **@Lisa**: Coordinate with agency on paid campaigns — *Today*
- [ ] **@Mike**: Call Acme Corp about performance issues — *Tomorrow*
- [ ] **@Mike**: Check with leadership about potential discount for Acme
- [ ] **@Sarah**: Post senior dev job listing — *End of week*
- [ ] **@John**: Intro former colleague for senior dev role

---

## Decisions

- Website launch pushed back 2 weeks
- Q1 marketing budget approved at $50k
- John will lead social campaigns, Lisa handles agency coordination

---

## Open Questions

- How to resolve Acme Corp issue — discount/credit TBD
- Need to review server costs (up 20%)

---

## Next Steps

- Next sync: Thursday 2pm
- Note: John out next week (vacation, back Feb 5)

---

<details>
<summary>📝 Raw Notes (click to expand)</summary>

product sync 1/27 monday

attendees: sarah, mike, john, lisa (joined late)

- website redesign
  - sarah showing mockups friday, need feedback by monday
  - mike concerned about timeline
  - decided to push launch 2 weeks

- q1 marketing
  - budget approved! 50k
  - john handling social, needs assets from design team
  - lisa will coordinate with agency

- customer issue
  - enterprise client unhappy (acme corp)
  - mike talking to them tomorrow
  - might need to offer discount?? check with leadership

- hiring
  - still need senior dev
  - sarah posting job by EOW
  - john knows someone, will intro

random notes:
- server costs up 20% - need to look at this
- holiday party moved to 15th
- new coffee machine in break room (finally)

next meeting thursday 2pm
john out next week - vacation

</details>
```

---

## Chat Display (What User Sees in One Response)

```
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 PRODUCT SYNC — Jan 27, 2025
Duration: ~45 min | Attendees: Sarah, Mike, John, Lisa
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SUMMARY
Product sync covering website redesign (delayed 2 weeks), Q1 budget 
approval ($50k), Acme Corp customer issue, and senior dev hiring.

⚡ CRITICAL ACTION ITEMS (5 of 9)
1. [ ] @Lisa: Coordinate with agency — Today
2. [ ] @Mike: Call Acme Corp — Tomorrow
3. [ ] @Sarah: Share mockups — Friday
4. [ ] @Sarah: Post job listing — EOW
5. [ ] @Team: Feedback on mockups — Monday

(+4 more in attached file)

✅ KEY DECISIONS
• Website launch delayed 2 weeks
• Budget approved at $50k

📎 Full notes attached: 2025-01-27_product-sync.md

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Add to your to-do list?
• "all" — Add all 9 items
• "1,2,4" — Add specific items
• "none" — Skip
```

**Key points:**
- Summary + Critical Items + Decisions displayed in chat
- Full .md file attached (contains everything)
- To-do list prompt included
- ALL IN ONE RESPONSE (user never has to ask separately)

---

## Slack-Ready Output

```
📋 Product Sync Recap (1/27)

Quick summary: Pushed website launch 2 weeks, got $50k marketing budget approved, dealing with unhappy enterprise customer, still hiring senior dev.

✅ Action Items:
• @Sarah — Mockups Friday, update timeline, post job EOW
• @John — Lead social campaigns, intro dev candidate
• @Lisa — Coordinate with agency today
• @Mike — Call Acme Corp tomorrow, check on discount option
• @Team — Feedback on mockups by Monday

📌 Decisions:
• Launch delayed 2 weeks (quality > speed)
• Budget approved: $50k for Q1

❓ Open:
• Acme Corp resolution pending
• Server costs need review

📅 Next sync: Thursday 2pm
Note: John OOO next week

💾 Full notes: meeting-notes/2025-01-27_product-sync.md
```

---

## JSON Output

```json
{
  "file": "meeting-notes/2025-01-27_product-sync.md",
  "meeting": {
    "date": "2025-01-27",
    "title": "Product Sync",
    "attendees": ["Sarah", "Mike", "John", "Lisa"]
  },
  "summary": "Product sync covering website redesign timeline...",
  "action_items": [
    {
      "owner": "Sarah",
      "task": "Share website mockups",
      "deadline": "Friday",
      "status": "pending"
    }
  ],
  "decisions": [
    "Website launch pushed back 2 weeks",
    "Q1 marketing budget approved at $50k"
  ],
  "open_questions": [
    "How to resolve Acme Corp issue"
  ],
  "next_meeting": "Thursday 2pm"
}
```

---

## Folder Structure After Multiple Meetings

```
todo.md                                  ← Active to-do list
meeting-notes/
├── 2025-01-20_quarterly-planning.md
├── 2025-01-23_client-call-acme.md
├── 2025-01-25_product-planning.md
├── 2025-01-27_product-sync.md
├── 2025-01-28_1on1-sarah.md
└── 2025-01-29_weekly-standup.md
```

All searchable. All referenced. Nothing lost.

---

## To-Do List Interaction

### After Meeting Notes Saved

```
✅ Saved: meeting-notes/2025-01-27_product-sync.md

ACTION ITEMS EXTRACTED (9 items):

1. [ ] @Sarah: Share website mockups — Friday
2. [ ] @Team: Provide feedback on mockups — Monday
3. [ ] @Sarah: Update project timeline
4. [ ] @John: Handle social media campaigns
5. [ ] @Lisa: Coordinate with agency — Today
6. [ ] @Mike: Call Acme Corp — Tomorrow
7. [ ] @Mike: Check with leadership about discount
8. [ ] @Sarah: Post senior dev job listing — EOW
9. [ ] @John: Intro former colleague for dev role

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Add to your to-do list?
• "all" — Add all 9 items
• "1,2,5,6" — Add specific items
• "none" — Skip
```

### User: "1,2,5,6"

```
✅ Added 4 items to todo.md (#1-#4)

#1 @Sarah: Share mockups — Friday
#2 @Team: Feedback on mockups — Monday
#3 @Lisa: Coordinate with agency — Today  
#4 @Mike: Call Acme Corp — Tomorrow

View full list: "show todos"
```

### User: "show todos"

```
📋 TO-DO LIST — Jan 27, 2025

⚠️ OVERDUE (0 items)
All caught up! 🎉

📅 DUE TODAY (1 item)
#3 @Lisa: Coordinate with agency
   Source: product-sync.md

📆 THIS WEEK (3 items)
#1 @Sarah: Share mockups — Fri
   Source: product-sync.md
#2 @Team: Feedback on mockups — Mon
   Source: product-sync.md
#4 @Mike: Call Acme Corp — Tomorrow
   Source: product-sync.md

📋 NO DEADLINE (0 items)
All items have deadlines! 👍

✅ COMPLETED (0 items)
Nothing completed yet.
```

### User: "done 3"

```
✅ Marked #3 complete

#3 @Lisa: Coordinate with agency — Done Jan 27

3 items remaining.
```

### User: "todo check" (Next Day)

```
📋 TO-DO CHECK — Jan 28, 2025

⚠️ OVERDUE (0 items)
All caught up! 🎉

📅 DUE TODAY (1 item)
#4 @Mike: Call Acme Corp

📆 COMING UP (2 items)
#1 @Sarah: Share mockups — Fri (2 days)
#2 @Team: Feedback on mockups — Mon (4 days)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Any updates?
• "done 4" — Mark as complete
• "move 1 to Monday" — Update deadline
• "remove 2" — Delete item
```

### User: "what's overdue?" (After Missing Deadline)

```
⚠️ OVERDUE ITEMS — Jan 30, 2025

#1 @Sarah: Share mockups — was due Fri (2 days ago)
   Source: product-sync.md

#4 @Mike: Call Acme Corp — was due Jan 28 (2 days ago)
   Source: product-sync.md

2 items overdue. Mark done or update deadlines?
```

### User: "Sarah's tasks"

```
📋 @SARAH'S TO-DOS

OVERDUE
#1 Share mockups — was due Fri

THIS WEEK
(none)

NO DEADLINE
(none)

COMPLETED
(none)

1 open item for Sarah.
```

---

*Same messy input. Clean, saved, tracked output. Every time.*


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (CRITICAL)