meeting-todos

Meeting → To-Do Extractor

After a meeting, pull action items from the transcript or notes and update your to-do file.

Trigger

/meeting-todos — optionally followed by a meeting title or date, e.g.:

• /meeting-todos → uses the most recent meeting note
• /meeting-todos 2026-04-09 → finds meeting from that date
• /meeting-todos Team Sync → finds meeting matching that title

First-run config

On first invocation, look for [VAULT]/.meeting-todos-prefs.md. If it doesn't exist, ask the user:

1. Meeting notes folder: Where do meeting notes live? (default: Meeting Notes/)
2. To-do file path: Where should action items go? (e.g. TODO.md, tasks.md, Home/To-do.md)
3. Meeting source integration (optional): Do you have a meeting notes integration like Granola, Otter, or Gemini Notes saving to a Google Doc? If yes, what's the source folder or doc path? If no, skip — just read meeting notes from the local folder.

Save preferences to [VAULT]/.meeting-todos-prefs.md as a single markdown file with frontmatter. Don't ask again on future runs.

Step 1 — Find the meeting note

Check the configured meeting_folder (or any team meeting folder if set) for the most recent (or matching) meeting note.

If the user specified a date or title, find the matching file. If no argument, use the most recently modified file.

Tell the user which file you found before proceeding.

Step 2 — Read the meeting

Read the full meeting note. It may contain:

• A Notes or Summary section (structured — prioritize this)
• A Transcript section (raw — extract from this if no summary)

Step 3 — Extract action items

From the content, identify:

Your tasks — anything where:

• You were directly assigned ("You will...", "I'll...", your name + action)
• You volunteered ("I'm thinking...", "let me...")
• It requires your decision or follow-up ("we need to define X" where you're the one with context)
• You said you'd research or provide something

Others' tasks — anything assigned to someone else — list these separately for visibility but DO NOT add to your to-do.

Decisions pending — anything that was left unresolved and needs a meeting or decision soon.

Step 4 — Confirm before writing

Show the user a preview:

## From: [Meeting Name] — [Date]

### Your action items (going to to-do):
- [ ] [task 1]
- [ ] [task 2]

### Others' tasks (not going to to-do — just FYI):
- [Name]: [task]

### Open questions / decisions pending:
- [item]

Shall I add these to your to-do? (yes/no, or edit first)

Wait for confirmation before writing.

Step 5 — Update the to-do file

Use the todo_path from prefs.

Rules:

• Read the file first to understand current structure
• Add a new section or append to the most relevant existing section
• Use this format for the new items:

## From [Meeting Name] — [Date]

- [ ] [task 1]
- [ ] [task 2]

Place it after any "Urgent / Active" section if the tasks are urgent, or at the bottom if they're not.

• Do NOT duplicate tasks already in the file
• Do NOT delete or reorder existing tasks
• Update the updated: field in frontmatter to today's date if it exists

Step 6 — Save meeting summary (optional)

If the meeting note did NOT already have a structured summary, offer to add one at the top of the meeting file (above the Transcript section):

## Summary

**Date:** [date]
**Attendees:** [names]
**Key decisions:** [bullet points]
**Your action items:** [bullet points]
**Others' action items:** [bullet points]
**Next steps:** [bullet points]

Ask the user before writing.

Rules

• Always confirm before writing to to-do
• Transcripts in any language are fine — extract in the language of the meeting, or match the user's preference
• Be specific: write "Research response time benchmarks for X market" not "Do research"
• Include context in the task where helpful: "Discuss referral API payload with [Name] (what data to send when partner can't take event)"
• If a meeting had no clear action items, say so — don't invent tasks
• NEVER fail silently. If the meeting file doesn't exist or can't be read, tell the user immediately

Optional integrations

• Google Workspace MCP: if installed, you can pull from Google Docs (e.g., Gemini Notes auto-saved meeting transcripts). The skill will detect the MCP and offer the option.
• Granola: if Granola is installed and saves to a local folder, set that as your meeting_folder in prefs.
• Otter, Fireflies, Read.ai, etc.: any meeting-transcription tool that exports markdown to a folder works the same way.