Process Meeting Transcript

Overview

Process raw meeting transcripts into well-structured Obsidian notes with YAML frontmatter, extracted action items, meeting summary, and properly formatted transcript sections.

When to Use This Skill

Use this skill when:

• User provides a raw meeting transcript (typically from Granola)
• User asks to "process a meeting transcript" or "format meeting notes"
• User points to a file containing an unprocessed transcript
• User pastes transcript content directly into the conversation

Workflow

Step 1: Read the Transcript

If the transcript is in a file, read the entire contents. If the user pasted the transcript directly, use that content.

Step 2: Extract Action Items

Carefully review the entire transcript to identify all action items, tasks, and commitments. Look for:

• Explicit commitments: "I'll do X", "Alex will review Y"
• Assigned tasks: "Nathan and Damian should schedule..."
• Follow-up items: "We need to...", "Let's make sure to..."
• Decisions requiring action: "We should deploy X before Y"

Format action items as:

• Bulleted list under # Action Items heading
• Use bold for person names when specific people are assigned
• Include context for what needs to be done and why
• Order by priority/importance when evident from discussion

Example format:

# Action Items

- **Alice & Bob**: Review the new feature implementation next week and provide feedback
- **Charlie & Dana**: Schedule a knowledge transfer session on the payment service architecture
- **Eve**: Discuss deployment timeline with the infrastructure team

Step 3: Create Meeting Summary

Write a comprehensive but concise summary that captures:

• Main topics discussed
• Key decisions made
• Technical architecture or approach agreed upon
• Timeline and next steps
• Important context or constraints

Structure the summary with:

• Opening paragraph: High-level overview of what was discussed and main outcome
• Subsections (using ## or ### headings) for major topics
• Use bold for important terms, decisions, or concepts
• Include enough detail that someone who wasn't in the meeting can understand what happened

Keep summaries factual and focused on outcomes, decisions, and technical details.

Step 4: Format the Transcript

Place the raw transcript under a # Transcript heading. Preserve the original formatting but ensure it's readable. If the transcript includes metadata (meeting title, date, participants) at the top, keep that information.

Step 5: Add Frontmatter

Use the add-frontmatter slash command to generate appropriate YAML frontmatter for the note. The frontmatter should include:

• title: Meeting title or topic
• date: Meeting date (YYYY-MM-DD format)
• type: Set to "meeting"
• attendees: Array of participant names
• project: Related project if applicable
• tags: Relevant tags (meeting, project tags, topic tags)
• status: Set to "complete"
• key_topics: Array of main discussion topics
• action_items: Array of action items (duplicate from Action Items section for searchability)
• decisions: Array of key decisions made
• related_links: Any links mentioned (Notion docs, Linear issues, etc.)

Invoke the add-frontmatter command by providing it with context about the meeting.

Step 6: Assemble the Final Note

Combine all sections in this order:

1. YAML frontmatter (from add-frontmatter command)
2. Links section (if any Notion/Linear/GitHub links were mentioned)
3. # Action Items section
4. # Summary section
5. # Transcript section

Output Format

The final note should follow this structure:

---
title: Meeting Title
date: YYYY-MM-DD
type: meeting
attendees: ['Person 1', 'Person 2', ...]
project: Project Name
tags: [meeting, relevant, tags]
status: complete
key_topics:
  - Topic 1
  - Topic 2
action_items:
  - 'Action item 1'
  - 'Action item 2'
decisions:
  - Decision 1
  - Decision 2
related_links:
  - 'Link description: URL'
---

**Agenda** https://link-to-agenda-if-available

# Action Items

- **Person**: Action item description
- **Person**: Another action item

# Summary

Opening paragraph with high-level overview.

## Key Decisions/Topics

Details about decisions and topics discussed...

# Transcript

[Raw transcript content]

Tips for Quality Output

1. Be thorough with action items: Don't miss commitments buried in discussion
2. Capture decisions: Explicit decisions are critical for reference
3. Include technical details: Preserve architecture discussions, API names, service names
4. Maintain context: Someone reading later should understand what was decided and why
5. Preserve links: Notion docs, Linear issues, GitHub PRs mentioned in meetings are important
6. Use consistent formatting: Follow the example structure for all transcripts