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Prompts/Meeting Research Prompt.md
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Prompts/Meeting Research Prompt.md
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# Meeting Research Prompt
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Standalone prompt for pre-meeting research. Reads selected vault notes (People profiles, prior meeting notes, project docs) and the meeting note, then writes a structured research briefing into the meeting note so the user is prepared before the meeting starts.
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**Invocation pattern:**
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```
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claude --dangerously-skip-permissions 'Follow the instructions in /abs/path/Meeting Research Prompt.md. Meeting note: Meetings/2026-03-25 - Weekly Team Sync.md. Research notes: People/Alice Smith.md, Meetings/2026-03-18 - Weekly Team Sync.md, Projects/Alpha.md.'
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```
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**Optional parameters:**
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- `People Folder:` — folder name for People notes (default: `People`)
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- `Additional instructions:` — free-text user instructions appended to the invocation
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---
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## Step 1: Parse Invocation Parameters
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Extract from the calling message:
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- `Meeting note:` → vault-relative path to the meeting note file
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- `Research notes:` → comma-separated list of vault-relative paths to context notes
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- `People Folder:` → folder for People notes (optional)
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- `Additional instructions:` → free-text guidance from the user (optional)
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**Vault root:** The current working directory is the vault root. All vault-relative paths in the calling message resolve from there.
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**Path resolution:** Try each path as-is first. If not found, prepend vault root and try again. If a research note is not found, skip it with a warning rather than failing — the user may have renamed or moved it.
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---
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## Step 2: Read Meeting Note
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Use the **Read tool** to open the meeting note. Extract from frontmatter:
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| Field | Purpose |
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|-------|---------|
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| `meeting_subject` | Meeting title for context |
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| `meeting_date` | Meeting date |
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| `meeting_start` | Start time |
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| `meeting_end` | End time |
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| `meeting_invitees` | Attendee list (wikilinks) |
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| `is_recurring` | Whether this is a recurring meeting |
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**Error conditions:**
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- File does not exist → error: "Meeting note not found: [path]. Check the path and try again."
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---
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## Step 3: Read Research Notes
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Use the **Read tool** to open each research note. For each note, capture:
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1. **Frontmatter metadata** — any structured data (role, title, email, dates, etc.)
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2. **Body content** — the full note content
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Categorize each note by type:
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- **Person note** — has frontmatter with name/role/email fields, or is in the People folder
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- **Meeting note** — has `meeting_subject` and `meeting_date` in frontmatter
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- **Project/other note** — everything else
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---
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## Step 4: Gather Additional Context
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If a `People Folder` was provided, cross-reference meeting invitees with People notes:
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1. Parse `meeting_invitees` wikilinks from the meeting note
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2. For any invitee whose People note was NOT already included in the research notes, do a quick read of their note (if it exists) to get their role/title
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3. This provides baseline context on all attendees without requiring the user to manually select every person
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---
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## Step 5: Follow Additional Instructions
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If `Additional instructions` were provided, incorporate them into the research. These may include:
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- Specific questions to answer about attendees or topics
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- Directions to focus on particular aspects (e.g., "focus on project status updates from the last month")
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- Requests to cross-reference with other vault content
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- Context about why this research is needed
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Treat additional instructions as high-priority guidance that shapes the research output.
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---
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## Step 6: Generate Research Briefing
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Create a structured research briefing with these sections:
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### Briefing Structure
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```markdown
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## Research
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### Attendees
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| Name | Role | Context |
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|------|------|---------|
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| [[Name]] | Title / Team | Key context from People note or prior meetings |
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### Background
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[2-4 paragraphs synthesizing relevant context from the research notes. Connect the dots between attendees, prior meetings, and project context. Focus on what the user needs to know going into this meeting.]
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### Prior Meeting Outcomes
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- **YYYY-MM-DD — Meeting Subject** — Key outcomes, open action items, unresolved topics
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- [One bullet per prior meeting note provided]
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### Open Questions
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- [Questions the user might want to raise based on the research]
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- [Unresolved items from prior meetings]
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- [Gaps in context that could be clarified in this meeting]
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```
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### Briefing Guidelines
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- **Be actionable:** Focus on information that helps the user prepare, not exhaustive summaries
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- **Wikilink all names:** Wrap ALL person names in `[[Name]]` wikilinks
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- **Connect the dots:** Don't just summarize each note in isolation — identify relationships, continuity from prior meetings, and evolving topics
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- **Highlight changes:** If a person's role or a project's status has changed since the last meeting, call it out
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- **Respect the user's time:** Keep it scannable. Use tables for structured data, bullets for lists, and bold for emphasis
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- **Omit empty sections:** If there are no prior meetings to reference, skip "Prior Meeting Outcomes". If the attendee list is trivial (1:1 with someone well-known), keep the table minimal
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- **Additional instructions first:** If the user provided specific instructions, make sure those are addressed prominently in the briefing
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### Quality Checklist
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Before writing the briefing, verify:
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- [ ] ALL person names wrapped in `[[Name]]` wikilinks
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- [ ] Attendee table includes all meeting invitees (not just those in research notes)
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- [ ] Prior meeting outcomes include any open action items still relevant
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- [ ] Additional user instructions have been addressed
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- [ ] No important context from the research notes is missing
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---
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## Step 7: Write Research to Meeting Note
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Use the **Edit tool** to insert the research briefing into the meeting note.
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**Placement:** Insert the `## Research` section after the frontmatter closing `---` and any existing template content (like attendee lists or meeting links). Place it BEFORE any `## Notes`, `## Summary`, or other user/LLM-generated sections.
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**If a `## Research` section already exists:** Replace it entirely with the new briefing. Preserve all other sections.
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**Strategy:**
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1. Read the current meeting note content
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2. Identify the insertion point (after frontmatter/template header, before other content sections)
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3. If `## Research` already exists, replace only that section
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4. If it doesn't exist, insert the new section at the appropriate location
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5. Use a single Edit call to write the briefing
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---
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## Step 8: Update Frontmatter
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After successfully writing the research briefing, update the meeting note frontmatter:
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The `research_notes` field should already be set by the plugin (listing the selected notes as wikilinks). No additional frontmatter changes are needed.
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---
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## Step 9: Report Results
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Summarize to the user:
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```
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Meeting research complete for: [meeting note filename]
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Research sources:
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- [N] vault notes analyzed
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- [N] attendees profiled
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Sections written:
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- Attendees ([N] people)
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- Background ([N] paragraphs)
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- Prior Meeting Outcomes ([N] meetings referenced)
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- Open Questions ([N] items)
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```
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