WorkIQ Meeting Notes Skill

When to Invoke

• •User missed a meeting and wants notes
• •User asks for notes for a meeting they didn't record
• •User says "generate notes for [meeting] on [date]"

Workflow

1. •Get meeting title and date (YYYY-MM-DD) from user
2. •Query WorkIQ with: workiq-ask_work_iq
3. •Format response into org template
4. •Write file using write_note.py

Step 1: Query WorkIQ

Tell me everything you can about the "[TITLE]" meeting on [DATE]. Include:
- Who attended (list all names)
- What was discussed (main topics)
- Decisions made
- Action items (with owners if stated)
- Open questions raised
Be detailed and comprehensive.

If the first query fails to find the meeting, try variations:

• •Search by organizer name
• •Search for recordings/transcripts on that date
• •Try partial title matches

Step 2: Format Org Note

Use the EXACT format from prompt.txt. Key requirements:

• •Title is a second level heading (**) - meaningful, include team name in brackets if applicable
• •Tags: :note:workiq: (use workiq instead of transcribed since this is from WorkIQ)
• •Timestamp on line after title: [YYYY-MM-DD DAY HH:MM] (use meeting start time)
• •Property drawer with :PARTICIPANTS:, :TOPIC:, :SLUG:
• •SLUG: 2-5 word hyphenated lowercase slug for filename
• •Refer to participants by full name when known
• •Actions use - [ ] format with owner names
• •Wrap lines to 80 columns EXCEPT headings and list items
• •Use hyphen - for bullets, NOT asterisk

** [Team if known] Meeting Title :note:workiq:
[YYYY-MM-DD DAY HH:MM]
:PROPERTIES:
:PARTICIPANTS: Full Name 1, Full Name 2, Edd Wilder-James
:TOPIC: Brief topic description
:SLUG: descriptive-meeting-slug
:END:

TL;DR: One sentence summary of the meeting outcome.

*** Actions

- [ ] Full Name: Do the specific action
- [ ] Another Person: Their assigned action

*** Open questions

- First unresolved question from the meeting
- Second open question

*** Summary

Brief summary of the discussion, wrapped to 80 columns. Include key points,
decisions made, and important context. Do not include timestamps or citations.

Example title formats:

• •** [CIP] Product Shaping: Auto Model Selection Strategy :note:workiq:
• •** Quality Workstream End-of-Month Update :note:workiq:
• •** 1:1 with Sharon Lo :note:workiq:

Step 3: Write File

Pipe content to the helper script:

cat << 'ORGEOF' | uv run ~/git/meeting-notes-processor/skills/workiq-notes/write_note.py \
  --date "YYYY-MM-DD" --slug "meeting-slug" --title "Meeting Title"
[ORG CONTENT HERE]
ORGEOF

The script handles: pull --rebase → write → commit → pull --rebase → push

Configuration

Data repo path from config.yaml or default ~/git/meeting-notes