ops

name	ops
description	Process meeting content into structured documentation -- summaries, decision tracking, action propagation, file updates. Config-driven for any organization. Replaces project-ops, bravo-ops, management-ops, marketing-ops.

Operations Framework

Unified meeting and operations processing. Behaviour is driven by org config -- the same skill handles Bravo veckosynk, Acme management meetings, marketing standups, and project dev standups.

Base framework: Extends ops-base -- read ~/.claude/skills/ops-base/SKILL.md for shared standards (meeting formats, task management, workflows, archive policy).

IMPORTANT: The project CLAUDE.md is the single source of truth for vault-specific details. This skill defines the processing workflow; CLAUDE.md defines file locations and naming conventions.

---

SUBCOMMANDS

status -- Show available configurations

Trigger: /ops status

Parse the user's input. If the first word is status, execute this subcommand instead of the normal processing flow (Steps 1-9).

Steps:

1. Scan for org configs:

   • Find vault root (walk up from CWD until _inbox/, _outbox/, or .obsidian/; or VAULT_ROOT env)
   • Glob <vault>/*/_ops.yaml for org-folder configs
   • Check <vault>/_config/base.yaml for vault-wide override
   • Read and parse each config
   • Deprecated fallback: also scan ~/.claude/skills/*-ops-config/ for legacy skill-based configs and emit a one-time deprecation warning per session if any are found (removed in v1.17.0)

2. Detect active config:

   • Check for project-level .claude/ops-config.yaml in current working directory
   • Walk up from CWD looking for the nearest <folder>/_ops.yaml
   • Determine org from CLAUDE.md organization field or folder name pattern
   • Report which config would be loaded for the current directory

3. Present report for each org config:

   • Organization name, language, swedish_chars
   • Team members (name + role, abbreviated if >4 members)
   • Workflows: update_files list, action_propagation status, agenda_management status, post_processing status
   • Rolling plans: count + axes (if workflows.rolling_plans configured)
   • Domain additions count
   • Summary sections (custom or default TWO-TIER)
   • Templates (if configured)
   • Strings (custom or default)

4. Show base defaults from ~/.claude/skills/ops-config/base.yaml

5. Vault health check (CR-010 rules.single_inbox_outbox, rules.yaml_naming):

   • From the detected vault root, scan for stray inbox/outbox directories using the CR-025 fuzzy matcher (same as /ops sweep check 9): _inbox, _outbox, .inbox, .outbox, any *inbox*/*outbox* directory, and localized forms (inkorg*/utkorg*), case-insensitive, skipping .archive//.transcripts//clones//node_modules/. Anything other than <vault>/_inbox and <vault>/_outbox is a stray; flag each unless listed in workflows.sweep.structure_exemptions (exempt paths get a one-line note with their reason). Exact-name matching is not enough -- real-world strays have appeared as .inbox and _outbox-archive.
   • For every <vault>/<folder>/_ops.yaml found in step 1, the folder is treated as ops-aligned. Confirm each parses as YAML; flag any that don't.
   • List ops-aligned folders that are missing an _ops.yaml only when CLAUDE.md or _meta.yaml in that folder declares organization -- otherwise the folder is intentionally not ops-aligned and should be silent.
   • If ~/.claude/skills/acme-ops-config/, ~/.claude/skills/bravo-ops-config/, or ~/.claude/skills/delta-ops-config/ still exists, emit the deprecation warning from step 1 here as a vault-health item too (one-line each, with the unlink/mv command to fix).
   • If everything is clean, print a single Vault health: OK line. Only expand into a warning list when something is non-conforming.

Output format: Structured markdown report:

## /ops Configuration Status

### Active Config (current directory)
Organization: Acme
Config source: ~/.claude/skills/acme-ops-config/acme.yaml
Project override: none

### Available Organizations

#### Acme
Language: per_claude_md | Swedish chars: strict
Team: Bob (CEO), Carol (COO), Alex (CAIO), +9 more
Workflows:
  update_files: summary, changelog, readme, task_matrix, meetings_index
  action_propagation: disabled
  agenda_management: disabled
  post_processing: task_import (enabled), dashboard_refresh (enabled, org: acme)
Domain additions: 8 sections configured
Summary sections: default (TWO-TIER)
Strings: default (per language)

#### Bravo
Language: swedish | Swedish chars: strict
Team: Alex (Affärsutveckling), Hank (CTO)
Workflows:
  update_files: summary, changelog
  action_propagation: enabled -> BRAVO.md, ALEX.md, HANK.md
  agenda_management: enabled -> BRAVO.md / "Nästa veckosynk"
  post_processing: disabled
Domain additions: 4 sections configured
Summary sections: default (TWO-TIER)
Templates: meeting_reflection

### Base Defaults
Language: input
Team: (none -- must be defined in org config)
Workflows: summary only

### Vault Health
Vault health: OK

When non-conforming, the Vault Health section expands. Examples:

### Vault Health
- Stray `_inbox/` at acme/_inbox -- contract requires exactly one at vault root. Move contents to <vault>/_inbox/ and remove.
- Missing `_ops.yaml` in <vault>/acme/ -- folder declares `organization: Acme` but has no _ops.yaml. Drop one in or remove the organization declaration.
- Legacy skill `~/.claude/skills/acme-ops-config/` still present (CR-011, removed in v1.17.0). Run `unlink ~/.claude/skills/acme-ops-config`.

---

help -- Show usage guide

Trigger: /ops help

If the first word is help, present a usage guide instead of processing content.

Include:

1. One-line description of what /ops does
2. Available commands: /ops [content], /ops prepare [type], /ops status, /ops normalize <path>, /ops lint <folder>, /ops sweep, /ops help
3. Skill comparison table: when to use /ops vs /ops prepare vs /transcript, /preparation, /tasks, /daily-dashboard
4. Skill connection diagram: how /ops feeds into /tasks, /daily-dashboard, and how /ops prepare creates pre-meeting docs
5. Config loading summary (3-line version, point to /ops status for details)
6. Processing flow summary (9 steps, one line each)
7. Common usage patterns (examples including prepare)

Output: Markdown printed directly. No files created.

---

prepare -- Create pre-meeting preparation

Trigger: /ops prepare [type] [async-updates]

Generate a structured preparation document for an upcoming team meeting. Pulls context from recent meetings, tasks, and optionally incorporates pre-submitted async updates from team members.

Arguments:

• type (optional): Meeting type hint (e.g., standup, war-room, weekly). Default: standup
• async-updates (optional): Pre-submitted text updates from team members to incorporate

Examples:

/ops prepare standup
/ops prepare war-room
/ops prepare standup [paste team updates here]

Preparation modes (single vs dual)

The skill supports two preparation modes, configured per meeting type in _ops.yaml under meeting_types[<type>].preparation_mode:

Mode	When to use	Files produced	Filename pattern
single (default)	1-on-1s, marketing meetings, anything where the facilitator and the participants are the same audience or there is no sensitive facilitator-only content	One file	YYMMDD-preparation-[context]-[type].md (or förberedelse for Swedish)
dual	Group meetings (standups, weeklies, war rooms) where the facilitator needs a private layer (deflection strategies, time-boxing cues, sensitive probes, policy reminders that should NOT be visible to attendees) on top of the normal team-facing prep	Two files	YYMMDD-agenda-[context]-[type].md (visible to team -- the standard prep) + YYMMDD-facilitator-[context]-[type].md (private add-on layer)

Default is single -- only opt into dual when the org explicitly configures a meeting type to need it. If no meeting_types config exists, fall back to single regardless of type argument.

Dual mode -- two-layer model:

The agenda file is the team-facing prep document. It looks like the prior-day prep file in that folder -- same shape, same sections, same level of detail. The facilitator file is a separate private layer that contains only the additional content the facilitator needs and the team should not see.

Agenda file (visible to all attendees) -- mirror the prior-day single-mode prep in the same folder:

• Status overview (per-person yesterday/done/today)
• Key updates from async chat or prior meetings
• Async updates verbatim (if any)
• Agenda items with owners and time-boxes
• Blockers table, decisions pending, open action items carry-forward
• Reference links, build status, metrics
• Anything participants need to come prepared

Facilitator file (private, NOT shared with the team) -- contains only the additional layer:

• Facilitator's role clarification (e.g., "Alex runs the meeting only -- not driving test or fix work")
• The lead's expectations from prior handover or 1-on-1s
• Time-box discipline cues ("standup has run 25 min recently, target 30, hard stop 35")
• "Watch for" cues during the meeting (e.g., "Dana defaulting to 'I'll check after standup' on R2 blockers -- push for concrete commitment now")
• "Things NOT to surface in this forum" list (vertical/board topics, personnel matters, etc.)
• Decisions the facilitator owns and the framing for each (esp. when filling in for someone)
• Post-standup follow-ups the facilitator drives
• Pre-meeting backstory from 1-on-1s or lunches with subset of attendees

Critical rule: the agenda file does NOT mention or hint at the facilitator file. The visible document must not advertise that a private one exists. Cross-references go from facilitator → agenda only, not the other direction.

Critical rule: if the same content fits both files, it goes in the agenda file. The facilitator file should only contain content that would change behaviour or expose sensitive context if shared with the team.

---

Step P1: Gather Context

1. Load org config (same as normal /ops flow)
2. Read recent meetings:
   • Find last 1-3 meeting summaries in the target folder
   • Extract action items assigned to each team member
   • Note decisions made, blockers identified
3. Read _tasks.yaml:
   • Pull active tasks per person (status: pending, in_progress, blocked)
   • Identify blockers and their owners
4. Read CHANGELOG.md:
   • Scan recent entries for context
5. Triage scan (CR-022): if the vault has a registered triage doc (_inbox/ working document, type: working_doc + tag do-not-process), pull open bullets whose bracket-tag second segment resolves to this meeting's participants ([Möte · X], [Uppföljning · X], ...) into the prep's agenda/open-actions, and stamp each pulled bullet → i prep YYMMDD -- the only write allowed to the triage doc (same rule as /preparation Step 2.4). Skip silently when no doc or no matches.

---

Step P2: Parse Async Updates (if provided)

If the user provides pre-submitted team updates:

1. Identify team members using the name resolution algorithm:
   • Match against org config team[] (name, aliases)
   • Match against _contacts/*/_meta.yaml (display_name, aliases) for external contacts
   • Matching is case-insensitive with Swedish character folding
   • See Contact Metadata Schema
2. Extract per-person updates:
   • What they report as done
   • What they're working on today
   • Issues/blockers mentioned
   • Decisions or announcements
3. Correlate with yesterday's tasks:
   • Match reported items against action items from previous meeting
   • Determine status: DONE, IN PROGRESS, NOT STARTED, NO UPDATE

---

Step P3: Generate Preparation Document

Create the file using the Standup Preparation Template:

# [Organization/Project] [Meeting Type] -- [DD] [Month] [YYYY]

**[Next event note if relevant, e.g., "War room tomorrow: Wednesday March 12, 10:00-12:00 CET"]**

---

## Status Overview

| Person | Yesterday | Done | Today |
|--------|-----------|------|-------|
| **[Name]** | [Tasks assigned] | [What's done] | [Today's plan] |
| ... | ... | ... | ... |

**[Key metric if relevant, e.g., "Test results: 4 PASS / 4 FAIL (50%)"]**

---

## Key Updates

| Update | Source |
|--------|--------|
| [Important update or decision] | [Person] |
| ... | ... |

---

## Agenda

- [ ] 1. **[Person]** -- [Key questions]
- [ ] 2. **[Person]** -- [Key questions]
- [ ] ...
- [ ] N. **[Topic]** -- [Confirm/discuss]

---

## Reported Updates

**[Person]:**
> "[Their exact update text]"

**[Person]:**
> "[Their exact update text]"

...

---

## Blockers

| Issue | Status | Owner |
|-------|--------|-------|
| [Blocker description] | [Status] | [Owner] |
| ... | ... | ... |

---

## Decisions

**Made:**
- [Decision] -- [brief rationale]

**Pending:**
- [Decision needed]

---

# Reference

## [Relevant reference section, e.g., Test Results]

[Tables or details as needed]

## Builds / Versions

- [Current build info]

---

*Created: [YYYY-MM-DD]*

---

Step P4: Template Variations

For standup:

• Focus on Status Overview (Yesterday → Done → Today)
• Keep agenda person-by-person
• Include reported updates if async input provided

For war-room:

• Add "Focus Areas" section after agenda
• Include test matrix reference
• Add "Participants" confirmation

For weekly/planning:

• Add "Sprint Goals" or "Week Priorities" section
• Include metrics summary
• Add "Carry-over Items" from previous week

---

Step P5: Save and Report

1. Resolve preparation mode:

   • Look up meeting_types[<type>].preparation_mode in the merged org config
   • If absent, default to single

2. Determine filename(s):

   Single mode -- one file:

   • Format: YYMMDD-preparation-[org/project]-[type].md (English) or YYMMDD-förberedelse-[org/project]-[type].md (Swedish)
   • Include the organization or project name to distinguish preparations created the same day for different orgs/projects
   • Examples: 260311-preparation-acme-mobile-daily-standup.md, 260311-förberedelse-delta-veckosynk.md

   Dual mode -- two files (always English -- dual mode is not yet localized for Swedish):

   • Agenda file (team-facing): YYMMDD-agenda-[org/project]-[type].md
   • Facilitator file (private add-on layer): YYMMDD-facilitator-[org/project]-[type].md
   • Examples: 260505-agenda-coreteam-weekly-w19.md + 260505-facilitator-coreteam-weekly-w19.md

   Order of generation: write the agenda file first using the same template the same folder's prior-day single-mode prep used (status overview, blockers, action items, agenda, references). Then derive the facilitator file as a slim private layer on top -- only the content from the "Facilitator file" list above. If a section is present in both, keep it in the agenda and remove it from the facilitator file.

3. Save to meetings folder (per CLAUDE.md MEETING ROUTING). For dual mode, both files go in the same folder.

4. For dual mode, ensure the cross-references are one-directional:

   • The facilitator file MUST link to the agenda file at the top with a notice such as: > **Private facilitator file.** The team-facing version is [YYMMDD-agenda-...md](YYMMDD-agenda-...md). Do not share this file with the team.
   • The agenda file MUST NOT mention or link to the facilitator file. The visible document must not advertise that a private one exists.

5. Report what was created:

   Single mode:

   Created: meetings/260311-preparation-acme-mobile-daily-standup.md
   
   Status Overview:
   - Dev1: 1 done, 4 in progress
   - ...
   
   Blockers: 4 items
   Agenda: 7 items
   

---

Step P6: Lifecycle

After the meeting, when /ops [transcript] is run:

• Single mode: the preparation/förberedelse file is automatically marked as superseded (per Step 9 of normal flow)
• Dual mode: BOTH the facilitator and agenda files are marked as superseded
• No manual action needed

---

Notes

• No CHANGELOG update for preparation files (they're pre-meeting)
• Language: Follow same rules as normal /ops (per_claude_md, etc.)
• If no async updates provided: Generate preparation from historical context only, with empty "Reported Updates" section or skip it
• If team member missing from updates: Show "No update" in Status Overview

---

normalize -- Restore Swedish characters in hand-written docs (CR-007)

Trigger: /ops normalize <path> [--dry-run] [--strict-no-ambiguous]

Lint pass that scans markdown and YAML files for known Swedish character drift (ar → är, for → för, pa → på, mote → möte, etc.) and restores the correct characters. Use it on hand-written ops documents that bypassed the /transcript and /ops pipelines and accumulated character errors.

Use cases:

• A folder of pasted notes (e.g., _projects/<client>/ops/*.md) was created without going through /ops and never got a Swedish-character pass
• A legacy file from before CR-007 inheritance was added still contains old drift
• Bulk remediation across a sub-tree

Arguments:

Argument	Meaning
<path>	A single file OR a folder. If a folder, scans all .md and .yaml files recursively.
--dry-run	Show the diff without writing. Use to preview before applying.
--strict-no-ambiguous	Skip substitutions marked ambiguous: true in swedish_substitutions.yaml (e.g., ar → är, bor → bör, Andre → André). Recommended for first-pass scans.
--names	(CR-017) Instead of Swedish characters, normalize person names: apply the org people[] roster (aliases → canonical) across the target's .md files and CHANGELOG. Reports each substitution for confirmation before writing; never runs implicitly.
--filenames	(CR-021) Instead of file content, normalize filenames against the slug contract (restore å/ä/ö, fix digit-transliterations like m0te, unify date prefix to YYMMDD). Dry-run lists old → new; on apply, renames AND updates inbound references found in the same tree (CHANGELOG.md, README.md, supersede stamps, wikilinks).

Examples:

/ops normalize _projects/bravo-project/ops/annonsering.md
/ops normalize _projects/bravo-project/ --dry-run
/ops normalize _projects/bravo-project/_insights.yaml --strict-no-ambiguous

Step N1: Load substitution map

Read ~/.claude/skills/ops-config/swedish_substitutions.yaml. This file contains the seed substitution list (from MEMORY.md) and is the single source of truth for the linter.

Step N2: Scan target file(s)

For each file:

1. Detect language. Treat the file as Swedish-context if any of:
   • The file already contains å, ä, or ö characters
   • The file is in a folder configured for Swedish (per CLAUDE.md or language_inheritance in base.yaml)
   • The user explicitly passed --lang sv
2. Skip if not Swedish-context -- this is a Swedish-character normaliser, nothing else
3. Tokenize the file while preserving:
   • Code blocks (...) -- skip
   • Inline code (...) -- skip
   • URLs and file paths -- skip
   • YAML keys (only value: parts are scanned, not keys) -- skip keys
   • Lines containing <!-- no-normalize --> -- skip the entire line
4. For each token, look up against the substitution map. Use word-boundary matching (\bword\b).
5. Skip ambiguous substitutions if --strict-no-ambiguous is set.

Step N3: Apply or report

If --dry-run:

• Print a unified diff to stdout showing all proposed substitutions
• Print a summary: total substitutions, ambiguous skipped, files affected
• Do not write anything

If not dry-run:

• Apply substitutions to each file

• Write the file back atomically (write to temp, rename)

• Update or create a CHANGELOG.md entry in the file's parent folder (if a CHANGELOG exists):

  - **YYMMDD: Normalize** [filename] -- restored Swedish characters (N substitutions). -> [file]
  

Step N4: Report

Normalized 4 files, 23 substitutions applied:
  _projects/bravo-project/_insights.yaml         8 substitutions
  _projects/bravo-project/ops/annonsering.md     7 substitutions
  _projects/bravo-project/ops/byrasamarbete.md   5 substitutions
  _projects/bravo-project/ops/c56-krav.md        3 substitutions

Ambiguous substitutions skipped (use without --strict-no-ambiguous to apply):
  ar -> är: 14 occurrences
  bor -> bör: 2 occurrences

Backup: none (use git to revert if needed)

Notes

• No backup files written. Rely on git for revert. If the target is not a git repo, the user is warned and asked to confirm.
• The substitution list is data, not code. New common drifts can be added to swedish_substitutions.yaml without changing skill code.
• Defence in depth: the same substitution map is used by /insights pre-write validation (see insights/SKILL.md). The normaliser is the after-the-fact remediation; the validator is the at-write-time gate.

---

lint -- Check existing files against template contracts (CR-018)

Trigger: /ops lint <folder>

Read-only version of the CR-018 pre-save template-contract check, run across a folder's existing files. Use it to detect template forking in a recurring series -- the drift class where each file is internally consistent but the series silently changed shape at some point.

Steps:

1. Resolve the contract registry (workflows.meeting_templates from the merged config; default = CR-006 canonical).
2. For each YYMMDD-*.md meeting summary in the folder (skip preps, agendas, emails, .archive/): resolve its contract by match glob and run the three checks (heading sequence, action-table header row, empty-Beslut marker).
3. Group findings by series and by first-deviating date -- the output should read "this series forked at YYMMDD", not a flat per-file list:

/ops lint meetings/management

weekly-management (14 files checked):
  OK through 260519. Forked at 260526:
  - action_table: missing column "Prio" (260526, 260605, 260702 -- 3 files)
  - heading "Sammanfattning" (banished) prepended (same 3 files)
  1-on-1 files (22 checked): all OK.

To accept the new shape: declare it in workflows.meeting_templates.
To fix the files: edit manually or re-run /ops on the source transcripts.

4. Never rewrites files. Lint reports; the user decides between amending the contract (accept the fork as deliberate) and fixing the files.

---

sweep -- Closure/staleness audit (CR-019)

Trigger: /ops sweep [scope] (default scope: vault root; depth 6; skip .archive/, .transcripts/, clones/, node_modules/, .ephemeral/)

Skills append reliably but never reconcile: indexes lag, ledgers rot, migrations leave live-looking corpses, sent outbox items never get archived. Bookkeeping follows attention, not structure -- so nothing catches the abandoned lane until a human stumbles on it. /ops sweep is the missing sweeper: one read-only pass that detects the closure-debt classes and offers fixes (report-only by default; every fix is confirmed, never automatic).

The nine checks:

1. Index lag -- README.md / meetings/README.md whose newest referenced date lags the folder's newest YYMMDD-* file or CHANGELOG head entry by >14 days. CHANGELOGs are the heartbeat; READMEs are the lag indicator -- compare them per folder.
2. Ledger rot -- _tasks.yaml with open tasks whose last_updated lags folder activity by >30 days; _insights.yaml whose last_compiled stamp is absent or >30 days older than its newest entry (compile never ran / is stale).
3. Migration corpses -- artifacts that look live but were superseded by a move: root symlinks/files whose same-purpose counterpart elsewhere is fresher (dashboards, _TODAY-*); folders inactive >60 days whose participant/topic stream demonstrably continues in a sibling folder. Offered fix: a tombstone (see ops-base Retirement Convention).
4. Outbox aging -- run the /outbox list logic: sent-but-unarchived items, manifest-less items, items pending >30 days. Offered fix: /outbox archive --all-sent.
5. Sync duplicates -- * 2.* / * 3.* files whose base file exists. Report size+mtime comparison side by side; never auto-delete (the larger "duplicate" is sometimes the newer content).
6. Unrouted residue -- unsorted/ folders with files >30 days old; .ephemeral/ content >14 days old; root-level files matching paste conventions (__*, xxx -*, Namnlös*, untitled).
7. Triage hygiene (CR-022) -- if a triage doc is registered: INKORG items unsorted >7 days, [x] items not yet moved to the KLART archive, week anchor >7 days stale, plaintext-credential-looking lines (no-secrets rule; lines marked <!-- secret-ok --> are a recorded owner decision and are skipped). Offered fix: /inbox triage refresh (which handles all but the sorting -- that stays human).
8. Contract alignment & repo privacy (CR-023/CR-029) -- if workflows.sweep.alignment_check.command and/or workflows.sweep.privacy_scan.command are configured (maintainer machines only; absent → skip silently): run each command (read-only by construction) and parse its [OK]/[DRIFT]/[FINDING]/ verdict lines. The privacy scan watches the whole public-repo tree continuously — denylist identifiers, secret patterns, and name-like tokens missing from the invented-examples allowlist — so a leak that somehow lands is caught within a week, not at the next audit. Report each component with expected-vs-actual version and a pointer to the update runbook (documented in the alignment script's header). -- an unreachable component (e.g. a stale mount) is itself a finding, and has previously hidden six releases of drift. Never auto-applies fixes: cross-repo version references and live deploys are human-confirmed changes. The alignment command stays the single source of truth for the component list; the sweep is the scheduled reader that guarantees its output is actually seen.

Output: one report grouped by class, each finding with its offered fix as a command or concrete action. End with a one-line scoreboard (9 classes: 5 clean, 3 with findings (14 items), 1 skipped) so repeat runs are comparable. Young folders are exempt via the age thresholds -- a fresh project reports nothing.

Wiring: suitable for a weekly scheduled run that drops its report into _inbox/ as a triage item (closing the loop through the existing daily-triage habit). The sweep itself never mutates content.

---

WHEN TO USE /OPS vs /OPS PREPARE vs /TRANSCRIPT

• /ops prepare: Use before a team meeting to create a structured preparation with status tracking. Pulls context from recent meetings and tasks. Optionally incorporates pre-submitted async updates from team members. Outputs one file (preparation/förberedelse) by default, or two files (facilitator + agenda) when the meeting type is configured preparation_mode: dual.
• /ops: Use after a meeting to process content into structured documentation (summary, changelog, README, task matrix, meetings index, task import, dashboard). Recommended default for all org meetings. Automatically marks any preparation file as superseded.
• /transcript: Use for ad-hoc recordings, personal calls, or contexts without an ops config. Produces summary + changelog + optional task import only.

Flow:

/ops prepare standup     → creates preparation (before meeting)
[meeting happens]
/ops [transcript]        → creates summary, marks prep as superseded (after meeting)

When /ops and /transcript both apply, prefer /ops -- it is a superset of /transcript functionality.

---

CONFIGURATION

Config Loading

1. Determine organization from:
   • Explicit organization field in project CLAUDE.md
   • Project folder name pattern (e.g., bravo-* -> bravo, acme-* -> acme)
   • Participant names matching team members in configs
2. Load config following resolution order:
   • Project-level: .claude/ops-config.yaml
   • Folder-local (CR-011): nearest <folder>/_ops.yaml walking up from CWD until vault root
   • Vault-wide (CR-011, optional): <vault-root>/_config/base.yaml
   • Skill defaults: ~/.claude/skills/ops-config/base.yaml
   • Deprecated fallback (removed v1.17.0): ~/.claude/skills/{org}-ops-config/{org}.yaml
3. Merge layers -- project overrides folder-local, folder-local overrides vault-wide, vault-wide overrides skill defaults

What Config Controls

Setting	Effect
language	Output language (english/swedish/input/per_claude_md)
swedish_chars	Swedish character enforcement (strict)
team	Participant recognition and attribution
responsibility_matrix	Owner assignments
terminology	Domain-specific terms
summary_sections	Custom summary structure (overrides TWO-TIER)
status_terminology	Domain-specific status terms
issue_id_format	Issue ID pattern
workflows.update_files	Which files to update
workflows.action_propagation	Propagate actions to external files
workflows.agenda_management	Post-meeting agenda updates
meeting_types[<type>].preparation_mode	single (default) or dual -- whether /ops prepare produces one file or a facilitator/agenda pair
workflows.meeting_templates	Per-meeting-type shape contracts + lint mode (warn/strict) -- see ops-base Template Contracts (CR-018)
workflows.post_processing	Task import, dashboard refresh, and optional priorities artifact (priorities_artifact.enabled) after meeting
workflows.rolling_plans	Participant-triggered per-axis living planning docs (update after a matching 1-on-1)
domain_additions	Extra sections to add to summaries
templates	Custom template paths
strings	i18n string overrides

---

PROCESSING FLOW

Step 0.5: Load Applicable Rules (CR-013)

Before parsing the input, load any promoted rules from the _insights.yaml chain in scope:

1. Walk up from CWD collecting _insights.yaml files at each level (max depth 6, skip .archive/, clones/).
2. Filter to rules: entries where confidence: rule AND status: active.
3. Cap to 20 entries — if more, prefer highest confirmation_count, ties broken by most recent confirmation date.
4. Build a one-line-per-rule preamble in the form [type] summary and treat it as additional standing instructions for this run. For example:
   • [preference] Bob prefers concise weekly summaries
   • [pattern] Bob raises customer-success topics last in 1-on-1s
   • [decision] Board updates use English for India team
5. Apply the rules during Step 3 (Create Meeting Summary) and Step 4 (Apply Domain Additions). Do not echo the preamble in the output; rules influence content, not chrome.

Scoping: Only rules in the CWD's parent chain apply. A rule in meetings/marketing/_insights.yaml is not loaded when running /ops from meetings/management/.

No rules found: Skip silently. The skill works without rules; this is purely additive context.

Step 1: Parse Input

Extract from the input (transcript, notes, standup content):

• Participants and their roles -- use name resolution algorithm:
  • Match against org config people[] roster (canonical, aliases) for recurring non-contact persons (CR-017)
  • Match against org config team[] (name, aliases) for internal team
  • Match against _contacts/*/_meta.yaml (display_name, aliases) for external contacts
  • Use resolved canonical names in output (correct spelling, Swedish characters)
  • Committed-spelling consistency (CR-017): before saving the summary AND before writing CHANGELOG/README entries, run the folder-precedent near-miss check from /transcript ("Committed-spelling consistency" section) -- compare draft names and anomalous proper nouns against the target folder's recent files and CHANGELOG; use the established spelling when it resolves, flag both forms when it doesn't, never silently introduce a spelling variant. CHANGELOGs are how misspellings propagate; this check gates them too.
• Completed work items (who did what)
• In-progress work (current status)
• Decisions made (with rationale)
• Action items (with owners and deadlines)
• Issues/blockers discovered
• Technical updates
• Version/build information (if mentioned)
• Metrics and KPIs (if mentioned)

Step 2: Determine Summary Format

If summary_sections is defined in config (non-empty list): Use the configured section structure. Each section becomes a numbered heading with the specified type (table/subsections/freeform). Only include sections whose trigger condition is met.

If summary_sections is empty or not defined: Use the TWO-TIER SUMMARY FORMAT from CLAUDE.md:

• Concise Operational for weekly syncs, quick calls, standups
• Detailed Strategic for quarterly reviews, major decisions, milestones

Step 3: Create Meeting Summary

1. Determine date from transcript/content or use today
2. Determine filename and location from CLAUDE.md MEETING ROUTING
3. Build summary using the format from Step 2
4. Include metadata header (date, time, participants, format)
5. Write executive summary (2-3 sentences)
6. Populate all applicable sections
7. Attribute actions to correct people using responsibility_matrix

Step 4: Apply Domain Additions

For each entry in domain_additions from config:

• trigger: always -- always include the section
• trigger: if_mentioned -- include if the topic appears in the input
• trigger: if_relevant -- include if contextually appropriate

Append domain-specific sections after the standard summary structure.

Step 5: Update Files

Update files per workflows.update_files from config:

File key	Target	Action
summary	Meeting summary	Always created (Step 3)
changelog	CHANGELOG.md	Add dated entry at top
readme	README.md	Update Current Status, Active Tasks, Recent Meetings
task_yaml	_tasks.yaml	Update/create per-folder task file (v2 schema)
meetings_index	meetings/README.md	Add entry to meeting index

For changelog, follow the format in ops-base. Always reference the meeting summary file.

Step 5.5: Knowledge Extraction (silent)

After updating files, scan the meeting summary for durable insights worth accumulating. This step writes to _insights.yaml in the same folder as the CHANGELOG -- it is a silent accumulation layer that never surfaces in any skill output.

Same extraction logic as /transcript Step 3.5 (insight types, threshold, format, dedup). See the transcript skill for the full _insights.yaml schema and extraction criteria.

Reusability (CR-020): Names are allowed in insight entries (the former no-names privacy rule is retired). Prefer name-free phrasing in summary/tags when the insight generalizes -- context and source.file carry the who/what; names in rationale are always fine. Apply the write-time vocabulary guard from /transcript Step 3.5 (canonical types only, confidence = hypothesis|rule, YYMMDD dates, integer ids, max 5 tags).

Swedish characters: When writing Swedish content in _insights.yaml, ALL words MUST use correct å, ä, ö. YAML files are equally prone to missing characters.

Additional ops-specific sources:

• Strategic decisions from domain_additions -> decision type
• Cleared agenda items with resolution -> learning or decision type
• Configuration or workflow changes discussed -> decision type

Process:

1. Scan the meeting summary (including domain addition sections) for qualifying insights
2. Write to _insights.yaml in the same folder as the CHANGELOG
3. Dedup by source.file -- if insights from this meeting file already exist, skip

Skip conditions:

• No CHANGELOG.md in the target folder
• Pure standup (short status updates without decisions)
• User explicitly said "skip insights"

Output: Same brief format as transcript Step 3.5:

Extracted [N] insights to _insights.yaml:
- [type] summary sentence

Step 6: Propagate Actions

If workflows.action_propagation.enabled is true:

• Decisions -> targets.decisions file
• Per-person actions -> targets.actions_by_person.{name} file

Step 7: Manage Agenda

If workflows.agenda_management.enabled is true:

• Open the file at agenda_management.file
• Find the section matching agenda_management.section
• Clear items that were addressed in this meeting
• Add new follow-up items from this meeting
• Update date to next scheduled meeting (if determinable)

Step 8: Apply Language and Output

1. Resolve the output language for the target file path:
   • If language: per_claude_md, look up the target file path in the project CLAUDE.md LANGUAGE POLICY table. Different paths within the same vault may require different languages (e.g., meetings/management/ = Swedish, projects/acme-mobile-v3/meetings/ = English).
   • If language: english or language: swedish, use that language for all output.
   • If language: input, match the transcript/input language.
2. Apply the resolved language to all output: summary content, section headings, filename keywords, CHANGELOG entries. When creating preparation files (/ops prepare), the preparation must use the language matching its target path -- not a vault-wide default.
3. CRITICAL: If swedish_chars: strict, verify ALL Swedish text uses correct å, ä, ö before writing any file. Never write "for" instead of "för", "ar" instead of "är", "mote" instead of "möte", etc. See ops-base for full list. This is a blocking requirement.
4. Template-contract check (CR-018): resolve the meeting's shape contract from workflows.meeting_templates (most specific match wins, else default = CR-006 canonical) and verify heading sequence, action-table header row, and empty-Beslut marker before saving. mode: warn (default): save + report the diff + log edge_case; mode: strict: ask first. See ops-base "Template Contracts" for the full rule. Deliberate format changes are made by editing the contract, not by letting a file drift.
5. Include suggested CHANGELOG entry
6. Include cross-references to related documents
7. Include next steps or follow-up items

Step 9: Post-Processing

If workflows.post_processing is configured:

Task Import (if task_import.enabled)

1. Extract action items from the meeting summary (same logic as /transcript Step 4)
2. Find the local _tasks.yaml in the folder where the meeting summary was saved (or nearest ancestor). Create with v2 schema if missing.
3. Match extracted items against existing tasks -- update status/notes for tasks mentioned
4. Present NEW action items and offer to import (yes/no/select)
5. For imported tasks: assign defaults (P1, source = meeting file, context from folder)
6. Mark completed items from the meeting in the local _tasks.yaml
7. Triage target for personal items (CR-022): when an action item is personal/ad-hoc (owned by the user, no natural org/project folder) and the vault has a registered triage doc, offer "lägg i triage-INKORG" as an alternative target -- append the item as an open bullet under INKORG with a source link to the meeting file. One item = one home: it goes to the triage doc OR a _tasks.yaml, never both.

Dashboard Refresh (if dashboard_refresh.enabled)

1. After all file updates and task imports are complete
2. Regenerate the org dashboard using the same logic as /daily-dashboard {org}
3. Update symlinks

Mark Preparation as Superseded + Bidirectional Link (CR-005, always)

After the meeting summary is created, check if a preparation file exists for this meeting:

1. Search the same folder as the meeting summary for files matching any of these patterns where YYMMDD matches the meeting date:
   • YYMMDD-förberedelse-* (single mode, Swedish)
   • YYMMDD-preparation-* (single mode, English)
   • YYMMDD-facilitator-* (dual mode, private)
   • YYMMDD-agenda-* (dual mode, visible)
2. If found (one or more files match), insert a blockquote at the very top of EACH matching file (before the H1 heading):

> **Superseded** by [YYMMDD-meeting-summary-filename.md](YYMMDD-meeting-summary-filename.md)

3. Also write a back-link in the meeting summary (CR-005): add a line in the metadata footer of the summary file pointing to the preparation file(s). For dual mode, link both files:

*Preparation: [YYMMDD-förberedelse-filename.md](YYMMDD-förberedelse-filename.md)*

or for dual mode:

*Preparation: [agenda](YYMMDD-agenda-filename.md) | [facilitator notes](YYMMDD-facilitator-filename.md)*

This creates bidirectional traceability -- prep -> transcript and transcript -> prep -- so a reader landing on either file can navigate to its counterpart.

4. Do not move, archive, or delete the preparation file(s) -- they stay in place to preserve cross-reference links
5. Do not modify any other content in the preparation file(s) (only the supersede blockquote is added). Preparation files are frozen per the /preparation Step 0 rule -- do not edit them post-meeting beyond the supersede marker.

This marking makes it immediately clear that the meeting has been processed, while keeping the preparation available for historical reference. Monthly cleanup (per archive policy) can later move old superseded preparations to .archive/ in bulk.

Generate Post-Meeting Priorities Artifact (if priorities_artifact.enabled)

The comprehensive meeting summary (YYMMDD-<meeting-type>.md) is archive material -- searchable, traceable, comprehensive. It is not meant to be the team's daily working list. For meetings where the facilitator drives a working team (daily standups, weeklies, war rooms), produce a slim companion artifact that the team actually works from.

This pairs symmetrically with the pre-meeting dual mode (agenda + facilitator): pre-meeting has a two-layer artifact, post-meeting also gets a two-layer artifact (comprehensive summary + slim priorities).

Trigger: workflows.post_processing.priorities_artifact.enabled: true in the org or project ops-config. Default is false -- opt in per meeting type or per project.

Filename: YYMMDD-priorities-post-<meeting-type>.md in the same folder as the comprehensive summary. Examples:

• 260525-priorities-post-standup.md
• 260605-priorities-post-weekly.md

Source priority for the slim artifact's content:

1. Facilitator's post-meeting message (email / Teams / chat) if one exists -- reproduce verbatim with light formatting. This is the strongest signal because it is the facilitator's chosen prioritization layered on top of the discussion.
2. Top items from the comprehensive summary's Action Items table if no facilitator message exists -- pick the items the facilitator emphasized; if unclear, ask the user before drafting rather than guessing.
3. Skip the artifact if neither (1) nor (2) yields a clear priority list -- producing a slim doc that just restates the action-items table adds no value.

Content shape (target: 1 page, scannable in 30 seconds):

• Short header: facilitator name, source (e.g., "post-standup email"), one-line statement that this is the working list and the comprehensive summary is the archive
• A "top N" table for items the facilitator flagged as the immediate deadline (e.g., "complete by tomorrow EOD") -- columns: #, Item, Owner
• An "in parallel this week" table for non-immediate items
• A one-line note on longer-horizon work (e.g., R3 features) if mentioned
• Footer linking back to the comprehensive summary for context

Cross-references (bidirectional):

• The slim priorities file MUST link to the comprehensive summary at the top and in the footer ("Detail in YYMMDD-<meeting-type>.md if needed")
• The comprehensive summary MUST link to the slim priorities file in its footer ("Team-working priorities (the slim version): YYMMDD-priorities-post-<meeting-type>.md -- this file is the archive; that file is what the team works from")

Critical rule: the slim artifact is not a summary of the discussion. It is the working list. Omit narrative, omit decision rationale, omit cross-references beyond the one back to the comprehensive summary. If it grows past one page, it has drifted into being a second summary -- trim.

Critical rule: if the facilitator sends their priority list after the meeting summary has already been generated, regenerate the priorities artifact rather than editing in place. The artifact is meant to be the authoritative working list at the time it was sent; older versions stay in .archive/ if needed.

Check Verticals (if configured)

If workflows.verticals is configured, check whether any vertical documents should be updated with new information from this meeting.

Verticals are living documents that aggregate insights across multiple meetings on a single strategic topic (e.g. a product tracker, a methodology insights document). Unlike meeting summaries (point-in-time), verticals are topic-longitudinal.

1. For each vertical in the config, check if the trigger condition is met:
   • if_mentioned: scan the meeting summary for any of the topics keywords (case-insensitive)
   • always: always suggest
2. If one or more verticals are triggered, present a suggestion to the user:

   Verticals to update:
   - Voice Lake (ops/management/voice-lake-vertikal.md) -- topics matched: voice lake, samtalssammanfattningar
   - AI i utvecklingsorganisationen (ops/management/insikter-ai-utvecklingsorganisation.md) -- topics matched: utvecklingshastighet
   
   Update now? (yes/no/select)
   

3. If user confirms (yes or select), read the vertical document and update relevant sections with new information from this meeting. Preserve the document's existing structure -- add to existing sections, update timelines, append new entries.
4. If vertical file does not exist at the specified path, skip silently (no error).
5. If no verticals are triggered, do not mention verticals at all.

Update Rolling Plans (if configured)

If workflows.rolling_plans is configured, check whether any rolling plan should be updated from this meeting.

Rolling plans are living, shareable per-axis planning documents that aggregate state across a recurring 1-on-1 relationship (one orthogonal workstream axis per partner). They are the participant-keyed counterpart to verticals (which are topic-keyed): unlike a meeting summary (point-in-time) or a vertical (topic-longitudinal), a rolling plan is relationship/axis-longitudinal -- "what's on now / next / later, and who owns what" for the workstream that partner owns.

1. Match by participant. For each rolling plan in the config, resolve its participants using the standard name-resolution algorithm (org team[] + _contacts/*/_meta.yaml, case-insensitive, Swedish-char folding). The plan is triggered when this meeting's resolved participant set intersects participants (typically a 1-on-1, but any matching meeting qualifies). Skip plans with status: archived.
2. Suggest the update (same yes/no/select UX as verticals):

   Rolling plan to update:
   - Alex-Bob (meetings/management/Bob/rolling-plan-Alex-Bob.md) -- axis: website / sign-up / data / go-to-market
   
   Update now? (yes/no/select)
   

3. On confirm, update the plan in place, preserving its structure (Overall goals -> Links/tools -> Cadence -> NOW / NEXT / LATER -> Carry-forward):
   • move completed rows out -- into the meeting summary just written (they become the audit trail there; don't lose them),
   • add new NOW items surfaced in the meeting, in the correct owner column,
   • reflect decisions / status changes -- update wording to the current state; never translate stale wording back in,
   • keep the doc in its configured language.
4. Golden rule -- one item = one owner = one doc. If a row clearly belongs to another registered plan's axis, link it rather than copy it. Keep each plan's "Sister documents" cross-link block consistent with the set of configured plans.
5. If the target file does not exist, offer to scaffold it from the rolling-plan template (ops-config/templates/rolling-plan.md, or the org's templates.rolling_plan override) rather than erroring -- header + Sister-documents block (generated from the other configured plans' axis strings) + empty NOW / NEXT / LATER tables.
6. If no rolling plan is triggered, do not mention rolling plans at all.

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STATUS TERMINOLOGY

Default (from ops-base)

When no status_terminology is configured:

• Priority: P0 (critical), P1 (high), P2 (important), P3 (research)
• Status: BLOCKED, IN PROGRESS, ON TRACK, TODO, PLANNED, COMPLETE

Custom (from config)

When status_terminology is configured, use the provided terms in summary tables:

• work_status terms for current state of work items
• resolution_status terms for resolution/outcome of issues

Issue IDs

When issue_id_format is configured, assign IDs to discovered issues following the pattern. Otherwise, no structured issue IDs.

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FILE NAMING

• Follow project CLAUDE.md conventions for all file paths and names
• Only CHANGELOG.md and README.md are uppercase; all other files use lowercase
• Use hyphens between words in filenames
• Default meeting filename: YYMMDD-participants-description.md
• Slug contract (CR-021): keep å/ä/ö in filenames (never transliterate or digit-substitute), always YYMMDD- prefix, always include the role keyword (samtal/förberedelse/agenda/facilitator/...), run the Swedish driftword check against the slug before saving. Full contract in ops-base General Naming Rules; retroactive cleanup via /ops normalize --filenames.

---

FALLBACK BEHAVIOUR

When no org config is found:

• Use base.yaml defaults
• Create meeting summary only (update_files: [summary])
• Use TWO-TIER format from CLAUDE.md (or sensible default if no CLAUDE.md)
• Match input language
• No action propagation
• No agenda management
• No domain additions

When a target file does not exist:

• For CHANGELOG.md: create with initial entry
• For README.md: create basic structure
• For _tasks.yaml: create with v2 schema (version: 2, context from folder, scope from path)
• For meetings/README.md: create basic index

---

OUTPUT REQUIREMENTS

Accuracy

• Verify participant attribution before finalizing
• Cross-check numbers, dates, and technical specs
• Ensure all decisions are captured with rationale

Cross-References

• Link to meeting summary from CHANGELOG
• Link to related documents where relevant
• Use relative paths for all links

Always Include

• Owner assignment per responsibility_matrix
• Follow-up commitments with deadlines
• Suggested CHANGELOG entry
• Next steps

---

ATTACHMENTS AND MEDIA

When processing meetings that reference presentations, PDFs, or other binary files:

Detection

• Look for mentions of "presentation", "slides", "PDF", "deck", "demo", "recording" in transcript
• Check if Deep Thought metadata includes a recording reference
• Ask user if attachment exists and where it is located

Placement

• Project-specific attachments: .attachments/ within the project folder
• Vault-level attachments: .attachments/ at vault root (per vault CLAUDE.md)
• Follow the project CLAUDE.md if it specifies a different location

Naming Convention

• Format: YYMMDD-description.ext or description-YYYY-MM-DD.ext
• Use lowercase with hyphens
• Match the meeting date when the attachment was presented

Linking

In meeting summaries, add a "Related:" section after the preview/context links:

**Related:**
- [Presentation Title (PDF)](../.attachments/YYMMDD-filename.pdf)
- [Preparation](YYMMDD-preparation-org-type.md)

Workflow

1. If attachment is mentioned but location unknown, ask user
2. If attachment exists in wrong location (e.g., assets/), suggest moving to .attachments/
3. Add link to meeting summary under "Related:"
4. Ensure project CLAUDE.md documents .attachments/ in folder structure