| name | monthly-review |
| description | Aggregate weekly summaries into a monthly overview. Use when asked to "monthly review", "review the month", "summarize this month", or "month summary". |
| allowed-tools | Read, Write, Edit, Glob, Grep, AskUserQuestion |
Monthly Review
Aggregate weekly summaries into a comprehensive monthly overview.
Location
All private notes live in content/private/ with flat structure (no subfolders).
Date Format
- Monthly reviews:
YYYY-MM.md
- Example:
2024-01.md for January 2024
Phase 1: Determine Month Boundaries
Identify the month being reviewed (default: previous month if early in month, current month otherwise).
Calculate:
- Month start and end dates
- ISO week numbers that fall within the month
Phase 2: Gather Weekly Reviews
2.1 Find Weekly Reviews
Search for weekly reviews from the target month:
Glob: content/private/YYYY-W*.md
Filter to weeks where week frontmatter falls within the month.
2.2 Load Content
Read each weekly review and extract:
- Week summaries
- Key events
- Learnings
- Public notes created
2.3 Present Summary
Display to user:
- Number of weekly reviews found
- Weeks covered (e.g., "W01-W04")
- Major themes identified
Phase 3: Generate Monthly Summary
3.1 Ask for User Input
question: "What were the big themes this month?"
header: "Themes"
options:
- label: "Auto-generate"
description: "Synthesize themes from weekly reviews"
- label: "Manual"
description: "I'll describe the month's themes"
If user chooses manual, gather their input.
3.2 Ask About Achievements
question: "Any notable achievements to highlight?"
header: "Wins"
options:
- label: "Yes"
description: "I have achievements to add"
- label: "Extract from weeklies"
description: "Pull from key events"
3.3 Create Monthly Note
Frontmatter:
---
title: "{Month Name} {YYYY}"
type: monthly
month: YYYY-MM
date: { first of next month YYYY-MM-DD }
weeks:
- "[[YYYY-W01]]"
- "[[YYYY-W02]]"
- "[[YYYY-W03]]"
- "[[YYYY-W04]]"
private: true
---
Body structure:
## Month Summary
{user themes or auto-generated summary}
## Themes
- Theme 1: {description}
- Theme 2: {description}
## Achievements
- Achievement 1
- Achievement 2
## Top Public Notes
- [[most-linked-note]] - {why it was significant}
- [[another-note]] - {context}
3.4 Review with User
Present the generated monthly review:
question: "Does this monthly summary look good?"
header: "Review"
options:
- label: "Save"
description: "Create the monthly review file"
- label: "Edit"
description: "Make changes before saving"
Phase 4: Save Monthly Review
Save to content/private/{YYYY-MM}.md.
Confirm with:
- File path
- Weeks covered
- Key themes and achievements
Template Reference
Full monthly review template:
---
title: "January 2024"
type: monthly
month: 2024-01
date: 2024-02-01
weeks:
- "[[2024-W01]]"
- "[[2024-W02]]"
- "[[2024-W03]]"
- "[[2024-W04]]"
private: true
---
## Month Summary
Overview of the month's patterns, progress, and observations.
## Themes
- **Work:** Major project focus or accomplishments
- **Learning:** Key topics studied or explored
- **Personal:** Life events or milestones
## Achievements
- Completed X project
- Published Y blog posts
- Read Z books
## Top Public Notes
- [[book-title]] - Major influence on thinking this month
- [[article-slug]] - Referenced multiple times in weeklies
Quality Checklist
Before saving:
Edge Cases
| Situation | Handling |
|---|
| No weekly reviews found | Offer to scan dailies directly |
| Partial month (< 4 weeks) | Proceed with available entries |
| Monthly review already exists | Offer to update or skip |
| User wants different month | Allow specifying month |
| Week spans two months | Include if majority in target month |
