| name | grouped-source-intake-backfill |
| description | Backfill grouped source-intake batches into durable notes with per-channel compaction, sourced provenance, and checkpoint-safe writeback. |
Grouped Source Intake Backfill
Use this skill when draining a batch of source records from vadimgest/intake-style exports into Obsidian or another durable note store.
When to use
- Multiple records arrive grouped by source/channel/thread.
- The batch contains a mix of signal and noise.
- A note must be written back with source provenance.
- A checkpoint or cursor must be advanced only after writeback is complete.
Workflow
-
Compact by group first.
- Treat each channel/thread/group as the unit of analysis.
- Deduplicate repeated facts and repeated messages inside the group before writing.
- Do not create one note line per raw row when several rows belong to one conversation.
-
Answer the four intake questions for each group.
- Q1: What needs to be done?
- Q2: How can I help now?
- Q3: What facts changed?
- Q4: What patterns/signals changed?
-
Choose the durable home.
- If the target entity is clear, write/update the entity note with sourced provenance.
- If routing is uncertain or cross-entity, write a sourced Inbox note.
- If the group is noise or empty, skip it and record the skip reason in the batch summary.
-
Prefer append-style log entries for people and entities.
- Add a dated log section with
src, mentions, summary, and facts-touched.
- Keep state facts compact and sourced.
- Avoid overwriting unrelated sections when a small append is enough.
-
Verify before cursor advancement.
- Re-read the destination note after editing.
- Run the exact checkpoint / commit snippet only after triage and writeback are complete.
- Commit only the listed source lines for the batch.
Pitfalls
- Do not split one conversation across many note entries when a single grouped summary is sufficient.
- Do not commit a source line that was not fully processed.
- Do not treat headers / empty threads as substantive content.
- When editing an existing note, read enough of the file to avoid truncation surprises before patching or replacing.
- If the batch is mostly noise, say so plainly rather than inflating it into false signal.
Verification
- Batch note exists and includes source line ranges or representative URIs.
- Entity notes, if updated, contain sourced log entries rather than bare claims.
- Checkpoint advancement matches the processed source lines exactly.
References
- See
references/whatsapp-edge-backfill-example.md for a concrete batch example and writeback pattern.