save-napkin-note

# Save napkin note Turn capture material into a vault-ready note: template, frontmatter, folder, and related links. Sources: 1. **An existing note** — inbox dump, partial draft, or rough file that needs finishing. 2. **Inline content** — pasted or dictated text in the conversation (no file yet). Fill in what is missing without overwriting work the user already did. Do not summarize away or discard ideas unless they ask. ## Defer to AGENTS.md / CLAUDE.md **Canonical rules live there:** vault layout, folder purposes, metadata semantics (including categories vs tags, `date` vs `last`, `prev`/`next`), hub vs content notes, and how to choose tools (Obsidian CLI, MCP, IDE, etc.). This skill only adds **procedure** for one task: filing a capture. When in doubt on *what a field means* or *where a note type belongs*, read AGENTS.md rather than guessing. Illustrative `obsidian …` commands below are **examples** for vaults where the CLI is wired; map them to your environment (read, properties, link-safe move/rename). ## Arguments - **`$ARGUMENTS`**: If the source is a **file**, pass title or path. If the user only dumped text in chat, **omit** and use the message (or marked paste) as the body. - If vault file vs chat is ambiguous, ask once. --- ## Analyzing the source **From a file:** Read the full note with your vault tools. **From chat:** Use the user’s message or the section they label as the capture. Parse lightly: subject, entities (people, places, projects, dates, URLs), intent (event record vs concept vs reference vs active work), tone (fragment, decision log, meeting-shaped, etc.). **Candidate home note:** For fragments or clear continuations, search the vault for a note this could extend. Merge or append only when the user names or approves that target; see **Integrate vs. new note**. An explicit request for a new note does not need to pause merely because a related note exists. --- ## Processing heuristics ### 1. Respect what exists Only generate what is missing. - **Path (existing file):** If the note is already outside a generic inbox/dump location, assume placement is intentional; do not move unless clearly wrong. - **Path (inline-only):** No prior path — route using **Routing captures** below and AGENTS.md. - **Title:** Keep a descriptive title; replace placeholders (`Untitled`, bare timestamps) in the filing plan. - **Frontmatter:** If `tags`, `categories`, etc. are already set, merge or leave alone — do not blindly replace. ### 2. Integrate vs. new note For fragments or addendum-shaped captures, you may offer **integration** into `[[Existing note]]` instead of a new file. **Rule:** Ask before integrating into an existing note when the target or merge is not already authorized. If the user explicitly named the merge target, proceed within that scope. Preserve an explicit request for a new note. Present: - **Option A — New note:** filing plan (title, folder, template, frontmatter). - **Option B — Integrate:** target `[[Title]]` or path, where material goes (section/heading), frontmatter updates (`description`, `last`, `related`, tags). Proceed with B only after they confirm (or explicitly name a merge target). If they decline, Option A only. ### 3. Templates If content already matches a template’s shape, use it. Otherwise inspect `99-Admin/Templates/` and pick the best fit; use **`Note template.md`** when unsure. Read template frontmatter for default `categories` / `tags`. Example (when Obsidian CLI is available): ```bash obsidian properties file="{Template name}" ``` Otherwise open the template `.md` via MCP or filesystem. ### 4. Routing captures (apply AGENTS.md here) AGENTS.md lists each area’s **purpose**. Use this workflow lens when choosing a folder: - **Durable concept / evergreen** → match to `02-Evergreen/` intent in AGENTS. - **Personal reflection, letters, life writing** → `03-Records/Journaling/` (per AGENTS). - **Meeting or conversation record** → `03-Records/Talks/`. - **Saved web or external material** → `03-Records/Clippings/` (or provenance categories AGENTS allows). - **Short reference fragment** → `03-Records/Snippets/`. - **Active project work** → `03-Records/Working/` (project subfolders, `STATUS.md` cross-cuts — see AGENTS). - **Entity profile** (person, place, company, media) → `04-Entities/` and the subfolder pattern your vault uses. - **Weak signal** → best-fit under `03-Records/` per AGENTS descriptions, not vault root. Templates do not always imply folder; if the template and content disagree with AGENTS routing, **content + AGENTS win**. ### 5. Frontmatter Follow **AGENTS.md** for property meanings, category semantics, and what not to duplicate across category types. For this task: ensure a solid **`description`**, **`tags`**, and **`related`** when missing (prefer existing vault tags and 2–5 related links from mentions or `03-Records/Topics/`). Add `aliases`, `categories` (hub wikilinks only, per AGENTS), `icon`, `date`, `people`, `url`, `last` when the note type calls for them. Do not hand-add `created` / `modified` unless the user or template requires it. For `publish`, only mirror what the chosen template does. Use **set-note-description** when you want a structured pass at `description` specifically. ### 6. Filenames For generic names or new files: sentence case, declarative or noun-phrase for evergreens, omit dates unless the note is date-anchored, keep roughly under 60 characters. --- ## Output and approval An explicit save or filing request authorizes creating a new note using the vault's conventions. Give a brief filing summary and proceed unless there is a filename collision, an unapproved merge, a material ambiguity, or a requested review checkpoint. When that choice is unresolved, present the relevant options below before writing. **New note:** ``` **Filing plan — new note** - Title: [current or proposed filename without .md] - Destination: [folder path] - Template: [template name] - Source: [existing file path | inline chat capture] - Key frontmatter additions: - description: "[…]" - tags: […] (merge with existing if any) - related: [[…]] (merge with existing if any) - [other fields per AGENTS.md] ``` **If integration is plausible (omit if none):** ``` **Alternative — integrate into existing** - Target: [[Note title]] (path if helpful) - Placement: [section / heading / after …] - Edits to target frontmatter: [e.g. description, last, related] ``` Ask once when a choice remains; for two unresolved paths, ask whether to create new or fold into `[[X]]`. Do not ask again for an already-approved target or routine new-note save. **Once the requested operation and target are clear:** 1. Create, update in place, or link-safe move/rename (e.g. `obsidian move file="Note" to=folder/newpath.md` when available). For integration, only touch the **confirmed** target and agreed `related` updates elsewhere. 2. Preserve substance — light structure/cleanup only unless they ask to summarize. 3. Update `related` backlinks when clearly right; ask if unsure. 4. If you copied out of an inbox/temp path into a canonical file, confirm before deleting the original. When rewriting frontmatter wholesale, keep a consistent property order matching nearby notes or the template you used. --- ## Output 1. The note at its final path (**new**, **in place**, or **integrated** after confirmation). 2. One line: what changed (path or `[[title]]`) and any `related` notes you touched.