Create and manage structured meeting notes with automatic action item extraction and governance integration. Use when user mentions "meeting notes", "record meeting", "create meeting", "會議記錄", "standup", "retrospective", "planning", or any meeting-related keywords.
Create and manage structured meeting notes with automatic action item extraction and governance integration. Use when user mentions "meeting notes", "record meeting", "create meeting", "會議記錄", "standup", "retrospective", "planning", or any meeting-related keywords.
Objective: Collect all necessary information about the meeting.
Steps:
Extract from user message (if provided):
Meeting type (standup, planning, etc.)
Date (today if not specified)
Meeting title or topic
Prompt for missing information:
Meeting type (if not clear):
What type of meeting is this?
[Present options based on RULE.md methodology]
- Daily Standup
- Sprint Planning
- Sprint Review
- Retrospective
- General/Other
Meeting title (if not provided):
What's the meeting title?
Example: "Sprint 5 Planning" or "Q4 Roadmap Discussion"
Date (if not provided):
Meeting date? (Press Enter for today: YYYY-MM-DD)
Attendees:
Who attended? (You can list names or reference team roles from RULE.md)
Example: "@alice @bob @carol" or "Whole dev team"
Objective: Generate the meeting note with proper template.
Steps:
Read template from RULE.md:
Extract the exact format from Document Templates > Meeting Notes Format.
Generate meeting document following template:
For Structured format (most common):
---
title: [Meeting Title]
type: [meeting-type]
date: YYYY-MM-DD
attendees:
- Name 1
- Name 2
duration_minutes: [number]
related_sprint: [sprint number or "N/A"]
related_milestone: [milestone or "N/A"]
---
# [Meeting Title]
**Date**: YYYY-MM-DD
**Type**: [Type]
**Duration**: [X] minutes
## Attendees
- Name 1
- Name 2
## Agenda
[To be filled or pre-populated if provided]
## Discussion
[Meeting notes and key points]
## Action Items
[Will be extracted or added]
## Decisions
[Key decisions made during the meeting]
## Next Steps
[What happens next]
---
*Created by ProjectMaster track-meeting Skill*
## Context
This meeting is for [Sprint 5](../../sprints/sprint-05/sprint-plan.md) planning.
Related to [Beta Release](../../milestones.yaml#beta-release) milestone.
Follow-up from [previous retrospective](../retrospectives/2025-11-06_sprint-4-retro.md).
Phase 6: Create and Save Meeting Note
Objective: Write the meeting note to the correct location.
Read Auto Workflows > When Claude creates meeting notes:
## When Claude creates meeting notes:1. Extract all action items with @mentions
2. Update team member task lists
3. Link to related user stories if mentioned
4. Add to README.md meeting index
5. [Custom step specific to this project]
Execute each specified step.
Phase 8: Report
Objective: Confirm completion and guide next steps.
Report format:
✅ Meeting Notes Created Successfully!
📄 File: meetings/[type]/[filename].md
📅 Date: YYYY-MM-DD
👥 Attendees: [count] people
⏱️ Duration: [X] minutes
📋 Action Items: [count]
[List action items with owners]
🔗 Linked to:
- Sprint [X]
- Milestone: [name]
- Issues: #[numbers]
📚 Updated governance:
✓ meetings/README.md
✓ meetings/[type]/README.md
✓ Project README.md
💡 Next steps:
- Review action items with team
- Track action item completion
- Link to sprint/milestone if not already done
[If action items with owners exist:]
Reminder to notify:
- @[owner1] about [task]
- @[owner2] about [task]
[If custom workflows were executed:]
🤖 Executed custom workflows from RULE.md:
- [Workflow description]
Special Cases
Case 1: Quick standup notes
If user provides brief standup update:
User: "Today's standup: Everyone on track, Bob blocked on API issue, Alice will help"
Response:
Detect it's a standup (keyword "standup")
Create minimal standup format:
---
title: Daily Standup
type: standup
date: 2025-11-13
---# Daily Standup - 2025-11-13## Updates- Team on track
- Bob: Blocked on API issue
- Alice: Will assist Bob
## Action Items- [ ] Alice: Help Bob with API issue
Save with date-based filename: 2025-11-13_standup.md
Update governance
Report: "Standup notes recorded. Alice assigned to help Bob."
Case 2: Retrospective with structured feedback
For retrospectives, use special format:
# Sprint [X] Retrospective## What Went Well 🎉- Item 1
- Item 2
## What Could Be Improved 🔧- Item 1
- Item 2
## Action Items for Next Sprint- [ ] Action 1 - @owner
- [ ] Action 2 - @owner
## Appreciation 💙- Shoutout to @person for [accomplishment]
## Metrics- Velocity: [X] points
- Completed: [X]/[Y] stories
- Sprint goal: [Met/Partially Met/Not Met]
Case 3: Meeting notes from transcript
If user provides meeting transcript or long notes:
Parse content to extract:
Speakers and what they said
Key decisions
Action items (look for commitments, assignments)
Questions and answers
Structure into sections:
Discussion (organized by topic if possible)
Decisions (extract conclusions)
Action Items (extract commitments)
Confirm with user:
"I've structured the transcript. Here are the key points and action items I extracted. Please review..."
Case 4: Meeting series
If user is creating recurring meeting notes:
Detect series (e.g., "weekly standup", "daily standup"):
Check for existing notes with similar titles
Note pattern in governance
Use consistent naming:
Daily standups: YYYY-MM-DD_standup.md
Weekly meetings: YYYY-MM-DD_weekly-sync.md
Link to previous:
## Previous Meeting
[Last week's sync](2025-11-06_weekly-sync.md)
## Follow-up on Previous Action Items- [X] Item from last week - completed
- [ ] Item from last week - in progress
⚠️ No RULE.md found in this directory or parent directories.
This appears to not be a ProjectMaster-initialized project.
Options:
1. Initialize project first: "Initialize a new project for [name]"
2. Create meeting note with default format (no governance)
3. Specify a different directory
What would you like to do?
If user chooses option 2, use default structured format.
Error: meetings/ directory doesn't exist
Response:
⚠️ No meetings/ directory found.
I'll create it now with proper governance structure.
⚠️ Meeting type "[type]" not recognized for this project.
Available types based on your RULE.md:
- [type1]
- [type2]
- [type3]
Would you like to:
1. Use one of the available types
2. Create as "General" meeting
3. Add "[type]" to RULE.md as a new meeting type
Which option?
Error: Filename conflict
If filename already exists:
Response:
⚠️ A meeting note already exists with this name:
meetings/[type]/[filename].md
Options:
1. Create with different name (e.g., append "-v2")
2. Update/append to existing note
3. Cancel creation
What would you like to do?
Integration with Other Skills
With manage-sprint Skill
If meeting is sprint-related (planning, review, retrospective):
Check for current sprint:
ls sprints/current/
Link meeting to sprint:
related_sprint:sprint-05
Update sprint documentation:
Add reference in sprints/sprint-05/sprint-plan.md:
Don't defer README.md updates. Do them as part of meeting creation.
6. Confirm action items with user
Automatic extraction may miss context. Always confirm extracted action items.
7. Use appropriate granularity
Daily standups: Brief, minimal format
Sprint planning: Detailed, comprehensive format
Retrospectives: Structured sections (what went well, what to improve)
8. Preserve formatting
If user provides formatted content, preserve structure while adding governance elements.
Examples
Example 1: Sprint Planning Meeting
User: I need to create notes for our sprint 5 planning meeting
Claude: I'll create sprint planning notes. Let me gather details...
Meeting title? (e.g., "Sprint 5 Planning")
User: Sprint 5 Planning
Claude: Great! Attendees?
User: Whole team - Alice (PO), Bob (SM), Carol, David, Eve, Frank (devs)
Claude: How long was the meeting?
User: About 90 minutes
Claude: Perfect! Any content to include, or should I create a template for you to fill?
User: Create template, but add that we're focusing on authentication features
Claude: Got it! Creating structured sprint planning notes...
✅ Created: meetings/sprint-planning/2025-11-13_sprint-5-planning.md
📄 Structured template with:
- Sprint goal: Authentication features
- Sections for user stories, estimates, assignments
- Action items section
- Links to Sprint 5 documentation
📚 Updated:
✓ meetings/README.md
✓ meetings/sprint-planning/README.md
✓ Project README.md
✓ sprints/sprint-05/sprint-plan.md (added planning meeting link)
You can now edit the file to add detailed notes, user stories, and estimates.
Example 2: Quick Daily Standup
User: Today's standup: Carol finished user signup, David starting login, Eve blocked on OAuth config, Bob will help Eve
Claude: Recording daily standup...
✅ Created: meetings/daily-standups/2025-11-13_standup.md
📋 Summary:
- Carol: Completed user signup ✓
- David: Starting login feature
- Eve: Blocked on OAuth configuration
- Bob: Will assist Eve
Action Items:
- [ ] Bob: Help Eve with OAuth configuration
📚 Governance updated
💡 Reminder: Bob to assist Eve with OAuth blocker
Example 3: Retrospective
User: Create retro notes for sprint 4
Claude: I'll create a Sprint 4 retrospective note. Let me use the retrospective template...
What went well in Sprint 4?
User: We delivered all planned features, team collaboration was great, no major bugs
Claude: What could be improved?
User: Estimations were off, needed better testing before review
Claude: Any specific action items for next sprint?
User: Allocate more time for testing, involve QA earlier, re-calibrate story points
Claude: Creating retrospective...
✅ Created: meetings/retrospectives/2025-11-13_sprint-4-retro.md
📊 Sprint 4 Retrospective:
🎉 What Went Well:
- Delivered all planned features
- Strong team collaboration
- No major bugs
🔧 What Could Be Improved:
- Estimation accuracy
- Testing workflow timing
📋 Action Items for Sprint 5:
- [ ] Allocate dedicated testing time in sprint planning
- [ ] Involve QA from story refinement stage
- [ ] Re-calibrate story point estimates based on Sprint 4 actuals
📚 Updated governance and linked to Sprint 4 documentation
💡 These action items will be tracked in Sprint 5 planning.
Notes
Meeting notes are the heartbeat of project communication. Rich, structured notes enable better async collaboration.
Action item extraction is intelligent but not perfect. Always review and confirm.
Cross-referencing meetings to sprints, milestones, and decisions creates a knowledge graph that's easy to navigate.
The RULE.md-defined format ensures consistency across the team without imposing rigid templates.
This Skill adapts to your team's actual workflow - Scrum, Kanban, Waterfall, or hybrid.
Effective meeting notes transform ephemeral discussions into persistent project knowledge. This Skill makes that transformation automatic.