obsidian-meeting-prep

What this skill does

# Meeting Preparation

Prepares you for meetings by gathering context from your Obsidian vault, enriching it with research, and creating comprehensive meeting materials. Generates internal prep notes for attendees and external-facing agendas for meetings.

## Quick Start

When asked to prepare for a meeting:

1. **Understand meeting context**: Gather meeting details and objectives
2. **Search vault**: Find related project notes, previous meetings, specs
3. **Read relevant notes**: Extract key context and background
4. **Enrich with research**: Add insights and additional context
5. **Create prep note**: Internal background document for attendees
6. **Create agenda**: External-facing meeting structure
7. **Link resources**: Connect all documents appropriately

## Meeting Prep Workflow

### Step 1: Gather meeting details

Collect essential information:

**Meeting basics:**
- Topic/Title
- Date and time
- Duration
- Location (physical/virtual)

**Participants:**
- Internal attendees
- External participants (clients, partners)
- Meeting owner/facilitator

**Meeting purpose:**
- Decision-making
- Status update
- Brainstorming
- Planning session
- Customer demo
- Problem-solving
- Knowledge sharing

**Context:**
- Related project or initiative
- Background/history
- Key topics to cover
- Desired outcomes

### Step 2: Search vault for context

**Project-related search:**
```bash
# Find project notes
find /path/to/vault/projects -name "*project-name*"

# Search project folder
grep -r "relevant term" /path/to/vault/projects/project-name/
```

**Previous meetings:**
```bash
# Find meeting notes
find /path/to/vault/meetings -name "*topic*" -o -name "*project*"

# Recent meetings
find /path/to/vault/meetings -name "*.md" -mtime -30
```

**Specifications and designs:**
```bash
# Find specs
grep -l "type: specification" /path/to/vault/**/*.md

# Find designs
find /path/to/vault -path "*/designs/*" -name "*.md"
```

**Tasks and issues:**
```bash
# Find related tasks
grep -l "project: \[\[project-name\]\]" /path/to/vault/tasks/*.md

# Find open issues
grep -l "status: open" /path/to/vault/**/*.md | grep -i "issue\|bug"
```

**Decision records:**
```bash
# Find decisions
grep -l "type: decision" /path/to/vault/**/*.md

# Recent decisions for project
grep -l "project.*project-name" /path/to/vault/decisions/*.md
```

**Dataview query:**
```dataview
TABLE type, updated, tags
FROM "projects" OR "meetings" OR "specs"
WHERE contains(file.name, "project-name")
   OR contains(tags, "#project-tag")
SORT updated DESC
LIMIT 20
```

### Step 3: Read and extract context

For each relevant note:

```bash
# Read note
cat /path/to/vault/path/to/note.md
```

Extract:
- **Project status**: Current state and progress
- **Recent updates**: What changed recently
- **Decisions made**: Past decisions affecting meeting
- **Open questions**: Unresolved issues
- **Action items**: Outstanding tasks
- **Background**: Historical context
- **Stakeholder info**: Relevant people and roles

Organize information by relevance and importance.

### Step 4: Enrich with additional research

**Add context:**
- Industry best practices
- Technical background
- Competitive landscape
- Relevant frameworks or methodologies

**Anticipate questions:**
- What might participants ask?
- What context might be missing?
- What decisions need background?

**Identify discussion points:**
- Topics needing alignment
- Areas of potential disagreement
- Opportunities for input

### Step 5: Create internal prep note

Generate background document for internal attendees:

```bash
touch /path/to/vault/meetings/prep/meeting-name-prep.md
```

**Prep note structure:**
```markdown
---
type: meeting-prep
meeting: "[[meetings/meeting-name]]"
date: YYYY-MM-DD
project: "[[projects/project-name]]"
attendees:
  - "[[people/person-1]]"
  - "[[people/person-2]]"
tags:
  - meeting-prep
  - PROJECT-TAG
visibility: internal
---

# Meeting Prep: [Meeting Name]

> [!info] Meeting Details
> **Date**: YYYY-MM-DD HH:MM
> **Duration**: X hours
> **Location**: [Where/Link]
> **Attendees**: [[person-1]], [[person-2]]

## Purpose
Clear statement of meeting objectives.

## Background

### Project Context
Current state and relevant history.
- Status: [description]
- Recent changes: [what's new]
- Related: [[project-note]], [[spec-note]]

### Previous Discussions
Summary of relevant prior meetings.
- [[previous-meeting-1]]: Key outcomes
- [[previous-meeting-2]]: Decisions made

### Key Decisions
Important decisions affecting this meeting.
- [[decision-1]]: What was decided and why
- [[decision-2]]: Impact and implications

## Current Situation

### What's Working Well
Positive developments and progress.

### Challenges
Current obstacles and issues.
- Challenge 1: [[related-task]]
- Challenge 2: [[related-issue]]

### Open Questions
Unresolved issues needing discussion.
1. Question 1
2. Question 2

## Key Discussion Topics

### Topic 1: [Name]
**Context**: Background and why this matters
**Current state**: Where things stand
**Options**: Potential approaches
**Our position**: Recommended direction

### Topic 2: [Name]
[Continue for each major topic]

## Data & Metrics
Relevant numbers and trends.
- Metric 1: Current value (trend)
- Metric 2: Current value (trend)

## Stakeholder Perspectives

### Internal Team
- View 1: [[person-1]]'s perspective
- View 2: [[person-2]]'s perspective

### External Participants
- Client needs and concerns
- Partner requirements

## Potential Objections
Anticipated concerns and responses.

## Goals for This Meeting
What we want to achieve.
- [ ] Goal 1
- [ ] Goal 2
- [ ] Goal 3

## Materials to Reference
- [[spec-document]]
- [[design-mockups]]
- [[data-report]]

## Follow-Up Considerations
Potential next steps and actions.

## Quick Reference
Critical facts and figures for easy access.
```

See [reference/prep-note-template.md](reference/prep-note-template.md) for full template.

### Step 6: Create meeting agenda

Generate external-facing agenda document:

```bash
touch /path/to/vault/meetings/agenda/meeting-name-agenda.md
```

**Agenda structure:**
```markdown
---
type: meeting-agenda
date: YYYY-MM-DD
project: "[[projects/project-name]]"
duration: X hours
attendees:
  - "[[people/internal-1]]"
  - "External Person Name"
tags:
  - agenda
  - PROJECT-TAG
visibility: external
---

# Meeting Agenda: [Meeting Name]

**Date**: YYYY-MM-DD HH:MM
**Duration**: X hours
**Location**: [Where/Video link]

## Attendees
- Internal: [[person-1]], [[person-2]]
- External: Name 1, Name 2

## Meeting Objectives
1. Objective 1
2. Objective 2
3. Objective 3

## Agenda

### 1. Welcome & Introductions (5 min)
- Brief introductions
- Meeting objectives overview

### 2. Topic 1: [Name] (20 min)
**Objective**: What we want to accomplish
**Discussion points**:
- Point 1
- Point 2
- Point 3

**Desired outcome**: Decision/alignment on X

### 3. Topic 2: [Name] (15 min)
[Continue for each topic with time allocations]

### 4. Topic 3: [Name] (20 min)
...

### 5. Action Items & Next Steps (10 min)
- Summarize decisions
- Assign action items
- Schedule follow-up

## Background Materials
- [[Reference document 1]]
- [[Reference document 2]]

## Parking Lot
Topics for future discussion if time doesn't permit.

---

## Post-Meeting
Meeting notes: [[meetings/meeting-name-notes]]
Action items: [[tasks/meeting-name-actions]]
```

See [reference/agenda-template.md](reference/agenda-template.md) for full template.

### Step 7: Link and organize

**Create meeting folder:**
```
meetings/
└── meeting-name/
    ├── prep.md          # Internal prep note
    ├── agenda.md        # External agenda
    └── notes.md         # Post-meeting notes (placeholder)
```

**Link from project:**
```markdown
## Upcoming Meetings
- [[meetings/meeting-name/agenda]] - YYYY-MM-DD
```

**Link in prep note and agenda:**
```markdown
## Related
- Prep notes: [[meetings/meeting-name/prep]]
- Agenda: [[meetings/meeting-name/agenda]]
- Project: [[projects/project-name]]
- Spec: [[specs/featu