---
title: "4. Meeting Machine"
description: "Voice memo or raw notes → structured meeting note with action items."
source: "Obsidian Academy"
source_url: https://obsidian-academy.pages.dev/workflows/04-meeting-machine/
saved: 2026-05-16
tags: [obsidian-academy, saved-from-web, workflows]
---

**TL;DR** — Drop messy notes or a voice transcript into chat. Claude structures it into a real meeting note in `70-Meetings/` with agenda, decisions, action items (owned by `@me` or `@person`), and links to the people it mentions. Your `@me` actions also land in today's daily note.

You stop losing the "what we said we'd do" half of meetings.

## When to use it

- Right after a call, while it's fresh
- Processing a Granola/Fireflies transcript
- Cleaning up notes you typed mid-call (or someone else did)
- Voice-memo'd thoughts on the drive home

> **Try it now:** `"process this meeting"`
>
> Then paste the notes or transcript. Triggers also on *"I just got off a call with X about Y"* or *"process the voice memo"*.

What you get:

- Metadata: date, attendees, topic, project (if mentioned)
- **Discussion** — synthesized by topic, not transcribed chronologically
- **Decisions** — explicit yes/no calls
- **Action items** with owner + ideal deadline
- **Follow-ups** — open questions, things to research
- **To send** — `@other` actions you owe a follow-up message on

## Under the hood

- **Skill location:** `~/.claude/skills/process-meeting/SKILL.md`
- **Reads:** raw input (pasted or file at provided path); `60-People/*` to cross-link attendees; `20-Projects/*` to detect project mentions
- **Writes:**
  - `70-Meetings/YYYY-MM-DD-[topic-slug].md` — primary artifact
  - Today's daily note — appends `@me` actions to your task list
  - `20-Projects/[project]/log.md` — appends a "Last meeting: [[link]]"
  - `60-People/[name].md` — appends a "Last meeting" reference

## Watch out for

- **No clean transcript?** Just paste your raw notes. The skill works from anything — bullet fragments, full transcripts, scattered thoughts.
- **Multiple Alexes** — same fix as Prep-for: use last initials in `60-People/`.
- **`@me` overload** — if every meeting generates 5 actions and you do this daily, your daily note becomes a wall of tasks. Limit to top 3 explicit commitments; defer "nice to do" to project notes.
- **Voice memos with no transcript** — the skill flags them. Use a separate transcription tool first (Whisper, MacWhisper, etc.) and feed it the text.

## Make it yours

- **Customer call template:** create `process-customer-meeting` that emphasizes pain points, objections, product feedback, and feeds into a customer health note.
- **1:1 template:** highlight career topics, blockers, and personal context separately.
- **Auto-send drafts:** integrate with Gmail/Slack MCPs so "To send" items become drafted messages — but never auto-sent.

## Related workflows

- **[Prep-for](https://obsidian-academy.pages.dev/workflows/03-prep-for/)** — The before; this is the after
- **[Inbox Zero](https://obsidian-academy.pages.dev/workflows/02-inbox-zero/)** — Routes voice memos from 00-Inbox/voice/ to this skill