Prep Meeting

Purpose

Pull together what's relevant for a specific meeting today - existing notes, plus any outstanding tasks tagged for that client/person in your task manager - without having to hunt across the vault and the task manager yourself.

Trigger

/prep-meeting, or naming a meeting you want to prep for. Also invoked once per named meeting by /start-the-day.

Process

1. Work out what kind of meeting it is - a topic tied to an existing standing note (a client, project, or similar), a recurring 1:1 with a person, or something else.
2. Search the vault for an existing dated meeting note covering today's meeting specifically (a YYYY-MM-DD Meeting - <topic/person>.md pattern works well), plus the standing note it relates to.
3. Pull relevant tasks by tag, if your task manager's tags overlap with vault topics/people. Pull a full-detail export from your task manager (see skills/things3-export/ for an example Things3 integration - don't substitute a trimmed-down snapshot note here, it may be missing the tags field this step depends on). Filter for items whose tags match, and add them to the note as a plain bulleted list of outstanding items. If nothing's tagged yet for this client/person, say so rather than guessing. (Task-manager tags don't have to follow the same convention as your vault's Obsidian tags - the author's, for instance, uses Title Case with spaces in Things3 while the vault stays flat and lowercase; match whatever the mapping actually is for you.)
4. Populate the note.
   • If a dated meeting note already exists for today, open it and add the task list plus anything else worth raising.
   • If not, create one following your standard note template's frontmatter shape rather than inventing a new one, named descriptively (e.g. YYYY-MM-DD Meeting - <topic/person>.md), filed wherever fits your folder structure (a client/project folder for topic-driven meetings, alongside existing dated notes for a recurring 1:1).
5. Link it from the Daily note. Add (or append to) a ## Meetings today section in today's Daily note with a wikilink to the meeting note. Create the section if it doesn't exist yet; don't duplicate a link that's already there. If the Daily note itself doesn't exist yet, this is normally handled by whatever called this skill (e.g. start-the-day) - create it only if nothing else will.

Guardrails

• Never edit the task manager, never invent new tasks, never reorganise unrelated parts of the meeting note or Daily note.
• Don't guess the day's schedule - the user names the meeting; there's no calendar read access.