Handle your meeting notes with ease

Here’s a showcase of what I’m about to share with you. A somewhat simple process, true, but pretty and elegant.

meeting-workflow-obsidian-cropped

Template for triggering a new meeting

When you’re in a daily note, you can trigger a new meeting with a shortcut Ctrl+E (or other if you changed templater hotkeys).

Here’s the template’s code:

<%*

let type, name, topic, held
held = tp.date.now("YYYY-MM-DD")
topic = "o "
type = await tp.system.suggester(["with a specific person", "meeting with a custom name", "no specific people nor names"], ["with a specific person", "meeting with a custom name", "no specific people nor names"], false, "What kind of meeting it was?")

if (type == "with a specific person") name = await tp.system.prompt("What was their first and second name?", "with ", true, false)
else if (type == "meeting with a custom name") name = await tp.system.prompt("What was the meeting called then?", "", true, false)
else if (type == null || type == "no specific people nor names") name = "" 

topic = await tp.system.prompt("What was the meeting about?", "about ", true, false)
if (topic == "about ") topic = ""

let final_name = name
if (name.length > 0) final_name += " "

let triggered_date = tp.date.now("YYYY-MM-DD", 0, tp.file.title, "YYYY-MM-DD")
if (held != triggered_date) {
	if (await tp.system.prompt("You triggered this meeting in a note from " + triggered_date + ". Do you want to use this date instead of today's? y / ESC", false, false, false) == "y") held = triggered_date
}

final_name += topic + " - " + held

tR += "!\[\[" + final_name + "\]\]"
tp.file.create_new(tp.file.find_tfile("new meeting"), final_name, true, app.vault.getAbstractFileByPath("meetings"))

%>

Template for new meeting note

The template you triggered from your daily note creates a new note for you. This note is pre-filled based on another template, which I called new meeting.md - you might want to keep this name or refactor the code above if you don’t.

---
tags: type/meeting
held: <% tp.date.now("YYYY-MM-DD", 0, tp.file.title, "YYYY-MM-DD") %>
---
> [!summary]
> **key teams**::
> **key people**::
> **other key links**::

End result might look like this from your daily note:

12 Likes

I love this, thanks for sharing. How can I have the new note title begin with the ‘held’ date? I’ve tried moving it around the code, but to no good effect…

@Jeffurry : "How can I have the new note title begin with the ‘held’ date? "

Hi. Change this:

final_name += topic + " - " + held

Into this:

final_name = held + " - " + final_name + topic

1 Like

Nice one. Many thanks

I tried using this but when inserting the items in the modal popup I get this error:

image

Is there a way to work around it?

What title do your Daily notes have? Is it YYYY-MM-DD.md or something else?