Understanding meeting notes at work

Knowledge management
1

Hi,
I would like to use Obsidian to better understand the work I do. I currently use it to take meeting notes, and notes about topics I find interesting. I use a Daily Note to log my activities throughout the day, and branch off to notes for each meeting, where I try and capture bullets, insights, and action items. Sometimes these meetings are connected to projects or clients, and so I link to those topical pages.

Each month I need to look through my notes to find a “story” worth sharing with my team, which is usually the result of projects progressing through these meetings throughout the month. I currently just sift through things to find anything interesting and then turn it into a story worth sharing.

However, I’d love a more data driven approach, where I can somehow see a listing of all the notes I took for a given project or client over the past month, and somehow summarize those into something useful, to spot trends or blockers, etc.

Curious if folks here have any ideas on an approach, methods, or plugins that can help me round things up like this…?

1 Like
2

If you have not yet explored “Copilot” by Logan Yang, I recommend doing so. Over the past year, it has become my primary tool for engaging with large language models. For example, Copilot enables users to create and store customized prompts that can efficiently summarize notes from designated folders or tags. When provided with appropriate contextual information, the output is likely to align well with your anticipated outcomes.

1 Like
3

Hi,
In a more old fashion way, you can use the Dataview plugin to automatically list all the notes you have tagged #ProjectA, #JohnDoe, or #meeting. You can also consider creating a “map of content” that will help to better structure your projects. Sure you will find good resources about this on this forum (or YT).

1 Like