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assets/PREFERENCES-template.md
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# Meeting Notes Preferences
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Optional customization file. If this exists in your workspace, the AI will follow these preferences.
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---
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## Output Format
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Choose your default output format:
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```
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default: plain
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```
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Options: `plain`, `markdown`, `json`, `slack`, `email`
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---
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## Sections to Include
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Check the sections you want in every extraction:
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- [x] Summary
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- [x] Action Items
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- [x] Decisions
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- [ ] Open Questions
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- [ ] Attendees
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- [ ] Next Steps
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---
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## Action Item Format
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How should action items be formatted?
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```
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style: "[ ] @{owner}: {task} — {deadline}"
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```
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Alternative styles:
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- `"- {task} ({owner}, due {deadline})"`
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- `"• {owner} → {task} [{deadline}]"`
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- `"TODO: {task} // @{owner} // {deadline}"`
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---
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## Owner Defaults
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When no owner is specified:
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```
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default_owner: Team
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```
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Options: `Team`, `TBD`, `Unassigned`, or a specific name
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---
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## Deadline Handling
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When no deadline is mentioned:
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```
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no_deadline_text: TBD
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```
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Options: `TBD`, `No deadline`, `ASAP`, `Unscheduled`
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---
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## Grouping
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For meetings with many action items:
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```
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group_by: none
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```
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Options: `none`, `owner`, `deadline`, `priority`
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---
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## Additional Instructions
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Add any specific instructions for your workflow:
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```
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- Bold owner names in markdown output
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- Always include meeting date if mentioned
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- Flag any items marked "urgent" or "ASAP"
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- Use emoji indicators for Slack output
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```
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---
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## Project-Specific Tags
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If you want action items tagged for specific projects:
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```
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auto_tag: false
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tag_format: "[{project}]"
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```
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---
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*Delete any sections you don't need. The AI uses smart defaults for anything not specified.*
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