Meeting Notes Preferences

Optional customization file. If this exists in your workspace, the AI will follow these preferences.

Output Format

Choose your default output format:

default: plain

Options: plain, markdown, json, slack, email

Sections to Include

Check the sections you want in every extraction:

Summary
Action Items
Decisions
Open Questions
Attendees
Next Steps

Action Item Format

How should action items be formatted?

style: "[ ] @{owner}: {task} — {deadline}"

Alternative styles:

"- {task} ({owner}, due {deadline})"
"• {owner} → {task} [{deadline}]"
"TODO: {task} // @{owner} // {deadline}"

Owner Defaults

When no owner is specified:

default_owner: Team

Options: Team, TBD, Unassigned, or a specific name

Deadline Handling

When no deadline is mentioned:

no_deadline_text: TBD

Options: TBD, No deadline, ASAP, Unscheduled

Grouping

For meetings with many action items:

group_by: none

Options: none, owner, deadline, priority

Additional Instructions

Add any specific instructions for your workflow:

- Bold owner names in markdown output
- Always include meeting date if mentioned
- Flag any items marked "urgent" or "ASAP"
- Use emoji indicators for Slack output

Project-Specific Tags

If you want action items tagged for specific projects:

auto_tag: false
tag_format: "[{project}]"

Delete any sections you don't need. The AI uses smart defaults for anything not specified.

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