Note Organizer

Purpose

Transform unstructured notes into organized, actionable format using the framework's tag-based workflow. Extract decisions, actions, questions, and insights from raw text.

When to Use

• User has raw notes to process
• User wants structured analysis
• User mentions [raw] tag
• User wants to extract actions/decisions
• User needs note summarization
• User wants systematic organization

Core Workflow

Step 1: Identify Raw Notes

Look for:

• [raw] tag explicitly
• Unstructured text blocks
• Meeting notes
• Brainstorming dumps
• Research notes

Step 2: Extract Structure

Analyze content for:

• Topics/Themes: Main subject areas discussed
• Decisions Made: Choices, commitments, agreements
• Actions Required: Tasks, todos, deliverables
• Questions Raised: Open questions, uncertainties
• Key Insights: Learnings, realizations, patterns
• References: Links, citations, resources mentioned

Step 3: Apply Tag Taxonomy

Use framework's tag system (see references/tag-taxonomy.md):

Document State:

• [raw] → [organized]

Content Classification:

• [decision] - Decisions made
• [action] - Tasks to complete
• [question] - Open questions
• [insight] - Key learnings
• [reference] - External resources
• [blocker] - Impediments
• [risk] - Potential issues

Priority Levels:

• [urgent] - Immediate attention
• [high] - Important, not urgent
• [medium] - Normal priority
• [low] - Can defer

Step 4: Generate Organized Output

Standard Format:

[organized]

## Summary
[1-2 sentence overview of what notes cover]

## Topics Covered
- Topic 1: [Brief description]
- Topic 2: [Brief description]
- Topic 3: [Brief description]

## Decisions Made
- [decision] Decision 1: [Description + rationale]
- [decision] Decision 2: [Description + rationale]

## Actions Required
- [ ] [urgent] [action] Action 1 - [Owner if known] - [Deadline if known]
- [ ] [high] [action] Action 2 - [Owner] - [Deadline]
- [ ] [medium] [action] Action 3

## Open Questions
- [question] Question 1: [What needs to be answered]
- [question] Question 2: [Context + why it matters]

## Key Insights
- [insight] Insight 1: [What was learned]
- [insight] Insight 2: [Pattern noticed / Realization]

## Blockers & Risks
- [blocker] Blocker 1: [What's blocking + impact]
- [risk] Risk 1: [Potential issue + mitigation idea]

## References
- [reference] [Resource 1 with link]
- [reference] [Resource 2 with link]

## Next Steps
1. [Most important action]
2. [Second priority]
3. [Third priority]

Step 5: Suggest Project Association

If notes relate to active project:

• Tag: [project:project-name]
• Suggest: "Add to .projects/[name]/.context.md?"
• Link to project roadmap if relevant

Step 6: Offer Integration

After organizing, suggest:

• Save to logs: Add to daily log (providers/claude/logs/daily/YYYY.MM.DD.md)
• Update project: Merge decisions/actions into project context
• Create todos: Extract actions to todo list
• Schedule follow-up: Set reminders for pending items

Integration with Framework

Workflow Compatibility

This skill implements: .workflow-claude-notes-organization.md

Traditional workflow:

User writes [raw] notes → Runs /organize → Claude processes → [organized] output

With this skill (automatic):

User mentions "organize" → Skill loads → Processes → [organized] output

Benefit: No need to remember /organize command; conversational trigger

Tag Extraction Utility

Use bundled script for automatic tag detection:

echo "[raw] content..." | python ~/.claude/skills/note-organizer/scripts/extract_tags.py

Output:

Tags found:
  - [raw]
  - [decision]
  - [action]
  - [urgent]

Best Practices

Preserve Context

When organizing:

• Keep original meaning
• Don't invent information
• Flag assumptions clearly
• Preserve nuance

Be Specific

In extraction:

• Decisions: Include rationale
• Actions: Specify owner + deadline if known
• Questions: Add context
• Insights: Explain significance

Maintain Traceability

Link organized notes back to:

• Source (if from external doc)
• Date/time discussed
• Participants (if meeting)
• Project (if applicable)

Handle Edge Cases

Incomplete notes:

• Flag missing info: [unknown owner]
• Mark uncertain: [decision?] vs [decision]

Conflicting info:

• Document both: "Option A vs Option B"
• Note needs resolution

Sensitive info:

• Apply PII tags: [PII:NAME] etc.
• Redact before sharing

Examples

Example 1: Meeting Notes

Input:

[raw]
Met with team about Q1 planning. Decided to focus on performance optimization.
Sarah will lead perf work. Need to decide on metrics by Friday. Risk: might
conflict with feature roadmap. Key learning: premature optimization killed us
last time. What's the baseline we're improving from?

Output:

[organized]

## Summary
Q1 planning meeting - Decided to prioritize performance optimization led by Sarah,
with metrics definition needed by Friday.

## Decisions Made
- [decision] Focus Q1 on performance optimization (rationale: customer complaints + competitive pressure)

## Actions Required
- [ ] [urgent] [action] Define performance metrics - Sarah - Friday

## Open Questions
- [question] What's our current performance baseline?
- [question] How does this affect feature roadmap?

## Blockers & Risks
- [risk] Performance focus may conflict with feature delivery roadmap

## Key Insights
- [insight] Premature optimization failed previously - ensure we have clear metrics first

## Next Steps
1. Sarah: Establish performance baselines
2. Team: Define success metrics by Friday
3. Leadership: Align with feature roadmap

Example 2: Research Notes

Input:

[raw]
Reading about cloud sync patterns. Found 3 approaches: git-based, CRDTs, operational transforms.
Git pros: version control, familiar, free. Cons: conflicts, not real-time.
CRDTs cool but complex. OT used by Google Docs. Decision: start with git,
revisit if needed. Check out Automerge library for future.

Output:

[organized]

## Summary
Research on cloud sync patterns - Evaluated git, CRDTs, and operational transforms.
Chose git-based approach for initial implementation.

## Topics Covered
- Cloud sync architectural patterns
- Trade-offs: simplicity vs real-time vs conflict handling

## Decisions Made
- [decision] Use git-based sync initially (rationale: simple, familiar, free)
- [decision] Defer CRDT/OT exploration until proven need

## Key Insights
- [insight] Git conflicts acceptable for async multi-device, not real-time collab
- [insight] Operational transforms enable real-time (Google Docs approach)

## References
- [reference] Automerge library - CRDT implementation for future evaluation

## Next Steps
1. Implement git-based sync
2. Test with multiple devices
3. Revisit CRDTs if git conflicts become problem

Resources

For detailed information:

• references/tag-taxonomy.md - Complete framework tag system
• scripts/extract_tags.py - Automatic tag extraction utility

Troubleshooting

Issue: Tags not recognized Solution: Check references/tag-taxonomy.md for valid tags; create custom tags if needed

Issue: Over-organization (too granular) Solution: Group related items; not everything needs a tag

Issue: Missing context in organized notes Solution: Include more from original; preserve ambiguity when unsure

Issue: Unsure how to classify item Solution: Use multiple tags if needed: [decision] [risk] for risky decision

Version History

v1.0.0 (2025-12-28)

• Initial release
• Tag-based organization
• Framework workflow integration
• Extraction utility included