A practical guide for Claude Code (CLI) users. Prefer a visual interface? See the Cowork guide for Claude Desktop.
This guide assumes you have installed core-skills and have Claude Code running in your terminal. If not, the install takes about 60 seconds.
You also need meeting transcripts. Most people use a recording app (like Otter, Fireflies, or Apple's built-in transcription) and copy-paste the text into Claude Code.
Takes 2 minutes
Open your terminal and type claude to start a session. Navigate to the folder where you want your documentation to live (this will become your "vault").
cd ~/Documents/my-vault && claude
For work meetings -- team syncs, standups, management meetings, client calls that belong to a project.
For personal conversations, ad-hoc recordings, or anything that doesn't belong to a specific project.
Not sure? Use /ops -- it falls back gracefully when there's no org config.
In Claude Code, type the slash command followed by your meeting content. You can paste the entire transcript.
Claude will process the transcript and create several files. It will show you what it found and ask for confirmation before saving:
_insights.yamlSay yes to the task import. Those tasks will show up in tomorrow's dashboard.
Three commands that change your workday
/daily-dashboard
See your day at a glance: today's meetings, active tasks, and preparation documents. Creates clickable symlinks on your desktop for quick access.
/preparation david
Claude reads your previous conversations with that person, finds open action items, and creates a briefing with talking points and a suggested agenda. It also scans other contacts for recent cross-references. Replace "david" with the contact's name.
/ops [paste transcript]
Process the meeting. Get the structured summary, tracked decisions, imported tasks, and extracted insights -- all in one go.
Tasks flow automatically from meetings to your dashboard
/tasks show
View all active tasks across projects
/tasks done 3
Mark task #3 as complete
/tasks add "Review contract draft"
Add a task manually
/tasks weekly
See what you completed this week
You don't need to add tasks manually most of the time. When /ops or /transcript finds action items in a meeting, it offers to import them for you.
Everything is plain Markdown and YAML -- no lock-in
You can browse these files in Obsidian, VS Code, or any text editor. They're plain Markdown -- no proprietary format.
This happens automatically -- just keep using the skills
When /ops or /transcript processes a meeting, it silently extracts durable insights -- things worth remembering long-term:
These are stored in _insights.yaml files and can be explored through the optional visualisation app.
Already have transcripts from before you installed core-skills? Extract insights retroactively:
/insights reprocess all
This scans all existing transcripts and builds the knowledge base from your historical content. Safe to run multiple times -- it won't create duplicates.
Same skills, same commands, different interfaces
The classic way. Open your terminal, type claude, and use slash commands directly. Best for quick processing -- paste a transcript, get results, move on.
If you use Claude Code inside VS Code or Cursor, the experience is the same. Open the Claude Code panel and type slash commands just like in the terminal. Your vault files appear in the editor's file tree for easy browsing.
The advantage: you can see the generated Markdown files rendered in the editor while Claude processes your transcript in the side panel.
/ops This is the Acme weekly sync. [transcript]/daily-dashboard./daily-dashboard every morning. It's the habit that ties everything together./ops [transcript]
Process a work meeting
/ops status
Show available org configs
/transcript [text]
Process a personal conversation
/daily-dashboard
Morning overview
/preparation [name]
Prepare for a meeting
/tasks show
View active tasks
/tasks done [#]
Complete a task
/insights reprocess all
Backfill knowledge from history
/update-skills update
Update to latest version