Record and generate professional meeting minutes for OAC meetings, progress meetings, safety meetings, and pre-installation conferences. Tracks action items across meetings with automatic carry-forward. Generates .docx minutes documents with status indicators. Integrates with morning brief (overdue action items), weekly report (meeting summary), and daily report (action item references). Surfaces critical action items in handoff reports. Triggers: "meeting notes", "meeting minutes", "OAC meeting", "OAC notes", "progress meeting", "safety meeting", "toolbox talk", "pre-install meeting", "pre-installation conference", "action items", "carry forward", "action item status".
mgoodman600 starsFeb 25, 2026
Occupation
Categories
Project Management
Skill Content
Overview
Provides structured meeting recording, action item tracking, and professional .docx generation for construction project meetings. Supports multiple meeting types with specialized content for pre-installation conferences. Automatically carries forward open action items between meetings and surfaces critical items in daily operations.
Meeting Types
OAC Meeting (Owner-Architect-Contractor)
Typically weekly or bi-weekly
Attendees: Owner, Architect, General Contractor, Key Subcontractors
Zebra striping on tables (alternating light gray rows)
Page breaks between major sections
Footer with page numbers and "Confidential - Project Document"
Integration Points
Morning Brief Integration
/morning-brief surfaces:
- Overdue action items (due_date < today AND status in [open, in_progress])
- High-priority open items from most recent OAC meeting
- Any deferred items with new due dates
- Display format: "2 overdue action items require status update"
Weekly Report Integration
/weekly-report includes:
- Count of meetings held that week
- Summary of meeting types
- New action items created
- Action items closed
- Overdue count at week end
- Critical decisions made (from OAC meetings)
- Format: Executive summary section, detailed table
Daily Report Integration
/daily-report can reference:
- Due today action items
- Upcoming critical milestones
- Links to related meeting minutes
- Format: "Action items due today" section
Project Handoff Integration
Transition reports include:
- All open action items (sorted by due date)
- Deferred items with rationale
- Critical carry-forward items for next phase
- Meeting schedule cadence established
meeting-log.json → meetings[] → All meetings, indexed by meeting_id
meeting-log.json → action_items[] → All action items, indexed by action_id
meeting-log.json → last_meeting_date → Date of most recent meeting
Workflow Summary
Meeting recorded via /meeting-notes command
Carry-forward items automatically surface from previous meeting
Action items created with ID, assignee, due date
.docx minutes generated with professional formatting
Morning brief surfaces overdue items daily
Weekly report summarizes meeting activity and action items
Daily report calls out items due today
Status updates during next meeting (carry-forward logic)
Items closed when completed, tracked in closed_meeting field
Key Fields Explained
meeting_id (MTG-001): Sequential, auto-assigned, never reset. Provides unique identifier for all meetings across project lifecycle.
action_id (AI-0001): Sequential, auto-assigned, never reset. Provides unique identifier for all action items. Used for cross-referencing in RFIs, COs, etc.
status: Tracks action item lifecycle. "open" = assigned but not started, "in_progress" = actively being worked, "closed" = completed, "deferred" = pushed to future date.
created_meeting / closed_meeting: Tracks which meeting created/closed the item. Enables historical reporting.
carry_forward_items[]: Explicit list of items carried from previous meeting. Differentiates carry-forward from newly created items.
linked_rfi / linked_co / linked_submittal: Cross-references to related project documents. Enables quick navigation from meeting minutes to RFI/CO/submittal tracking.
Project Intelligence Auto-Population
When project intelligence is loaded, auto-populate meeting agenda sections with current project data to save time and ensure accuracy.