Meetings Directory - Maintenance Guide for Claude
Purpose
This directory contains meeting notes, calls, site visits, and inspections related to the garage construction project. All meeting files follow a standardized format and are date-prefixed for chronological organization.
Critical Workflow: Update Timeline After Meetings
IMPORTANT: When creating or updating a meeting note that includes timeline changes, decisions, or construction milestones, you MUST also update the Timeline file.
When to Update Timeline
- Construction milestones (pour dates, framing start, inspections passed)
- Schedule changes (contractor availability updates, revised start dates)
- Delivery dates (materials arriving, equipment installations)
- Decision dates (when major decisions are made during meetings)
- Inspection results (approvals, issues found)
- Weather-dependent activities (delays due to weather, successful completion despite conditions)
What to Update in Timeline
The Timeline file has two main sections:
1. Chronological Timeline (Top Section):
- Add date-stamped bullet points for new events
- Format:
- YYYY-MM-DD: Brief description of event/milestone. Additional details. (see [[link to meeting note]]). **Weather:** [conditions if relevant]. - Include weather data using MCP weather tool for construction activities
- Add REDACT tags if including private financial information
2. Projected Timeline (Bottom Section):
- Update target dates when they change
- Add new phases/milestones as they’re scheduled
- Update status notes when contractors provide new information
- Adjust estimated date ranges based on actual progress
Meeting Note File Structure
Filename Format
Pattern: YYYY-MM-DD - [Type] - [Topic].md
Types:
Meeting- In-person or scheduled meetingsCall- Phone calls or video callsSite Visit- On-site walkthroughs or inspectionsInspection- Official inspections
Examples:
2025-11-18 - Call - Marcus Framing Schedule Update.md2025-10-23 - Inspection - PEX In-Floor Heating Approval.md2025-09-05 - Site Staking - Marcus + Concrete.md
Frontmatter Structure
---
title: YYYY-MM-DD - [Type] - [Topic]
type: meeting
date: YYYY-MM-DD
org: Organization/Company Name
attendees: [Person 1 (Role), Person 2 (Role), Owner]
location: [Phone Call|Jobsite|Office|Video Call]
status: [scheduled|completed|cancelled]
tags: [garage, meeting, relevant-topics]
---Content Sections (Standard Template)
## Purpose
Brief statement of why the meeting occurred.
## Notes
### Topic Area 1
- Bullet points of what was discussed
- Key information shared
- Questions asked and answered
### Topic Area 2
- Additional discussion points
- Technical details
- Clarifications
## Decisions
List any decisions made during the meeting:
- **Decision description**: Outcome and reasoning
- **Another decision**: What was decided and why
## Action Items
- [ ] Task 1 — stage:: [stage number]
- [ ] Task 2 — owner:: [person responsible]
- [ ] Task 3 — deadline:: YYYY-MM-DD
## Timeline Impact
### Previous Schedule
- What dates/timeline existed before this meeting
### Updated Schedule
- What dates/timeline were established or changed
### Reasoning for Adjustment
- Why the timeline changed
- Constraints or dependencies
## Related Context
Links to related documents, pictures, prior meetings, or background information.
## Next Steps
1. Immediate next actions
2. Follow-up items
3. What to prepare for next meeting
## Related Notes
- [[link to related meeting]]
- [[link to pictures]]
- [[link to design docs]]
- [[link to timeline entry]]Weather Data Integration
CRITICAL: When documenting construction activities, inspections, or site visits, ALWAYS include weather data using the weather-mcp MCP tool.
When to Add Weather Data
- Site visits during active construction
- Inspections (outdoor conditions affect what can be inspected)
- Material deliveries
- Any outdoor work being discussed or performed
How to Add Weather Data
- Use
mcp__weather__get_historical_weatherfor past dates (within 7 days) - Use
mcp__weather__get_current_conditionsfor current weather - Location: Detroit, Michigan (42.3314°N, -83.0458°W) - or use saved location if available
Weather Format
Add weather to relevant sections:
**Weather:** [Condition description], [temperature range]. [Context about how weather affected work].Examples:
**Weather:** Clear skies, 45-59°F. Ideal conditions for excavation and site prep work.**Weather:** Light drizzle, overcast, 45-50°F. Challenging conditions but inspection completed successfully.**Weather:** Heavy rain, 38-42°F. Outdoor inspection postponed to next week.
Common Meeting Types & Patterns
Contractor Schedule Updates
Key Information to Capture:
- Previous timeline/window
- New target dates
- Reason for changes
- Dependencies (waiting on materials, weather, other trades)
- Contractor availability constraints
Timeline Update: Always update Timeline with new dates
Inspection Meetings
Key Information to Capture:
- Inspector name and department
- What was inspected
- Pass/fail status
- Issues found (if any)
- Required corrections
- Follow-up inspection date (if needed)
- Weather conditions during inspection
Timeline Update: Add to Timeline with ✓ or ✗ indicator for pass/fail
Design/Planning Meetings
Key Information to Capture:
- Options discussed
- Pros/cons of each approach
- Decision made (or deferred)
- Cost implications
- Timeline implications
Related Updates:
- If a design decision is made, update Decisions Log
- If costs are discussed, update relevant order file in Orders
- If timeline affected, update Timeline
Material Delivery Coordination
Key Information to Capture:
- What materials are being delivered
- Delivery date/window
- Staging location
- Special handling requirements
- Who needs to be present
- Weather considerations
Timeline Update: Add delivery date to Timeline
Linking & Cross-References
Always Link To
- Timeline - If meeting affects schedule
- Decisions Log - If decisions are made
- Order files - If discussing materials/costs
- Design docs - If discussing specifications
- Pictures - If referencing photos taken during meeting
- Prior meetings - If this is a follow-up or related discussion
Link Format
Use wiki-links for internal references:
[[10-Planning/Timeline]]- Link to timeline[[40-Meetings/2025-11-13 - Call - Marcus Framing Schedule]]- Link to prior meeting[[pictures/PXL_20251118_163615779]]- Link to specific picture[[20-Design/Interior/Electrical Planning]]- Link to design doc
Example Update Workflow
Scenario: Meeting with contractor reveals framing start date changed from Nov 24 to Dec 3.
Step 1: Create Meeting Note
Create file: 2025-11-18 - Call - Marcus Framing Schedule Update.md
Fill in frontmatter:
---
title: 2025-11-18 - Call - Marcus Framing Schedule Update
type: meeting
date: 2025-11-18
org: Hershberger's Amish Builders
attendees: [Marcus (Contractor), Owner]
location: Phone Call
status: completed
tags: [garage, meeting, framing, scheduling]
---Document the conversation with all standard sections.
Step 2: Update Timeline
Open [[10-Planning/Timeline]] and:
-
Add chronological entry:
- 2025-11-18: **Framing Schedule Updated:** Called Marcus (Hershberger's) at 1:30 PM; new target start date: **December 3, 2025** (updated from Nov 24-Dec 1 window); additional material deliveries expected; crew will bring equipment to position materials before starting construction (see [[40-Meetings/2025-11-18 - Call - Marcus Framing Schedule Update]]). -
Update projected timeline section:
- **2025-12-03 (Target):** Wall framing (Stage 3) start date — *Updated 2025-11-18: Marcus confirmed target start date of December 3, 2025 (updated from Nov 24-Dec 1 window). Additional material deliveries expected before start; crew will bring equipment to position materials.*
Step 3: Cross-Reference
In the meeting note, link back:
## Related Notes
- [[10-Planning/Timeline]] - Project timeline updated with Dec 3 start date
- [[40-Meetings/2025-11-13 - Call - Marcus Framing Schedule]] - Previous scheduling callQuick Checklist for Meeting Notes
When creating or updating a meeting note, verify:
- Filename follows
YYYY-MM-DD - [Type] - [Topic].mdformat - Frontmatter includes: type, date, org, attendees, location, status, tags
- Purpose section clearly states why meeting occurred
- Notes capture all important discussion points
- Decisions section lists any decisions made (or states “None”)
- Action items include stage/owner/deadline metadata where applicable
- Timeline impact section included if schedule affected
- Weather data added if construction/outdoor activity involved
- Cross-references link to: Timeline, prior meetings, pictures, design docs
- CRITICAL: Timeline updated if meeting affects schedule
- If design decision made: Decisions Log updated
- If costs discussed: Relevant order file updated
Meeting Metadata Usage
Tags
Common tag patterns:
[garage, meeting, framing]- For framing-related meetings[garage, meeting, inspection, passed]- For successful inspections[garage, meeting, scheduling, delay]- For schedule changes[garage, meeting, vendor, quote]- For vendor/material discussions
Status Values
scheduled- Meeting is planned for the futurecompleted- Meeting occurred and notes are completecancelled- Meeting was cancelled (note cancellation reason in Notes)
Stage Metadata for Action Items
Use stage:: metadata to track which construction phase the task belongs to:
stage:: 1- Foundation/Site Workstage:: 2- Slab/Radiantstage:: 3- Framingstage:: 4- Envelope (Roof, Siding, Windows)stage:: 5- Insulationstage:: 6- Mechanical/Electrical/Interiorstage:: 7- Finish/Cleanup
Privacy Considerations
Meeting notes in this directory are published publicly (not in the 30-Vendors & Contacts/ exclusion zone).
Use REDACT tags for sensitive information:
<!-- REDACT-START -->
Discussed payment: $20,000 check delivered
<!-- REDACT-END -->What to redact:
- Payment amounts
- Account numbers
- Personal contact information (phone, email, addresses)
- Sensitive financial discussions
- Confidential business information
What’s OK to keep public:
- General meeting topics
- Technical discussions
- Timeline information
- Contractor names and companies
- Construction progress updates
Related Documents
- Timeline - Project timeline (UPDATE THIS!)
- Decisions Log - Decision tracking
- Contractors - Contractor contact info (private)
- 50-Build - Construction documentation
- Templates/Meeting.md - Meeting note template (if available)
This file is automatically ignored in Quartz builds but tracked in git for AI assistant reference.