Daily Sync

Daily Sync

Processes daily notes from ~/obsidian/Daily Notes/, cleans up formatting, extracts todos/tasks, and maintains the Daily Dashboard. Also triggers interview cleanup to ensure action items flow into the dashboard.

When to Use

• User asks to "sync daily notes" or "process daily notes"
• User wants to update the Daily Dashboard
• End of day to organize captured thoughts and tasks

Workflow

1. Clean Interviews First

Before processing daily notes, run the clean-interviews skill to ensure all interview files are properly structured and have action items extracted:

/clean-interviews

This ensures:

• Raw interview notes are structured with frontmatter
• Important action items are tagged in action-items field
• Interview insights are aggregated to research dashboard

2. Scan Daily Notes

Find all markdown files in daily notes folder:

find ~/obsidian/Daily\ Notes -name "*.md" -type f -mtime -7 | sort

Focus on files modified in last 7 days for active processing.

3. Read and Parse Notes

For each daily note file:

• Read full contents
• Identify sections (if any headers exist)
• Extract all todos/tasks (lines starting with - [ ] or - [x])
• Extract bullet points and thoughts
• Identify any project/topic keywords (e.g., "Project-A", "Project-B", "deployment")

4. Clean Up Daily Notes

Apply formatting improvements:

• Add date header if missing (use filename or current date)
• Group related items under topic headers
• Convert loose bullets into proper task format where appropriate
• Preserve original content - only enhance structure

5. Extract Tasks by Category

Organize todos into categories:

• Project-specific - Related to active projects (Project-A, Project-B, etc.)
• Technical - Development, debugging, infrastructure tasks
• Research - Investigation, analysis, validation tasks
• Meetings/Calls - Scheduled conversations
• Admin/Ops - General operational tasks
• Ideas/Future - Backlog items, future exploration

6. Scan Interviews for Action Items

Check user interviews for action items that should surface on the dashboard:

find ~/obsidian/Research/User\ interviews -name "*.md" -type f

For each interview file:

1. Read the YAML frontmatter
2. Check for action-items: field
3. If present, extract items and note the source (interviewee name, date)

Important: Only pull items from the action-items frontmatter field - not from the Follow-ups section. The clean-interviews skill curates what belongs in frontmatter vs what's just general follow-up notes.

7. Update Daily Dashboard

Update ~/obsidian/daily-dashboard.md with:

• Recent daily notes index (last 7 days)
• Tasks by category (single source of truth for all tasks)
• Interview action items (from frontmatter)
• Quick capture section for new items

Important: Tasks appear ONLY in the "Tasks by Category" section. Completed tasks stay in place (marked [x]) until archived after 7 days. No duplicate entries across sections.

Interview Action Items: Add these under the most appropriate category with a source link:

• Intros/connections: Outreach/Follow-ups
• Follow-up calls: Meetings/Interviews
• Technical investigations: Research/Analysis or Technical/Infrastructure
• Partner investigations: Outreach/Follow-ups

Format: - [ ] Action item (from [[Interview Name|Interviewee]], YYYY-MM-DD)

Deduplication: Before adding an interview action item, check if it already exists in the dashboard (may have been added manually or in a previous sync). Skip duplicates.

Daily Dashboard Structure

# Daily Dashboard

**Last Updated:** YYYY-MM-DD
**Week:** Mon DD - Sun DD

---

## Recent Daily Notes (Last 7 Days)

- **[YYYY-MM-DD](Daily%20Notes/YYYY-MM-DD.md)** - Brief summary of topics
- **[YYYY-MM-DD](Daily%20Notes/YYYY-MM-DD.md)** - Another day's summary

---

## Tasks by Category

### ${PROJECT}
- [ ] Pending task related to project
- [x] Completed project task

### Technical/Infrastructure
- [ ] Development task
- [ ] Deployment task

### Research/Analysis
- [ ] Investigation needed
- [ ] Data to validate

### Meetings/Interviews
- [ ] Call scheduled
- [ ] Follow-up needed
- Meeting notes (non-checkbox items for records)

### Outreach/Follow-ups
- [ ] Outreach task

### Tooling/Skills
- [ ] Tooling task

### Ideas/Backlog
- [ ] Future exploration
- [ ] Nice-to-have feature

---

## Quick Capture

_Use this section for rapid capture throughout the day_

---

*This dashboard aggregates tasks from daily notes. Use Obsidian's daily note button for quick capture, then run /daily-sync to process.*

Guidelines

Preserve User Voice

• Don't rewrite user's original notes
• Keep informal language and shorthand
• Only add structure, don't change content

Smart Categorization

Automatically categorize based on keywords:

• Project-specific keywords → ${PROJECT} category
• "deploy", "contract", "bug", "test" → Technical/Infrastructure
• "interview", "validate", "research", "analyze" → Research/Analysis
• "call", "meeting", "sync" → Meetings
• "maybe", "later", "explore", "idea" → Ideas/Backlog

Date Handling

• Use ISO format: YYYY-MM-DD
• Link to daily notes using Obsidian wikilink format
• Show current week range in header

Task Management

• Tasks appear ONLY in "Tasks by Category" section (single source of truth)
• Preserve task state ([ ] vs [x])
• Don't duplicate tasks - if task exists in dashboard, update don't add
• Completed tasks stay in place with [x] marker until archived
• Archive completed tasks older than 7 days to "Completed This Week" note or remove

Processing Daily Notes

When cleaning up individual daily note files:

1. Add structure if missing:

```markdown # YYYY-MM-DD

## Tasks

• [ ] Task items here

## Notes

• Thought items here

## Meetings

• Meeting notes here

```

1. Don't over-structure - if notes are just a quick list, that's fine
2. Preserve timestamps if user included them
3. Link to related docs if obvious connections exist

Example Transformation

Before (raw daily note):

- A/B test volatile assets vs usdc when it comes to offering/issuing the credit
- Not enough credit for full top up, what do we do
- Use permits to move funds (like TWAP) from main account
- team dogan introudced us to for v2

After (cleaned up):

# 2026-01-06

## Project Ideas

- [ ] A/B test volatile assets vs USDC for credit issuance
- [ ] Handle partial credit scenarios (not enough for full top-up)
- [ ] Use permits to move funds (TWAP-style) from main account

## Connections

- Team introduced for V2 work

Dashboard entry:

### ${PROJECT}
- [ ] A/B test volatile assets vs USDC for credit issuance
- [ ] Handle partial credit scenarios (not enough for full top-up)
- [ ] Use permits to move funds (TWAP-style) from main account

Important Notes

• Run this skill on-demand, not automatically
• Always preserve original daily notes - only enhance, never delete content
• If dashboard doesn't exist, create it with the template structure
• Group related tasks together but preserve individual task granularity
• Link back to source daily note for context

Paths Reference

• Daily notes: ~/obsidian/Daily Notes/
• Daily dashboard: ~/obsidian/daily-dashboard.md
• Archive (optional): ~/obsidian/Daily Notes/archive/

Note: Paths can be customized in ~/.claude/config/paths.env

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: GregTheGreek
• Source: GregTheGreek/claude-obsidian
• License: MIT

Install and usage instructions live in the source repository linked above.