Meeting notes in Obsidian.

What you’ll build

Meeting notes are only useful if the next steps happen. This setup keeps them in view:

• A meeting template with agenda, notes, decisions and next steps.
• A Meetings base: upcoming meetings, past meetings whose follow-up you haven’t sent, and the last 30 days.
• Client pages that list their own meetings.
• Every open action item from every meeting, on one page.

It’s how meetings work in our Business OS vault. You need Obsidian 1.9 or later with the Bases and Templates core plugins on. Everything below was tested in Obsidian 1.14 with no community plugins.

Step 1: A meeting template

Make a folder called Meetings, and save this as Templates/Meeting.md (with the sample text taken out):

---
type: meeting
meeting_on: 2026-10-14
kind: Check-in
client: "[[Acme Dental]]"
followed_up: false
---
## Agenda
- Review the October invoices
- Plan the new-patient form

## Notes

## Decisions
-

## Next steps
- [ ] Dana: send the form draft by Friday
- [ ] Me: fix the invoice template

• Name each note with the date first, such as “2026-10-14 Acme check-in”, so they sort in order.
• client is a link to the client’s note, which makes the client pages in step 3 work.
• Next steps are checkboxes with a name in front, so it’s clear who does what.
• followed_up gets ticked when you’ve sent the recap.

To use it, make a new note in Meetings and run Templates: Insert template from the command palette.

Step 2: The Meetings base

Make a file called Meetings.base and paste this in:

filters:
  and:
    - type == "meeting"
    - '!file.inFolder("Templates")'
properties:
  file.name:
    displayName: Meeting
  note.meeting_on:
    displayName: Date
  note.followed_up:
    displayName: Follow-up sent
views:
  - type: table
    name: Upcoming
    filters:
      and:
        - if(meeting_on, date(meeting_on) >= today(), false)
    order:
      - file.name
      - meeting_on
      - kind
      - client
    sort:
      - property: meeting_on
        direction: ASC
  - type: table
    name: Follow-up not sent
    filters:
      and:
        - if(meeting_on, date(meeting_on) < today(), false)
        - '!followed_up'
    order:
      - file.name
      - meeting_on
      - client
    sort:
      - property: meeting_on
        direction: DESC
  - type: table
    name: Last 30 days
    filters:
      and:
        - if(meeting_on, date(meeting_on) < today() && (today() - date(meeting_on)).days.round(0) <= 30, false)
    order:
      - file.name
      - meeting_on
      - kind
      - client
    sort:
      - property: meeting_on
        direction: DESC

• Upcoming lists meetings from today on, soonest first.
• Follow-up not sent lists past meetings where followed_up isn’t ticked. A note with no followed_up property won’t show up at all, so keep followed_up: false in the template.
• Last 30 days is for “what did we decide?” .round(0) keeps a daylight-saving change from shifting the cutoff.

Step 3: Client pages that list their meetings

Add this view under views: in the same file:

  - type: table
    name: This client
    filters:
      and:
        - file.hasLink(this.file)
    order:
      - file.name
      - meeting_on
      - kind
    sort:
      - property: meeting_on
        direction: DESC

Then put ![[Meetings.base#This client]] in each client’s note. file.hasLink(this.file) means “meetings that link to this page”, so one line lists the right meetings on every client page.

Step 4: Every open action item, on one page

Bases list notes, not the checkboxes inside them. For the action items, use an embedded search. On your Home page:

## Upcoming meetings
![[Meetings.base#Upcoming]]

## Follow-ups to send
![[Meetings.base#Follow-up not sent]]

## Open action items
```query
task-todo:"" path:Meetings
```

task-todo:"" finds every unticked checkbox (the empty quotes mean “any text”), and path:Meetings keeps it to your meeting notes. Leave the quotes in: without them the search finds nothing. Click a result to jump to the meeting; tick it there when it’s done.

A 5-minute routine after each meeting

• Write the decisions while you remember them, even as one line each.
• Turn every next step into a checkbox with a name in front.
• Send the recap, then tick followed_up.
• If a next step is yours, put a date in it, such as “by Friday”.

Mistakes that cost us time

• A meeting with no meeting_on date. It won’t show up in any list. Use the 2026-10-14 format.
• Typing the client as plain text. The client page needs a link: "[[Acme Dental]]", with the quotes.
• Action items as plain bullets. The search only finds checkboxes (- [ ]).
• The template showing up as a meeting. The !file.inFolder("Templates") filter fixes it.