Process daily entries → thoughts (Obsidian) + HTML report (Telegram).
Integrates with Your Business data for business context.
CRITICAL: Output Format
ALWAYS return RAW HTML. No exceptions. No markdown. Ever.
Your final output goes directly to Telegram with parse_mode=HTML.
Rules:
- ALWAYS return HTML report — even if entries already processed
- ALWAYS use the template below — no free-form text
- NEVER use markdown syntax (**, ##, ```, -)
- NEVER explain what you did in plain text — put it in HTML report
WRONG:
<b>Title</b>
CORRECT: Title
Processing Flow
- Load personal context — Read goals/1-yearly, goals/2-monthly, goals/3-weekly
- Load business context:
- Read
business/_index.md— Your Business (clients, projects, CRM) - Read
projects/_index.md— personal projects (if relevant)
- Read
- Read daily — daily/YYYY-MM-DD.md
- Process entries — Classify → task or thought, detect business mentions
- Create cards (autograph) — new entities/thoughts become vault cards per the autograph template (type, description-as-snippet, tags, status); tasks become checklist entries in the daily note / project notes
- Build links — Connect notes with [[wiki-links]], link to business entities
- Generate HTML report — business activity + day summary
- Log actions to daily — append action log entry (see below)
- Evolve MEMORY.md — update long-term memory if needed (see below)
- Capture observations — record friction signals to handoff.md (see below)
MANDATORY: Logging to daily/
After ANY changes in the vault — IMMEDIATELY write to daily/YYYY-MM-DD.md:
Format:
## HH:MM [text]
{Описание действий}
**Создано/Обновлено:**
- [[path/to/file|Name]] — описание
What to log:
- Creating files in thoughts/
- Updating business/ or projects/
- Adding task entries to daily/projects
- Synchronization with external systems
Example:
## 14:30 [text]
Обработка ежедневных записей
**Создано задач:** 2
- [ ] Follow-up Acme Corp (due: завтра, p2)
- [ ] Подготовить КП Unilever (due: пятница, p2)
**Сохранено мыслей:** 1
- [[thoughts/ideas/product-launch|Product Launch]] — идея запуска
Why: Audit trail + context for future processing.
Evolve MEMORY.md (Step 9 Detail)
GOAL: Keep MEMORY.md up to date. Don't append, but EVOLVE.
When to update MEMORY.md
Check after processing entries — is there information worthy of long-term memory?
Write Rules: What is worthy of MEMORY.md
WRITE:
- ✅ Key decisions с impact (pivot, tool choice, architecture change)
- ✅ Changes in the pipeline (new lead, closed deal, status change)
- ✅ Financial changes (payments received, debts, new contracts)
- ✅ New patterns/insights (learnings)
- ✅ Changes in Active Context (new ONE Big Thing, Hot Projects)
- ✅ New key contacts (with context)
DO NOT WRITE:
- ❌ Daily trivia (meetings, calls without impact)
- ❌ Temporary notes (leave in daily/)
- ❌ Duplicates of what already exists
- ❌ Project details (leave in business/crm/, projects/)
- ❌ Trivial tasks
How to update (evolve, not append)
Principle: The new REPLACES the outdated, it is not added alongside.
| Situation | Action |
|---|---|
| The new contradicts the old | REPLACE the old information |
| The new complements the old | Add to the existing section |
| The information is outdated | Delete or archive |
Example 1 — Project status change:
Old: "| Acme Corp NCP Meals | p1 | Активная разработка | $XXK |"
New info: "Acme Corp NCP Meals сдан клиенту"
→ ЗАМЕНИТЬ на: "| Acme Corp NCP Meals | ✅ | Завершён | $XXK |"
Example 2 — New decision:
Добавить в Key Decisions таблицу:
| 2026-02-01 | Отказ от X в пользу Y | причина | impact |
Example 3 — Change in the pipeline:
Old: "| LogisticsLead | Hot | $XXK |"
New info: "LogisticsLead подписал контракт"
→ Удалить из Pipeline
→ Добавить в Hot Projects или Financial Context
MEMORY.md sections to update
| Section | When to update |
|---|---|
| Active Context | Change of ONE Big Thing, Hot Projects, Pipeline |
| Key Decisions | New solution with impact |
| Financial Context | Payments, debts, contracts |
| Key People | New important contact |
| Learnings | New pattern/insight |
| Current Crisis | Change in the current critical situation |
Edit format
Use the Edit tool for targeted changes:
Edit MEMORY.md:
old_string: "| LogisticsLead | Hot | $XXK |"
new_string: "| LogisticsLead | ✅ Signed | $XXK |"
In the report
If you updated MEMORY.md, add the section:
<b>🧠 MEMORY.md обновлён:</b>
• Active Context → Hot Projects updated
• Key Decisions → +1 новое решение
Capture Observations (Step 10 Detail)
GOAL: Record friction signals, patterns, and ideas for improving the system.
When to record
After processing, check — were there any problems or observations?
| Type | When |
|---|---|
[friction] |
mcp-cli errors, timeouts, empty daily, broken links, unexpected data |
[pattern] |
Recurring pattern (tasks are always overdue, daily is empty on weekends) |
[idea] |
Idea for improving the pipeline, schema, report |
Format
Append в vault/.session/handoff.md section ## Observations:
## Observations
- [friction] YYYY-MM-DD: transcription timeout 3x — retry спас, но -60 сек
- [pattern] YYYY-MM-DD: daily без entries 2 дня подряд — выходные?
- [idea] YYYY-MM-DD: CRM карточки без deal_deadline = невидимые дедлайны
Rules
- One line per observation (specifics, not abstractions)
- Date is mandatory
- Do not repeat already recorded observations
- When observations ≥10 → signal for a system improvement session
In the report
If observations were recorded, add:
<b>👁 Observations:</b>
• [friction] mcp-cli timeout 3x
Entry Format
HH:MM [type]
Content
Types: [voice], [text], [forward from: Name], [photo]
Business Context Integration
ENTRY POINT: business/_index.md — read to understand the business context.
Structure:
business/
├── _index.md ← Статистика, обзор
├── crm/ ← ВСЁ: компании + сделки + проекты в одном файле
├── network/ ← Структура холдинга
└── events/ ← Мероприятия
Recognizing mentions
When processing entries, look for mentions of clients and projects:
| Pattern | Action |
|---|---|
| "called [Client]" | Find business/crm/{client}.md, add a link |
| "for the [Client] project" | Find business/crm/{client}.md |
| "meeting with [Client]" | Create a task + link it to business/crm/{client}.md |
| "sent a proposal for [Client]" | Link to business/crm/{client}.md |
Finding a client by name
- Name → kebab-case: "Acme Corp" →
acme-corp, "Bi Group" →bi-group - Search:
business/crm/{kebab-case}.md - If not found — fuzzy search by
grep -l "{name}" business/crm/
Creating links
When a client/project is mentioned, add wiki-links:
To the task:
"Follow-up [[business/crm/acme-corp|Acme Corp]] по снекам"
В thought:
Связано с: [[business/crm/techco|TechCo]], [[business/crm/phonebrand-smm|PhoneBrand SMM]]
Priority of tasks with business
| Condition | Priority |
|---|---|
| Client with priority: High + deadline | p1 |
| Active project (In progress) | p2 |
| Client with priority: High | p2 |
| Client with priority: Mid | p3 |
| Prospect without urgency | p4 |
Classification
task → checklist entry in daily/project notes idea/reflection/learning → thoughts/ (see references/classification.md) client/project mention → link to Business/Projects + create task if actionable
Projects Context Integration
Entry point: projects/_index.md
Structure:
projects/
├── _index.md # Clients overview
├── clients/ # Clients
└── leads/ # Leads
Mention recognition
| Pattern | File |
|---|---|
| "[Client A]" | projects/clients/{client-a}.md |
| "[Client B]" | projects/clients/{client-b}.md |
| "AI training", "workshop" | projects/ context |
Difference from Business
- Business = core business
- Projects = personal projects (consulting, training)
If an entry mentions AI/ML training — look in projects/ first.
Contacts Context Integration
Entry point: contacts/_index.md
Name recognition in entries
Look for patterns:
- "called with [Contact] from [Client]"
- "meeting with @username"
- "First Name Last Name wrote"
Classification
| Indicator | Category | Vault Link |
|---|---|---|
| Known business clients | business | business/crm/{client} |
| AI/training expertise, known leads | projects | projects/leads/{name} |
| Others | personal | — |
In the report
If people are mentioned in entries, add a section:
<b>👤 Упомянуто контактов:</b>
• [Contact Name] (business → [[business/crm/acme-corp]])
• [Contact Name] (personal)
Priority Rules
p1 — Client deadline, urgent p2 — Aligns with ONE Big Thing or monthly priority p3 — Aligns with yearly goal p4 — Operational, no goal alignment
Process Goals Preference
When creating tasks, prefer PROCESS over OUTCOME formulations.
Outcome (less effective):
- "Close a deal with X"
- "Launch a product"
- "Prepare a program"
Process (more effective):
- "Send a follow-up to client X" (actionable, controllable)
- "2h deep work on the MVP" (time-bounded)
- "Show a program draft to a colleague" (checkpoint)
When to transform:
- Entry sounds vague/outcome-focused → make it specific/process-focused
- User says "need to do X" → create an actionable next step, not X itself
- Goal mentioned → create task that MOVES TOWARD goal, not goal itself
See: references/process-goals.md for patterns and examples.
Thought Categories
💡 idea → thoughts/ideas/ 🪞 reflection → thoughts/reflections/ 🎯 project → thoughts/projects/ 📚 learning → thoughts/learnings/
HTML Report Template
Output RAW HTML (no markdown, no code blocks):
📊 Processing for {DATE}
🎯 Current focus: {ONE_BIG_THING}
📓 Thoughts saved: {N} • {emoji} {title} → {category}/
✅ Tasks created: {M} • {task} ({priority}, {due})
🏢 Business Activity: • {client} — {action} • {project} — {status update} Clients mentioned: {N} | Projects: {M}
📋 Process Goals: • {process goal 1} → {status} • {process goal 2} → {status} {N} active | {M} need attention New created: {K}
📅 Weekly load: Mon: {n} | Tue: {n} | Wed: {n} | Thu: {n} | Fri: {n} | Sat: {n} | Sun: {n}
⚠️ Needs attention: • {overdue or stale goals}
🔗 New connections: • [[Note A]] ↔ [[Note B]]
⚡ Top 3 priorities:
- {task}
- {task}
- {task}
📈 Progress: • {goal}: {%} {emoji}
🧠 MEMORY.md: • {section} → {change description} (if updated)
Processed in {duration}
If Already Processed
If all entries have <!-- ✓ processed --> marker, return status report:
📊 Status for {DATE}
🎯 Current focus: {ONE_BIG_THING}
📋 Process Goals: • {process goal 1} → {status} • {process goal 2} → {status} {N} active | {M} need attention
📅 Weekly load: Mon: {n} | Tue: {n} | Wed: {n} | Thu: {n} | Fri: {n} | Sat: {n} | Sun: {n}
⚠️ Requires attention: • {overdue count} overdue • {today count} for today
⚡ Top 3 priorities:
- {task}
- {task}
- {task}
Entries have already been processed earlier
Allowed HTML Tags
— bold (headers) — italic (metadata) — commands, paths — strikethrough — underline text — links
FORBIDDEN in Output
NO markdown: **, ##, -, *, backticks NO code blocks (triple backticks) NO tables NO unsupported tags: div, span, br, p, table
Max length: 4096 characters.
References
Read these files as needed:
- references/about.md — User profile, decision filters
- references/classification.md — Entry classification rules
- references/goals.md — Goal alignment logic
- references/process-goals.md — Process vs outcome goals, transformation patterns
- references/links.md — Wiki-links building
- references/rules.md — Mandatory processing rules
- references/report-template.md — Full HTML report spec
- references/business.md — Business client/project context, search patterns
- references/contacts.md — Contacts search and classification
Business Quick Reference
Entry point: business/_index.md
Client search:
grep -l "Acme Corp" business/crm/
→ business/crm/acme-corp.md
Active deals:
grep -l "deal_status:" business/crm/
High priority clients:
grep -l "priority: High" business/crm/
Frontmatter fields:
- type: crm
- industry, priority, status, region, owner, responsible
- deal_status, deal_deadline (for active deals)
- updated
Relevant Skills
- [[vault/.claude/skills/autograph/SKILL|autograph]] — Typed vault engine: graph, decay, MOC, dedup