Capture Triage

Capture Triage

What This Does

Turns mobile captures into actionable tasks in your Ready queue. Everything captured has

intent - this skill makes it explicit so task-clarity-scanner can decide what's important.

Who It's For

Ed - capturing quick thoughts in Drafts Pro throughout the day.

The Philosophy

> Everything captured has intent. Route to Ready, let task-clarity-scanner decide what

> moves to Someday/Maybe.

No passive filing. Every capture becomes a decision point.

Paths

Inbox:      /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/Inbox/
Processed:  /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/Inbox/Processed/
Daily note: /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/YYYY-MM-DD.md
Projects:   /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/PROJECT - *.md
Contacts:   /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/CONTACT - *.md

Important: Naming Clarification

| Term | What It Means |

|------|---------------|

| Inbox folder | /Zettelkasten/Inbox/ - where Drafts Pro sends mobile notes |

| Captures section | ## Captures in daily note - links to docs created today |

| Ready destination | ## Ready section in daily note - where triaged tasks go |

Remember: This skill reads from the Inbox FOLDER and routes to the Ready SECTION.

Tasks go to Ready section only - Captures section is for document links.

Instructions

Step 1: Check Inbox Folder (Root Only)

Important: Only check files directly in Inbox/, NOT subdirectories.

ls /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/Inbox/*.md 2>/dev/null

If no files found: Report "No captures waiting" and stop.

If files found: Continue to Step 2.

Step 2: Load Context

Pull active project names from mission-context skill AND:

Glob: /Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/PROJECT - *.md

Build a list of project names for matching.

Step 3: Read and Classify Each Capture (Background OK)

This step can run in background. Read and classify all captures before surfacing to user.

For each .md file in Inbox:

• Read full content
• Extract source URL from frontmatter (see Step 3b)
• Detect if already-processed (see Step 3a)
• Classify by intent (see Step 4)

Surface to user only after ALL files are read and classified.

Step 3b: Extract Source URLs

For x-bookmark files (filename starts with x-):

• Read tweet_url from YAML frontmatter
• This URL MUST be included when routing to Ready

For other captures with URLs:

• Check for url:, source_url:, or link: in frontmatter
• Check for markdown links text in body
• Preserve any URLs found for routing step

Step 3a: Detect Already-Processed Content

If capture content looks like a summary (has structure, headers, quotes sources):

• Flag as [PROCESSED]
• Will suggest routing as REFERENCE
• Won't offer research-swarm (already researched)

Signals of processed content:

• Has markdown headers (##, ###)
• Contains bullet lists with structured info
• Quotes or attributes other sources
• Looks like notes from a video/article

Step 4: Classify Each Capture

Priority Rule: Inline hints override auto-detection. Check for these FIRST:

• IDEA: or Idea: → IDEA
• Research: → RESEARCH (triggers swarm option)
• for [Project Name] → PROJECT_UPDATE
• Task: or TODO: → TASK

Auto-Detection (if no inline hint):

| Signal | Classification |

|--------|----------------|

| Starts with verb (call, email, buy, check, send, schedule) | TASK |

| Contains Research: hint or explicit question needing investigation | RESEARCH |

| "What if..." or speculative language | IDEA |

| Mentions active project name | PROJECT_UPDATE |

| Person's name + action context | CONTACT |

| Links, articles, saved content, observations | REFERENCE |

Step 5: Show Classification Preview (Two-Step)

Two-Step Pattern: Show preview table first, then ask decision in a separate message.

Let user absorb the information before asking what to do.

Step 5a: Present the Table

Show what you found. Let user absorb the information first:

## Capture Triage Preview

Found [N] captures. Here's how I've classified them:

| # | File | Preview | Classification | Suggested Routing |
|---|------|---------|----------------|-------------------|
| 1 | note1.md | "Call dentist..." | TASK | Ready: Call dentist (MM-DD) |
| 2 | note2.md | "What if we..." | IDEA | Ready: Consider: [idea] (MM-DD) |
| 3 | summary.md | [PROCESSED] "Article about..." | REFERENCE | Ready: Review: [title] (MM-DD) |
| 4 | question.md | "Research: how do..." | RESEARCH | Spawn research-swarm? |

Pause here. Let the user see and absorb the table before asking for a decision.

Step 5b: Ask for Decision

After showing the table, ask ONE question using AskUserQuestion:

How would you like to proceed?

1. **Approve all** - Route everything as shown
2. **Go one-by-one** - Review each item individually
3. **Modify** - Change specific classifications before routing
4. **Skip all** - Don't process any captures right now

Key points:

• Show [PROCESSED] flag for already-summarized content
• RESEARCH items present in preview table with spawn option - user approves before spawning
• Let user approve, modify, or skip before any changes

Step 6: Route by Classification

After approval, route each capture:

| Classification | Destination | Format |

|----------------|-------------|--------|

| TASK | Ready | - [ ] [action] (MM-DD) |

| IDEA | Ready | - [ ] Consider: [idea] (MM-DD) |

| REFERENCE | Ready | - ] Review: [linked title - brief context (MM-DD) |

| RESEARCH | If approved: spawn agent | See Step 7 |

| PROJECT_UPDATE | Project file | Timestamped append to ## Context Gathered |

| CONTACT | Create note + Ready | - [ ] Follow up with [Name] (MM-DD) |

IMPORTANT: Review tasks MUST include links.

For REFERENCE items, always include the source link so Ed can find it:

• X bookmarks: Title
• Articles: Article Title
• Obsidian docs: [[Document Name]]
• YouTube: Video Title

If a capture has no URL but references external content, note this: (source needed)

Edit Instructions:

For each item routed to Ready:

• Open today's daily note at:

/Users/eddale/Documents/COPYobsidian/MAGI/Zettelkasten/YYYY-MM-DD.md

• Find the ## Ready section
• Use Edit tool to append the task in the format shown above
• Do NOT add to ## Captures - that section is for document links only

Example Edit operation:

old_string: "## Ready\n- [ ] existing task"
new_string: "## Ready\n- [ ] existing task\n- [ ] [new task from capture] (01-06)"

If creating PROJECT or CONTACT files: Those files get created separately, and a

LINK to them goes in Ready as a task (e.g., - [ ] [[PROJECT - Name]] - brief desc).

Step 7: Handle Research (Only When Requested)

Only spawn research-swarm if:

• User explicitly approved during Step 5 preview
• Capture has Research: inline hint AND user confirmed

For each approved RESEARCH item:

Task(
  description="Research: [Topic]",
  prompt="Research question: [Full capture content]

  Use research-swarm pattern to investigate. Save findings to Zettelkasten.
  When complete, add review task to Ready: '- [ ] Review: [[Research - Topic]] (MM-DD)'",
  subagent_type="research-swarm",
  run_in_background=true
)

Add placeholder to daily note:

- [RESEARCH] [Topic] - swarm running in background

Step 8: Handle Contacts

When a capture mentions a person with action context:

• Check if CONTACT - [Name].md exists
• If exists: Append to ## Interactions section
• If new: Create contact note using template
• Always add follow-up task to Ready

Contact Note Template:

---
type: contact
created: YYYY-MM-DD
source: capture-triage
---

# [Person Name]

## Context
[Original capture content]

## Interactions
- YYYY-MM-DD: Initial capture - [summary]

## Follow-up
[Any implied next steps]

Step 9: Move to Processed

After routing each capture:

mv "[Inbox file]" "[Processed folder]"

Move files to Inbox/Processed/ as safety net (preserves originals).

Step 10: Generate Triage Summary

## Capture Triage - YYYY-MM-DD HH:MM

**Processed:** N items | **Research spawned:** M (if any)

### Routed to Ready
- [N] tasks
- [N] ideas (Consider:)
- [N] references (Review:)

### Research Running
- [Topic] - spawned at HH:MM

### Actions Taken
- Moved N files to Inbox/Processed/
- Created CONTACT - [Name].md (if any)
- Updated PROJECT - [Name].md (if any)

Examples

Example 1: Dry Run Preview

Inbox folder contains 4 files:

1. "Call dentist Monday about cleaning"
2. "What if we did a 5-day hook challenge?"
3. [PROCESSED] "Summary of Karpathy video - 6 paradigm shifts..."
4. "Research: how do successful coaches use AI?"

Skill shows:

## Capture Triage Preview

| # | Capture | Classification | Suggested Action |
|---|---------|----------------|------------------|
| 1 | "Call dentist..." | TASK | → Ready: "Call dentist Monday (01-05)" |
| 2 | "What if we..." | IDEA | → Ready: "Consider: 5-day hook challenge (01-05)" |
| 3 | [PROCESSED] "Summary of Karpathy..." | REFERENCE | → Ready: "Review: [Karpathy video](URL) - 6 paradigm shifts (01-05)" |
| 4 | "Research: how do coaches..." | RESEARCH | → Spawn research-swarm? |

Approve all, modify, or skip items?

Example 2: After Approval

User approves all, including research swarm for #4.

Result:

• Ready gets 3 new tasks + 1 research placeholder
• Research-swarm spawns in background
• All 4 files moved to Processed/
• Summary generated

Guidelines

• Two-step preview - Show table first, ask decision second (separate messages)
• Ready, not Captures - All triaged items become tasks in ## Ready section
• Dry run is standard - Always show preview before routing
• Respect inline hints - They override auto-detection
• Research-swarm is opt-in - Ask before spawning
• [PROCESSED] content - Flag summaries, suggest REFERENCE routing
• Everything to Ready - Let task-clarity-scanner handle prioritization
• Preserve originals - Move to Processed/ folder as safety net
• Review tasks need links - Always include source URL or wikilink so Ed can find the content

Version History

| Version | Date | Changes |

|---------|------|---------|

| 1.0 | 2025-01-05 | Initial build as inbox-triage |

| 2.0 | 2025-01-05 | Renamed to capture-triage, added dry run, AskUserQuestion flow, all routes to Ready |

| 2.1 | 2026-01-06 | Renamed folder Captures→Inbox, split Step 5 into two-step preview, explicit Ready section routing, background OK for classification |

| 2.2 | 2026-01-12 | Added requirement: Review tasks MUST include source links (URL or wikilink). Added Step 3b to extract URLs from frontmatter (especially x-bookmark tweet_url) |

Notes & Learnings

• Day 1 test processed 32 captures with backlog - dry run prevented overwhelm
• [PROCESSED] detection helps avoid re-researching already-summarized content
• Research-swarm opt-in prevents runaway agent spawning
• Review tasks without links are useless - Ed can't find the content to review (added v2.2)