Send meetings to Obsidian or a folder

Recordstead can write each meeting into your Obsidian vault, or into any folder, by itself once processing is done. Obsidian does not need to be open. To run a shortcut or a script instead, see Run a shortcut or a command for each meeting.

Set up an integration

1. Open Settings (⌘,) › Integrations.
2. Click + under the list and choose Obsidian Vault or Folder.
3. Click Choose… and pick the folder. For Obsidian, pick a folder inside your vault; the sheet names the vault it found.
4. Under What to send, turn off what you don't want written.
5. Click Save.

Your result: each meeting you record or add from now on appears there, as a note in Obsidian or as Markdown files in a folder. The row shows when it last sent. A meeting that was already recording or processing when you set it up goes with Send Earlier Meetings, below.

Choose when, and which meetings

• Send when: Processing is done waits for the summary and your tasks. Recording stops writes the note at once; a file you add yourself is never sent at that moment.
• Workspaces sends only the meetings of the workspaces you choose.
• Keep notes up to date writes a meeting again about 30 seconds after it changes: a new title, renamed speakers, a new summary, your notes. A note you changed in Obsidian is left as it is, and a note you deleted is not written again.

A note keeps its first file name. If you move it inside the vault, Recordstead still finds it.

Send the meetings you already have

Select the integration, click ⋯ and choose Send Earlier Meetings. Meetings that finished while an integration was turned off are sent this way too.

Change how the note looks

Click Edit… next to Note layout. Each {{variable}} is filled in for every meeting, in the syntax of Obsidian's Templates, so {{date:DD.MM.YYYY}} works. A summary is always followed by a hidden record of how it was made, as in an export.

If a meeting is not sent

The row says why, for example that the folder can't be found, and when it tries again. Fix the folder, then choose Try Again in ⋯.

With Processing is done, a meeting whose summary failed waits, and the row does not show it. Use Generate on the meeting’s Summary step; once the summary is made, the meeting is sent.