create-note-from-chat

Create Note from Chat Skill

Convert a homepage Compact ChatView conversation into a structured note with TipTap content blocks.

Quick Start

Use this skill when:

• AI detects 2+ substantive exchanges in homepage chat
• User explicitly requests note creation from chat
• Conversation contains actionable insights worth preserving

Workflow

1. Detect Note-Worthy Content

   • At least 2 substantive exchanges (not greetings or simple questions)
   • Conversation contains actionable items, decisions, or analysis
   • User has engaged with AI suggestions or asked follow-up questions

2. Extract Key Themes

   • Generate concise title from main conversation topic
   • Identify distinct discussion points for content blocks

3. Structure as TipTap Blocks

   • User messages become blockquotes (attributed context)
   • Assistant analysis becomes paragraphs (refined content)
   • System messages are excluded
   • Preserve chronological order

4. Create Note via API

   • Call POST /notes/from-chat with structured content
   • Link to source chat session via source_chat_session_id
   • Optionally associate with a project

Output Format

{
  "note_id": "uuid",
  "title": "Auth Refactor Strategy",
  "source_chat_session_id": "uuid"
}

Proactive Suggestion

After 2+ exchanges, the AI may suggest: "Would you like me to save this conversation as a note? I can structure it with the key points we discussed."

Integration Points

• CreateNoteFromChatService: Backend service for note creation
• PilotSpaceStore: Frontend manages chat-to-note UI flow
• NoteCreationSuggestion: Frontend component for inline suggestion

References

• Spec: specs/012-homepage-note/spec.md (Chat-to-Note Endpoint)
• US-19: Homepage Hub feature