Suggest edit — How to Save Conversation Notes

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---
title: How to Save Conversation Notes
visibility: unlisted
tags:
  - conversations
  - workflow
  - wikihub
---

# How to Save Conversation Notes

This is the WikiHub pattern for turning private conversations into shareable notes without losing the source trail.

## Default Shape

For each conversation, save two layers:

1. A shareable synthesis note in `conversations/`.
2. A private raw source in `conversations/raw/`.

The synthesis note can be unlisted or public. The raw transcript, recording, message export, or source conversation stays private unless explicitly promoted.

## Source Link Rule

Every synthesis note should include a source link near the top.

- If the source already has a durable external link, such as an Otter transcript, link to that.
- If the source does not have a durable external link, upload or create a private source page in WikiHub and link to it.
- If the source includes large binary audio or video that WikiHub should not store directly, upload the transcript/source metadata to WikiHub and record the private local or external storage path for the binary.

## Recommended Fields

A synthesis note should include:

- Date and participants when safe to name.
- Source link.
- Shareable notes.
- Decisions.
- Action items.
- Publication status: private, unlisted, or public.

A private raw source page should include:

- Transcript or source export.
- Links or paths to recordings.
- Tool/source metadata, such as Otter, Apple Notes, voice memo, iMessage, Slack, Claude/Codex session, or meeting bot.
- Any redaction warnings.

## Visibility Defaults

- `conversations/**` is unlisted by default.
- `conversations/raw/**` is private by default.
- Public pages should be promoted deliberately after review.

## Promotion Flow

1. Capture or retrieve the conversation source.
2. Create the private raw source page.
3. Create or update the shareable synthesis note.
4. Add the source link to the synthesis note.
5. Decide whether the synthesis should stay unlisted or become public.
6. Only publish raw sources when the full conversation is safe to expose.