memory-ingest

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Memory Ingest

Memory Ingest

Turn raw, unstructured input into structured Basic Memory entities. Meeting transcripts, conversation logs, pasted documents, email threads — anything with information worth preserving gets parsed, cross-referenced against existing knowledge, and written as proper notes.
将原始非结构化输入转换为结构化Basic Memory实体。会议转录文本、对话日志、粘贴的文档、邮件线程——任何值得留存的信息都会被解析,与现有知识交叉比对,并以规范笔记的形式存储。

When to Use

适用场景

  • User pastes a meeting transcript or conversation log
  • User says "process these notes" or "add this to Basic Memory"
  • User pastes a document, article, or email for knowledge extraction
  • Any time raw external text needs to become structured knowledge
  • 用户粘贴会议转录文本或对话日志
  • 用户指示「处理这些笔记」或「将其添加到Basic Memory」
  • 用户粘贴文档、文章或邮件用于知识提取
  • 任何需要将原始外部文本转换为结构化知识的场景

Workflow Overview

工作流概览

1. Parse raw input           → identify structure, extract key info
2. Extract entities          → people, orgs, topics, action items
3. Search existing entities  → multi-variation queries
4. Research new entities     → optional web research (see memory-research)
5. Present entity proposal   → get approval before creating
6. Create source note        → verbatim content + observations + relations
7. Create approved entities  → structured notes for each new entity
8. Extract action items      → follow-ups and commitments
1. Parse raw input           → identify structure, extract key info
2. Extract entities          → people, orgs, topics, action items
3. Search existing entities  → multi-variation queries
4. Research new entities     → optional web research (see memory-research)
5. Present entity proposal   → get approval before creating
6. Create source note        → verbatim content + observations + relations
7. Create approved entities  → structured notes for each new entity
8. Extract action items      → follow-ups and commitments

Step 1: Parse Raw Input

步骤1:解析原始输入

Read the pasted content and identify its structure:
  • Format: Meeting transcript, email thread, conversation log, article, freeform notes
  • Date: When this happened (extract from content or ask)
  • Participants: Who was involved (names, roles, organizations)
  • Sections: Any existing structure (headings, speaker labels, timestamps)
Don't rewrite or summarize the source content. Preserve it verbatim in the note — you'll add structured observations alongside it.
读取粘贴的内容并识别其结构:
  • 格式:会议转录文本、邮件线程、对话日志、文章、自由格式笔记
  • 日期:事件发生时间(从内容中提取或询问用户)
  • 参与者:涉及的人员(姓名、角色、所属组织)
  • 章节:任何现有结构(标题、发言者标签、时间戳)
不要重写或总结源内容,在笔记中原样留存——你可以在旁边添加结构化观察结果。

Step 2: Extract Entities

步骤2:提取实体

Scan the content for entities worth tracking in the knowledge graph:
Entity TypeSignals
PersonNames with roles, titles, or affiliations mentioned
OrganizationCompany names, agencies, institutions
Topic/ConceptTechnical domains, methodologies, standards discussed substantively
Action ItemCommitments, deadlines, "I'll do X by Y" statements
Infer type from context. If someone is introduced as "CTO of Acme Corp", that's both a Person and an Organization entity. If a technology is discussed in depth, it might warrant a Concept entity.
Exclude noise. Not every name mentioned is worth an entity. Filter for:
  • People with substantive roles or interactions (not passing mentions)
  • Organizations discussed in business/technical context
  • Topics with enough detail to warrant their own note
扫描内容,找出值得在知识图谱中追踪的实体:
实体类型识别信号
Person提到的带有角色、头衔或所属关系的姓名
Organization公司名称、机构、院校
Topic/Concept被实质性讨论的技术领域、方法论、标准
Action Item承诺、截止日期、「我会在Y时间前完成X」类表述
根据上下文推断类型。如果有人被介绍为「CTO of Acme Corp」,则同时属于Person和Organization实体。如果某项技术被深入讨论,可能需要为其创建Concept实体。
排除噪音。不是每个提到的名字都值得创建实体,筛选标准:
  • 拥有实质性角色或互动的人员(不是一笔带过的提及)
  • 在业务/技术场景下讨论的组织
  • 有足够细节支撑独立笔记的主题

Step 3: Search Existing Entities

步骤3:搜索现有实体

For each extracted entity, search Basic Memory with multiple query variations:
python
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对每个提取到的实体,使用多种查询变体在Basic Memory中搜索:
python
undefined

Person — try full name, last name

Person — try full name, last name

search_notes(query="Sarah Chen") search_notes(query="Chen")
search_notes(query="Sarah Chen") search_notes(query="Chen")

Organization — try full name, abbreviation, acronym

Organization — try full name, abbreviation, acronym

search_notes(query="National Renewable Energy Laboratory") search_notes(query="NREL")
search_notes(query="National Renewable Energy Laboratory") search_notes(query="NREL")

Topic — try the full term and keywords

Topic — try the full term and keywords

search_notes(query="edge computing") search_notes(query="edge inference")

Classify each entity as:
- **Existing** — found in Basic Memory. Will link to it with `[[wiki-link]]`.
- **Proposed** — not found. Will propose creation pending approval.
search_notes(query="edge computing") search_notes(query="edge inference")

将每个实体分类为:
- **已存在**:在Basic Memory中找到,将通过`[[wiki-link]]`关联
- **待提议**:未找到,将提议创建,等待审批

Step 4: Research New Entities (Optional)

步骤4:调研新实体(可选)

For proposed entities where more context would be valuable, do a brief web search (2-3 queries max per entity):
  • Organizations: What they do, size, public/private, key products
  • People: Current role, background, expertise
  • Topics: Brief definition, relevance
Use hedging language ("appears to be", "estimated", "based on public information"). Never fabricate details.
This step is optional — skip it if the source material provides enough context, or if the user is in a hurry. See the memory-research skill for deeper research workflows.
对于需要更多上下文的待提议实体,进行简短的网页搜索(每个实体最多2-3次查询):
  • Organization:业务范围、规模、公立/私有、核心产品
  • Person:当前职位、背景、专业领域
  • Topic:简短定义、相关性
使用谨慎表述(「appears to be」、「estimated」、「based on public information」),绝对不要编造细节。
该步骤为可选——如果源材料已经提供足够上下文,或者用户赶时间,可以跳过。更深入的调研工作流请参考memory-research技能。

Step 5: Present Entity Proposal

步骤5:展示实体提议

Before creating anything, present what you found and what you'd like to create:
Entities found in Basic Memory:
  - [[Sarah Chen]] (Person — existing)
  - [[Acme Corp]] (Organization — existing)

Proposed new entities:
  - Jordan Rivera (Person — VP Engineering at NovaTech, mentioned as project lead)
  - NovaTech (Organization — SaaS platform, Series B, discussed as integration partner)
  - Federated Learning (Concept — core technical topic of the discussion)

Approve all / select individually / skip entity creation?
Include enough context with each proposed entity for the user to make a quick decision.
在创建任何内容前,先展示你发现的内容和计划创建的实体:
Entities found in Basic Memory:
  - [[Sarah Chen]] (Person — existing)
  - [[Acme Corp]] (Organization — existing)

Proposed new entities:
  - Jordan Rivera (Person — VP Engineering at NovaTech, mentioned as project lead)
  - NovaTech (Organization — SaaS platform, Series B, discussed as integration partner)
  - Federated Learning (Concept — core technical topic of the discussion)

Approve all / select individually / skip entity creation?
为每个待提议实体提供足够上下文,方便用户快速决策。

Step 6: Create the Source Note

步骤6:创建源笔记

Create the primary note for the ingested content. This is the "record of what happened" — it preserves the raw material and adds structured metadata.
为摄入的内容创建主笔记。这是「事件记录」——留存原始材料并添加结构化元数据。

Meeting / Conversation Note

会议/对话笔记

python
write_note(
  title="NovaTech Meeting - Jordan Rivera - Feb 22, 2026",
  directory="meetings/2026",
  note_type="meeting",
  tags=["meeting", "novatech", "federated-learning"],
  metadata={"date": "2026-02-22"},
  content="""
python
write_note(
  title="NovaTech Meeting - Jordan Rivera - Feb 22, 2026",
  directory="meetings/2026",
  note_type="meeting",
  tags=["meeting", "novatech", "federated-learning"],
  metadata={"date": "2026-02-22"},
  content="""

NovaTech Meeting - Jordan Rivera - Feb 22, 2026

NovaTech Meeting - Jordan Rivera - Feb 22, 2026

Brief one-sentence summary of what this meeting was about.
Brief one-sentence summary of what this meeting was about.

Transcript

Transcript

[Preserve all source content verbatim — do not summarize or rewrite]
[Preserve all source content verbatim — do not summarize or rewrite]

Observations

Observations

  • [opportunity] NovaTech interested in integration partnership
  • [insight] Their platform handles 10K concurrent sessions, relevant to our scale needs
  • [next_step] Send technical spec document by Friday
  • [sentiment] Strong enthusiasm from their engineering team
  • [decision] Agreed to start with a proof-of-concept integration
  • [opportunity] NovaTech interested in integration partnership
  • [insight] Their platform handles 10K concurrent sessions, relevant to our scale needs
  • [next_step] Send technical spec document by Friday
  • [sentiment] Strong enthusiasm from their engineering team
  • [decision] Agreed to start with a proof-of-concept integration

Relations

Relations

  • attended [[Jordan Rivera]]
  • with [[NovaTech]]
  • discussed [[Federated Learning]]
  • follow_up [[Send NovaTech Technical Spec]] """ )
undefined
  • attended [[Jordan Rivera]]
  • with [[NovaTech]]
  • discussed [[Federated Learning]]
  • follow_up [[Send NovaTech Technical Spec]] """ )
undefined

Document / Article Note

文档/文章笔记

python
write_note(
  title="Edge Computing Architecture Whitepaper",
  directory="references",
  note_type="reference",
  tags=["edge-computing", "architecture", "reference"],
  metadata={"source": "https://example.com/whitepaper.pdf", "date_ingested": "2026-02-22"},
  content="""
python
write_note(
  title="Edge Computing Architecture Whitepaper",
  directory="references",
  note_type="reference",
  tags=["edge-computing", "architecture", "reference"],
  metadata={"source": "https://example.com/whitepaper.pdf", "date_ingested": "2026-02-22"},
  content="""

Edge Computing Architecture Whitepaper

Edge Computing Architecture Whitepaper

Source Content

Source Content

[Preserve relevant content — for long documents, include key sections rather than the entire text]
[Preserve relevant content — for long documents, include key sections rather than the entire text]

Observations

Observations

  • [key_finding] Latency drops 40% with edge inference vs cloud-only
  • [technique] Model sharding across heterogeneous edge nodes
  • [limitation] Requires minimum 8GB RAM per edge node
  • [key_finding] Latency drops 40% with edge inference vs cloud-only
  • [technique] Model sharding across heterogeneous edge nodes
  • [limitation] Requires minimum 8GB RAM per edge node

Relations

Relations

  • relates_to [[Edge Computing]]
  • relates_to [[Model Optimization]] """ )
undefined
  • relates_to [[Edge Computing]]
  • relates_to [[Model Optimization]] """ )
undefined

Observation Categories

观察结果分类

Use categories that capture the nature of the information. Common categories for ingested content:
CategoryUse For
opportunity
Business or collaboration opportunities identified
decision
Decisions made or agreed upon
insight
Non-obvious understanding gained
next_step
Concrete action items or follow-ups
sentiment
Enthusiasm, concerns, hesitations expressed
risk
Risks or concerns identified
requirement
Requirements or constraints discovered
key_finding
Important facts from reference material
technique
Methods, approaches, or patterns described
context
Background information that may be useful later
Invent categories as needed — these are suggestions, not a fixed list.
使用能体现信息性质的分类。摄入内容的常用分类如下:
分类适用场景
opportunity
识别到的业务或合作机会
decision
已做出或达成一致的决策
insight
获得的非显而易见的认知
next_step
具体的待办事项或后续跟进动作
sentiment
表达出的积极性、顾虑、犹豫情绪
risk
识别到的风险或顾虑
requirement
发现的需求或约束
key_finding
参考材料中的重要事实
technique
描述的方法、路径或模式
context
后续可能有用的背景信息
可根据需要创建新分类——以上仅为建议,并非固定列表。

Step 7: Create Approved Entities

步骤7:创建已审批实体

For each entity the user approved, create a structured note. Match the entity type to an appropriate template.
对每个用户审批通过的实体,创建结构化笔记。根据实体类型匹配合适的模板。

Person

Person

python
write_note(
  title="Jordan Rivera",
  directory="people",
  note_type="person",
  tags=["person", "novatech", "engineering"],
  content="""
python
write_note(
  title="Jordan Rivera",
  directory="people",
  note_type="person",
  tags=["person", "novatech", "engineering"],
  content="""

Jordan Rivera

Jordan Rivera

Overview

Overview

VP of Engineering at NovaTech. Met during integration partnership discussion.
VP of Engineering at NovaTech. Met during integration partnership discussion.

Background

Background

[Role, expertise, context from meeting + any web research]
[Role, expertise, context from meeting + any web research]

Observations

Observations

  • [role] VP Engineering at NovaTech
  • [expertise] Distributed systems, federated learning
  • [met] 2026-02-22 during integration discussion
  • [role] VP Engineering at NovaTech
  • [expertise] Distributed systems, federated learning
  • [met] 2026-02-22 during integration discussion

Relations

Relations

  • works_at [[NovaTech]]
  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )
undefined
  • works_at [[NovaTech]]
  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )
undefined

Organization

Organization

python
write_note(
  title="NovaTech",
  directory="organizations",
  note_type="organization",
  tags=["organization", "saas", "integration-partner"],
  content="""
python
write_note(
  title="NovaTech",
  directory="organizations",
  note_type="organization",
  tags=["organization", "saas", "integration-partner"],
  content="""

NovaTech

NovaTech

Overview

Overview

SaaS platform company. Series B stage. [Additional context from meeting + web research]
SaaS platform company. Series B stage. [Additional context from meeting + web research]

Products & Services

Products & Services

[What they offer, if discussed or researched]
[What they offer, if discussed or researched]

Observations

Observations

  • [stage] Series B, ~200 employees
  • [relevance] Potential integration partner for our platform
  • [first_contact] 2026-02-22
  • [stage] Series B, ~200 employees
  • [relevance] Potential integration partner for our platform
  • [first_contact] 2026-02-22

Relations

Relations

  • employs [[Jordan Rivera]]
  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )
undefined
  • employs [[Jordan Rivera]]
  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )
undefined

Concept / Topic

Concept / Topic

python
write_note(
  title="Federated Learning",
  directory="concepts",
  note_type="concept",
  tags=["concept", "machine-learning", "distributed-systems"],
  content="""
python
write_note(
  title="Federated Learning",
  directory="concepts",
  note_type="concept",
  tags=["concept", "machine-learning", "distributed-systems"],
  content="""

Federated Learning

Federated Learning

Overview

Overview

[Brief description of the concept from the discussion context]
[Brief description of the concept from the discussion context]

Observations

Observations

  • [definition] Machine learning approach where models train across decentralized data sources
  • [relevance] Core technique discussed in NovaTech integration
  • [definition] Machine learning approach where models train across decentralized data sources
  • [relevance] Core technique discussed in NovaTech integration

Relations

Relations

  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )

Adapt templates to your domain. The key elements are: type and tags as parameters, an overview section, observations with categories, and relations linking back to the source.
  • discussed_in [[NovaTech Meeting - Jordan Rivera - Feb 22, 2026]] """ )

可根据你的领域调整模板。核心要素为:作为参数的类型和标签、概述部分、带分类的观察结果,以及关联回源笔记的链接。

Step 8: Extract Action Items

步骤8:提取待办事项

Review the source content for commitments and follow-ups:
Action Items:
  - Send NovaTech technical spec document by Friday (your commitment)
  - Jordan will share their API documentation by next week (their commitment)

Follow-Up Reminders:
  - 1 week: Check if Jordan sent API docs
  - 2 weeks: Schedule follow-up call to discuss POC scope
If using the memory-tasks skill, create Task notes for your action items. Otherwise, capture them as observations in the source note.
查看源内容,找出承诺和后续跟进项:
Action Items:
  - Send NovaTech technical spec document by Friday (your commitment)
  - Jordan will share their API documentation by next week (their commitment)

Follow-Up Reminders:
  - 1 week: Check if Jordan sent API docs
  - 2 weeks: Schedule follow-up call to discuss POC scope
如果使用memory-tasks技能,为你的待办事项创建Task笔记。否则,将其作为观察结果记录在源笔记中。

Guidelines

指导原则

  • Preserve source content verbatim. The original text is the ground truth. Structure and observations are your interpretation layered on top.
  • Search before creating. Always check if entities already exist (see memory-notes search-before-create pattern). Update existing entities with new information rather than creating duplicates.
  • Get approval for new entities. Present proposed entities and let the user decide which to create. Don't silently populate the knowledge graph.
  • Infer, don't interrogate. Extract entity types and relationships from context. Only ask the user when genuinely ambiguous.
  • Be selective about entities. Not every name mentioned deserves its own note. Focus on entities the user will want to reference again.
  • Use hedging for researched info. Web research supplements — don't present it as fact. "Appears to be", "estimated", "based on public information".
  • Link everything back. Every created entity should relate back to the source note. The source note should link to all entities discussed.
  • Prose and observations together. Notes work best with both narrative context and structured observations. Prose gives meaning and tells the story; observations make individual facts searchable. Use the body for context, then distill key facts into categorized observations.
  • 原样留存源内容。原始文本是事实依据,结构和观察结果是你附加的解读。
  • 创建前先搜索。始终检查实体是否已存在(参考memory-notes的创建前搜索模式)。使用新信息更新现有实体,而不是创建重复内容。
  • 新实体需获得审批。展示待提议实体,让用户决定创建哪些,不要静默填充知识图谱。
  • 推断而非盘问。从上下文提取实体类型和关系,仅在确实存在歧义时询问用户。
  • 实体筛选要严格。不是每个提到的名字都值得单独创建笔记,重点关注用户后续会需要引用的实体。
  • 调研信息使用谨慎表述。网页搜索仅作为补充,不要将其表述为事实,使用「appears to be」、「estimated」、「based on public information」等表述。
  • 所有内容相互关联。每个创建的实体都应该关联回源笔记,源笔记应该链接到所有讨论到的实体。
  • 叙述和观察结果结合。同时包含叙事上下文和结构化观察结果的笔记效果最好。叙述赋予意义、还原事件经过;观察结果让单个事实可搜索。正文部分放上下文,然后将关键事实提炼为带分类的观察结果。