PKM Daily Summary Automation

Status: 🟢 Running — three successful runs on 2026-05-12
Started: 2026-05-12
Goal: Every weekday at 5 PM, auto-summarize all Claude.ai conversations and produce structured notes in the PKM system

What’s working

Cowork scheduled task triggers at 5 PM ✅
Opens Claude.ai in Chrome, reads all today’s conversations ✅
Extracts key topics, decisions, action items, insights ✅
Saves summary .txt to Notes folder ✅
Creates PKM-structured .md files (this file is one of them) ✅

What’s not yet working

Desktop save (C:\Users\phuriwajr\Desktop\) — Desktop not in connected workspace
Email delivery — M365 MCP connector is read-only (no send_email tool)
Discord delivery from Cowork sandbox — proxy blocks outbound Discord calls

Discord delivery (manual for now)

Script saved at D:\OneDrive\Personal\Notes\send-daily-summary.ps1. Run after each Cowork task completes:

# From Notes folder in PowerShell:
.\send-daily-summary.ps1
 
# Or for a past date:
.\send-daily-summary.ps1 -Date "2026-05-11"

Paste your regenerated webhook URL into the $Webhook variable in the script.

Note types produced per run

Note	Folder	When created
Daily log	`journal/YYYY-MM-DD.md`	Every run
How-to / config reference	`reference/`	When new tool/technique learned
Active project log	`efforts/`	When open tasks identified

Note-writing rules (for Claude)

When producing PKM notes from daily summary:

Journal — chronological, links to all related notes, includes open tasks
Reference — evergreen, no dates in content, copy-paste ready code blocks
Efforts — progress log format, status indicator, open task checklist

Use this frontmatter schema for all notes:

---
title: ""
date: YYYY-MM-DD
source: self
type: journal | reference | effort
tags: []
related: []
---

Progress log

2026-05-12 (morning run)

First ever automated output produced ✅
All 10 conversations from today captured
Journal, 3 effort notes, 4 reference notes created in one pass
Desktop save and email delivery still not wired up

2026-05-12 (5 PM run)

Second run completed ✅
No new conversations since morning — 10 conversations total, all captured
Caught one conversation missed in first pass: “Auto-generating daily chat summaries” (the 8 AM session where Cowork was chosen as the automation approach)
Journal appended with 5 PM check-in note
Effort note updated (this entry)

Open tasks

Connect Desktop folder to Cowork workspace so .txt saves there
Find or add email send capability (M365 send_email MCP tool)
Add evergreen/ note generation for high-signal insights (e.g., “AI agents remove need for PKM folder rituals”)
Feed today’s reference notes into inbox/ for Hermes processing when Hermes is online
Tune note quality: reference notes should be more atomic (one concept per note)

System context

This automation is the capture layer for the PKM system described in PKM-System-Project-Summary.docx. The full architecture:

Claude.ai conversations
        ↓ (5 PM daily, via Cowork)
journal/YYYY-MM-DD.md    ← time-anchored log
reference/*.md           ← reusable how-tos
efforts/*.md             ← active work tracking
        ↓ (weekly, via Claude Code)
inbox/ → evergreen/      ← promoted developed ideas

2026-05-13 (noon run)

Noon scheduled run executed ✅
5 conversations captured: Next.js template framework contents, Understanding PARA, CI/CD setup for Django and Next.js, Vuexy admin dashboard template overview, Auto-generating daily chat summaries
Files created this run:
- calendar/notes/2026-05-13.md — daily journal ✅
- reference/vuexy-codebase-skill.md — new reference ✅
- reference/docker-dev-environment.md — new reference ✅
- reference/cicd-django-nextjs.md — appended (blue-green + Claude Code sections) ✅
- efforts/on/vuexy-nextjs-frontend.md — progress log appended ✅
- efforts/on/pkm-daily-summary.md — progress log appended (this entry) ✅
pkm-para-ace-moc.md skipped — today’s conversation covered same ground as existing note; no net-new concepts to append

2026-05-13 (afternoon run)

Afternoon run executed ✅
5 new conversations captured (2 pages returned 404 — likely different account/deleted)
Conversations processed: Hugo setup for markdown presentations, Comprehensive note-taking system for daily life, Minimax and LiteLLM cost estimation, Hermes orchestrating Claude agents, Pioneering AI LLM server naming
Files created this run:
- calendar/notes/2026-05-13.md — appended afternoon batch ✅
- reference/quartz-pkm-setup.md — NEW (Quartz Docker setup for PKM vault) ✅
- reference/claude-agent-sdk-hermes.md — NEW (Hermes + Claude Agent SDK architecture) ✅
- reference/minimax-litellm-cost.md — NEW (Minimax team cost estimates) ✅
- efforts/on/pkm-daily-summary.md — progress log appended (this entry) ✅
Major planning session: PKM expanding to 5 life domains + 6 automation schedules → Full design captured in journal; new cron prompts still to be written

Open tasks (updated 2026-05-13)

Updates — 2026-05-13 (evening)

Life Domain Expansion Designed

PKM expanded from work-only to 5 domains: work, think, body, family, money. New automation schedule:

Morning Brief (Mon–Fri 7 AM) → Discord digest, read-only
Daily Generator (5 PM, existing) → expand to all domains
Weekly Thinking Digest (Sun 8 PM) → pattern-finding across week
Fortnightly Forgetting Detector → catch stale tasks + unmet commitments
Monthly Life Review (1st Monday)
Quarterly Compass Review (manual)

Email Delivery Path

Built a FastMCP email server (email_mcp.py) as the long-term delivery path. Claude calls send_email as a tool mid-task. Registered in MCP settings, avoids the send-daily-summary.py SMTP dependency.

Open Tasks Added

Add domain: frontmatter field and update daily generator to infer domain from folder path
Add “Life Signals Today” section (4 lines: body, family, money, thinking) to journal template
Set up Morning Brief cron (Mon–Fri 7 AM → Discord)
Design Fortnightly Forgetting Detector cron prompt
Design Weekly Thinking Digest cron prompt
Register email MCP in Cowork MCP settings and test daily generator delivery

2026-05-17

PKM noon scheduled run executed successfully. 16 conversations processed from today (May 17). Notes written: 2 new reference notes (Discord ANSI colors, Discord progress bars), 3 reference note updates (CC execution methods, CC remote control, CC token optimization). Daily journal written and summary sent via send-daily-summary.py.

PKM

Effort — PKM Daily Summary Automation