Instructions for AI Assistant - Handling Many Calls Together
These instructions extend the lessons from Instructions for AI Assistant - Improved for Next Time to handle wikis that synthesize multiple calls (typically 10-20) rather than a single call. This adds complexity around temporal relationships, recurring participants, cross-call themes, and personal check-ins.
Overview
You will receive artifacts from multiple calls (transcripts, chats, visual boards) spanning weeks or months, and create a unified wiki that:
- Documents each call individually
- Shows connections across calls
- Tracks participant journeys over time
- Identifies cross-call themes
- Organizes personal check-ins separately from topical discussions
Key principle: This is both a collection of individual call wikis AND a synthesis showing evolution, patterns, and connections across time.
Phase 0: Multi-Call Mapping (CRITICAL FIRST STEP)
Before reading any transcripts deeply, create a comprehensive map of the landscape.
0.1 Inventory All Calls
Create a spreadsheet or structured document:
Call 01 | 2025-10-15 | Curiosity in Education | 12 participants | Check-ins: Yes
Call 02 | 2025-10-22 | AI and Learning | 15 participants | Check-ins: Yes
Call 03 | 2025-10-29 | Systems Thinking | 10 participants | Check-ins: No
...
Call 15 | 2025-12-17 | Year-End Reflection | 18 participants | Check-ins: Yes
For each call note:
- Date (establishes chronology)
- Primary topic(s) (what was the focus)
- Participant count
- Check-in format (Yes/No, theme if any)
- Call type (topical discussion vs open check-in vs hybrid)
- Artifacts available (transcript, chat, board, etc.)
0.2 Map Participants Across Calls
Create participant attendance matrix:
Participant | Calls Attended | First | Last | Type
---------------------|----------------|-------|-------|----------
Jerry Michalski | 15/15 | 01 | 15 | Regular
Pete Kaminski | 14/15 | 01 | 15 | Regular
Victoria (Spain) | 12/15 | 01 | 15 | Regular
Jane Smith | 1/15 | 07 | 07 | Guest
...
Identify:
- Regulars (attend >60% of calls)
- Frequent (attend 30-60% of calls)
- Occasional (attend 10-30%)
- Guests (attend 1-2 calls)
0.3 Topic Mapping Across Calls
Before deep reading, skim all call topics and create topic clusters:
Education cluster:
- Call 01: Curiosity in Education
- Call 05: Teaching Methods
- Call 09: Student Engagement
AI/Technology cluster:
- Call 02: AI and Learning
- Call 08: ChatGPT in Education
- Call 12: Technology Ethics
Meta/Community cluster:
- Call 06: How We Have Conversations
- Call 11: Community Building
- Call 15: Year-End Reflection
This creates your initial thematic structure.
0.4 Check-In Analysis
For calls with check-ins, note:
- Check-in theme (if any) - e.g., "What brought you joy this week?"
- Structured vs freeform
- Approximate time (first 30 min? entire call?)
- Relationship to main topic (related vs separate)
Phase 1: Per-Call Analysis
1.1 Read Each Call Completely
For each of the 15 calls:
- Read entire transcript
- Read all chat
- Review any visual artifacts
- Separately track:
- Check-in content (personal updates, reflections)
- Topical discussion content
1.2 Per-Call Documentation
As you read each call, document:
Call-specific notes:
- Key themes discussed
- Major insights or frameworks introduced
- Stories told
- Decisions made or actions proposed
- Disagreements or tensions
- Unresolved questions
Participant contributions (per call):
- What each person contributed to topic
- Their check-in content (if applicable)
- New participants (first time)
- Absent regulars (notable absences)
Cross-call references:
- References to previous calls
- "Last time we discussed..."
- Evolution of ideas
- Returning themes
1.3 Build Cross-Call Index While Reading
Maintain running lists:
Topics mentioned across calls:
"Curiosity" - Calls: 01, 03, 05, 07, 12
"AI/ChatGPT" - Calls: 02, 08, 09, 12
"Education reform" - Calls: 01, 05, 09, 14
Participant attendance:
Jerry: All calls
Pete: Missing call 08
Victoria: Missing calls 03, 07, 11
Stories told:
Kevin's cobra story - Call 01
Gil's etymology insight - Call 01, referenced in Call 07
Jane's teaching experience - Call 05
Phase 2: Wiki Structure Design
2.1 Multi-Level Structure
Root Level - Overview pages
├── README.md (entry point)
├── Start Here.md (navigation guide)
├── About This Wiki.md
└── Work Log.md
Calls Level - Individual call documentation
├── Calls/
│ ├── Calls Hub.md (index of all calls)
│ ├── Call 01 - Curiosity in Education.md
│ ├── Call 02 - AI and Learning.md
│ └── ... (15 call summary pages)
Participants Level
├── Participants/
│ ├── Participants Hub.md
│ ├── Jerry Michalski.md (profile across all calls)
│ ├── Pete Kaminski.md
│ └── ... (participant profile pages)
Topics Level
├── Topics/
│ ├── Topics Hub.md
│ ├── Curiosity.md (synthesis across calls)
│ ├── AI and Education.md
│ └── ... (cross-call topic pages)
Check-Ins Level
├── Check-Ins/
│ ├── Check-Ins Hub.md
│ ├── Personal Updates by Call.md
│ ├── Themes in Check-Ins.md
│ └── ... (check-in collections)
Indexes Level
├── Indexes/
│ ├── By Date.md (chronological)
│ ├── By Topic.md (thematic)
│ ├── By Participant.md (who said what)
│ └── Alphabetical Index.md (A-Z)
Or use flat structure with careful prefixing:
Call 01 - Curiosity in Education.md
Call 02 - AI and Learning.md
...
Jerry Michalski.md
Pete Kaminski.md
...
Topic - Curiosity.md
Topic - AI and Education.md
...
Choose based on repo/platform capabilities and user preference.
2.2 Page Types and Templates
Call Summary Page Template
# Call [Number] - [Topic] ([Date])
**Date:** [ISO date]
**Participants:** [List with links to profiles]
**Artifacts:** [Links to transcript, chat, board]
**Type:** [Topical Discussion / Open Check-In / Hybrid]
## Overview
[2-3 paragraph summary of the call]
## Check-Ins
[If applicable - personal updates from participants]
### [Participant Name]
> "[Check-in quote or summary]"
[Repeat for each participant]
## Main Discussion
### [Theme 1]
[Discussion synthesis]
**Key insights:**
- Point 1
- Point 2
**Participants who contributed:**
- [[Person 1]] - [Their perspective]
- [[Person 2]] - [Their perspective]
### [Theme 2]
...
## Stories Told
- [[Kevin Jones]] - [Story title/summary]
- [[Gil Friend]] - [Story title/summary]
## Frameworks & Tools Mentioned
- [[Framework Name]] - Introduced by [[Person]]
- [[Tool Name]] - Discussed by [[Person]]
## Questions Raised
- Unanswered question 1
- Unanswered question 2 (returned in Call [N])
## Connections to Other Calls
- **Previous:** Referenced [[Call 05]] discussion of [topic]
- **Next:** Continued in [[Call 12]] with [development]
## Related Topics
- [[Topic - Curiosity]]
- [[Topic - Education]]
## Participants
- [[Jerry Michalski]]
- [[Pete Kaminski]]
- [etc.]
Participant Profile Template (Multi-Call)
# [Participant Name]
**Role:** [Description]
**Attended:** [X] of [Y] calls ([First] to [Last])
**Calls:** [[Call 01]], [[Call 03]], [[Call 07]], ...
## Overview
[1-2 paragraphs about this person's contributions across all calls]
## Evolution of Thinking
[Track how their ideas developed over time]
### Early Calls (Calls 1-5)
[What they focused on initially]
### Middle Period (Calls 6-10)
[How their thinking evolved]
### Recent Calls (Calls 11-15)
[Current focus and synthesis]
## Major Contributions
### [Topic/Theme]
**Across calls:** [[Call 01]], [[Call 05]], [[Call 09]]
[Synthesis of their perspective on this topic across multiple calls]
> "Quote from Call 01"
> "Evolution in Call 05"
> "Synthesis in Call 09"
### [Another Topic]
...
## Stories Told
- [[Call 01]] - [Story title]
- [[Call 07]] - [Story title]
## Check-Ins
[Collection of their personal check-ins across calls]
### [Call 01] - [Date]
> "[Check-in content]"
### [Call 03] - [Date]
> "[Check-in content]"
## Themes Explored Across Calls
- [[Topic - Curiosity]]
- [[Topic - Education]]
- [[Topic - AI]]
## Related Participants
- [[Person 1]] - Often discussed [topic] together
- [[Person 2]] - Complementary perspectives on [topic]
## Call Attendance
| Call | Date | Topic | Attended |
|------|------|-------|----------|
| 01 | 2025-10-15 | Curiosity | ✓ |
| 02 | 2025-10-22 | AI | ✓ |
| 03 | 2025-10-29 | Systems | ✗ |
...
Cross-Call Topic Page Template
# Topic - [Topic Name]
**Discussed in:** [[Call 01]], [[Call 05]], [[Call 09]], [[Call 12]]
**Primary contributors:** [[Person 1]], [[Person 2]], [[Person 3]]
## Overview
[Synthesis of this topic across all calls where it appeared]
## Evolution Across Calls
### [[Call 01]] - Initial Discussion
[What was first said about this topic]
**Key participants:**
- [[Person 1]]: > "Quote"
- [[Person 2]]: > "Quote"
### [[Call 05]] - Development
[How the discussion evolved]
**New insights:**
- Point 1
- Point 2
### [[Call 09]] - Synthesis
[Further development or integration]
### [[Call 12]] - Current Thinking
[Latest state of discussion]
## Key Themes
### [Sub-theme 1]
[Synthesis across calls]
### [Sub-theme 2]
[Synthesis across calls]
## Frameworks & Tools
- [[Framework Name]] - Introduced in [[Call 01]]
- [[Tool Name]] - Applied in [[Call 05]]
## Stories & Examples
- [[Call 01]] - [[Person]]'s story about [topic]
- [[Call 09]] - [[Person]]'s example of [topic]
## Open Questions
- Question raised in [[Call 01]], still unresolved
- Question from [[Call 09]], partially addressed in [[Call 12]]
## Related Topics
- [[Topic - Related 1]]
- [[Topic - Related 2]]
## Participants Who Engaged
- [[Person 1]] - Calls 01, 05, 09, 12
- [[Person 2]] - Calls 05, 09
- [[Person 3]] - Calls 01, 12
Phase 3: Hub Pages for Multi-Call Wikis
3.1 Calls Hub
# Calls Hub
Overview of all [N] calls in this series.
## All Calls by Date
### [Call 01] - [Topic] (October 15, 2025)
[1-2 sentence summary]
**Participants:** [N] - [[Person 1]], [[Person 2]], ...
**Key themes:** [Theme 1], [Theme 2]
**Type:** [Topical / Check-in / Hybrid]
[Link to full call page]
### [Call 02] - [Topic] (October 22, 2025)
...
## Calls by Topic Cluster
### Education Cluster
- [[Call 01]] - Curiosity in Education
- [[Call 05]] - Teaching Methods
- [[Call 09]] - Student Engagement
### AI/Technology Cluster
- [[Call 02]] - AI and Learning
- [[Call 08]] - ChatGPT in Education
### Meta/Community Cluster
- [[Call 06]] - How We Have Conversations
- [[Call 15]] - Year-End Reflection
## Calls by Type
### Topical Discussions (8 calls)
- [[Call 01]], [[Call 02]], [[Call 03]], ...
### Check-In Focused (5 calls)
- [[Call 04]], [[Call 06]], [[Call 11]], ...
### Hybrid (2 calls)
- [[Call 13]], [[Call 15]]
## Timeline View
[Visual representation if possible, otherwise chronological list with key developments]
## Navigation
- [[Participants Hub]] - Who attended which calls
- [[Topics Hub]] - What was discussed across calls
- [[Check-Ins Hub]] - Personal updates from participants
3.2 Participants Hub (Multi-Call)
# Participants Hub
[N] people participated across [M] calls from [Start Date] to [End Date].
## Regulars (Attended >60% of calls)
### [[Jerry Michalski]]
**Attended:** 15/15 calls | **First:** Call 01 | **Last:** Call 15
[1-2 sentence summary of their contributions across all calls]
**Key topics:** Curiosity, Education, Community
**Stories told:** 7 stories across 5 calls
**Notable evolution:** [How their thinking changed]
### [[Pete Kaminski]]
**Attended:** 14/15 calls | **First:** Call 01 | **Last:** Call 15
[Summary]
## Frequent Participants (30-60%)
### [[Victoria (Spain)]]
**Attended:** 12/15 calls | **Absent:** Calls 03, 07, 11
[Summary]
## Occasional Participants (10-30%)
...
## Guest Participants (1-2 calls)
...
## Attendance Matrix
| Participant | 01 | 02 | 03 | 04 | 05 | ... | Total |
|-------------|----|----|----|----|----|----|-------|
| Jerry | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 15 |
| Pete | ✓ | ✓ | ✓ | ✓ | ✗ | ✓ | 14 |
| Victoria | ✓ | ✓ | ✗ | ✓ | ✓ | ✗ | 12 |
...
## Navigation
- [[Calls Hub]] - All calls by date and topic
- [[Topics Hub]] - What was discussed
- [[Check-Ins Hub]] - Personal updates
3.3 Topics Hub (Multi-Call)
# Topics Hub
Major themes and topics discussed across [N] calls.
## Core Recurring Topics
### [[Topic - Curiosity]]
**Calls:** 01, 03, 05, 07, 12
**Contributors:** Jerry, Pete, Victoria, Kevin, Stacey
[2-3 sentence summary of how this topic evolved]
### [[Topic - AI and Education]]
**Calls:** 02, 08, 09, 12
**Contributors:** Pete, Alex, Louise
[Summary]
## Topic Clusters
### Education & Learning
- [[Topic - Curiosity in Education]]
- [[Topic - Teaching Methods]]
- [[Topic - Student Engagement]]
- [[Topic - Assessment]]
### Technology & AI
- [[Topic - AI and Learning]]
- [[Topic - ChatGPT Uses]]
- [[Topic - Technology Ethics]]
### Systems & Thinking
- [[Topic - Systems Thinking]]
- [[Topic - Complexity]]
- [[Topic - Frameworks]]
### Community & Practice
- [[Topic - Conversation Design]]
- [[Topic - Community Building]]
- [[Topic - Collective Sense-Making]]
## Topic Evolution Map
[Showing how topics emerged, merged, split over time]
Call 01: Curiosity introduced ↓ Call 03: Curiosity + Education (merged) ↓ Call 05: Curiosity (cont.) + Teaching Methods (new) ↓ Call 07: Curiosity synthesis + Systems Thinking (new)
## One-Time Topics
[Topics discussed in only one call - with links to that call]
## Navigation
- [[Calls Hub]] - Find topics by call
- [[Participants Hub]] - Find topics by person
- [[Alphabetical Index]] - A-Z of all topics
3.4 Check-Ins Hub
# Check-Ins Hub
Personal updates and check-ins from participants across calls.
## About Check-Ins
[Explanation of the check-in practice in this community]
## Check-Ins by Call
### [[Call 01]] Check-Ins - "What brings you here?"
- [[Jerry Michalski]]: > "[Check-in quote]"
- [[Pete Kaminski]]: > "[Check-in quote]"
- [[Victoria]]: > "[Check-in quote]"
...
### [[Call 02]] Check-Ins - "What brought you joy this week?"
...
## Check-Ins by Participant
### [[Jerry Michalski]]'s Check-Ins
- **Call 01:** "[Check-in summary]"
- **Call 02:** "[Check-in summary]"
- **Call 03:** "[Check-in summary]"
...
[Pattern or evolution in Jerry's check-ins over time]
### [[Pete Kaminski]]'s Check-Ins
...
## Themes in Check-Ins
### Personal Growth & Learning
- Participants who focused on growth: Jerry, Victoria, Louise
- Evolution over calls: [Pattern]
### Work & Projects
- Participants sharing professional updates: Pete, Kevin, Gil
- Common themes: [Themes]
### Health & Wellbeing
- Calls where health was prominent: 04, 08, 11
- Participants: Stacey, Eve, John
### Joy & Gratitude
- Calls with gratitude theme: 02, 06, 10
- Patterns: [Patterns]
## Check-In Practices
### Structured Check-Ins
- **Call 02:** "What brought you joy?"
- **Call 06:** "What are you learning?"
- **Call 10:** "What are you grateful for?"
### Freeform Check-Ins
- Calls: 01, 04, 08, 11, 15
## Navigation
- [[Calls Hub]] - Check-ins by call
- [[Participants Hub]] - Personal journeys
3.5 Start Here (Multi-Call)
# Start Here
Welcome to the wiki for [Series Name] - [N] calls from [Start] to [End].
## Choose Your Path
### "I want to understand the series"
1. [[README]] - Overview of the entire series
2. [[Calls Hub]] - Browse all calls chronologically
3. [[Major Themes Across Calls]] - Synthesis of key ideas
**Next:** Pick a topic cluster that interests you
### "I'm interested in a specific topic"
1. [[Topics Hub]] - All topics across all calls
2. Find your topic (e.g., [[Topic - Curiosity]])
3. Follow the evolution across calls
**Next:** See which participants engaged deeply
### "I want to follow specific people"
1. [[Participants Hub]] - All participants
2. Choose a participant (e.g., [[Jerry Michalski]])
3. See their journey across calls
**Next:** Explore topics they engaged with
### "I'm looking for personal stories"
1. [[Check-Ins Hub]] - Personal updates from participants
2. Browse by person or by call
3. See patterns and evolution over time
**Next:** Connect personal to topical discussions
### "I attended some calls and want to revisit"
1. [[Calls Hub]] - Find your calls by date
2. Read the synthesis
3. Follow cross-references to related calls
**Next:** See how topics evolved after your calls
### "I want to see the big picture"
1. [[README]] - Start with overview
2. [[Major Themes Across Calls]] - Synthesis
3. [[Evolution and Patterns]] - How ideas developed
4. [[Participants Hub]] - Who shaped the conversation
## Browse By
- 📅 **[[By Date]]** - Chronological view of all calls
- 💡 **[[By Topic]]** - Thematic organization
- 👥 **[[By Participant]]** - Who said what
- 🔤 **[[Alphabetical Index]]** - A-Z of everything
## Quick Stats
- **Calls:** [N]
- **Participants:** [M] total ([P] regulars, [Q] occasional, [R] guests)
- **Topics:** [T] major themes discussed
- **Pages:** [X] total
- **Time period:** [Start date] to [End date]
## Navigation Tips
- **Call pages** have full summaries with check-ins, discussion, and cross-references
- **Participant pages** show evolution across all their calls
- **Topic pages** synthesize discussion across multiple calls
- **Check-in pages** collect personal updates separately from topical content
Phase 4: Enhanced Processing Passes
Multi-call wikis require additional passes beyond single-call wikis.
Pass 1: Individual Call Processing
For each call:
- Create call summary page
- Extract participant contributions
- Identify topics discussed
- Document check-ins separately
Output: 15 call summary pages + raw lists of participants, topics
Pass 2: Participant Synthesis
For each participant:
- Aggregate their contributions across all calls they attended
- Track evolution of their thinking
- Collect their check-ins
- Identify their key topics
- Note their stories across calls
Output: Participant profile pages (one per person)
Pass 3: Topic Synthesis
For each recurring topic:
- Find all calls where discussed
- Synthesize evolution across calls
- Note who contributed when
- Track unresolved questions
- Show development of ideas
Output: Cross-call topic pages
Pass 4: Pattern Recognition
Look across all calls for:
- Recurring debates (same question across multiple calls)
- Evolution of thinking (how ideas developed)
- Topic relationships (how topics connected)
- Participant relationships (who engaged with whom)
- Check-in patterns (themes in personal updates)
- Seasonal variations (changes over time)
Output:
- Evolution and Patterns page
- Topic relationship maps
- Participant collaboration networks
Pass 5: Cross-Linking Enhancement
Now that all pages exist:
- Add "Discussed in these calls" to topic pages
- Add "Related topics across calls" to call pages
- Add "Also discussed by" to participant pages
- Create bidirectional "See also" sections
- Build navigation paths
Output: Enriched linking throughout wiki
Pass 6: Meta-Synthesis
Create synthesis pages:
- Major Themes Across All Calls - Top 10 themes synthesized
- Evolution of Ideas - How thinking developed over series
- Participant Journeys - Notable personal/intellectual growth
- Unresolved Questions - What remains open
- Community Patterns - How the group itself evolved
Output: 5-10 synthesis pages providing high-level perspective
Phase 5: Navigation for Scale
With 15 calls, potentially 50+ participants, 100+ topics, you need robust navigation.
5.1 Multiple Index Pages
By Date (Chronological):
- Call 01 (Oct 15) → Call 02 (Oct 22) → etc.
By Topic (Thematic):
- Education cluster (Calls 01, 05, 09)
- AI cluster (Calls 02, 08, 12)
- Meta cluster (Calls 06, 11, 15)
By Participant:
- Jerry's calls (all 15)
- Pete's calls (14 of 15, missing 08)
- Jane's calls (only 07)
By Type:
- Topical discussions (8 calls)
- Check-in focused (5 calls)
- Hybrid (2 calls)
5.2 Timeline/Evolution Pages
Evolution of Key Ideas:
# Evolution of [Topic]
## Phase 1: Introduction (Calls 1-5)
[Topic] was first introduced in [[Call 01]] by [[Person]]...
## Phase 2: Development (Calls 6-10)
The discussion deepened in [[Call 07]] when [[Person]] connected it to [[Other Topic]]...
## Phase 3: Synthesis (Calls 11-15)
By [[Call 12]], the group had reached consensus that...
## Timeline
Oct 15 (Call 01): [Topic] introduced
Oct 29 (Call 03): [Development]
Nov 12 (Call 07): Connected to [Other Topic]
Dec 03 (Call 12): Synthesis reached
Dec 17 (Call 15): Applied to [New Context]
5.3 Relationship Maps
Topic Relationship Map:
# Topic Relationships
## Clusters
### Education Cluster
- Curiosity in Education
- Connected to: Teaching Methods, Student Engagement
- Tension with: Assessment, Standardization
- Teaching Methods
- Connected to: Curiosity, Technology
- Builds on: Pedagogy
### AI Cluster
- AI and Learning
- Connected to: ChatGPT, Ethics
- Tension with: Critical Thinking, Authenticity
...
Participant Collaboration Network:
# Who Worked With Whom
## Frequent Co-Contributors
### Jerry + Pete
**Co-appeared:** 14 calls
**Co-discussed:** Curiosity (5 times), Education (4 times), Community (3 times)
**Dynamic:** [Description of their interaction pattern]
### Victoria + Klaus
**Co-appeared:** 8 calls
**Co-discussed:** Visual Thinking (4 times), Culture (3 times)
**Dynamic:** [Description]
Phase 6: Quality Verification for Multi-Call Wikis
Additional quality checks beyond single-call wikis:
6.1 Cross-Call Consistency
Verify:
- ✅ Same participant described consistently across calls
- ✅ Topic definitions don't contradict across calls
- ✅ Dates and chronology are accurate
- ✅ Call numbers referenced correctly
- ✅ "Previous call" and "next call" links work
Watch for:
- ❌ Participant name variations (ensure consistency)
- ❌ Topic name variations (pick canonical names)
- ❌ Conflicting summaries of same discussion
- ❌ Broken temporal references
6.2 Completeness Checks
Per call:
- ✅ Every call has summary page
- ✅ Every call's participants are documented
- ✅ Every call's topics are extracted
- ✅ Check-ins captured if applicable
Per participant:
- ✅ Profile exists for each person
- ✅ All their calls are listed
- ✅ Major contributions are documented
- ✅ Check-ins are collected
Per topic:
- ✅ Cross-call synthesis exists for recurring topics
- ✅ All calls where discussed are linked
- ✅ Evolution is tracked
- ✅ Key contributors are noted
6.3 Attribution Verification (Critical)
For multi-call wikis, attribution is even more complex:
Verify:
- When participant profile says "Person X believed Y," is this true across all calls or just one?
- When topic page says "Person X introduced this in Call 3," is that accurate?
- When check-in is attributed to Person X in Call 5, is it really theirs?
- When evolution is described, is the chronology correct?
Process:
- Verify each biographical claim against specific call transcript
- Note which call/line number supports each claim
- Distinguish "said once in Call 3" from "consistently said across Calls 3, 7, 11"
- Track if person's view evolved vs stayed constant
Special Considerations for Check-In Calls
7.1 Separating Personal from Topical
Many calls start with check-ins before topical discussion. Keep these separate:
In Call Summary Page:
## Check-Ins (First 30 minutes)
[Check-in summaries]
## Main Discussion (Remaining time)
[Topical content]
In Participant Profile:
## Check-Ins
[Collection of their personal updates]
## Topical Contributions
[Their contributions to discussions]
In Check-Ins Hub:
# Check-Ins Hub
[All check-ins collected here, separate from topics]
7.2 When Check-Ins ARE the Call
Some calls are purely check-in focused. For these:
Call summary emphasizes:
- Themes in check-ins
- Patterns across participants
- Emergent topics from check-ins
- Community building aspects
Don't force topical structure if it doesn't exist.
7.3 Personal vs Public
Some check-ins may be sensitive. Consider:
- Summarizing rather than quoting verbatim if personal
- Noting themes without attributing specifics
- Checking if transcript is public or restricted
File Organization Options
Option A: Flat with Prefixes
Call 01 - Curiosity in Education.md
Call 02 - AI and Learning.md
...
Jerry Michalski.md
Pete Kaminski.md
...
Topic - Curiosity.md
Topic - AI and Education.md
...
CheckIns - Call 01.md
CheckIns - Call 02.md
...
Index - By Date.md
Index - By Topic.md
Hub - Calls.md
Hub - Participants.md
README.md
Start Here.md
Pros: Simple, works with any platform, easy file management Cons: Gets cluttered with 500+ files
Option B: Directory Structure
/
├── README.md
├── Start Here.md
├── About This Wiki.md
├── Work Log.md
├── Calls/
│ ├── Calls Hub.md
│ ├── Call 01 - Curiosity in Education.md
│ ├── Call 02 - AI and Learning.md
│ └── ...
├── Participants/
│ ├── Participants Hub.md
│ ├── Jerry Michalski.md
│ ├── Pete Kaminski.md
│ └── ...
├── Topics/
│ ├── Topics Hub.md
│ ├── Curiosity.md
│ ├── AI and Education.md
│ └── ...
├── CheckIns/
│ ├── CheckIns Hub.md
│ ├── By Call.md
│ ├── By Participant.md
│ └── Themes.md
├── Indexes/
│ ├── By Date.md
│ ├── By Topic.md
│ ├── By Participant.md
│ └── Alphabetical.md
└── Synthesis/
├── Major Themes.md
├── Evolution of Ideas.md
└── Community Patterns.md
Pros: Organized, scalable, clear categories Cons: Requires platform supporting subdirectories, more complex linking
Recommendation: Use Option B (directories) for multi-call wikis to manage scale.
Workflow Summary for 15-Call Wiki
Week 1: Mapping (Phase 0)
- Inventory all 15 calls
- Map participants across calls
- Identify topic clusters
- Analyze check-in patterns
Week 2-3: Per-Call Processing (Phases 1-2)
- Read all 15 transcripts and chats
- Create 15 call summary pages
- Build initial participant profiles
- Extract all topics
Week 4: Synthesis (Pass 3-4)
- Create cross-call topic pages
- Enrich participant profiles with evolution
- Build check-ins hub and collections
- Identify patterns and relationships
Week 5: Navigation (Pass 5-6)
- Create all hub pages
- Build indexes (by date, topic, participant)
- Create synthesis pages
- Add cross-links throughout
Week 6: Quality & Documentation (Phase 6)
- Verify attributions across calls
- Check completeness
- Verify cross-call consistency
- Write process documentation
- Update work log
Total estimated time: 40-60 hours for 15 calls with 50 participants and 100+ topics
Metrics for Success
Completeness
- ✅ All calls documented with summary pages
- ✅ All participants have profile pages
- ✅ All recurring topics have synthesis pages
- ✅ All check-ins collected and organized
- ✅ Zero orphan links
Cross-Call Integration
- ✅ Topic evolution tracked across calls
- ✅ Participant journeys documented
- ✅ Cross-references between related calls
- ✅ Patterns and relationships identified
- ✅ Synthesis pages provide high-level view
Navigation
- ✅ 5+ hub pages (Calls, Participants, Topics, Check-Ins, Index)
- ✅ 4+ index pages (by date, topic, participant, A-Z)
- ✅ Start Here with 5+ curated paths
- ✅ README with clear overview
- ✅ Timeline or evolution pages
Quality
- ✅ Accurate attributions (verified against transcripts)
- ✅ Consistent naming across calls
- ✅ Correct chronology
- ✅ Personal check-ins separated from topical content
- ✅ Evolution tracked accurately
Key Lessons Applied from "Improved for Next Time"
All quality principles from single-call wikis apply, plus:
1. Read Everything First (Even More Critical)
With 15 calls, the temptation is to process incrementally. Don't.
- Read all 15 transcripts before creating pages
- Map the entire landscape first
- Identify patterns that only appear across multiple calls
- See the arc of the series before documenting individual moments
2. Attribution Across Time
Single-call: "Person X said Y" Multi-call: "Person X said Y in Call 3, evolved to Z in Call 7, synthesized as W in Call 12"
Verify:
- Which call a claim comes from
- Whether it's consistent across calls
- How it evolved over time
- What the current state is
3. Participant Consistency
Same person may:
- Evolve their thinking (track evolution)
- Contradict themselves (note it)
- Try different ideas (show exploration)
- Reach synthesis (document journey)
Don't:
- Assume consistency across calls
- Hide evolution or contradiction
- Present final view as always-held
4. Topic Evolution is the Story
Single-call: "What was said about X" Multi-call: "How understanding of X developed"
The evolution is often more valuable than any single snapshot.
5. Systematic Passes at Scale
With 15 calls, you can't keep it all in mind. Use scripts and systematic passes:
- Pass 1: Individual calls
- Pass 2: Participant aggregation
- Pass 3: Topic synthesis
- Pass 4: Pattern recognition
- Pass 5: Cross-linking
- Pass 6: Meta-synthesis
6. Hub Pages Are Essential, Not Optional
Single-call: Hub pages improve navigation Multi-call: Hub pages are mandatory for usability
Without them, users drown in 500+ pages.
7. Check-Ins Need Separate Treatment
Personal check-ins are:
- Valuable for understanding participants
- Different from topical contributions
- Worth collecting and analyzing
- Potentially sensitive
Give them dedicated space and respect their personal nature.
Common Pitfalls in Multi-Call Wikis
❌ Don't Do This
-
Processing calls sequentially without reading all first
- You'll miss cross-call patterns
- You'll create inconsistent structure
- You'll duplicate effort
-
Treating it as 15 separate wikis
- Misses the synthesis opportunity
- Creates redundancy
- Loses the evolution story
-
Forgetting which call a quote came from
- Always note [Call XX, lines YYY-ZZZ]
- Track sources meticulously
- Verify before claiming "Person X believed Y"
-
Mixing check-ins with topical content
- Keep personal separate from intellectual
- Respect the different modes
- Create dedicated check-in spaces
-
Not tracking participant attendance
- "Person X said Y" when they weren't in that call
- Assuming regulars attended everything
- Missing notable absences
-
Skipping the synthesis passes
- Just documenting individual calls isn't enough
- The value is in cross-call synthesis
- Patterns only emerge with analysis
-
Creating flat structure at this scale
- 500+ files in one directory is unmanageable
- Use subdirectories or careful prefixing
- Think about navigation from the start
-
Not documenting evolution
- Multi-call wikis should show growth over time
- Static snapshots miss the point
- Track how ideas developed
✅ Do This Instead
- Complete read-through of all calls first
- Design for synthesis from the start
- Meticulous source attribution with call numbers
- Separate check-ins space
- Attendance matrix for participants
- Dedicated synthesis passes
- Directory structure or clear prefixing
- Evolution and timeline pages
Templates for Scripts
Multi-Call Orphan Finder
# _bin/find-orphan-links-multicall.py
# Should handle:
# - Links to calls: [[Call 01]]
# - Links to participants: [[Jerry Michalski]]
# - Links to topics: [[Topic - Curiosity]]
# - Links across directories if using directory structure
# - Both [[Page]] and [[Page|display]] syntax
Cross-Call Topic Tracker
# _bin/track-topics-across-calls.py
# Outputs:
# - Which topics appear in which calls
# - Who discussed each topic in each call
# - Evolution of topic across calls
# - Gaps where topic wasn't discussed
Participant Attendance Matrix
# _bin/participant-attendance.py
# Outputs:
# - Matrix of who attended which calls
# - Statistics (regulars, occasional, guests)
# - First and last call for each person
# - Percentage attendance
Deliverables for Multi-Call Wiki
-
Call Pages (15 pages)
- Full summary for each call
- Check-ins section
- Main discussion synthesis
- Cross-references
-
Participant Profiles (50+ pages)
- Evolution across calls
- All contributions aggregated
- Check-ins collected
- Attendance tracked
-
Topic Synthesis Pages (100+ pages)
- Cross-call synthesis
- Evolution tracking
- Key contributors
- Related topics
-
Hub Pages (5+ pages)
- Calls Hub
- Participants Hub
- Topics Hub
- Check-Ins Hub
- Start Here
-
Index Pages (4+ pages)
- By Date
- By Topic
- By Participant
- Alphabetical
-
Synthesis Pages (5+ pages)
- Major Themes Across Calls
- Evolution of Ideas
- Participant Journeys
- Community Patterns
- Unresolved Questions
-
Meta Pages
- README
- About This Wiki
- Work Log
- Wiki Creation Process
- Scripts in _bin/
Total: 600-800 pages typical for 15 calls with 50 participants
Final Checklist
Before considering multi-call wiki complete:
- [ ] All 15 calls have summary pages
- [ ] All participants have profile pages
- [ ] All recurring topics have synthesis pages
- [ ] All check-ins are collected
- [ ] 5+ hub pages created
- [ ] 4+ index pages created
- [ ] 5+ synthesis pages created
- [ ] Evolution is tracked for key topics
- [ ] Participant journeys are documented
- [ ] Cross-call patterns are identified
- [ ] Attendance matrix is accurate
- [ ] All attributions verified with call numbers
- [ ] Zero orphan links
- [ ] Timeline/chronology is correct
- [ ] Personal check-ins separated from topical
- [ ] Scripts created for reusability
- [ ] Work log documents process
- [ ] Wiki Creation Process documents decisions
- [ ] README provides clear entry point
- [ ] Start Here guides different user types
These instructions extend Instructions for AI Assistant - Improved for Next Time to handle the complexity of multi-call wikis while preserving all the quality principles and lessons learned from single-call wiki creation.