@loopstack/meeting-notes-example-workflow

A module for the Loopstack AI automation framework.

This module provides an example workflow demonstrating how to build human-in-the-loop AI workflows with interactive documents and review steps.

Overview

The Meeting Notes Example Workflow shows how to create workflows that pause for user input and allow users to review and edit AI-generated content. It takes unstructured meeting notes and uses AI to extract structured information like date, participants, decisions, and action items.

By using this workflow as a reference, you'll learn how to:

• Use wait: true transitions to pause workflows for user input
• Create interactive documents with action buttons
• Handle transition payloads from user interactions
• Transform unstructured text into structured data with AI using ClaudeGenerateDocument
• Build review-and-confirm patterns for AI outputs
• Define workflow input schemas via the @Workflow decorator
• Use the document repository to save and update documents

This example is essential for developers building workflows that require human oversight or approval steps.

Installation

See SETUP.md for installation and setup instructions.

How It Works

Workflow Flow

1. Start - User provides unstructured meeting notes via the input form
2. Wait for Input - User can edit the notes, then clicks "Optimize Notes"
3. AI Processing - Claude extracts structured information into a formatted document
4. Review - User reviews and can edit the structured output
5. Confirm - User clicks "Confirm" to finalize

Key Concepts

1. Workflow Input Schema

Define input parameters directly in the @Workflow decorator with a Zod schema:

@Workflow({
  uiConfig: __dirname + '/meeting-notes.ui.yaml',
  schema: z.object({
    inputText: z
      .string()
      .default(
        '- meeting 1.1.2025\n- budget: need 2 cut costs sarah said\n- hire new person?? --> marketing\n- vendor pricing - follow up needed by anna',
      ),
  }),
})
export class MeetingNotesWorkflow extends BaseWorkflow<{ inputText: string }> {
  @InjectTool() claudeGenerateDocument: ClaudeGenerateDocument;

  meetingNotes?: z.infer<typeof MeetingNotesDocumentSchema>;
  optimizedNotes?: z.infer<typeof OptimizedMeetingNotesDocumentSchema>;
}

2. Waiting Transitions

Use wait: true with a schema to pause the workflow and wait for user interaction. The schema validates the payload submitted by the user:

@Transition({ from: 'waiting_for_response', to: 'response_received', wait: true, schema: MeetingNotesDocumentSchema })
async userResponse(payload: z.infer<typeof MeetingNotesDocumentSchema>) {
  const result = await this.repository.save(MeetingNotesDocument, payload, { id: 'input' });
  this.meetingNotes = result.content as z.infer<typeof MeetingNotesDocumentSchema>;
}

The workflow pauses at waiting_for_response until the user submits data via the document button.

3. Document Actions with Buttons

Add action buttons to documents that trigger transitions. These are defined in the document's YAML config:

# meeting-notes-document.yaml
type: document
ui:
  widgets:
    - widget: form
      options:
        properties:
          text:
            title: Text
            widget: textarea
        actions:
          - type: button
            transition: userResponse
            label: 'Optimize Notes'

When clicked, the button triggers the userResponse transition with the current document content as the payload.

4. Custom Document Schemas

Define document content schemas using the @Document decorator with a Zod schema:

export const MeetingNotesDocumentSchema = z.object({
  text: z.string(),
});

@Document({
  schema: MeetingNotesDocumentSchema,
  uiConfig: __dirname + '/meeting-notes-document.yaml',
})
export class MeetingNotesDocument {
  text: string;
}

5. Structured Output Documents

Define complex document schemas for structured AI output:

export const OptimizedMeetingNotesDocumentSchema = z.object({
  date: z.string(),
  summary: z.string(),
  participants: z.array(z.string()),
  decisions: z.array(z.string()),
  actionItems: z.array(z.string()),
});

@Document({
  schema: OptimizedMeetingNotesDocumentSchema,
  uiConfig: __dirname + '/optimized-notes-document.yaml',
})
export class OptimizedNotesDocument {
  date: string;
  summary: string;
  participants: string[];
  decisions: string[];
  actionItems: string[];
}

Configure the document UI with ordering, collapsible arrays, and confirm button:

# optimized-notes-document.yaml
type: document
ui:
  widgets:
    - widget: form
      options:
        order: [date, summary, participants, decisions, actionItems]
        properties:
          date: { title: Date }
          summary: { title: Summary, widget: textarea }
          participants: { title: Participants, collapsed: true, items: { title: Participant } }
          decisions: { title: Decisions, collapsed: true, items: { title: Decision } }
          actionItems: { title: Action Items, collapsed: true, items: { title: Action Item } }
        actions:
          - type: button
            transition: confirm
            label: 'Confirm'

6. AI Document Generation

Use ClaudeGenerateDocument to populate a structured document. Reference workflow properties for dynamic content:

@Transition({ from: 'response_received', to: 'notes_optimized' })
async optimizeNotes() {
  await this.claudeGenerateDocument.call({
    claude: { model: 'claude-sonnet-4-6' },
    response: { id: 'final', document: OptimizedNotesDocument },
    prompt: `Extract all information from the provided meeting notes into the structured document.\n\n<Meeting Notes>\n${this.meetingNotes?.text}\n</Meeting Notes>`,
  });
}

7. Final Confirmation with Wait

Use @Final with wait: true to create a review step before the workflow ends:

@Final({ from: 'notes_optimized', wait: true, schema: OptimizedMeetingNotesDocumentSchema })
async confirm(payload: z.infer<typeof OptimizedMeetingNotesDocumentSchema>) {
  const result = await this.repository.save(OptimizedNotesDocument, payload, { id: 'final' });
  this.optimizedNotes = result.content as z.infer<typeof OptimizedMeetingNotesDocumentSchema>;
}

Dependencies

This workflow uses the following Loopstack modules:

• @loopstack/common - Core framework decorators (BaseWorkflow, @Workflow, @Initial, @Transition, @Final, @InjectTool, Document)
• @loopstack/claude-module - Provides ClaudeGenerateDocument tool for AI-powered document generation

About

Author: Jakob Klippel

License: MIT

Additional Resources

• Loopstack Documentation
• Getting Started with Loopstack
• Find more Loopstack examples in the Loopstack Registry