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Automating shared notetaking using GitHub integrated tools and common file formats.

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📝 notemaker

Automating shared notetaking using GitHub integrated tools and common file formats.

📖 How to use

Setup

Instantiate a private instance of this repository template inside of your GitHub account by using the "use this template" button in the top right.

Storing and adding notes

Store your notes in a file called notes.md in this repository. Every new note section needs to be started with a h1 heading (single # prefix on a new line). notemaker will split this file into new issues in this repository which are used as a store. If you want to modify notes before posting, you can modify the issue body.

Mapping notes to accounts

For each of the top level topics that you want to group by (in this project's nomenclature "accounts"), create a new issue using the "Account Overview Template" issue template. In the issue template, replace all placeholders marked in the form of <REPLACE_ME> with the appropriate content.

Field Used for Note
ID Label creation Needs to be unique in this repository
Target Issue URL URL of the issue where to post notes as comments Needs to have the PAT setup to target other repos
Autopublish Select to automatically publish new notes without prior review Put an "x" in the brackets to activate ([x])
Keywords Looking up the keywords in the note headings and associating them to the account overview issues This is a list, only add one keyword per line
Related Issues Listing associated issues to review before publishing Automatically populated, do not modify yourself

⚠️ Note Do not add any further content to the account overview issue body, only replace the indicated fields. Otherwise the creation will fail (indicated by an error label).

Publishing notes from accounts

Once you create a new account overview template or add new notes, notemaker will automatically add the keyword-associated notes to the respective account-overview issue. To find all of your account-overview issues, you can filter your issues by the label account-overview.

On the account overview issue, you will find a list of issues related to this account with checkboxes in front of them. If you decide you are happy with a note and want to publish it to the given target issue, just click the checkbox and notemaker will do the rest.

After successfully publishing a note, you can find a comment on your account-overview issue indicating what was posted where.

That's all! Have fun with notemaker and feel free to open issues and PRs if you have any other good ideas or spot a bug!

Setting up other repository as note targets

In order to write comments onto issues in other repositories, we first need to grant this action accesss. The quickest way to do this is to create a fine-grained personal access token (PAT) that has the Read and Write Issues permission.

Make sure to scope this token to all potential target repos that you want to distribute notes to.

After you have obtained the token, store it inside of the TARGET_TOKEN GitHub Actions secret of your repository. Find out how to do this here: https://docs.github.com/en/actions/security-guides/encrypted-secrets#creating-encrypted-secrets-for-a-repository. After this, you are all set to target the selected other repositories.

🔧 Debugging

Recreating account overview issue

If you want to recreate an account overview issue, make sure to delete the old account overview issue, and also delete the account-id label that was created for this issue.

Notes are not distributing (404 error shown)

This can be indicative for a situation where you have not supplied a properly authenticated personal access token (PAT) for the accounts target issue. Please make sure to create a PAT that is authorized to Read and Write Issues on all potential repositories that you want to post issues to and follow the Setting up other repositorie as note targets tutorial.

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Automating shared notetaking using GitHub integrated tools and common file formats.

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