Video 7: customize daily briefing, shutdown routine, and weekly review workflows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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---
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name: weekly-review
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description: A weekly check-in workflow that reviews the past week, scans what's ahead, and produces a summary with priorities.
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description: Single weekly session (typically Sunday) that reviews the closing week and plans the new one. Creates a week note for the new week at the end.
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triggers:
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- weekly review
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- how'd my week go
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@ -10,65 +10,87 @@ triggers:
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# Weekly Review
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Step back, look at the week, and plan the next one.
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One session does it all: close out the week, reflect, and plan the next one.
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## When to Use
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Run this once a week — Sunday evening, Monday morning, or whenever works for your rhythm.
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Run this on Sunday (or Saturday if Sunday is busy). Do both parts in a single session.
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## Week Note File Naming
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Week notes live at `~/notes/week_YYMMDD.md` where YYMMDD is the date of that week's **Monday**.
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Example: a week starting Monday April 7, 2026 → `~/notes/week_260407.md`
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## Instructions
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### Step 1 — Gather
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1. Check this week's calendar events (if calendar MCP is connected).
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2. Review completed tasks or projects from the week.
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3. Scan any notes, journal entries, or captured items from the past seven days.
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### Step 2 — Review
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1. Summarize what happened this week: key events, completed work, progress made.
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2. Identify what's still open: tasks that didn't get finished, items that slipped.
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3. Flag anything overdue or time-sensitive.
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### Step 3 — Reflect
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Ask the user:
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- How did the week go overall?
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- What went well?
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- What needs attention next week?
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- Anything you want to change or adjust?
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### Step 4 — Output
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Produce a formatted weekly summary:
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**Weekly Review — [Date Range]**
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**What Happened**
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[Key events, accomplishments, completed work.]
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**Still Open**
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[Unfinished items, slipped tasks, things that need attention.]
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**Next Week**
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[Upcoming calendar events, deadlines, priorities.]
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**Reflections**
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[The user's notes on how the week went and what to adjust.]
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## Customization Ideas
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This is a starter weekly review. As you use it, consider adding:
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- Role-based review (how did each area of your life/work get attention?)
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- Goal tracking (progress toward monthly or quarterly goals)
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- A journaling step that gets saved to a long-term record
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- Automated data gathering from connected tools
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The assembler in Video 7 will help you customize this to your actual workflow and connected tools.
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## Rules
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- The reflection step is conversational — ask questions and let the user respond. Don't skip it or auto-fill it.
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- Keep the output scannable. Short lines, clear sections.
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- If data sources aren't connected, work with what's available. A review based on the user's verbal summary is still valuable.
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- Save the output to the workspace so it becomes a record over time.
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Work through the two parts in order.
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---
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*Started with the Robot Assistant Field Guide Starter Kit. Customized in Video 7 via the assembler.*
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### Part 1: Review the Closing Week
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1. Find this week's note at `~/notes/week_YYMMDD.md` (current week's Monday date).
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2. Read the goals/tasks that were set for the week.
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3. Read `~/notes/todo.md` to check what got done.
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4. Present a summary:
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**Week in Review — [Week of Month Day–Month Day]**
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**Goals This Week**
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[The goals/tasks set in the week note at the start of the week.]
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**Accomplished**
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[What got done. Cross-reference the week note goals with todo.md completions.]
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**Incomplete**
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[Goals that didn't get finished. No judgment — just facts.]
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**Carry Forward?**
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Ask: "Anything from this week you want to carry into next week?"
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5. Ask two reflection questions (conversational — wait for each answer):
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- "How did the week go overall?"
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- "Anything you'd do differently next week?"
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---
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### Part 2: Plan the New Week
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1. Calculate the upcoming Monday's date.
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2. Create `~/notes/week_YYMMDD.md` for the new week using the template below.
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3. Ask: "What are your goals for this week? What tasks do you want to make sure happen?"
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4. Take the response and populate the Goals section of the new week note.
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5. Ask: "Anything else to note going into the week? Deadlines, commitments, things to watch for?"
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6. Add those to the Notes section.
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---
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## Week Note Template
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```markdown
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# Week of [Month Day–Month Day, Year]
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## Goals
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[Weekly goals and tasks — what Connor wants to accomplish this week.]
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## Notes
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[Deadlines, commitments, context, things to watch for this week.]
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## Reflection
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[Filled in at the end of the week during the weekly review.]
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```
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---
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## Rules
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- Always do both parts. Don't let the session end without creating the new week note.
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- The reflection questions are conversational — ask them, wait, don't skip or auto-fill.
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- If this week's note doesn't exist (e.g., it was never created), work from todo.md and ask what the goals were.
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- Carry-forward tasks should be added to todo.md, not just mentioned.
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- Keep the whole session focused. If it's running long, it's okay to timebox the planning step.
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---
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*Customized in Video 7 via the assembler.*
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