Compare commits

..

No commits in common. "04a0414455b099c5d456f33350470325aa976cff" and "15373991fdb3c1628bcdd71c29e5e2807578890d" have entirely different histories.

3 changed files with 21 additions and 141 deletions

View file

@ -25,17 +25,16 @@ description: Master index of all skills in your robot assistant system. Your ass
| "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** | | "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** |
| "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** | | "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** |
| "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "check SE validation stage," "update technical validation" | **update-salesforce-tech-validation** | | "update the SE radar report," "add a column to the SE report," "edit the vNotes report," "run the SE radar report," "check SE validation stage," "update technical validation" | **update-salesforce-tech-validation** |
| "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note" | **meeting-notes** |
--- ---
## Skills ## Skills
### Daily Briefing ### Daily Briefing
**Purpose:** Pulls today's active tasks from Vikunja, reviews the daily note for targets and stretch goals, deduplicates across both sources, checks gratitude, and surfaces the weekly theme. **Purpose:** Produces a morning overview of your day — calendar, tasks, deadlines, and anything else you need to know.
**Triggers:** "run my briefing," "morning briefing," "what's my day look like," "what's on deck," "daily briefing" **Triggers:** "run my briefing," "morning briefing," "what's my day look like," "what's on deck"
**File:** `skills/daily-briefing/SKILL.md` **File:** `skills/daily-briefing/SKILL.md`
**Dependencies:** `vik` CLI, daily notes at `~/notes/dn_YYMMDD.md`, weekly notes at `~/notes/week_YYMMDD.md` **Dependencies:** Calendar MCP connector (when set up)
### Shutdown Routine ### Shutdown Routine
**Purpose:** Reviews the day, checks what's outstanding, and previews tomorrow. **Purpose:** Reviews the day, checks what's outstanding, and previews tomorrow.
@ -109,12 +108,6 @@ description: Master index of all skills in your robot assistant system. Your ass
**File:** `skills/update-salesforce-tech-validation/SKILL.md` **File:** `skills/update-salesforce-tech-validation/SKILL.md`
**Dependencies:** Chrome browser with active Salesforce session (Okta SSO) **Dependencies:** Chrome browser with active Salesforce session (Okta SSO)
### Meeting Notes
**Purpose:** Create and update meeting notes in `mt/` with the `YYMMDD-account-description.md` naming convention, and link them in the corresponding daily note under the meetings section.
**Triggers:** "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note"
**File:** `skills/meeting-notes/SKILL.md`
**Dependencies:** None
--- ---
## Adding New Skills ## Adding New Skills

View file

@ -1,17 +1,16 @@
--- ---
name: daily-briefing name: daily-briefing
description: Morning briefing that pulls today's tasks from Vikunja, reviews the daily note, checks gratitude, and surfaces the weekly theme. description: Morning briefing that pulls today's tasks from Vikunja via vik and gives a clear picture of what's on deck.
triggers: triggers:
- run my briefing - run my briefing
- morning briefing - morning briefing
- what's my day look like - what's my day look like
- what's on deck - what's on deck
- daily briefing
--- ---
# Daily Briefing # Daily Briefing
One command to start the day. Pull tasks, review the daily note, check gratitude, and surface the weekly theme. One command to start the day. Pull tasks, show what matters today.
## When to Use ## When to Use
@ -19,66 +18,31 @@ Run this at the start of your day.
## Instructions ## Instructions
### Step 1: Gather data 1. Run `vik task today` to get tasks due or starting today.
2. Run `vik task upcoming --due-only --days 2` to check for tasks with a due date in the next 2 days.
3. Produce the briefing below.
Run these in parallel: ### Output Format
- `vik t up 0` to get tasks active as of today from Vikunja
- Read today's daily note at `~/notes/dn_YYMMDD.md` (where YYMMDD is today's date)
- Read the weekly note (see Step 4 for filename logic)
### Step 2: Deduplicate tasks
Combine tasks from Vikunja and the daily note's "target tasks" and "I could also" sections into a single list.
**Deduplication rules:**
- If a daily note task contains a Vikunja link like `https://tasks.connorrhodes.com/tasks/XXX`, match on that task ID against the Vikunja output
- If no task link/ID is present, match on title similarity
- When a task appears in both sources, present it once
- Note which source(s) each task came from (this helps Connor see if something is in Vikunja but not his daily note, or vice versa)
### Step 3: Produce the briefing
#### Output Format
**Daily Briefing — [Weekday, Month Day]** **Daily Briefing — [Weekday, Month Day]**
**Today's Tasks** **Today's Tasks**
[Combined, deduplicated list. Numbered. Group target tasks first, then "I could also" tasks. After each item, note the source in parentheses: vik, daily note, or both.] [Tasks from `vik task today`. Numbered list.]
**In Vikunja but not in daily note** **Overdue**
[Only show if there are tasks from vik that didn't match anything in the daily note.] [Any tasks past their due date. Flag these clearly.]
**In daily note but not in Vikunja** **Due Soon**
[Only show if there are tasks from the daily note that didn't match anything in vik.] [Tasks from `vik task upcoming --due-only --days 2` that are not already in Today's Tasks. Only show this section if results exist.]
### Step 4: Gratitude check
Check the `I'm grateful for` section in today's daily note.
- **If it has content (non-empty bullet points):** Display the gratitude entries under a "Gratitude" heading in the briefing.
- **If it's empty:** After the briefing output, ask Connor what he's grateful for today. Wait for his response, then edit the daily note file to fill in the `I'm grateful for` section with his answers.
### Step 5: Weekly theme
Read the weekly theme from the `# Theme` heading in the weekly note.
**Weekly note filename logic:**
- Calculate the Monday of the current week (ISO week, Monday = day 1)
- If today is Saturday or Sunday (ISO day 6 or 7), use the Monday of the *following* week instead
- The filename is `week_YYMMDD.md` using that Monday's date
- The file lives at `~/notes/week_YYMMDD.md`
Display the theme at the bottom of the briefing:
**This Week's Theme: *[theme text]***
[Include the one-line description if present]
**If no weekly note exists for the calculated date:** Include a notification line: "No weekly note found for this week." Still produce the rest of the briefing.
## Rules ## Rules
- Keep it scannable. Short lines, clear sections. - Keep it scannable. Short lines, clear sections.
- Don't editorialize. Present the tasks as written. Let Connor decide priorities. - Don't editorialize. Present the tasks as written. Let Connor decide priorities.
- If a section has no items, omit that section header. - Overdue items always appear, even if the list is long.
- Use the Edit tool (not Write) when updating the gratitude section in the daily note. - Only show upcoming tasks if they have a due date within 2 days — don't surface tasks based on start date alone.
- Date calculations should use today's actual date, not hardcoded values. - If there are no tasks in a section, omit that section header.
---
*Customized in Video 7 via the assembler.*

View file

@ -1,77 +0,0 @@
---
name: meeting-notes
description: This skill should be used when the user asks to "create a meeting note," "make meeting notes," "set up a meeting note," "add a meeting to my daily note," or any request to create or update notes for an upcoming or past meeting.
version: 1.0.0
---
# Meeting Notes
Create and update meeting notes in the user's notes system. Meeting notes are individual markdown files linked from daily notes.
## File Locations
- **Meeting notes:** `~/notes/mt/`
- **Daily notes:** `~/notes/dn_YYMMDD.md`
## Naming Convention
Meeting note files use the format:
```
mt/YYMMDD-account-description.md
```
- `YYMMDD`: date of the meeting (two-digit year, zero-padded month and day)
- `account-description`: the account name or general topic, lowercase, hyphen-delimited
- Example: `260414-tdcj-demo.md`, `260209-berlick-1on1.md`
If the user mentions a specific account that has an existing note in `~/notes/`, check if the account note has a wikilink to the meeting note under a meeting section. If so, also add a reverse link from the meeting note back to the account note.
## Daily Note Link
After creating the meeting note, link it in the corresponding daily note (`~/notes/dn_YYMMDD.md`) under the `## meetings` section:
```markdown
## meetings
- [[mt/YYMMDD-account-description|Display Name]]
```
Use the meeting note's heading (usually `# Meeting Title`) as the display name. If the daily note does not exist yet, create it following the daily note template (see existing `dn_*.md` files for the format).
## Meeting Note Template
Use this structure when creating a new meeting note. Only include sections that have content.
```markdown
# Meeting Title
**Date:** YYYY-MM-DD
**Attendees:** (comma-separated list of people)
## Agenda / Demo Flow / Topics
- (list of topics, agenda items, or demo flow steps)
## Notes
- (key points, decisions, takeaways)
## Next Steps
- [ ] (action items with owners if known)
```
Sections should be tailored to the meeting type:
- **Demos:** use "Demo Flow" instead of "Agenda"
- **1:1s:** use a simpler structure with key discussion points
- **Planning calls:** include "Planning Notes" and "Next Steps"
- **General meetings:** use "Agenda" and "Notes"
## Updating Existing Meeting Notes
If the user asks to update a meeting note that already exists:
1. Find it in `~/notes/mt/` by date and/or account name
2. Read the existing content
3. Append new information or edit existing sections as requested
4. Do not remove existing content unless explicitly asked
## Finding Meeting Notes
When the user references a meeting by account name or topic, search `~/notes/mt/` for matching files. You can also search account notes (e.g., `~/notes/NISD Northside ISD.md`) for wikilinks to meeting notes in the format `[[mt/...]]`.