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@ -25,17 +25,16 @@ description: Master index of all skills in your robot assistant system. Your ass
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| "write a POV doc," "create a proof of value document," "POV criteria," "proof of concept criteria," "generate a POC document" | **pov-doc** |
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| "submit an expense," "navan expense," "file an expense," "upload receipt" | **navan-expense** |
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| "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** |
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| "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note" | **meeting-notes** |
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---
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## Skills
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### Daily Briefing
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**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.
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**Triggers:** "run my briefing," "morning briefing," "what's my day look like," "what's on deck," "daily briefing"
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**Purpose:** Produces a morning overview of your day — calendar, tasks, deadlines, and anything else you need to know.
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**Triggers:** "run my briefing," "morning briefing," "what's my day look like," "what's on deck"
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**File:** `skills/daily-briefing/SKILL.md`
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**Dependencies:** `vik` CLI, daily notes at `~/notes/dn_YYMMDD.md`, weekly notes at `~/notes/week_YYMMDD.md`
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**Dependencies:** Calendar MCP connector (when set up)
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### Shutdown Routine
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**Purpose:** Reviews the day, checks what's outstanding, and previews tomorrow.
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@ -109,12 +108,6 @@ description: Master index of all skills in your robot assistant system. Your ass
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**File:** `skills/update-salesforce-tech-validation/SKILL.md`
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**Dependencies:** Chrome browser with active Salesforce session (Okta SSO)
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### Meeting Notes
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**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.
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**Triggers:** "create a meeting note," "make meeting notes," "add a meeting to my daily note," "set up a meeting note"
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**File:** `skills/meeting-notes/SKILL.md`
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**Dependencies:** None
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---
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## Adding New Skills
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@ -1,17 +1,16 @@
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---
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name: daily-briefing
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description: Morning briefing that pulls today's tasks from Vikunja, reviews the daily note, checks gratitude, and surfaces the weekly theme.
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description: Morning briefing that pulls today's tasks from Vikunja via vik and gives a clear picture of what's on deck.
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triggers:
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- run my briefing
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- morning briefing
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- what's my day look like
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- what's on deck
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- daily briefing
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---
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# Daily Briefing
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One command to start the day. Pull tasks, review the daily note, check gratitude, and surface the weekly theme.
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One command to start the day. Pull tasks, show what matters today.
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## When to Use
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@ -19,66 +18,31 @@ Run this at the start of your day.
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## Instructions
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### Step 1: Gather data
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1. Run `vik task today` to get tasks due or starting today.
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2. Run `vik task upcoming --due-only --days 2` to check for tasks with a due date in the next 2 days.
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3. Produce the briefing below.
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Run these in parallel:
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- `vik t up 0` to get tasks active as of today from Vikunja
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- Read today's daily note at `~/notes/dn_YYMMDD.md` (where YYMMDD is today's date)
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- Read the weekly note (see Step 4 for filename logic)
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### Step 2: Deduplicate tasks
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Combine tasks from Vikunja and the daily note's "target tasks" and "I could also" sections into a single list.
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**Deduplication rules:**
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- 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
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- If no task link/ID is present, match on title similarity
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- When a task appears in both sources, present it once
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- 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)
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### Step 3: Produce the briefing
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#### Output Format
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### Output Format
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**Daily Briefing — [Weekday, Month Day]**
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**Today's Tasks**
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[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.]
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[Tasks from `vik task today`. Numbered list.]
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**In Vikunja but not in daily note**
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[Only show if there are tasks from vik that didn't match anything in the daily note.]
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**Overdue**
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[Any tasks past their due date. Flag these clearly.]
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**In daily note but not in Vikunja**
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[Only show if there are tasks from the daily note that didn't match anything in vik.]
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### Step 4: Gratitude check
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Check the `I'm grateful for` section in today's daily note.
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- **If it has content (non-empty bullet points):** Display the gratitude entries under a "Gratitude" heading in the briefing.
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- **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.
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### Step 5: Weekly theme
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Read the weekly theme from the `# Theme` heading in the weekly note.
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**Weekly note filename logic:**
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- Calculate the Monday of the current week (ISO week, Monday = day 1)
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- If today is Saturday or Sunday (ISO day 6 or 7), use the Monday of the *following* week instead
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- The filename is `week_YYMMDD.md` using that Monday's date
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- The file lives at `~/notes/week_YYMMDD.md`
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Display the theme at the bottom of the briefing:
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**This Week's Theme: *[theme text]***
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[Include the one-line description if present]
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**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.
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**Due Soon**
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[Tasks from `vik task upcoming --due-only --days 2` that are not already in Today's Tasks. Only show this section if results exist.]
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## Rules
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- Keep it scannable. Short lines, clear sections.
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- Don't editorialize. Present the tasks as written. Let Connor decide priorities.
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- If a section has no items, omit that section header.
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- Use the Edit tool (not Write) when updating the gratitude section in the daily note.
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- Date calculations should use today's actual date, not hardcoded values.
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- Overdue items always appear, even if the list is long.
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- Only show upcoming tasks if they have a due date within 2 days — don't surface tasks based on start date alone.
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- If there are no tasks in a section, omit that section header.
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---
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*Customized in Video 7 via the assembler.*
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@ -1,77 +0,0 @@
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---
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name: meeting-notes
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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.
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version: 1.0.0
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---
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# Meeting Notes
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Create and update meeting notes in the user's notes system. Meeting notes are individual markdown files linked from daily notes.
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## File Locations
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- **Meeting notes:** `~/notes/mt/`
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- **Daily notes:** `~/notes/dn_YYMMDD.md`
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## Naming Convention
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Meeting note files use the format:
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```
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mt/YYMMDD-account-description.md
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```
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- `YYMMDD`: date of the meeting (two-digit year, zero-padded month and day)
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- `account-description`: the account name or general topic, lowercase, hyphen-delimited
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- Example: `260414-tdcj-demo.md`, `260209-berlick-1on1.md`
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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.
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## Daily Note Link
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After creating the meeting note, link it in the corresponding daily note (`~/notes/dn_YYMMDD.md`) under the `## meetings` section:
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```markdown
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## meetings
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- [[mt/YYMMDD-account-description|Display Name]]
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```
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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).
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## Meeting Note Template
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Use this structure when creating a new meeting note. Only include sections that have content.
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```markdown
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# Meeting Title
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**Date:** YYYY-MM-DD
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**Attendees:** (comma-separated list of people)
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## Agenda / Demo Flow / Topics
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- (list of topics, agenda items, or demo flow steps)
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## Notes
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- (key points, decisions, takeaways)
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## Next Steps
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- [ ] (action items with owners if known)
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```
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Sections should be tailored to the meeting type:
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- **Demos:** use "Demo Flow" instead of "Agenda"
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- **1:1s:** use a simpler structure with key discussion points
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- **Planning calls:** include "Planning Notes" and "Next Steps"
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- **General meetings:** use "Agenda" and "Notes"
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## Updating Existing Meeting Notes
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If the user asks to update a meeting note that already exists:
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1. Find it in `~/notes/mt/` by date and/or account name
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2. Read the existing content
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3. Append new information or edit existing sections as requested
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4. Do not remove existing content unless explicitly asked
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## Finding Meeting Notes
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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/...]]`.
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