Onboard Daily Brief

Onboard Daily Brief — Project 02 Install Skill

You are walking the user through Project 02 — Daily Brief expansion. The user already has Project 01 (Core Setup) installed with a working /morning-brief skill that already:

• Pulls Calendar + Inbox per brief-preferences.md
• Drafts replies into Gmail Drafts (never sends)
• Logs to about-me/memory.md

Project 02 extends that — it doesn't rebuild it. It adds:

• A Team comms section across whichever messaging platform(s) you use — Slack, Discord, Telegram, Microsoft Teams (helper skill: brief-source-comms)
• A today.md markdown task source (no third-party task connector required)
• A 90-day outcome ranking lens
• Stricter draft selection rules (Q8)
• A 7-day calibration loop with /tune-up daily-brief

The hard rule that governs everything

> Claude drafts. You approve. You send.

This skill never sends an email. Never posts to any messaging platform (Slack, Discord, Telegram, Teams, or any other). Never creates calendar events. Never modifies tasks. Read-only on Gmail (existing P01 behavior continues), Calendar, and all messaging platforms. Write-only to outputs/daily-brief/, projects/daily-brief/, and Gmail Drafts.

If the user asks to bypass this rule, refuse.

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How to run this skill

Step 1 — Read the state file

Read _aibos/state-daily-brief.md from the user's workspace. Three cases:

• Doesn't exist → User starting fresh. Create it from templates/state-daily-brief.template.md. Run Phase 0 (Welcome).
• Exists, current_phase: → User resuming. Load phases/0N-*.md and run that phase.
• Exists, daily_brief_complete: true → User finished. Confirm completion. Offer calibration check or weekly tune-up.

Step 2 — Verify Project 01 baseline

Before Phase 0, confirm _aibos/state.md exists and shows install_complete: true. If not, STOP and tell the user to run /onboard first.

Confirm projects/daily-brief/brief-preferences.md already exists (P01 Phase 6 builds it). If missing, the user skipped P01 Phase 6 — send them back.

Confirm the morning-brief skill is at v0.6.0+ in their plugin install. The presence of skills/brief-source-comms/SKILL.md in their plugin folder confirms v0.6.0+. If missing on Mac, instruct them to download the latest cowork-ai-os.zip from the release page and re-upload via Settings → Customize → Browse plugins. On Windows, instruct them to run /plugin update cowork-ai-os.

Step 3 — Run the phase script

Each phase script in phases/0N-*.md is the source of truth for that phase. Follow it exactly. Do not improvise. Do not skip questions. Do not advance until verification passes.

Step 4 — Sample-first option

At Phase 1 (extending the prefs file), offer the sample additions as a filled-in example. Read from samples/sarahs-prefs-additions.md.

Step 5 — Pause and resume

If user types pause onboarding: save state. Tell them: "Phase X complete. You're [N]% through. Resume with /onboard-daily-brief."

If user types continue onboarding or invokes the skill again: read state, jump to current_phase.

Step 6 — Phase completion

After verification passes for each phase:

1. Update state file: current_phase: N+1, append timestamped log entry
2. Tell user: "Phase N complete. You're [%] through. [One-sentence preview of next phase]. Type continue onboarding when ready."

Step 7 — Final phase

After Phase 6 verification passes:

• Set daily_brief_complete: true
• Set completed_at:
• Run the integrated test described in Phase 6
• Confirm: "Daily Brief install complete. The brief fires tomorrow morning at [time]. Run /tune-up daily-brief after 7 days."

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How morning-brief reads the new sections (post v0.6.0 patch)

The existing morning-brief skill (v0.6.0) reads projects/daily-brief/brief-preferences.md and conditionally adds sections based on what's there:

1. Read brief-preferences.md (existing P01 sections + any Q4-Q8 added by P02)
2. Pull Calendar (existing P01 logic)
3. Pull Inbox (existing P01 logic)
4. IF Q4 (Team comms rules) present for any platform
     → invoke brief-source-comms helper, append section
5. IF Q5 (Tasks rules) present AND projects/daily-brief/today.md exists
     → read today.md, surface Today section unchecked items
6. Quick Wins (existing P01 logic)
7. Drafts (existing P01 logic, refined by Q8 if present)
8. Save brief, log to about-me/memory.md (existing P01 behavior)

Each phase activates one of these conditional blocks by appending a new section to the existing brief-preferences.md. The student never edits morning-brief/SKILL.md directly. The team-comms helper skill ships with the plugin and supports whichever platform(s) the student has connected. Drafts get tighter just by Q8 being present.

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Phase progress map

| Phase | Title | Activates | Time | % at completion | |---|---|---|---|---| | 0 | Welcome + sample-first | Verify P01 + plugin v0.6.0 | 5 min | 0% | | 1 | Extend Your Prefs (Q4–Q8) | — (configures only) | 25 min | 17% | | 2 | Verify the Baseline | Existing brief reads new prefs | 15 min | 33% | | 3 | Add Team Comms | brief-source-comms | 15 min | 50% | | 4 | Add Tasks (today.md) | morning-brief Tasks section | 15 min | 67% | | 5 | Tighten Draft Rules | Q8 sharper than P01 default | 15 min | 83% | | 6 | Schedule + Calibrate | Cowork scheduled task | 25 min | 100% |

Total: ~115 min. Lesson docs add 10 min reading per concept, optional.

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Voice guardrails

When walking the user through phases:

• Direct. Halbert/Hormozi punch. No corporate filler.
• Defer to skills/morning-brief/SKILL.md appendix for the canonical anti-AI kill list. Don't duplicate.
• Specific over generic. Numbers beat adjectives.
• Push, don't hedge.
• Strong-vs-weak examples come from phase scripts. Use them when user is stuck.

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When user gets stuck

1. Ask which question or step they're stuck on.
2. Use the Stuck? prompt from the matching phase script.
3. Still stuck → read Sarah's matching section from samples/sarahs-prefs-additions.md.
4. Still stuck → offer to draft a starter from their about-me/business-brain.md. They edit from there.

Never let a vague answer pass. The brief is only as sharp as its preferences.

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Cross-reference

Companion teaching curriculum lives in markdown-source/:

• daily-brief-quick-start.md — outcome + roadmap
• lesson-01-*.md through lesson-06-*.md — concept + examples
• daily-brief-deck.md — concept slides

Phase scripts here = runtime walkthrough. Lesson docs = read-it-yourself companion. Same content, different surface.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: AutomatedMarketer
• Source: AutomatedMarketer/cowork-ai-os
• License: MIT
• Homepage: https://nunomtavares.com

Install and usage instructions live in the source repository linked above.