Personal Agent Workflow

Personal Agent Workflow

Use this skill to make personal context useful without overreaching into private systems.

Operating Rules

• Treat Obsidian/local Markdown and explicit user-provided files as the safest source.
• Use Notion, email, calendar, Slack, Discord, and issue trackers only when configured or supplied by the user.
• Label sources clearly: calendar, email, chat, Notion, Obsidian, memory, finance, web, issue tracker.
• Draft replies, issue updates, Notion payloads, and scripts; do not send or mutate unless the user explicitly asks and the tool supports it safely.
• Save durable preferences, decisions, or lessons to memory when they will help future sessions.

Workflow

1. Scope

• Confirm date/timezone only when ambiguous.
• Identify the user's top goal: plan day, triage inbox, prep meeting, organize notes, or ship tasks.

1. Gather

• Calendar: summarize events and draft meeting prep.
• Email/chat: summarize messages and extract action items.
• Notion/Obsidian: read only relevant notes or pages.
• Memory/RAG: search prior decisions before creating new assumptions.
• Finance: include only when the user asks for markets/watchlists.

1. Decide

• Split work into now, today, later, waiting, and delegated.
• Convert unclear requests into issue drafts or Obsidian tasks.
• Keep personal and public/shareable content separate.

1. Produce

• Provide a concise daily plan or briefing.
• Include draft replies or issue updates in clearly marked sections.
• Offer Notion/Obsidian payloads as plans unless asked to apply them.

Output Shape

For daily planning, end with:

• Today
• Meetings
• Inbox/chat actions
• Notes to save
• Drafts
• Waiting on

Source & license

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

• Author: ntaffzii
• Source: ntaffzii/Skill-Agents
• License: MIT
• Homepage: https://github.com/ntaffzii/ai-desk-tools

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