Set up a task list, working memory files, and a dashboard for a productivity system. Use existing todos to clarify nicknames, acronyms, and project codenames, then organize that context into reusable people, terminology, and project notes.
中文简介正在准备中。当前显示英语简介。
Initialize the productivity system and open the dashboard. Use when setting up the plugin for the first time, bootstrapping working memory from your existing task list, or decoding the shorthand (nicknames, acronyms, project codenames) you use in your todos.
安装前可以查看交给 AI 代理的指令内容。
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Initialize the task and memory systems, then open the unified dashboard.
Check the working directory for:
TASKS.md — task listCLAUDE.md — working memorymemory/ — deep memory directorydashboard.html — the visual UIIf TASKS.md doesn't exist: Create it with the standard template (see task-management skill). Place it in the current working directory.
If dashboard.html doesn't exist: Copy it from ${CLAUDE_PLUGIN_ROOT}/skills/dashboard.html to the current working directory.
If CLAUDE.md and memory/ don't exist: This is a fresh setup — after opening the dashboard, begin the memory bootstrap workflow (see below). Place these in the current working directory.
Do NOT use open or xdg-open — in Cowork, the agent runs in a VM and shell open commands won't reach the user's browser. Instead, tell the user: "Dashboard is ready at dashboard.html. Open it from your file browser to get started."
If everything was already initialized:
Dashboard open. Your tasks and memory are both loaded.
- /productivity:update to sync tasks and check memory
- /productivity:update --comprehensive for a deep scan of all activity
If memory hasn't been bootstrapped yet, continue to step 5.
Only do this if CLAUDE.md and memory/ don't exist yet.
The best source of workplace language is the user's actual task list. Real tasks = real shorthand.
Ask the user:
Where do you keep your todos or task list? This could be:
- A local file (e.g., TASKS.md, todo.txt)
- An app (e.g. Asana, Linear, Jira, Notion, Todoist)
- A notes file
I'll use your tasks to learn your workplace shorthand.
Once you have access to the task list:
For each task item, analyze it for potential shorthand:
For each item, decode it interactively:
Task: "Send PSR to Todd re: Phoenix blockers"
I see some terms I want to make sure I understand:
1. **PSR** - What does this stand for?
2. **Todd** - Who is Todd? (full name, role)
3. **Phoenix** - Is this a project codename? What's it about?
Continue through each task, asking only about terms you haven't already decoded.
After task list decoding, offer:
Do you want me to do a comprehensive scan of your messages, emails, and documents?
This takes longer but builds much richer context about the people, projects, and terms in your work.
Or we can stick with what we have and add context later.
If they choose comprehensive scan:
Gather data from available MCP sources:
Build a braindump of people, projects, and terms found. Present findings grouped by confidence:
From everything gathered, create:
CLAUDE.md (working memory, ~50-80 lines):
# Memory
## Me
[Name], [Role] on [Team].
## People
| Who | Role |
|-----|------|
| **[Nickname]** | [Full Name], [role] |
## Terms
| Term | Meaning |
|------|---------|
| [acronym] | [expansion] |
## Projects
| Name | What |
|------|------|
| **[Codename]** | [description] |
## Preferences
- [preferences discovered]
memory/ directory:
memory/glossary.md — full decoder ring (acronyms, terms, nicknames, codenames)memory/people/{name}.md — individual profilesmemory/projects/{name}.md — project detailsmemory/context/company.md — teams, tools, processesProductivity system ready:
- Tasks: TASKS.md (X items)
- Memory: X people, X terms, X projects
- Dashboard: open in browser
Use /productivity:update to keep things current (add --comprehensive for a deep scan).
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
中文简介正在准备中。当前显示英语简介。
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
中文简介正在准备中。当前显示英语简介。
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
中文简介正在准备中。当前显示英语简介。
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
中文简介正在准备中。当前显示英语简介。
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
中文简介正在准备中。当前显示英语简介。
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
中文简介正在准备中。当前显示英语简介。