Personal AI Assistant Setup Prompt

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Create the personal AI operating system in my current directory. This is a personal productivity system with three daily rituals (/start, /sync, /wrap-up), a persistent memory file, task board, scratchpad, and templates for daily notes and meetings.

Create the personal AI operating system in my current directory. This is a personal productivity system with three daily rituals (/start, /sync, /wrap-up), a persistent memory file, task board, scratchpad, and templates for daily notes and meetings.

## Folder Structure to Create

```
.claude/
  commands/
    start.md
    sync.md
    wrap-up.md
  memory.md
Daily Notes/
Meetings/
Templates/
  Daily Note Template.md
  Meeting Note Template.md
Scratchpad.md
Task Board.md
CLAUDE.md
```

## File Contents

### 1. Scratchpad.md

```markdown
# Scratchpad

Quick capture zone. Jot anything here throughout the day.
Processed during `/sync` and `/wrap-up`, then cleared.

---

```

### 2. Task Board.md

```markdown
# Task Board

## Today
- [ ]

## Soon
-

## Later
-

## Waiting
-

## Agenda
-

## Inbox
-

## Done
-

## Reference
-
```

**Section purposes:**
- **Today**: Active tasks with checkboxes `- [ ]`
- **Soon**: Coming up this week
- **Later**: Backlog
- **Waiting**: Blocked on others
- **Agenda**: Topics to discuss with specific people
- **Inbox**: Quick capture, processed during /sync
- **Done**: Completed items (cleared on Fridays only)
- **Reference**: Persistent notes/links

### 3. .claude/memory.md

```markdown
# Memory

## Now
-

## Open Threads
-

## Parked
-

## People & Context
-

## Recent Decisions
-
```

**Memory rules:**
- One line per item, keep concise
- Total under 100 lines
- Decision format: `- [MMDDYY] Decision: rationale`
- Thread format: `- Topic: status/context`
- Aggressively prune - memory is for ACTIVE context, daily notes are history

### 4. Templates/Daily Note Template.md

```markdown
# {{DATE}} - Daily Work Log

## Decisions
-

## Meetings & Conversations
-

## Notes
-

## End of Day Summary
-
```

### 5. Templates/Meeting Note Template.md

```markdown
---
date: {{DATE}}
attendees:
type:
status: unprocessed
---

# {{TITLE}}

## Summary


## Action Items


## Key Points


---

## Raw Transcript

```

### 6. .claude/commands/start.md

```markdown
---
description: Start the day - load memory, open task board, ready to work
argument-hint: ""
allowed-tools:
  - Read
  - Write
  - Edit
  - Bash(date:*)
  - Bash(ls:*)
  - Bash(mkdir:*)
---

Start the work day. Loads context and gets ready to work.

## Source Files

- **Memory File**: `WORKING_DIR/.claude/memory.md`
- **Daily Note Template**: `WORKING_DIR/Templates/Daily Note Template.md`
- **Task Board**: `WORKING_DIR/Task Board.md`
- **Daily Notes Folder**: `WORKING_DIR/Daily Notes/`

---

## Steps

### Step 1: Get today's date

Determine today's date in MMDDYY format.

### Step 2: Load Memory

Read the memory file.

If it has content in the "Now" or "Open Threads" sections, briefly surface the context:
- "Context from memory: [Now summary]"
- "Open threads: [list key items]"

If memory is empty/placeholder only, skip silently.

### Step 3: Create/Open Daily Work Note

Check if today's work note exists at:
`Daily Notes/MMDDYY.md`

If it doesn't exist:
1. Read the template from `Templates/Daily Note Template.md`
2. Replace template variables:
   - `{{DATE}}` → MMDDYY (today's date)
3. Create the new daily work note with the processed template

### Step 4: Open Task Board

Read the Task Board.

### Step 5: Task review

Review:
1. **Inbox**: Any items to process? Move to Later/Soon/Today
2. **Waiting**: Any items to follow up on today?
3. **Today**: What's the plan? Should anything from Soon move up?

### Step 6: Ready to work

Summarize:
- Today list
- Waiting items to watch
- Daily Work Note location

Ask: "What do you want to tackle first?"

---

## Notes

- Be concise
- Focused, action-oriented
- Skip any section silently if its source file is empty
```

### 7. .claude/commands/sync.md

```markdown
---
description: Mid-day sync - review daily note, update memory, prune stale items
argument-hint: ""
allowed-tools:
  - Read
  - Edit
  - Glob
  - Grep
  - Bash(date:*)
---

Sync memory with current daily work note and process any new meeting transcripts. Use mid-day or whenever context needs refreshing.

## Source Files

- **Memory**: `WORKING_DIR/.claude/memory.md`
- **Daily Work Note**: `WORKING_DIR/Daily Notes/MMDDYY.md`
- **Meetings Folder**: `WORKING_DIR/Meetings/`
- **Scratchpad**: `WORKING_DIR/Scratchpad.md`

---

## Steps

### Step 1: Get today's date

Determine today's date in MMDDYY format.

### Step 2: Read current state

Read:
1. Today's Daily Work Note
2. Current Memory file
3. Scratchpad

### Step 3: Process unprocessed meetings

Scan the Meetings folder for any files with `status: unprocessed` in frontmatter.

For each unprocessed meeting:
1. Read the Raw Transcript section
2. Generate and fill in:
   - **Summary**: 2-4 sentence overview
   - **Action Items**: Bulleted list with owners if mentioned
   - **Key Points**: Important decisions, insights, information
3. Update frontmatter: `status: processed`
4. **Rename the file** to: `YYYY-MM-DD [Meeting Title].md`
   - Use date from frontmatter
   - Extract title from heading or create from summary
   - Use `mv` command to rename
5. Add to Daily Work Note under `## Meetings & Conversations`:
   - Format: `- [[Meeting Note Name]]: [one-line summary]`
   - Use the NEW filename (without .md) in wiki link
6. **ASK**: "Any action items from [meeting] you want moved to the Task Board?"
   - Do NOT auto-add action items
   - Only add if explicitly requested
   - Task Board is for needle-moving items only

### Step 4: Process Scratchpad

Read the Scratchpad. For each item:
1. **Tasks/todos** → Ask if they should go to Task Board Inbox
2. **Ideas/thoughts** → Add to Daily Note under Notes, or promote to Memory (Parked)
3. **Context/decisions** → Promote to Memory (appropriate section)
4. **Links/references** → Add to Daily Note under Notes
5. **Ephemeral/done** → Discard

After processing, summarize what was captured and where.

**Note:** Do NOT clear the scratchpad during /sync - only /wrap-up clears it.

### Step 5: Identify what to promote

Review Daily Work Note and Scratchpad for things to add to memory:
- Important decisions → Recent Decisions
- Open questions/blockers → Open Threads
- Ideas to revisit later → Parked
- People context learned → People & Context
- Priority shifts → Now

### Step 6: Identify what to prune

Review Memory for items that are:
- **Resolved** → Remove from Open Threads
- **No longer relevant** → Remove entirely
- **Completed decisions older than 2 weeks** → Remove from Recent Decisions
- **Stale parked items** → Promote to Open Threads or remove

### Step 7: Update memory

Edit the Memory file:
- Add new items (concise, one line each)
- Remove resolved/stale items
- Update "Now" section if priorities shifted
- **Keep total under ~100 lines**

### Step 8: Report

Tell the user:
- Scratchpad items processed (if any)
- Meetings processed (if any)
- What was added to memory
- What was removed/pruned
- Current state of memory (brief summary)

---

## Memory Maintenance Rules

- Each bullet point should be ONE concise line
- Use format: `- Topic: status/context` for Open Threads
- Use format: `- [MMDDYY] Decision: rationale` for Recent Decisions
- If a section is empty, leave just `-` as placeholder
- Aggressively prune - memory is for ACTIVE context, not history
```

### 8. .claude/commands/wrap-up.md

```markdown
---
description: End of day - sync memory, clear done list, prep for tomorrow
argument-hint: ""
allowed-tools:
  - Read
  - Edit
  - Glob
  - Grep
  - Bash(date:*)
  - Bash(mv:*)
---

End of day wrap-up. Syncs memory, clears completed tasks, and preps for tomorrow.

## Source Files

- **Memory**: `WORKING_DIR/.claude/memory.md`
- **Daily Work Note**: `WORKING_DIR/Daily Notes/MMDDYY.md`
- **Task Board**: `WORKING_DIR/Task Board.md`
- **Scratchpad**: `WORKING_DIR/Scratchpad.md`
- **Meetings Folder**: `WORKING_DIR/Meetings/`

---

## Steps

### Step 1: Get today's date

Determine today's date in MMDDYY format.

### Step 2: Read current state

Read:
1. Today's Daily Work Note
2. Current Memory file
3. Task Board
4. Scratchpad

### Step 3: Process unprocessed meetings

Scan the Meetings folder for any files with `status: unprocessed` in frontmatter.

For each unprocessed meeting:
1. Read the Raw Transcript section
2. Generate and fill in:
   - **Summary**: 2-4 sentence overview
   - **Action Items**: Bulleted list with owners
   - **Key Points**: Important decisions, insights, information
3. Update frontmatter: `status: processed`
4. **Rename the file** to: `YYYY-MM-DD [Meeting Title].md`
   - Use date from frontmatter
   - Extract title from heading or create from summary
   - Use `mv` command to rename
5. Add to Daily Work Note under `## Meetings & Conversations`:
   - Format: `- [[Meeting Note Name]]: [one-line summary]`
6. **ASK**: "Any action items from [meeting] you want moved to the Task Board?"
   - Do NOT auto-add action items

### Step 4: Sync memory

Review Daily Work Note for items to promote to memory:
- Important decisions → Recent Decisions
- Open questions/blockers → Open Threads
- Ideas to revisit → Parked
- People context → People & Context
- Priority shifts → Now

Review Memory for items to prune:
- Resolved items → Remove
- Stale items → Remove
- Old decisions (2+ weeks) → Remove

Update Memory file, keeping under ~100 lines.

### Step 5: Process and clear Scratchpad

Read the Scratchpad. For each item:
1. **Tasks/todos** → Ask if they should go to Task Board Inbox
2. **Ideas/thoughts** → Add to Daily Note under Notes, or promote to Memory
3. **Context/decisions** → Promote to Memory
4. **Links/references** → Add to Daily Note under Notes
5. **Ephemeral/done** → Discard

After processing, **clear the scratchpad** by resetting it to:
```
# Scratchpad

Quick capture zone. Jot anything here throughout the day.
Processed during `/sync` and `/wrap-up`, then cleared.

---

```

### Step 6: Move completed tasks and manage Done list

Edit the Task Board:
1. Find all checked items in Today section (`- [x]`)
2. Move them to Done section (remove checkbox, use regular bullets)
3. Remove the checked items from Today section

**If Friday:**
- Clear all items from Done section
- Leave just the `-` placeholder
- Tell user: "Cleared the Done list for the week"

**If not Friday:**
- Leave Done items in place (visible through the week)

### Step 7: Update Daily Work Note summary

If the "End of Day Summary" section is empty:
- Add a brief 1-2 sentence summary of what was accomplished
- Note any important carry-overs for tomorrow

### Step 8: Preview tomorrow

Check if anything needs attention tomorrow:
- Deadlines approaching?
- Waiting items that need follow-up?
- High priority items in Soon?

If yes, mention: "Tomorrow: keep an eye on [X]"

### Step 9: Sign off

Tell the user:
- Meetings processed (if any)
- Scratchpad processed and cleared
- Completed tasks moved to Done
- Done list status (cleared if Friday)
- Memory synced (what changed)
- Tomorrow preview (if applicable)
- "Good night."

---

## Memory Maintenance Rules

- Each bullet point should be ONE concise line
- Use format: `- Topic: status/context` for Open Threads
- Use format: `- [MMDDYY] Decision: rationale` for Recent Decisions
- If a section is empty, leave just `-` as placeholder
- Aggressively prune - memory is for ACTIVE context, not history
- **Keep total under ~100 lines**
```

### 9. CLAUDE.md

```markdown
# Claude Context

This is a personal operating system. Work from this directory.

## Quick Start
- Run `/start` to begin work
- Run `/sync` mid-day to refresh memory
- Run `/wrap-up` at end of day

## Key Files
- Memory: `.claude/memory.md` (read this for current context)
- Task Board: `Task Board.md`
- Scratchpad: `Scratchpad.md` (quick capture, processed during /sync, cleared at /wrap-up)
- Meetings: `Meetings/` (paste transcripts here, processed during /sync)
- Daily Notes: `Daily Notes/` (created automatically by /start)
- Templates: `Templates/`

## Memory Architecture
- **Memory** (`.claude/memory.md`): Active, living context
  - `/start` reads only
  - `/sync` reads and writes
  - `/wrap-up` reads and writes

## Design Principles
- Memory = active context, daily notes = history
- Task Board for needle-moving items only
- Meeting action items stay in meeting notes unless explicitly requested
- Scratchpad is ephemeral (cleared at end of day)
- Be concise

## Maintenance
- Keep memory.md compact (<100 lines)
- Aggressively prune stale items
- Done list cleared on Fridays
```

---

## Instructions

Create all folders and files as specified above. Replace `WORKING_DIR` in the command files with the actual absolute path to the working directory.

After creating all files, confirm completion and remind the user:
- Run `/start` to begin using your personal AI operating system
- Paste meeting transcripts into `Meetings/` folder with `status: unprocessed` in frontmatter
- Use `Scratchpad.md` for quick capture throughout the day
- The system will create daily notes automatically