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Set up your personal productivity style and preferences. Use when you first install office or want to customize your workflow patterns.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Manage calendar events, check conflicts, handle scheduling from emails. Use when adding events or coordinating meetings to ensure proper timezone handling and conflict detection.
Manage contacts, companies, deals, and relationships. Use when adding contacts, logging interactions, or working with CRM data to prevent duplicates and maintain data quality.
Handle email tasks (checking inbox, drafting replies, managing threads, adding events to calendar). Use when working with emails to prevent common mistakes like broken threading or missing recipients.
| name | office:onboarding |
| description | Set up your personal productivity style and preferences. Use when you first install office or want to customize your workflow patterns. |
Welcome to Office! This skill helps you set up your personal productivity style so that the assistant can help you manage email, calendar, and contacts in a way that matches YOUR preferences.
Ask the user:
Ask about their email preferences:
Email Tone - How do you typically write emails?
Email Signatures - Do you use signatures?
Formality Level
Response Length
Specific Patterns - Any phrases or patterns you always use?
Ask about calendar management:
Ask about contact management:
What type of contacts do you manage?
How detailed should contact notes be?
Relationship tracking
After gathering preferences, create a configuration file at:
~/.claude/office-admin-config.json
Format:
{
"version": "1.0",
"personal": {
"name": "User's Name",
"timezone": "America/Chicago",
"workingHours": {
"start": "09:30",
"end": "16:30",
"lunchStart": "12:00",
"lunchEnd": "13:30"
}
},
"email": {
"tone": "ultra-terse",
"signature": "none",
"formality": "casual",
"responseLength": "minimal",
"patterns": [
"how about [time]?",
"that works perfect"
],
"customGuidelines": "Additional freeform guidelines from user"
},
"calendar": {
"defaultDuration": 30,
"bufferMinutes": 15,
"schedulingLink": "https://user.cal.com/schedule",
"autoAddFromEmail": true,
"eventNaming": {
"includeLocation": true,
"includeAttendees": false
}
},
"crm": {
"contactTypes": "mixed",
"detailLevel": "standard",
"autoLogInteractions": true,
"trackRelationships": true
}
}
After configuration, provide guidance on required MCP servers:
Required Servers:
Gmail - For email management
Google Calendar - For calendar management
Pagen CRM (optional) - For contact/company/deal management
Notion (optional) - For advanced note-taking integration
Provide installation links and next steps.
Generate a markdown file at ~/.claude/docs/office-admin-style.md with:
# My Office Admin Style Guide
## About Me
- Name: [User's Name]
- Timezone: [Timezone]
- Working Hours: [Hours]
## Email Style
### Tone
[Description of their tone with 3-4 example phrases]
### Typical Responses
- Scheduling: [Example]
- Quick confirms: [Example]
- Declining: [Example]
### What NOT to Do
- [Anti-patterns based on their preferences]
## Calendar Preferences
[Summary of their calendar settings]
## CRM Workflow
[Summary of their contact management approach]
After setup:
/triage-email or /draft-email to test/setup-office-admin to update preferencesAssistant: I'm using the office:onboarding skill to help you set up your personal productivity style.
What should I call you?
User: Call me Alex