officeonboarding

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.

Office Onboarding

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.

When to Use This Skill

• First time installing office-admin
• Want to update your productivity style preferences
• Need to configure how email drafts should sound
• Setting up your working hours and calendar preferences
• Defining your CRM workflow patterns

Onboarding Process

Step 1: Introduce Yourself

Ask the user:

1. What should I call you? (Their preferred name/nickname)
2. What's your timezone? (Default: America/Chicago)
3. What are your typical working hours? (Default: 9:30am - 4:30pm, lunch 12:00-1:30pm)

Step 2: Email Communication Style

Ask about their email preferences:

1. Email Tone - How do you typically write emails?

   • Ultra-terse (1-2 lines, no fluff, get to point)
   • Conversational (casual but complete)
   • Professional (formal, structured)
   • Warm (friendly, personal touch)

2. Email Signatures - Do you use signatures?

   • None (no signatures or sign-offs)
   • Minimal ("Best," or "Thanks,")
   • Full signature block

3. Formality Level

   • Super casual (lowercase is fine, minimal punctuation)
   • Standard (proper grammar and capitalization)
   • Formal (perfect grammar, structured sentences)

4. Response Length

   • Minimal (one-liners when possible)
   • Balanced (2-3 sentences typical)
   • Detailed (thorough explanations)

5. Specific Patterns - Any phrases or patterns you always use?

   • Examples: "Does [time] work for you?", "Let's sync on this", specific greetings

Step 3: Calendar Preferences

Ask about calendar management:

1. Default meeting duration (Default: 30 minutes)
2. Buffer time between meetings (Default: 15 minutes)
3. Calendar link for scheduling (If they have one)
4. Event naming preferences (Include location? Attendee names?)
5. Auto-add events from email? (Yes/No - should calendar skill proactively add events)

Step 4: CRM Workflow

Ask about contact management:

1. What type of contacts do you manage?

   • Professional (colleagues, clients, vendors)
   • Personal (friends, family, social)
   • Mixed (both personal and professional)

2. How detailed should contact notes be?

   • Minimal (just basics)
   • Standard (basic context about relationship)
   • Detailed (thorough interaction logging)

3. Relationship tracking

   • Track how you know people (who introduced you)
   • Log all interactions automatically
   • Manual logging only

Step 5: Generate Configuration

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
  }
}

Step 6: MCP Server Setup Guide

After configuration, provide guidance on required MCP servers:

Required Servers:

1. Gmail - For email management

   • Installation: Follow Gmail MCP setup docs
   • Scopes needed: read, send, drafts, labels

2. Google Calendar - For calendar management

   • Installation: Follow Calendar MCP setup docs
   • Scopes needed: read, write events

3. Pagen CRM (optional) - For contact/company/deal management

   • Installation: Set up Pagen MCP server
   • Requires: Database configuration

4. Notion (optional) - For advanced note-taking integration

   • Installation: Follow Notion MCP setup docs

Provide installation links and next steps.

Step 7: Create Personal Style Guide

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]

Completing Onboarding

After setup:

1. Confirm configuration was saved
2. Show the user their style guide
3. Suggest they try /triage-email or /draft-email to test
4. Remind them they can re-run /setup-office-admin to update preferences

Example Interaction

Assistant: 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