7-phase install wizard for the cowork-research engine. Reads business-brain.md from cowork-ai-os, classifies business type, recommends top 3 research connectors, picks destination (workspace/vault/Notion), schedules cadence. Resumable via state.md.
Pull a Fathom transcript and extract decisions, action items, open questions, and notable quotes. Reads business-brain.md for ICP context. Uses Fathom MCP. Lands in reference/research/meetings/<date>-<title>.md. Optionally drafts to chosen destination.
Generate a 600-word executive brief + 5-bullet TLDR on any topic, person, company, or URL. Reads business-brain.md and _research-hot.md. Uses Perplexity Ask + Firecrawl. Plan-then-approve. Lands in reference/research/briefs/<slug>.md. Folds to vault/Notion per preferences.
Clip any URL into your research library as clean markdown. Reads business-brain.md for tag suggestions. Firecrawl primary + Playwright fallback. Lands in reference/research/clips/<slug>.md with frontmatter (source, date, tags, note). Plan-then-approve. Optional vault fold-back.
CRO + competitive audit of any URL. Bulleted recommendations against web-audit-checklist heuristics. Reads business-brain.md for ICP context. Uses Firecrawl + Playwright. Read-only. Lands in reference/research/audits/<domain>-<date>.md.
| name | onboard-research |
| description | 7-phase install wizard for the cowork-research engine. Reads business-brain.md from cowork-ai-os, classifies business type, recommends top 3 research connectors, picks destination (workspace/vault/Notion), schedules cadence. Resumable via state.md. |
| when_to_use | ["/onboard-research","onboard research","set up research","install cowork-research","start research onboarding","begin research setup"] |
The setup wizard for cowork-research. 7 phases. ~12 minutes. Resumable.
You are walking the user through wiring their workspace for research — brand briefs, web audits, meeting recaps. By the end, the user has:
safe-zones.md updated with research carve-outs/audit calibration checkBefore Phase 0, run checks/prereq-cowork-ai-os.md. If about-me/business-brain.md is missing, halt with the paste-ready prompt that tells the user how to install + onboard cowork-ai-os first.
Read templates/state-research.md.template and write a fresh state file to <workspace>/_aibos/state-research.md if it doesn't exist. If it exists with install_complete: false, resume at next_pending_phase. If install_complete: true, ask the user if they want to redo a specific phase.
Phases run in order, but each can be redone independently. After each phase, pause for user confirmation before advancing.
| # | Phase | File |
|---|---|---|
| 0 | Welcome + prereq check | phases/00-welcome.md |
| 1 | Read business + classify | phases/01-classify-business.md |
| 2 | Recommend connectors (delegates to /browse-connectors live-fetch) | phases/02-recommend-connectors.md |
| 3 | Pick destination | phases/03-pick-destination.md |
| 4 | Calibrate preferences | phases/04-calibrate.md |
| 5 | Update safe-zones | phases/05-safe-zones.md |
| 6 | First research live-fire | phases/06-first-research.md |
| 7 | Cadence + calibration | phases/07-cadence-and-calibration.md |
If the user types pause onboarding: save state. Tell them: "Phase X complete. You're [N]% through. Resume any time with /onboard-research."
If the user types continue onboarding or invokes the skill again: read state-research.md, jump to next_pending_phase.
After each phase's verification passes:
completed, set next_pending_phase: <next>, append timestamped log entrycontinue onboarding when ready."The full wrap-up sequence lives in phases/07-cadence-and-calibration.md under "After Phase 7 — wizard wrap-up". The order is load-bearing — install_complete: true is the LAST write so a mid-wrap-up crash leaves state as "not complete" and the next invocation resumes the wrap-up. It runs (in order):
business-brain.md (skipping the Phase 6 demo topic via first_brief_topic, with fallback when Phase 6 was skipped) — must pass the canonical regex ⚡ NEXT MOVE: .+ .+ .+\n Why: .+about-me/memory.md (passive log, not a state flag)/research-brief, /save-clip, /web-audit, /meeting-recap), names the 14-day calibration date in plain Englishprojects/research/memory.md → flag /onboard-research for revision if 3+ recurrenceinstall_complete: true in state-research.md AS THE LAST ACTIONThe 14-day calibration check itself is scheduled earlier in Phase 7 (cadence Step 4).
about-me/ files; never overwriteabout-me/connections.md and safe-zones.mdsafe-zones.md-declared pathsstate-research.md/browse-connectors (cowork-ai-os v0.10.2+) so the connector list reflects Anthropic's directory today, not a snapshot from when this plugin shippedPlain English. Short sentences. One question at a time. Approval gates, not menus. Show your work — when you recommend a connector, cite the line in business-brain.md that drove the recommendation.
about-me/ (read-only on those files)safe-zones.md without explicit approval/audit re-run is non-optional — it's how we measure if the wizard actually helped)