setup

name

setup

description

First-run onboarding interview — offers to seed the blank memory files with the user's real life through a short, skippable Q&A, writes the answers into the live `.md` files in canonical format, then runs /morning on the real data. Use this whenever the user types /setup or /first-run, on a fresh clone with blank memory when they want to get started instead of learning-as-you-talk, or later to gap-fill memory sections that are still empty. Offered, never forced — a decline keeps the default learn-as-you-go behavior.

/setup — First-Run Onboarding Interview

Get the user from a blank clone to their own filled memory in one sitting — by asking, not by guessing. Offered, never forced; every question skippable; writes only to the live .md files.

Instructions

When the user runs /setup (or you offer it and they accept), do the following:

1. Load config + detect memory state

• Read config.yaml (and config.local.yaml if present, with local overriding). Note timezone (falls back to system TZ) and user_name.
• Inspect the four live memory files — memory/tasks.md, memory/personal.md, memory/priorities.md, memory/decisions.md. For each, decide blank vs filled: a file is blank if it still matches the template (only section headers + parenthetical placeholders, no real content). The *.md.example seeds are not the live files — never treat sample content as filled state.
• This sets the mode:
  • First-run — all four blank → offer the full interview.
  • Gap-fill — some filled, some blank (or a filled file with empty sections) → only interview the gaps; frame it as "filling in what's still missing," not a fresh start.

2. Offer — don't force

• Open with a single line, no preamble:

  "Want me to ask a few quick questions to set up your memory, or just learn as we go?"

• If the user declines: stop cleanly. The default learn-as-you-talk behavior (Rule B auto-capture) continues — that's the intended path, not a fallback. Don't re-offer this session, don't nag.
• This respects personal.md's blank-on-purpose stance: the interview is the opt-in, not the default.

3. Run the interview — short, skippable

• ~5–8 questions, a few minutes total. Ask a few at a time, conversationally — not a wall of questions.

• Every question is skippable; partial answers are fine. If the user says "skip", "that's enough", or "rest later", stop asking and write what you have.

• Question set (each maps to a target file/section):

  #	Question	Lands in
  1	Name, role, what you're working on broadly	personal.md → About + Life Context
  2	Your top 3 focus areas right now	priorities.md → Top 3
  3	Current tasks + any deadlines	tasks.md → Urgent / Work / Personal
  4	Routines worth knowing (gym, weekly review, standing commitments)	personal.md → Routines
  5	Key people (family, close colleagues)	personal.md → People
  6	Anything time-bound coming up (trips, events, renewals)	tasks.md + priorities.md → Watch
  7	How you like things (communication style, scheduling habits)	personal.md → Preferences
  8	Any standing decisions worth recording	decisions.md (only if one surfaces)

• Gap-fill mode: skip any question whose target section is already filled. Ask only what's missing.

• Keep it light. This is intake, not an interrogation — let the user bail at any point.

4. Write answers to the live files in canonical format

• Write to the live .md files only — never the *.md.example seeds, and never copy seed content into live memory.
• Preserve each file's section structure and the *Updated: YYYY-MM-DD HH:MM* timestamp convention (user's local timezone per config). Use the *.md.example files as the format reference for what filled content looks like.
• Routing:
  • personal.md → About, Preferences, Routines, People, Life Context
  • tasks.md → Urgent (deadline ≤ 2 days), Work, Personal — honor Rule A's deadline-based placement; add [P1]/[P2] labels only where the user signaled urgency
  • priorities.md → Top 3, Active, Watch
  • decisions.md → only if a real decision surfaced — with a date and a **Why**: line (no why → don't log it as a decision)
• Don't fabricate. Write only what the user actually said. Leave a section blank rather than padding it with placeholder-looking content — a half-filled file the user can trust beats a full one they can't.
• Update the *Updated:* timestamp on every file you touch.

5. Close the loop — first real briefing

• Run /morning on the freshly seeded data. This is the user's first real briefing (not the sample-data demo), built from what they just told you.
• If vault_dir is configured, /morning will offer its usual daily-note write — let it.

6. Offer to graduate off first-run

Now that real data exists, the first-run scaffolding is dead weight — it loads every session but only applies to a blank clone. Offer to clear it all in one move (per CLAUDE.md First-Run Notes):

"Your memory's seeded with your real data now — want me to clear out the first-run setup scaffolding? (the sample seeds + the demo notes that only apply to a fresh clone)"

• On yes, graduate in a single commit (chore: graduate off first-run scaffolding):
  1. git rm memory/*.md.example — the sample seeds
  2. Drop the first-run demo banner from memory/MEMORY.md
  3. Remove the whole ## First-Run Notes section from CLAUDE.md — it's blank-clone-only
  4. Remove the fresh-clone demo paragraph from .claude/skills/morning/SKILL.md step 2
  • Keep the /setup skill itself + its Daily Ops row — it stays useful for gap-filling empty sections later.
• On no: leave everything — it's harmless, and the scaffolding stays. Don't re-ask this session.

7. Commit

• Stage the updated live memory files and commit:

  setup: seed memory from first-run interview
  

• Don't push unless the user asks.

Notes

• Offered, never forced. A decline is final for the session — the learn-as-you-talk default takes over, no nagging.
• Re-runnable. On partially-filled memory, /setup only interviews the empty sections — useful well beyond literal first run, and harmless to re-run.
• Skippable throughout. Every question can be skipped; partial answers are fine. Never block on completeness.
• Live files only. Writes go to memory/*.md, never *.md.example. Sample content is never copied into live memory.
• No fabrication. Capture only what the user states; leave unanswered sections blank.
• Use the user's local timezone for any dates written (config.yaml: timezone overrides system TZ).

Learned from runs

(empty — populated as the skill is used)