office:onboarding

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