Initialize the productivity system and open the dashboard. Use when setting up the plugin for the first time, bootstrapping working memory from your existing task list, or decoding the shorthand (nicknames, acronyms, project codenames) you use in your todos.
Instructions your experts follow when using this skill.
Packaging adaptation by AutoGPT, 2026-09-25. Original authorship and licence are retained. Changes are limited to the recorded name, metadata and file references; see ATTRIBUTION.md in this skill package.
Package resources: The original companion guidance is bundled here: , . The dashboard source is assets/dashboard.html in this skill package. Native /productivity:start and /productivity:update command references remain unchanged; this package does not register those commands. All workflows must use the same persistent working directory for their task and memory state.
If you see unfamiliar placeholders or need to check which tools are connected, see .
Initialize the task and memory systems, then open the unified dashboard.
Check the working directory for:
TASKS.md — task listCLAUDE.md — working memorymemory/ — deep memory directorydashboard.html — the visual UIIf TASKS.md doesn't exist: Create it with the standard template (see ). Place it in the current working directory.
If dashboard.html doesn't exist: Copy it from assets/dashboard.html in this skill package to the current working directory.
If CLAUDE.md and memory/ don't exist: This is a fresh setup — after opening the dashboard, begin the memory bootstrap workflow (see below). Place these in the current working directory.
Do NOT use open or xdg-open — in Cowork, the agent runs in a VM and shell open commands won't reach the user's browser. Instead, tell the user: "Dashboard is ready at dashboard.html. Open it from your file browser to get started."
If everything was already initialized:
Dashboard open. Your tasks and memory are both loaded.
- /productivity:update to sync tasks and check memory
- /productivity:update --comprehensive for a deep scan of all activity
If memory hasn't been bootstrapped yet, continue to step 5.
Only do this if CLAUDE.md and memory/ don't exist yet.
The best source of workplace language is the user's actual task list. Real tasks = real shorthand.
Ask the user:
Where do you keep your todos or task list? This could be:
- A local file (e.g., TASKS.md, todo.txt)
- An app (e.g. Asana, Linear, Jira, Notion, Todoist)
- A notes file
I'll use your tasks to learn your workplace shorthand.
Once you have access to the task list:
For each task item, analyze it for potential shorthand:
For each item, decode it interactively:
Task: "Send PSR to Todd re: Phoenix blockers"
I see some terms I want to make sure I understand:
1. **PSR** - What does this stand for?
2. **Todd** - Who is Todd? (full name, role)
3. **Phoenix** - Is this a project codename? What's it about?
Continue through each task, asking only about terms you haven't already decoded.
After task list decoding, offer:
Do you want me to do a comprehensive scan of your messages, emails, and documents?
This takes longer but builds much richer context about the people, projects, and terms in your work.
Or we can stick with what we have and add context later.
If they choose comprehensive scan:
Gather data from available MCP sources:
Build a braindump of people, projects, and terms found. Present findings grouped by confidence:
From everything gathered, create:
CLAUDE.md (working memory, ~50-80 lines):
# Memory
## Me
[Name], [Role] on [Team].
## People
| Who | Role |
|-----|------|
| **[Nickname]** | [Full Name], [role] |
## Terms
| Term | Meaning |
|------|---------|
| [acronym] | [expansion] |
## Projects
| Name | What |
|------|------|
| **[Codename]** | [description] |
## Preferences
- [preferences discovered]
memory/ directory:
memory/glossary.md — full decoder ring (acronyms, terms, nicknames, codenames)memory/people/{name}.md — individual profilesmemory/projects/{name}.md — project detailsmemory/context/company.md — teams, tools, processesProductivity system ready:
- Tasks: TASKS.md (X items)
- Memory: X people, X terms, X projects
- Dashboard: open in browser
Use /productivity:update to keep things current (add --comprehensive for a deep scan).
Files installed alongside these instructions.
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Use to connect a number source, map an export into the finance ledger, or QA a sheet: the column mapping, the dedupe key, the load summary, and the checks that must pass before a read ships.
Use for the money side of a deal: the deal P&L, margin floors and discount bands, approval routing, the concession log, and the mix impact of a price change.