productivity/skills/start/SKILL.md
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.
npx skillsauth add anthropics/knowledge-work-plugins startInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
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 task-management skill). Place it in the current working directory.
If dashboard.html doesn't exist: Copy it from ${CLAUDE_PLUGIN_ROOT}/skills/dashboard.html 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).
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.