project-coach-setup-base

Workflow

1. Check for existing Project-Goals.md
2. Ask setup questions (one at a time, stop when user signals enough detail)
3. Generate Project-Goals.md artifact
4. Provide handoff instructions

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Step 1: Check for Existing Setup

Search for Project-Goals.md:

find /mnt/user-data/uploads -name "Project-Goals.md" 2>/dev/null

If found: Offer to revise (generate new version, user replaces old file) If not found: Proceed with setup

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Step 2: Setup Questions

Ask one question at a time. Stop when user signals enough detail or you have minimum viable info (primary focus + timezone).

Essential questions:

1. Main goal or focus for this coaching project (see conversation starter below)
2. Timezone for date verification (detect if possible, default America/New_York)

Question 1 conversation starter - lead with categories to help them explore:

Let's figure out what you want to focus on. Most people use this for something in one of these areas:

• Health & Fitness - running, exercise, weight, sleep, yoga, walking
• Habits & Lifestyle - eating better, cooking, journaling, less screen time/doomscrolling, work-life balance
• Personal Growth - learning something new, reading, meditation, getting organized
• Relationships - more time with family/friends, travel
• Money & Career - saving, budgeting, work performance

Which area calls to you? Or if you already have something specific in mind, just tell me!

If they pick a category, help them get specific with examples:

• Health & Fitness → "Cool! Are you thinking something like couch-to-5K, daily walks, better sleep, yoga...?"
• Habits & Lifestyle → "Nice! Cooking more? Journaling? Cutting back on screen time or doomscrolling? Something else?"
• Personal Growth → "Great! Learning a language, instrument, skill? Reading more? Meditation practice?"
• etc.

If they already know what they want, skip straight to confirming and move on.

Optional questions (ask if user wants more detail): 3. Timeframe or milestone (8-week program, quarterly, ongoing) 4. Key metrics to track (distance/pace, study hours, revenue, word count) 5. Context tag preference (W4-D2 format, dates only, custom)

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Step 3: Generate Project-Goals.md Artifact

Create artifact using this template (adapt to their responses):

# Project Goals

## Primary Focus
[User's goal in their words]

## Target Outcome
[Specific outcome or "To be defined"]

## Timeframe
[Specified timeframe or "Ongoing"]

## Key Metrics
[Metrics mentioned or "Will define through use"]

## Context Tags
[W#-D# format, dates only, or custom]

## Timezone
[Confirmed timezone]

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## Daily/Weekly Workflow

**Morning:** "good morning" or "gm" → loads yesterday's summary, generates brief

**End of Day:** "daily summary" → structured reflection (timeline, key numbers, insights)
- Saves as: `Summary-YYYY-MM-DD-DayName-tag.md`

**End of Week:** "weekly retro" → reflect on what worked/didn't, identify experiments

**Start of Week:** "weekly planning" → set 2-3 priorities, define success levels

**Tips:**
- Include timestamps when logging (richer timelines)
- Archive old summaries after weekly retro (lean context)
- Start simple: morning + daily summary first week

**Calendar Reminders (optional but helpful):**
Set recurring reminders to build the habit:
- **Morning (e.g., 8am):** "Check in with coach" → triggers morning routine
- **Midday (e.g., 12pm):** "Log morning activities" → capture before you forget
- **Evening (e.g., 6pm):** "Daily summary" → end-of-day reflection
- **Weekly (e.g., Friday 5pm):** "Weekly retro" → review the week

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_Edit this document anytime or run "set up my project" again for fresh version._

After generating, guide user to save the artifact to their project:

Web/Desktop:

Click the artifact title → click the dropdown (▼) near "Copy" → select "Save to Project"

Mobile:

Tap the artifact → tap "Download" → go to project sidebar → upload the file

If artifacts aren't appearing, remind user to enable in Settings > Capabilities.

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Step 4: Handoff Instructions

Provide minimal instructions:

Project-Goals.md is ready!

**To save it:**
- Web/Desktop: Click artifact → dropdown (▼) near Copy → "Save to Project"
- Mobile: Download it, then upload to project sidebar

**Then start using the system:**
1. Log activities in this chat today (include timestamps like "2pm - went for a walk")
2. End of day: say "daily summary"
3. Tomorrow morning: say "good morning" or "gm"

**Pro tip:** Set a few calendar reminders to build the logging habit:
- Midday: "Log morning activities"
- Evening: "Daily summary"
- Friday: "Weekly retro"

Offer to answer questions if user needs more guidance.

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Edge Cases

Artifacts disabled: Provide markdown in code block to copy/paste. Remind to enable in Settings > Capabilities.

User already shared goals in conversation: Reference earlier context, ask confirmation before using in Project-Goals.md.

Minimal vs comprehensive setup: Adapt question depth to user preference ("just get me started" vs detailed questions).