Chief of Staff — Agent Template

An agent template that turns your AI into a personal chief of staff. It plans your day, preps your meetings, tracks your goals, coaches you through decisions, and holds you accountable across every role you play.

This is a template repository. Click "Use this template" to create your own private copy, completely independent with no connection back to this repo.

What It Does

Once loaded, your agent can:

• Plan your day — Guided morning planning and end-of-day review
• Manage your tasks — A/B/C priority system with due dates and blocking dependencies
• Prep your meetings — Pull context on attendees, projects, and past discussions
• Coach you — Configurable coaching persona that challenges assumptions and surfaces patterns
• Advise on decisions — Convene a Personal Board of Advisors for multi-perspective deliberation
• Track your goals — Weekly reviews, quarterly rocks, annual themes
• Manage your calendar — Smart scheduling with travel time and conflict detection
• Know your people — Relationship context, communication styles, interaction history
• Monitor your energy — Four-dimension energy tracking for sustainable performance
• Learn and improve — The system codifies what works through /system:learn sessions

Getting Started

As a User

1. Click "Use this template" → "Create a new repository"
2. Name it (e.g., my-chief-of-staff) and set to Private
3. Clone your new repo and open it as an Obsidian vault
4. Run Claude Code in the directory — onboarding starts automatically

The first-run wizard configures:

• Your identity (name, timezone, location)
• Companies and areas you manage
• Coaching intensity preferences
• Calendar and integration settings

As a Contributor

1. Fork this repository
2. Clone your fork locally
3. Create a feature branch
4. Make changes and test with placeholder values
5. Submit a PR

Please don't include personal data in PRs.

Directory Structure

workspace/
├── 0-Inbox/          # Drop files here for processing
├── 0-System/         # System documentation and config
├── 1-Projects/       # Active work (Current/, Backlog/, Completed/)
├── 2-Areas/          # Ongoing responsibilities by company
├── 3-Resources/      # Templates, docs, reference material
├── 4-Daily/          # Daily notes (YYYY-MM-DD.md)
├── 5-Meetings/       # Meeting notes
├── 6-People/         # Contact and relationship info
├── 7-MOCs/           # Maps of Content
└── 8-Scratch/        # Temporary workspace

Key Commands

Command	Purpose
/daily:plan	Start your day with guided planning
/daily:eod	End-of-day review
/update [text]	Quick capture anything
/create:project	Start a new project
/meeting:prep	Prepare for a meeting
/board:advise	Convene your Personal Board of Advisors
/goals:status	Check progress on your goals
/system:ask	Ask how to do something

Documentation

• Getting Started — First steps after onboarding
• Daily Workflow — Daily planning and review
• Task Management — Priority system details
• Full Architecture — Complete system reference

Requirements

• Obsidian (free)
• Claude Code CLI
• Node.js 18+
• Python 3.8+

Optional Integrations

• Google Calendar (OAuth setup during onboarding)
• macOS Reminders (for mobile task access)
• Health Auto Export (iOS health data)

Philosophy

Your chief of staff will:

• Challenge your assumptions before accepting them
• Surface patterns between what you commit to and what you actually do
• Hold you accountable without judgment
• Celebrate when your actions match who you say you want to be
• Protect your renewal time — rest is not weakness

License

MIT License — use freely, attribution appreciated.

Privacy Note

When you use this template, you get a completely independent repository with no history or connection to the original. After personalization, your repo will contain sensitive information — keep it private and back up regularly.