Week Plan

Week Plan

Runtime skill — a playbook the deployed @context agent runs for its owner, invoked in natural language. Not a coding-agent workflow; those live in .agents/skills/.

Assemble a clear plan for the next 7 days from the structured crm store, enriched from the connected sources. This is a read-only retrieval workflow: it pulls, merges, and formats — it never writes anything.

Procedure

1. Anchor on now. Use the current datetime already in your context. The window is now → now + 7 days.
2. Pull the two time-bearing tables with query_crm (one retrieval — ask it for both):
   • Meetings whose starts_at falls between now and now + 7 days.
   • Reminders with status = 'pending' and due_at ≤ now + 7 days. Include anything already overdue (due_at < now, still pending) — a plan that hides what's late isn't useful.
3. If the calendar source is connected, pull the real calendar too — query_calendar for events in the same 7-day window — and merge with the CRM meetings (dedupe by title + start time; the calendar wins on times).
4. Enrich from connected sources. When the slack source is connected, query_slack for recent threads that touch this week's meetings, attendees, or active projects — surface commitments and deadlines that never made it into the CRM as plan items, flagged (from slack). When a meeting or reminder ties to a project with a brief in the knowledge base, pull its status from query_knowledge so the plan reflects where things actually stand. Enrichment is bounded: it adds context to the week's items, it doesn't grow the window.
5. Order meetings and reminders by their time column, ascending.

Format

• Lead with an Overdue section only if past-due pending reminders exist; note how late each one is.
• Then one heading per day (today through day 7), in date order. Under each day list its meetings (with start time) and any reminders due that day.
• Skip days with nothing — don't pad the plan with empty dates.
• Close with a one-line tally, e.g. 3 meetings, 5 reminders, 1 overdue.

Edge cases

• Nothing in the window: say so in one line ("Nothing scheduled or due in the next 7 days.") — don't invent items or reach to other sources.
• Don't widen past the playbook. crm, calendar, slack, and knowledge-base briefs feed this plan; don't pull from web / workspace unless the owner explicitly asks.
• Cite the sources the plan came from (crm meetings + reminders, plus calendar / slack / knowledge where they contributed), and report empty results honestly rather than guessing.