New Workspace

New Workspace

Create a complete workspace skeleton for a new project, client engagement, or venture.

Trigger

• /new-workspace [name]
• "Set up a new workspace for..."
• "Create a project for..."
• "New client setup"

Process

1. Gather Details

Ask the user for the essentials (don't interrogate, keep it natural):

Generate a URL-safe slug from the name:

• Lowercase, hyphens for spaces
• Remove special characters
• Example: "Acme Corp Redesign" becomes acme-corp-redesign

2. Create Workspace Skeleton

Create the directory structure under workspaces/:

workspaces/{{slug}}/
├── Dashboard.md          ← From _templates/Dashboard.md
├── Timeline.md           ← From _templates/Timeline.md
├── Pipeline.md           ← From _templates/Pipeline.md (if applicable)
├── meetings/             ← Empty, ready for meeting captures
├── deliverables/         ← Empty, ready for deliverable tracking
├── agreements/           ← Empty, ready for contracts
├── invoices/             ← Empty, ready for billing
└── interviews/           ← Empty, for assessment interviews (if applicable)

Template population:

• Copy templates from workspaces/_templates/
• Replace {{project}} with the workspace name
• Replace {{project-slug}} with the slug
• Replace {{client}}, {{sponsor}} with provided values (or leave as placeholders)
• Replace {{filesystem_root}} with the workspace path

3. Validate Generated Files

Before proceeding, verify all generated markdown files:

• Open each generated .md file and verify all markdown tables have proper formatting:
  • Header row, separator row, and data rows must each be on their own line
  • No merged header+separator lines (corruption signature: | text |------| on same line)
• If any broken tables are found, fix them before proceeding

4. Populate Dashboard

Fill in the workspace Dashboard.md with:

• Project name and quick links
• Initial phase in the phase tracker
• Any known deliverables or obligations
• Dataview queries pointed at the right subdirectories

5. Create First Timeline Entry

Add an initial entry to Timeline.md:

## {{date}} - Workspace Created
- Workspace set up for {{name}}
- Initial phase: {{phase}}
- Contact: [[{{contact}}]]

6. Update Main Dashboard (if exists)

If a main project dashboard exists (e.g., Home.md or a top-level dashboard), add a link to the new workspace.

7. Confirm

Show the user what was created:

**Workspace Created: {{name}}**

✓ Dashboard with phase tracker and dataview queries
✓ Timeline with creation entry
✓ Directory structure for meetings, deliverables, agreements
✓ All templates validated (no table corruption)

📂 Location: workspaces/{{slug}}/

What would you like to do first?
- Add a meeting or deliverable
- Set up phases in the dashboard
- Create an agreement from template

Output Format

Keep it clean and actionable. Show what was created, where it lives, and what to do next.

Judgment Points

Ask for confirmation on:

• Workspace name and slug (before creating)
• Which templates to include (not all workspaces need all templates)
• Whether to update the main dashboard

Quality Checklist

• Slug is URL-safe and readable
• All templates populated with correct values
• All markdown tables render correctly (header, separator, and data rows on separate lines)
• Dataview queries point to correct subdirectories
• Timeline has initial entry
• Main dashboard updated (if applicable)