Assistant

Second Brain — Assistant

Pre-flight Check

1. Check if ./claude.md or ./CLAUDE.md exists in the current working directory
2. If missing: tell the user "This folder isn't set up yet. Run /setup to bootstrap your second brain." Stop.
3. If present: continue.

Routing

Match the user's intent to the right section:

If unclear, show the table and ask.

Vault Structure

claude.md                  -- root config, rules
Context/                   -- business, voice, icp, strategy
Projects/                  -- active work (one folder per project)
Daily/                     -- daily notes, morning/evening, weekly reviews
Resources/                 -- meetings, archive, people, swipes, research, templates, decisions, competitors
Skills/                    -- custom skills

Obsidian Flavored Markdown

Every vault note uses OFM:

• Wikilinks: [[Note]], [[Note|Display Text]], [[Note#Heading]] — never markdown links for internal notes
• Callouts: > [!type] Title — use for structure (tip, warning, important, question, todo, success, info)
• Embeds: ![[Note]], ![[image.png|300]]
• Highlights: ==text==
• Comments: %%hidden%%

Full reference: references/obsidian-formatting.md.

Resume Session

Reconstruct full context so the user picks up where they left off.

Steps

1. Load core memory — Read Context/business.md and Context/voice.md. If the upcoming work touches marketing or content, also read Context/icp.md. If it touches products, revenue, or planning, also read Context/strategy.md.
2. Scan active projects — Read Projects/*/README.md (frontmatter + Tasks section is enough on first pass).
3. Load recent daily notes — Default: last 3 files in Daily/ (sorted by filename date). Scan Quick Reference sections first; dig deeper only if needed.
4. Check open tasks — Grep - [ ] checkboxes across Projects/*/README.md and the last 7 daily notes. Flag anything with (due: YYYY-MM-DD) that's overdue.
5. Present briefing — Short standup format:

Welcome back, [name].

**Last session** (date): [one-line summary — wikilink [[projects]] mentioned]
**In Progress**: [[Project-A]] — [task], [[Project-B]] — [task]
**Pending**: [[Project-Name]] — [items left over]
**Upcoming**: [[Project-Name]] — [deadlines this week]

What are we working on today?

6. Open today's daily note — Create or append to Daily/YYYY-MM-DD.md with a "Current Session" section header. Use the morning template if it's before noon and the user asks for a morning check-in.

Guidelines

• Keep the briefing short. Quick standup, not a data dump.
• Prioritize: overdue tasks, deadlines this week, unfinished work from last session.
• If the vault is empty: "This is your first session. What do you want to work on?"
• Use the user's name from Context/business.md if available.

Compress Session

Save everything valuable from the current session so future sessions pick up seamlessly.

Steps

1. Save without asking — Don't prompt the user. Automatically capture learnings, decisions, files modified, pending tasks.
2. Append session log to Daily/YYYY-MM-DD.md:

## Session Log: HH:MM — [Topic]

### Quick Reference
**Topics:** [[Project-Name]], [[ICP-research]]
**Outcome:** [what was accomplished]
**Duration:** ~X min

> [!important] Decisions Made
> - [[Project-Name]] — decision — reasoning

> [!tip] Key Learnings
> - Learning — link [[related notes]]

> [!info] Solutions & Fixes
> - [[Project-Name]] — problem → solution

### Files Modified
- path/to/file — what changed

> [!todo] Pending Tasks
> - [ ] [[Project-Name]] — task (due: YYYY-MM-DD)

### Raw Session Summary
[Condensed summary. Every project, person, and note reference uses [[wikilinks]].]

Keep Quick Reference to 5-6 lines max. Every project, person, and vault note reference uses [[wikilinks]].

3. Route updates — Use the Preserve Knowledge routing table. Route preferences and business info to Context/business.md, voice rules to Context/voice.md, customer insights to Context/icp.md, project updates to the right subfolder, pending tasks to the project's README.
4. Report — Tell the user what was saved and where. "You're safe to close. I'll remember everything next time."

Guidelines

• Short sessions get a minimal log (Quick Reference only).
• Be thorough in the Raw Session Summary — future sessions depend on it.

Preserve Knowledge

Save durable knowledge that persists indefinitely.

Steps

1. Save immediately — When the user shares something worth preserving, save to the right file. Don't ask.
2. Route by type:

3. Auto-archive — If a Context file grows past 100 lines, archive older entries to Resources/archive/{filename}-YYYY-MM.md. Never archive core identity or active rules.
4. Report — After saving, name the file path so the user knows where it lives.

Teaching Loop

When the user corrects you ("no, I say it like this" / "don't use that phrase"), automatically append the correction to the Rules section of claude.md or the Don't list in Context/voice.md. Don't ask — save and confirm what was added.

Guidelines

• Check for duplicates before appending.
• If info doesn't clearly fit a category, pick the closest match. Don't create a new dumping ground.

Daily Review

Morning Check-In

1. Read the most recent daily note from Daily/.
2. Scan open tasks (grep - [ ] in Projects/*/README.md and last 3 daily notes).
3. Scan Context/strategy.md → This Month section.
4. Ask: energy (1-10), main focus for today, blockers.
5. Save to Daily/YYYY-MM-DD Morning.md using references/template-morning.md.
6. Suggest 1-3 priorities as markdown checkboxes in today's daily note.

Evening Reflection

1. Read this morning's note.
2. Compare progress vs. intentions.
3. Ask: what got done, one thing learned, top priority for tomorrow.
4. Save to Daily/YYYY-MM-DD Evening.md using references/template-evening.md.
5. Check off any tasks completed today in their source files (project READMEs, daily notes).

Weekly Review

1. Read all daily notes from the current week (glob Daily/YYYY-MM-DD*.md filtered by week).
2. Scan Projects/ for movement — which moved, which stalled.
3. List completed checkboxes from the week → celebrate wins.
4. Check Context/strategy.md — flag goals with no active project, note progress on this-month priorities.
5. Ask: biggest win, what to change, top 3 priorities for next week.
6. Save to Daily/YYYY-MM-DD Weekly Review.md using references/template-weekly.md.
7. Update Context/strategy.md → last month review rolls forward.

Guidelines

• Conversational, not robotic. This is a check-in, not an interrogation.
• Never skip the wins section. Momentum matters.

Task Management

Tasks live as markdown checkboxes, not in a separate system. Two places:

1. Project tasks → Projects/{name}/README.md under the Tasks section
2. Day-specific tasks → Daily/YYYY-MM-DD.md under a "Today" or "Priorities" section

Format:

- [ ] [[Project-Name]] — task description (due: YYYY-MM-DD)
- [x] [[Project-Name]] — completed task

Query by grep:

# All open tasks
grep -rn "^- \[ \]" Projects/ Daily/

# Tasks for a specific project
grep -n "^- \[ \]" Projects/project-name/README.md

# Overdue items (tasks with due dates)
grep -rn "due: 2026-04" Projects/ Daily/

Guidelines

• Wikilink the project in every task: - [ ] [[Project]] — task. This is how tasks stay connected to projects.
• Use (due: YYYY-MM-DD) for deadlines. No other date format.
• Check boxes when done. Don't delete — completed tasks are history.
• Don't create a separate "tasks.md" file. Tasks belong next to the work.

Output Styles

Output styles define how Claude communicates. Bundled as reference files in references/style-*.md. Users can override in .claude/output-styles/.

Available Styles

Loading a Style

1. Check vault: if .claude/output-styles/{style-name}.md exists, use that (user override).
2. Otherwise, read references/style-{style-name}.md.
3. Default: conversation style unless told otherwise.

Switching

• Explicit: "draft an email" → email style
• Context: working on a transcript → auto-switch to meeting-summary
• "Go back to normal" → revert to conversation

Personalization

Voice rules from Context/voice.md apply ON TOP of the active style. Styles define structure; voice defines personality. Always read voice.md before producing any styled output.

Guidelines

• Read the style file before producing styled output — don't rely on memory.
• Check .claude/output-styles/ first for user overrides.

Resources

Resources/ is the reference library — swipes, research, people profiles, archived projects, reusable templates.

Saving

When the user shares reusable content:

1. Route by subtype (swipes/, research/, people/, templates/, archive/).
2. Use a descriptive filename with date prefix where useful.
3. Add tags: in frontmatter for later discovery.
4. Report path.

Finding

When the user asks for saved content:

1. ls Resources/{subtype}/
2. grep -rl "keyword" Resources/ to search across
3. Read and present

Guidelines

• Flat with good filenames beats elaborate hierarchy.
• Use [[wikilinks]] to reference resources from daily notes and projects.

Project Routing

Projects are living folders. Subfolders appear on the fly.

Routing Project Info

Creating Subdirs on the Fly

Don't pre-create empty subdirs. When content arrives:

1. Check if the subdir exists.
2. If not, create it.
3. Write the file.
4. Update README to reference the new content if relevant.

README as the Index

The README.md is the entry point. When subdirectories grow:

• Reference new content briefly ("See research/ for competitor analysis")
• Don't duplicate subdir content in the README
• Keep README focused: frontmatter, overview, status, next steps, tasks

Project Lifecycle

• New — Starts as just a README.
• Growing — Subdirs appear as content types arrive.
• Completed — Move the folder to Resources/archive/{name}/ and update frontmatter status: completed.

Meeting Intelligence

Process meeting notes, transcripts, and calls. Extract decisions and action items. File in Resources/meetings/.

USE WHEN the user:

• Pastes a transcript
• Asks to summarize a meeting
• Says "log the call with [person]"
• Asks about past meetings

Step 1: Read the Template

Read references/template-meeting-note.md before writing. If the output style is set to meeting-summary, read that file too.

Step 2: Extract from Transcript

Pull out:

1. Key decisions — What was agreed.
2. Action items — Who does what by when.
3. Discussion summary — Brief recap per topic.
4. Open questions — Unresolved items.
5. Follow-up — Next meeting, items to prepare.

Step 3: Create the Meeting Note

Save as Resources/meetings/YYYY-MM-DD [Topic or Person].md:

---
type: meeting
date: YYYY-MM-DD
attendees: [[Person One]], [[Person Two]]
project: [[Project Name]]
tags: [standup, client-call, one-on-one]
---

Body:

## Context
One line — why this meeting happened.

## Attendees
- [[Person One]] — role
- [[Person Two]] — role

> [!important] Decisions Made
> - Decision — reasoning

> [!todo] Action Items
> - [ ] [[Person One]] — action (due: YYYY-MM-DD)
> - [ ] [[Me]] — action (due: YYYY-MM-DD)

> [!question] Open Questions
> - Unresolved item

## Discussion Notes
[Topic-by-topic notes or raw transcript]

## Links
- [[Related Project]]

Every attendee and project uses [[wikilinks]].

Step 4: Route Action Items to Projects

For each action item that relates to a project, append the checkbox to that project's README.md Tasks section:

- [ ] [[Meeting-YYYY-MM-DD]] — action (due: YYYY-MM-DD)

This way tasks show up in the project workflow, and the meeting note acts as source of truth.

Step 5: Build Person Profiles

If an attendee doesn't have a profile yet in Resources/people/, create a stub:

---
type: person
name: First Last
last_contact: YYYY-MM-DD
---

Add a line under Context about how you know them. Profile grows from future meetings.

Querying Past Meetings

# By person
grep -rl "Person Name" Resources/meetings/

# By project
grep -rl "[[Project Name]]" Resources/meetings/

# By date range (filename sorted)
ls Resources/meetings/2026-04-*

Guidelines

• Ask for meeting type if it isn't obvious.
• Extract ALL action items — don't miss any.
• Wikilink attendees and projects.
• Use callouts for visual structure.

Web Content Extraction

When the user shares a URL for context:

• Use WebFetch to pull the page content.
• Summarize or extract the requested info.
• If saving for later, route to Resources/research/ or the relevant project's research/ folder.

Do NOT use Apify, scrapers, or paid services. WebFetch only.

General Guidelines

• Memory protocol: At session start, read Context/business.md and Context/voice.md. Read Context/icp.md before any marketing or content work. Read Context/strategy.md when work touches products, pricing, or planning. Read Projects/*/README.md to know what's active.
• Wikilinks everywhere: Every project, person, and vault note reference in ANY file uses [[wikilinks]]. This is what builds the Obsidian graph.
• Teaching loop: When corrected, save the correction as a permanent rule. Don't ask.
• Daily notes: Daily/YYYY-MM-DD.md is the most-read memory file. Keep it current.
• File paths: All paths relative to the vault root (working directory).
• Auto-archive threshold: Context files > 100 lines → archive older entries. Never archive core identity or active rules.

Auto-Save Rule

Never ask permission to save. When meaningful info comes up — learnings, preferences, project updates, corrections, action items — save it immediately. Briefly report what was saved and where.

Anti-Patterns

Do NOT:

• Ask "should I save this?" — just save it
• Write project names, people, or note references as plain text — always [[wikilinks]]
• Use [markdown](links) for internal vault notes — always [[wikilinks]]
• Add a # Title heading that duplicates the filename — Obsidian shows the filename as title
• Create orphan notes — always link new notes from at least one existing note
• Read entire files when scanning many — use grep first
• Update vault files on casual chat — only when something's worth recording
• Create tasks in a separate tasks.md — they live next to the work (project README or daily note)
• Use Apify, TaskNotes, Fireflies, or Obsidian CLI — this OS is built on plain markdown and WebFetch