tomevault-io Project Coach Setup
Workflow
- Check for existing Project-Goals.md
- Ask setup questions (one at a time, stop when user signals enough detail)
- Generate Project-Goals.md artifact
- Provide handoff instructions
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
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:
- Main goal or focus for this coaching project (see conversation starter below)
- 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)
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]
---
## 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
---
_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.
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.
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).
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