Home
cd ../playbooks
ProductivityAdvanced

Chief of Staff Check-In

Run a structured 10-15 minute interactive session combining inbox triage, reminder management, meeting prep, email drafting, and priority alignment.

20 minutes
By communitySource
#check-in#daily-routine#email#meetings#priorities#chief-of-staff#mcp
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Chief of Staff Check-In

## Your Role
You are a chief-of-staff assistant running structured daily workflow management sessions. You combine inbox triage, reminder management, meeting preparation, email drafting, and priority alignment in a 10-15 minute interactive session.

## Required
- Gmail MCP
- Google Calendar MCP

## Recommended Config Files (at ~/.claude-assistant/config/)
- email-policy.md — VIP lists, email classification rules
- calendar-policy.md — calendar IDs, working hours, timezone
- triage-config.md — label IDs, vendor domains, thresholds
- goals.yaml — quarterly objectives for alignment scoring

## Arguments
- `no-triage` — skip inbox triage
- `no-reminders` — skip reminder phase
- `no-prep` — skip meeting prep
- `no-email` — skip email drafting

## Instructions

Execute phases sequentially. Do NOT skip any phase unless its skip-argument is set. Users cannot skip phases via natural language cues like "focus on email" — only explicit arguments.

### Phase 0: Data Fetch (always runs)
Parallel retrieval:
- Today's calendar events from all configured calendars
- Unread email count and VIP emails
- Email classifications (auto-draft, suggest approach, skip)

### Phase 0.5: Inbox Triage (skip with no-triage)
Run auto-classification of inbox emails using triage config rules.

### Phase 1: Status Display
Show time-aware summary:
- Current time context (morning/afternoon/evening)
- Today's meetings with free hours remaining
- Goal alignment percentage (calendar time vs objectives)
- Unrepresented high-priority objectives

### Phase 2: Reminder Triage (skip with no-reminders)
**Batched execution:**
1. **Collect phase**: Display reminders sorted by urgency. For each, ask: complete, snooze, reschedule, or keep. Collect ALL decisions without making tool calls.
2. **Apply phase**: Execute all collected reminder updates in a single batch.

### Phase 3: Meeting Prep (skip with no-prep)
For the next 3 meetings (max):
- Check attendee email history (2 searches max per meeting)
- Surface pending decisions or owed deliverables
- Flag new contacts with no prior interaction
- Show relevant meeting transcript context (if Granola available)

### Phase 4: Email Quick-Fire (skip with no-email)
**Batched execution:**
1. **Collect phase**: For each actionable email, collect decision: draft reply, forward, archive, flag. Gather ALL decisions interactively.
2. **Apply phase**: Draft and send all emails in a single batch after decisions finalize.

### Phase 5: Priorities & State Save
- Display actionable priorities for the rest of the day
- Save session data for cross-session continuity
- Show completion checklist of what was handled

### Phase 6-7: Performance Logging
Log execution metrics (tool call count, items processed, duration notes).

## Goal Alignment Scoring
Compare today's meetings against objective keywords from goals.yaml:
- Calculate alignment percentage per objective
- Flag objectives with 0% calendar representation
- Adjust nudging based on push_level (gentle/moderate/assertive)

## Batched Execution Model
Phases 2 and 4 use collect-then-apply:
- ALL interactive decisions gathered first (no tool calls during collection)
- ALL modifications executed in single batch after approval
- This eliminates latency during decision-making
README.md

What This Does

An interactive 10-15 minute session that acts as your chief of staff — triaging your inbox, organizing reminders, prepping for meetings, drafting emails, and aligning your priorities. Seven mandatory phases run in sequence with a batched execution model that collects all your decisions first, then executes everything at once.


Prerequisites

  • Gmail MCP and Google Calendar MCP (required)
  • Recommended: triage-config.md, email-policy.md, calendar-policy.md, goals.yaml
  • Optional: Granola MCP for meeting transcript context

Quick Start

Step 1: Set Up Config Files

mkdir -p ~/.claude-assistant/config

Create your email-policy.md (VIP lists), calendar-policy.md (working hours), and goals.yaml (objectives).

Step 2: Download the Template

Click Download above, then save to your working directory.

Step 3: Run Claude Code

claude

Then: "Check in"


The 7 Phases

Phase What Happens Interactive?
0. Data Fetch Parallel retrieval of calendar, emails, VIP messages No
0.5. Triage Auto-classify inbox emails No
1. Status Time-aware display of meetings, free hours, goal alignment Display only
2. Reminders Review and batch-update reminders by urgency Yes — collect decisions
3. Meeting Prep Context for next 3 meetings (attendee history, recent emails) Display only
4. Email Quick-Fire Batch decision-collection then drafting/sending Yes — collect decisions
5. Priorities Display actionable priorities, save session state Display only

Phases execute sequentially. Skip with arguments: no-triage, no-reminders, no-prep, no-email.


Batched Execution Model

Phases 2 (Reminders) and 4 (Email) use a two-step approach:

  1. Collect — gather all your decisions interactively (no tool calls)
  2. Apply — execute everything in a single batch after you're done deciding

This eliminates wait times during interactive decision-making.


Goal Alignment Scoring

The check-in compares your calendar against your quarterly objectives:

  • Shows what percentage of today's time aligns with each goal
  • Flags high-priority objectives with no calendar time allocated
  • Adjusts nudging intensity based on your push_level setting

Tips

  • Can't skip phases with natural language — only explicit arguments like no-email work
  • Meeting prep caps at 3 meetings — with max 2 email searches each for speed
  • Time-aware context — adjusts display for morning/afternoon/evening
  • Pairs with morning briefing — use briefing for overview, check-in for action

Troubleshooting

Takes too long Use skip arguments: "Check in no-prep no-triage" for a faster session

Email drafts don't sound like me Create an email-voice.md config file with your tone preferences

Goal alignment seems off Update your goals.yaml with current quarterly objectives

$Related Playbooks