Pack Setup

Setup gives Work Compass enough context to plan against your real working life:

• the workspaces you actively use;
• the calendars that contain real commitments;
• your working hours, planning preferences, and recurring constraints;
• the rules that determine how Work Compass interprets time, tasks, and conflicts;
• a valid place for daily captures and weekly planning records.

Open a new chat session in the Work Compass workspace and begin with the intent: “set up my Work Compass.” This starts the setup conversation. You can run setup again later; it checks what is already valid and resumes at the first part that needs attention.

Setup does not permanently lock your choices. It records them as editable configuration and rules, then verifies that the resulting system is ready.

What happens: Work Compass looks at the folders available in your work folder, shows you the eligible workspaces, and asks which ones are active. It reads each selected workspace’s description when available and asks whether you want a @personal catch-all for personal and family work. You review the proposed workspace list before it is saved.

After: Work Compass has a working map of where your work lives. That map helps later planning and task capture use the right workspace instead of relying on memory or guesswork.

If you need to rerun this interview on its own, use Templates/prompt-interview-workspaces.md from the Work Compass Pack.

What happens: Work Compass first confirms that Google Calendar is connected and checks your primary calendar. It then asks which calendars matter, what each one contains, whether access should be read-only or writable, and which calendar should receive approved Focus Work. The interview also covers working hours, lunch, weekends, recurring commitments, focus-time preferences, customer-booking windows, planning mode, and when you want to plan your week. Initial calendar discovery is limited to the last 24 hours.

You review one proposed summary covering the calendar configuration, planning settings, and Compass rules before anything is saved. Work Compass then validates that the Priority Calendar is active and writable.

After: Work Compass can build a weekly plan around your real commitments, working boundaries, and planning preferences. Approved Focus Work has one clear calendar destination, while other calendars can still inform capacity and conflicts.

If you need to rerun this interview on its own, use Templates/prompt-interview-calendar-planning.md from the Work Compass Pack.

This interview runs only when Inbox capability is enabled and the inbox configuration is missing or incomplete.

What happens: Work Compass confirms the connected inbox, uses only the last 24 hours for initial discovery, and asks you to confirm the inbox and its mixed-signal behavior. It also asks what business name to use for business classification. You review the proposed classification, work-signal, disposition, and task-candidate behavior before it is saved.

Inbox Triage labels emails only after you approve the proposed decisions. It does not send, delete, or archive emails automatically.

After: Inbox Triage has a clear source and a safe classification baseline. It can identify possible work and reply items without silently changing your inbox, and approved Needs Reply items can become To-Do List work with a source link.

If you need to rerun this interview on its own, use Templates/prompt-interview-inbox-config.md from the Work Compass Pack.

Work Compass creates or checks the shared To-Do List, preserves valid existing configuration, and runs the final Readiness Check. That check confirms the workspace, calendar, planning, inbox, rules, runtime, core workflow coverage, and live Google Calendar access.

Only a passing Readiness Check means setup is complete. If something fails, Work Compass identifies the component to fix and resumes from there when you run setup or the readiness check again.

Configuration supplies values. Rules translate those values into behavior. A later rule change normally affects future workflow runs; existing weekly logs, completed tasks, prior plans, and calendar decisions stay unchanged unless you explicitly request a migration or recalculation.

Use this prompt when you want a complete, current view:

The summary should be generated from the current 10 Work Compass workspace, not from an old setup report or a remembered answer.

Use this prompt when you want to understand one setting quickly:

Examples:

• “For changing my Priority Calendar, tell me which setting controls it and how to change it safely.”
• “For planning from priorities versus tasks, tell me which setting controls it and what each option changes.”
• “For treating placeholder calendar events as soft holds, show me the active rule and how to change it.”

Use prompts such as:

• “Change my official commitment calendar to [calendar]. Show me the effect before saving.”
• “Use [calendar] as my Priority Calendar and verify that it is writable.”
• “Update my working hours to [hours]. Tell me how this changes capacity calculations.”
• “Add [recurring commitment] to my planning constraints.”
• “Show me which calendar settings control where approved Focus Work is placed and what changes when I update them.”

Work Compass should read the current state, explain the proposed change, check its dependencies, wait for approval, update the canonical configuration, and run a readiness check against the resulting workspace.