cursor-chief-of-staff

# Personal Assistant Dashboard

> A Cursor-native AI personal assistant that lives entirely in markdown files. Works with **Cursor**, **Claude Code**, and any AI editor that reads a project's files.

Clone it, fill in your context (or let the AI do it for you), and you have a fully functional personal assistant in minutes.

---

## What You Get

- **Task management** — inbox, today, active, backlog with a consistent format scripts can parse
- **Meeting and 1-on-1 notes** — structured templates with Notion sync
- **Three-layer memory** — session scratch (L1), active project context (L2), permanent knowledge (L3)
- **Slash commands** — `/ask`, `/store`, `/review`, `/sleep`, `/observe`, `/selfimprove`
- **Subagents** — daily digest, memory cleanup, workspace compaction
- **Integrations** — Slack, Notion, Google Workspace, Jira, GitHub via MCP
- **Automation scripts** — daily Slack briefing, memory cleanup (Python + uv, no venv needed)
- **Self-improvement loop** — the assistant captures lessons and proposes upgrades to itself

---

## Quick Start

### Step 1 — Clone and open

```bash
git clone https://github.com/YOUR_USERNAME/personal-assistant-template.git
cd personal-assistant-template
```

Open the folder in **Cursor** (or any AI editor). The rules and skills load automatically.

### Step 2 — Fill in your context

**Option A — Let the AI fill it for you (recommended):**

Open Cursor, start a new chat, and say:

```
Help me set up my personal assistant context. Walk me through each file I need to fill in.
```

The assistant will guide you through `role.md`, `team.md`, `meetings.md`, and `preferences.md` conversationally, asking the right questions and writing the files for you.

**Option B — Run the bootstrap script:**

```powershell
# Windows
powershell -ExecutionPolicy Bypass -File scripts\setup.ps1
```

```bash
# macOS / Linux
bash scripts/setup.sh
```

The script prompts for your name, replaces `[YOUR_NAME]` across all files, and creates your `.env`.

**Option C — Fill manually** using the table in [Fill In Your Context](#fill-in-your-context) below.

### Step 3 — Start chatting

```
/ask what's my day look like?
```

---

## Fill In Your Context

These files contain `[placeholder]` values. Fill them in once and the assistant knows who you are permanently.


| File                                                                         | What to fill in                                              | Time    |
| ---------------------------------------------------------------------------- | ------------------------------------------------------------ | ------- |
| `[context/work/role.md](context/work/role.md)`                               | Your title, company, responsibilities, active projects, OKRs | ~3 min  |
| `[context/work/team.md](context/work/team.md)`                               | Team members, roles, emails, Slack handles                   | ~3 min  |
| `[context/work/meetings.md](context/work/meetings.md)`                       | Recurring meetings and 1-on-1 schedule                       | ~3 min  |
| `[memory/L3-core/preferences.md](memory/L3-core/preferences.md)`             | Communication style, task habits, memory preferences         | ~2 min  |
| `[.cursor/rules/assistant-persona.mdc](.cursor/rules/assistant-persona.mdc)` | Replace `[YOUR_NAME]` with your name                         | ~30 sec |


> See `[examples/](examples/)` for pre-filled reference files showing what a completed setup looks like.

> **Tip:** You don't have to fill these manually. Open Cursor and say *"help me set up my assistant context"* — it will walk you through each file conversationally, asking about your role, team, and preferences, and writing everything for you.

---

## How It Works

```mermaid
flowchart TD
    User(["You"])

    subgraph cmds ["Commands (entry points)"]
        Ask["/ask"]
        Store["/store"]
        Review["/review"]
        Sleep["/sleep"]
        Observe["/observe"]
    end

    subgraph skills ["Skills (procedural logic)"]
        TM["task-management"]
        MN["meeting-notes"]
        BR["brainstorm"]
        SR["slack-report"]
        WH["workspace-hygiene"]
    end

    subgraph agents ["Subagents (autonomous)"]
        DD["daily-digest"]
        MC["memory-cleanup"]
        WC["workspace-compactor"]
    end

    subgraph files ["Your Files (plain markdown)"]
        Tasks["tasks/"]
        Memory["memory/ L1·L2·L3"]
        Notes["notes/"]
        Context["context/"]
        Reminders["reminders/"]
    end

    subgraph mcp ["MCP Integrations"]
        Slack["Slack"]
        Notion["Notion"]
        GW["Google Workspace"]
        Jira["Jira / Atlassian"]
    end

    User -->|"chat"| cmds
    Store --> skills
    Review --> skills
    Sleep --> agents
    Ask -->|"read-only"| files

    skills --> files
    agents --> files
    Observe --> mcp
    mcp --> Tasks
    SR --> Slack
```



The key design principle: **you own all the data**. Every task, note, memory, and preference is a plain markdown file you can read, edit, or delete. The AI orchestrates across them.

---

## Repository Structure

```
personal-assistant-template/
├── .cursor/
│   ├── mcp.json                    # Project-level MCP config (Slack)
│   ├── rules/                      # Always-on AI behavior rules
│   │   ├── assistant-persona.mdc   # Session start, tone, memory routing
│   │   ├── memory-management.mdc   # L1/L2/L3 read/write rules
│   │   ├── meta-cursor-files.mdc   # Standards for .cursor/ files
│   │   ├── self-improvement.mdc    # Proactive lesson capture
│   │   └── task-and-notes-format.mdc # Standard formats for all files
│   ├── commands/                   # Slash commands
│   │   ├── ask.md                  # /ask — read-only briefing and search
│   │   ├── store.md                # /store — classify and save anything
│   │   ├── review.md               # /review — daily/weekly review
│   │   ├── sleep.md                # /sleep — full workspace compaction
│   │   ├── observe.md              # /observe — sync from external services
│   │   └── selfimprove.md          # /selfimprove — research and upgrade the system
│   ├── skills/                     # AI workflow skills (procedural)
│   │   ├── brainstorm/
│   │   ├── daily-review/
│   │   ├── delegation-handoff/
│   │   ├── meeting-notes/
│   │   ├── memory-manager/
│   │   ├── sheets-update/
│   │   ├── slack-report/
│   │   ├── task-management/
│   │   └── workspace-hygiene/
│   └── agents/                     # Autonomous subagents
│       ├── daily-digest.md
│       ├── memory-cleanup.md
│       └── workspace-compactor.md
├── memory/
│   ├── L1-working/                 # Session scratch (~1 day lifetime)
│   ├── L2-active/                  # Active project context (~2 weeks)
│   └── L3-core/                    # Permanent knowledge base
│       ├── preferences.md
│       ├── lessons-learned.md
│       ├── decisions-log.md
│       └── workflows.md
├── context/
│   ├── work/                       # Role, team, meetings, 1-on-1 templates
│   ├── integrations/               # MCP status and setup guides
│   └── personal/                   # Goals
├── tasks/
│   ├── inbox.md                    # Quick capture — triage daily
│   ├── today.md                    # Committed for today (≤7 items)
│   ├── active.md                   # Multi-day in-progress work
│   ├── backlog.md                  # Future work
│   └── completed/                  # Monthly archive (YYYY-MM.md)
├── notes/
│   ├── meetings/                   # Meeting notes (YYYY-MM-DD-name.md)
│   ├── 1-on-1/                     # 1-on-1 notes by person
│   ├── brainstorm/                 # Brainstorm sessions
│   ├── backlog/                    # Long-form backlog notes
│   └── handoff/                    # OOO/delegation handoff docs
├── reminders/
│   └── active.md
├── examples/                       # Pre-filled reference files (not loaded by AI)
│   ├── role-example.md
│   ├── team-example.md
│   └── preferences-ex

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