🎯 AI Proactive Triggering (ONBOARDING SKILL)

This is an ONBOARDING skill with HIGH PRIORITY. Natural follow-up after setup-goals.

When to Proactively Suggest (AI MUST check user-config.yaml)

Check learning_tracker.completed.setup_workspace in user-config.yaml. If false :

PROACTIVELY SUGGEST when user:

• Just completed setup-goals (natural next step)

• Asks where to save files or how to organize work

• Creates files in wrong locations (04-workspace/ should be for user content)

• Mentions file organization, folder structure, or workspace setup

• Has been using Nexus for 2+ sessions without workspace setup

• At menu display when workspace_configured: false

Suggestion Pattern (after setup-goals):

💡 Great, your goals are set! Next recommended step: 'setup workspace' (5-8 min).

This creates a practical folder structure in 04-workspace/ for your files, tailored to your work patterns. Quick and makes file organization effortless.

Suggestion Pattern (file organization confusion):

💡 I notice you're working with files. Would you like to run 'setup workspace' (5 min) to create a practical folder structure? It'll help keep your work organized and make files easier to find.

Menu Integration: When displaying menu with workspace_configured: false :

📁 WORKSPACE Not configured ▸ 'setup workspace' (5 min)

DO NOT suggest if:

• learning_tracker.completed.setup_workspace: true

• User has already organized 04-workspace/ manually

• User explicitly prefers ad-hoc organization

Setup Workspace

Guide user through workspace folder design using just-in-time organization.

Purpose

Create a practical folder structure in 04-workspace/ based on user's actual work patterns. Follows just-in-time principle: create only what you need now, add more later.

Time Estimate: 5-8 minutes

Workflow

Step 1: Understand Context

Read goals.md for role/goals context.

Ask: "What types of files and content will you work with?"

Listen for: document types, client/project categories, research vs output patterns.

Step 2: Just-in-Time Principle

Explain briefly:

━━━ KEY PRINCIPLE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ "Just-in-time organization": Only create folders you need NOW. Don't over-organize on day 1. Structure emerges from real work. We'll start with 3-5 essential folders. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Step 3: Collaborative Design

Based on role, suggest 3-7 folders. Example for sales:

📁 04-workspace/ ├── clients/ ├── proposals/ ├── research/ ├── templates/ └── personal-notes/

Iterate until user is satisfied.

Step 4: Create Folders

Create agreed structure in 04-workspace/.

Step 5: Update Workspace Map

Create/update 04-workspace/workspace-map.md with structure and usage notes:

Workspace Map

Auto-generated by setup-workspace skill Last updated: {date}

Folder Structure

{folder tree with descriptions}

Usage Notes

{any user-specified notes about organization}

Step 6: Finalize

Actions (MUST complete all):

Create workspace-map.md in 04-workspace/ (if doesn't exist)

Mark skill complete in user-config.yaml:

learning_tracker: completed: setup_workspace: true # ADD THIS LINE

Display completion:

✅ Setup Workspace Complete!

Created: • {N} folders in 04-workspace/ • workspace-map.md with structure documentation

Principle: Just-in-time organization. Add folders when needed.

Next steps: • 'learn projects' - Understand project workflow • 'learn skills' - Create reusable workflows • 'create project' - Start your first project

Prompt close-session:

💡 When you're done working, say "done" to save progress.

Success Criteria

• User's file types/patterns understood

• 3-7 folders created in 04-workspace/

• workspace-map.md created with structure documentation

• learning_tracker.completed.setup_workspace: true in user-config.yaml