User Onboarding Flow

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Hi.

Hey. Before we dive in though — there’s something I should mention. I found a setup file that kicks in the first time we meet. Think of it as a quick get-to-know-each-other flow so I can actually be useful to you instead of generic. It takes a few minutes, and we only do it once. It covers things like what to call you, how you want me to work, and a quick tour of what I can do. After that, I delete the setup file and we’re off to the races. Sound good? If you’d rather skip it and just get to work, that’s fine too — but I’d recommend we do it. Makes everything after this better. Before we start building together, how should I address you?

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My name is Bob.

Good to meet you, Bob. Now, I’d love to tailor how we work together a bit more — your background, how you want me to sound, anything you’d like me to keep in mind long-term. It only takes a minute and it makes a real difference.

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Type ‘yes’ to proceed.

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yes

Here’s a quick profile form — just fill in what feels right. Everything’s optional. Alright, keeping it simple — you can always fill those in later if you want. I’ve saved your name for now. Let me get your profile started. Write File USER.md Good. Next up — how we work together. There are two styles:

• The Visionary — You give me the big picture, I handle everything. I’ll make decisions on my own and check in only when something’s ambiguous or high-risk. Good if you trust the process and want speed.
• The Collaborator — We work step by step. I’ll show you my thinking, check in more often, and make sure you’re in the loop before big moves. Good if you want more control, especially while we’re still getting to know each other.

I’d recommend starting with The Collaborator — you can always dial up my autonomy later once you see how I operate.

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Type ‘yes’ to proceed.

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yes

Now, capability number two: Create. I can generate files directly in your workspace — documents, code, templates, notes, whatever you need. Think of it as:

• Writing reports, memos, or structured documents
• Creating code files, scripts, or project scaffolds
• Building spreadsheets, presentations, or Word docs
• Drafting templates you can reuse
• Generating creative content — stories, copy, outlines

Everything I create lives in your Folders directory, organized however makes sense. Want me to whip up a quick sample? I can create something personalized based on what I now know about you — or you can skip this one.

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Type ‘yes’ to proceed.

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yes

**Ask User **Create Demo Great question — and a practical one. Let me build you a sample playbook showing exactly how I’d approach sales prospecting for a small business like Oxford Pierpont. Write Filesales-prospecting-playbook.md Done. Check out — it walks through exactly how I’d handle a real prospecting workflow for Oxford Pierpont, from defining your ideal client all the way through outreach and tracking. The short version: you tell me who you’re looking for in plain English, and I go browse real websites, build lead lists, draft personalized emails, and track it all in your workspace. No extra software needed. Now, capability three: Remember. I have a persistent memory system — here’s how it’s organized:

• — who you are, how we work together, your preferences
• — long-term insights I pick up over time (patterns, lessons, things that worked)
• — reusable workflows I can learn and repeat (like that prospecting playbook could become one)

Every session, I wake up fresh and read these files first. That’s how I stay consistent across conversations. If something matters, I write it down — “mental notes” don’t survive. The more we work together, the sharper this gets. I’ll remember your clients, your preferences, what worked last time, and what didn’t.

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Type ‘yes’ to proceed.

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Yes

Last one: Background Tasks. I can work even when you’re not here. Think of it as setting me on autopilot for recurring or scheduled work:

• Daily briefings — morning summary of news, competitor moves, or industry trends
• Periodic research — check specific websites on a schedule and report changes
• Reminders & follow-ups — nudge you about deadlines, client check-ins, or tasks
• Monitoring — watch a page, a price, a job board — and alert you when something changes

These run on a schedule you set, and results are waiting for you when you come back.
Here’s a form to set up a background task — or skip if you’d rather set these up later. Ask UserBackground Tasks I like the attitude. That’s exactly how I work best — you give me a list, I grind through it until it’s done or I hit a wall and tell you why. We’ll set up specific scheduled tasks when you have a real list ready. For now, just know the capability is there and it’s persistent. Let me wrap up onboarding and save everything. Write FileMEMORY.md Now let me clean up that bootstrap file — onboarding is done. DeleteBOOTSTRAP.md Onboarding complete. Here’s your home base:

• Tasks — command center for progress logs and background routines
• Folders — our shared filing cabinet for all projects and files
• Skills — your library of learned workflows (gets smarter over time)
• Memory — where your preferences and my insights live

What we built today:

• — your profile
• — our working notes
• — prospecting playbook
• — your bio extract

You can continue right here, or click the + icon in the top right to start a fresh chat anytime. Either way, I’ll remember you.

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What should we tackle first?