git:20260905.c866dff to git:20260924.fa96db4

48 added, 24 removed. Audit A to A.

---

name: personal-chief-of-staff

- description: Use when the user wants to complete a daily journal or wind down, requests a daily chief-of-staff review, requests a weekly or quarterly review, later revisits, resumes, approves, edits, defers, skips, or otherwise decides visible chief-of-staff actions, or another workflow requests current cross-source chief-of-staff context. Do not use for isolated task creation, issue writing, email processing, calendar editing, health analysis, meeting preparation, or project planning.

+ description: Use when the user wants to complete a daily journal or wind down, requests a daily chief-of-staff review or a weekly or quarterly review, asks to set up or repair chief-of-staff review sources, approves, resumes, or otherwise decides visible chief-of-staff actions, or another workflow requests current cross-source chief-of-staff context. Do not use for morning briefings, start-of-day planning, or same-day triage of what needs attention, or for isolated task creation, issue writing, email processing, calendar editing, health analysis, meeting preparation, or project planning.

license: MIT

- compatibility: Requires access to the user's chosen authoritative sources. Obsidian workflows require a running Obsidian app and its CLI.

+ compatibility: Requires Python 3.8+ on a POSIX system and access to the user's chosen authoritative sources. Obsidian workflows require a running Obsidian app and its CLI.

---

# Personal Chief of Staff

Help the user review current evidence, correct their sources, and choose what

comes next. Existing systems remain authoritative; keep the review in the

conversation until the user approves specific source changes.

## Route the current message

- Read [source-behavior.md](references/source-behavior.md) and

- [review-bundle.md](assets/review-bundle.md) before source access on every path.

- Then resolve the message in this order:

+ Read [source-access.md](references/source-access.md) before the first source

+ access or write on every path. Load other resources only when the matched path

+ below names them. Resolve the message in this order:

- 1. **Visible action decisions:** bind approvals, edits, deferrals, and skips to

- the exact displayed bundle and its originating mode. Load that mode's

- reference and follow the shared application rules, including the CRM

- companion rules for relationship-derived effects. A bare number is usable

- only when the visible context identifies its action.

+ 1. **Visible review action decisions:** bind approvals, edits, deferrals, and

+ skips to the exact displayed bundle and its originating mode. A bare number

+ is usable only when the visible context identifies its action. Load that

+ mode's reference and [action-application.md](references/action-application.md),

+ plus [crm-companion.md](references/crm-companion.md) for a

+ relationship-derived effect. Perform the current pre-write checks and

+ readback without new review discovery. Load

+ [source-bindings.md](references/source-bindings.md) only when the approved

+ target cannot otherwise be resolved; stop that action if its binding

+ remains unresolved.

2. **Answers to a Frontier Round:** interpret numbers against the most recent

- question round and continue the mode and phase that asked it.

- 3. **A new review:** select one mode below. An explicit mode wins.

- 4. **Cross-source context for another workflow:** retrieve only what the

- caller's decision needs, return the context with its Source Access Audit,

- and leave the narrower operation with the caller. This path opens no mode.

+ question round and continue the mode and phase that asked it, with the

+ resources that run loaded.

+ 3. **Source setup:** when asked to establish or repair review source ownership,

+ or when replying to its binding preview,

+ load [source-bindings.md](references/source-bindings.md) and resolve the

+ requested roles with the user. This path opens no mode; finish it under

+ [Finish standalone setup](references/source-bindings.md#finish-standalone-setup).

+ 4. **A new review:** select one mode below. An explicit mode wins. Load

+ [source-bindings.md](references/source-bindings.md) and resolve the private

+ map before the mode's source retrieval. Before retrieval, also load

+ [review-reasoning.md](references/review-reasoning.md), the mode reference,

+ and [review-bundle.md](assets/review-bundle.md). Load

+ [action-application.md](references/action-application.md) before proposing

+ the first action, and [crm-companion.md](references/crm-companion.md) when

+ the companion is available to Wind-down or Weekly or evidence makes a person

+ materially relevant.

+ 5. **Cross-source context for another workflow:** load

+ [source-bindings.md](references/source-bindings.md) for only the roles that

+ caller's decision needs. Return the retrieved context with its Source

+ Access Audit and leave the narrower operation with the caller. This path

+ opens no mode.

- An action-only reply performs the current pre-write checks and readback without

- new review discovery. A reply to an earlier bundle in an unfinished run

- continues that run: Wind-down Phase 1 decisions lead into Phase 2 without a new

- review request.

+ A reply to an earlier bundle in an unfinished run continues that run:

+ Wind-down Phase 1 decisions lead into Phase 2 without a new review request,

+ loading any path-4 resource not already loaded.

If a message decides actions and requests a new review or cross-source context,

resolve the old decisions first. Finish Phase 2 when the decisions belong to a

Wind-down Phase 1 bundle. Then begin the newly requested read-only discovery;

its evidence cannot reinterpret the earlier approval. Use one audit, separating

Action access from Review discovery or Context discovery.

| Mode | Request | Read before retrieval |

| --- | --- | --- |

| Wind-down | Close the day, complete the daily journal, reflect, prepare tomorrow, or run a daily review, including a scheduled wind-down | [wind-down.md](references/wind-down.md) |

| Weekly | Complete or discuss a weekly review | [weekly.md](references/weekly.md) |

| Quarterly | Complete or discuss a quarterly review | [quarterly.md](references/quarterly.md) |

Generic daily review wording selects Wind-down. A request outside these paths

stays with the narrower workflow that owns it.

Completion: the current reply is bound to its visible action or question

- context, or one new mode or caller-context path is selected with its required

- references loaded.

+ context, or one new mode, setup, or caller-context path is selected, with the

+ resources its path names loaded.

## Review together

- Follow the selected path interactively. Retrieve, compare, and draft objective

+ Follow the selected mode interactively. Retrieve, compare, and draft objective

content; the user supplies or explicitly approves subjective meaning, causal

lessons, strategic judgment, and central published thinking. Present external

changes as independently approvable actions using the review-bundle asset.

Completion: the user can correct the review and approve, edit, defer, or skip

each proposed effect independently.

## End explicitly

- Use exactly one run ending:

+ Use exactly one run ending. A standalone setup run conducts no review; judge

+ its ending by

+ [Finish standalone setup](references/source-bindings.md#finish-standalone-setup).

- **Complete:** the review and all approved actions finished.

- **Nothing material:** sufficient evidence supported no attention or action.

- **Partial:** a useful review finished with named material evidence limits.

- **Unable to prepare reliably:** missing central evidence prevents a

trustworthy review.

- **Paused:** the user intends to continue later, or a scheduled run awaits

user interaction.

- **Skipped:** the user chose not to conduct the review.

Close with what changed and every action still unapplied, across all bundles

- in the run. Apply the shared resumption rules when continuing later.

+ in the run. Apply the shared

+ [resumption rules](references/source-access.md#end-and-resume-honestly) when

+ continuing later.

Completion: the ending matches the evidence and the recap matches the changes

verified in authoritative sources.