Win The Day

Ed's morning routine - metrics briefing, email triage, capture processing, and task clarity in one guided flow.

Philosophy

This is a facilitator workflow, NOT an autonomous agent.

• Ed is in front of the computer, actively participating
• Each step presents information or options
• Ed makes all decisions - you orchestrate, Ed approves
• Interactive by design - questions and approvals are features, not friction
• Keep it fast - Ed is watching, minimize latency

This is NOT a "fire and forget" background process. It's a guided morning routine.

The Pipeline

Run these steps in sequence. Each step invokes a sub-skill that handles the details.

Step 0 (Optional): X Bookmarks
Step 1: Morning Metrics
Step 2: Inbox Triage (Email)
Step 3: Process Captures
Step 4: Clarify Tasks
Step 5: Consolidated Summary

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Step 0: External Input Sources (Optional)

Before processing captures, ask about external input sources:

"Do you want to fetch X bookmarks first? (They'll land in Inbox for triage)"

Options:

• Yes - Invoke the x-bookmarks skill, wait for completion
• No - Skip to Step 1
• Already done - Skip (user ran it manually)

The x-bookmarks skill fetches Twitter bookmarks and drops them as .md files in Inbox. Capture-triage will pick them up in Step 3.

Automation mode: Skip unless explicitly requested ("win the day with X bookmarks").

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Step 1: Morning Metrics

Invoke the morning-metrics skill to get the lay of the land.

Say: "Pulling your morning metrics..."

The skill handles:

• Calendar (today's meetings + tomorrow preview)
• Gmail unread counts + important emails
• iCloud unread counts

Wait for the skill to complete. Capture its output for the final summary:

• Email counts (Gmail + iCloud)
• Meeting count + list
• Any urgent flags (meetings in next 2 hours, important emails)

Present the metrics summary.

BB Call Detection:

After morning-metrics completes, check the calendar events for BlackBelt coaching calls:

1. Scan the events list from morning-metrics output
2. Look for BB call patterns:
   • Title contains "and Ed Dale"
   • Title contains "Blackbelt Game Plan Call"
   • Description contains "The 20 with Ed"
3. Exclude non-coaching events:
   • Kickoff calls
   • Group calls
   • Travel calls

If BB calls found:

Say: "You have [N] BlackBelt calls today. Let me prep those..."

Invoke the bb-call-prep skill. It will:

• Fetch each client's Basecamp history
• Generate prep cards with check-in points
• Save to Zettelkasten and link in daily note

Wait for bb-call-prep to complete. Capture for final summary:

• Number of BB calls
• Client names and times
• Link to prep document

If no BB calls found: Continue to Step 2 without mentioning BB prep.

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Step 2: Inbox Triage (Email)

Invoke the inbox-summary skill to triage email.

Say: "Let me check your email..."

The skill:

• Fetches last 24 hours from Gmail + iCloud
• Classifies into: Needs Attention / Worth Knowing / Filtered
• Highlights priority senders and mission-context matches (BlackBelt, AI Powerhouse, etc.)

Present the triage summary. Ask: "Any senders to mark as priority?"

Capture for final summary:

• Attention count
• Key items flagged
• Any priority sender changes

Automation mode: Run fully, skip "mark as priority" prompt.

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Step 3: Process Captures

Invoke the capture-triage skill to process the Drafts inbox.

Say: "Now let's triage your captures."

The skill runs its complete flow:

1. Check Inbox folder for files
2. Load project context (from mission-context)
3. Read and classify each capture
4. Show classification preview table
5. Ask for approval (Approve all / Go one-by-one / Modify / Skip)
6. Route approved items to Ready section
7. Move processed files to Inbox/Processed/
8. Generate triage summary

Wait for the full flow to complete. If Inbox is empty, the skill reports "No captures waiting."

Capture for final summary:

• Items processed count
• What was routed (tasks, ideas, references)
• Any research swarms spawned

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Step 4: Clarify Tasks

Invoke the task-clarity-scanner skill to review the board.

Say: "Let's review your tasks."

The skill runs ALL passes:

• PASS 0: Kanban health check (Today's 3 count, Ready size, stale items, Waiting For)
• PASS 1: Clarify unclear tasks one at a time (with options to rewrite, skip, someday, etc.)
• PASS 1.5: Kanban swaps (if Ed wants to adjust Today's 3)
• PASS 1.6: Waiting For follow-up check (overdue/due items)
• PASS 2: Apply approved changes

Important: Let the skill run ALL passes, not just the health check.

Capture for final summary:

• Today's 3 status
• Stale items addressed
• Ship This = Win Day item

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Step 5: Morning Summary

After all steps complete, consolidate everything into a single status report:

## Win The Day - [Date]

### Metrics
- **Email:** Gmail [X] unread | iCloud [Y] unread
- **Calendar:** [N] meetings today | [M] tomorrow
- **Urgent:** [any flags from Step 1]

### BB Calls (if coaching day)
- **Calls:** [N] coaching calls
- **Prep:** [[BB Call Prep - YYYY-MM-DD]]
- **Quick view:**
  - [Time] - [Client Name]
  - [Time] - [Client Name]

### Email Triage
- **Needs Attention:** [N] items
- **Key items:** [list top 2-3 if any]
- **Priority senders:** [N] configured

### External Inputs
- **X Bookmarks:** [N] fetched (or "skipped")

### Captures
- **Processed:** [N] items
- **Routed:** [breakdown by type: X tasks, Y ideas, Z references]

### Board Status
- **Today's 3:**
  1. [task 1]
  2. [task 2]
  3. [task 3]
- **Ready:** [N] items
- **Stale:** [N] addressed

### Ship This = Win Day
[The focus item]

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Ready to win.

Key points:

• Pull actual numbers from each sub-skill's output
• Don't recount - use the summaries already generated
• Keep it scannable (30 seconds to absorb)
• End on the focus item

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Automation Mode (Optional)

Triggered by "win the day automatically" or "quick status":

This is for when Ed wants a quick snapshot, not the full guided flow.

Step	Automation Behavior
Step 0 (X Bookmarks)	Skip
Step 1 (Metrics)	Run fully, show summary
Step 2 (Inbox)	Run fully, skip "mark priority" prompt
Step 3 (Captures)	Report what's in Inbox (don't process)
Step 4 (Tasks)	PASS 0 only (board status), skip interactive clarification
Step 5 (Summary)	Present consolidated snapshot

This is NOT the default. Default is interactive with Ed participating at every step.

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Trigger Phrases

• "win the day"
• "morning routine"
• "start my day"
• "let's get at it"
• "daily review"
• "win the day with X bookmarks" (includes Step 0)
• "win the day automatically" (automation mode)
• "quick status" (automation mode)

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Guidelines

• Speed matters - Ed is watching, minimize latency
• Don't over-explain - Brief summaries, not essays
• Flag anomalies - Unusually high unreads, meetings soon, stale tasks
• Respect the flow - Complete each step before moving on
• Human in the loop - Ed makes all decisions, you orchestrate
• Sub-skills do the work - Invoke them by name, don't replicate their logic