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4.8 KiB
4.8 KiB
Roundup Configuration
Generated by roundup-setup. You can open and edit this file anytime -- your changes will be respected. Location: ~/.config/roundup/config.md
How to Use Roundup
Generate a briefing anytime by telling Copilot CLI:
use roundup-- generates a briefing covering the past week; if you have one audience it uses that, and if you have multiple audiences Roundup will ask which oneuse roundup -- leadership briefing for this week-- specify audience and time rangeuse roundup -- team update since Monday-- any natural phrasing worksuse roundup-setup-- re-run setup to change your audiences, sources, or style
Your Role
- Title: [Your role or title]
- Team: [Your team, org, or department]
- Reports to: [Who you report to -- title or name]
- Team members: [Who reports to you, or who you work closely with]
- What your team does: [One-sentence description of your team's mission or focus area]
Your Style
How you write status updates, based on your examples.
Format
- Structure: [e.g., Bullet points grouped by project area / Narrative prose / Numbered items with headers]
- Typical length: [e.g., Half a page / 5-8 bullet points / 2-3 short paragraphs]
- Uses headers or section breaks: [Yes/No -- and what kind]
- Uses sub-bullets or nested detail: [Yes/No]
Tone
- Register: [e.g., Professional and direct / Conversational / Formal executive style]
- Characteristics: [e.g., Action-oriented, leads with outcomes, names people involved, uses specific metrics]
Organization
- How you group information: [e.g., By project area / By theme / Chronologically / By priority]
Content You Typically Include
- [e.g., Key accomplishments or shipped items]
- [e.g., Active risks or blockers]
- [e.g., Upcoming milestones or deadlines]
- [e.g., Decisions made or pending]
- [e.g., Items needing input from the reader]
- [e.g., People updates -- who's working on what]
Content You Typically Skip
- [e.g., Routine maintenance, minor bug fixes]
- [e.g., Internal process details]
- [e.g., Items the audience already knows about]
Distinctive Patterns
- [e.g., Always opens with a one-line summary]
- [e.g., Uses bold for action items]
- [e.g., Ends with "let me know if you have questions"]
- [e.g., Separates risks into their own section at the end]
Audiences
To add a new audience, copy one of the sections below and change the details.
[Audience Name]
- Who: [Description of this audience -- e.g., "My VP and their chief of staff"]
- What they care about: [Themes or priorities this audience focuses on]
- Detail level: [Big picture only / Moderate detail / Full play-by-play]
- Format preferences: [Any audience-specific format rules -- e.g., "three bullets max," "wants a narrative paragraph"]
- Cadence: [How often -- weekly, biweekly, ad-hoc, before a specific meeting]
- Style differences from default: [How this audience's version differs from your standard style, if at all]
Repeat this section for each audience.
Information Sources
Tools Available
Data sources roundup can pull from automatically in your current setup.
- GitHub -- repos: [list specific repos, orgs, or "all repos I have access to"]
- M365 (WorkIQ) -- email, Teams, calendar
- Slack -- channels: [list channels to monitor]
- Google Workspace -- Gmail, Calendar, Drive
- Other: [describe any other connected sources]
Specific Places to Look
- For work product and project activity: [specific repos, boards, trackers, documents]
- For conversations and decisions: [specific channels, threads, email lists, meeting series]
- For upcoming items and deadlines: [calendars, project milestones, roadmap docs]
Known Gaps
Sources you mentioned during setup that aren't currently connected. For these, you'll need to paste relevant context when generating a briefing.
- [e.g., Jira board -- not connected, paste ticket updates manually]
- [e.g., Private Slack channel -- not accessible, include key messages manually]
Preferences
Always Include
- [Standing sections or themes that should appear in every briefing]
- [Recurring metrics or KPIs to track]
- [Required sections your org expects]
Never Include
- [Repos, channels, or activity types to filter out]
- [Types of noise that aren't worth mentioning]
Other Rules
- [Maximum length constraints]
- [Required formatting rules]
- [Anything else]
Your Examples
Your original examples are preserved here for reference. Roundup uses these to stay calibrated to your voice.
Example 1
[paste of first example]
Example 2
[paste of second example, if provided]
Example 3
[paste of third example, if provided]