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* Add roundup plugin: self-configuring status briefing generator Adds a new plugin with two skills: - roundup-setup: Interactive onboarding that learns the user's communication style from examples, discovers available data sources, and builds audience profiles. Writes a persistent config to ~/.config/roundup/config.md. - roundup: Generates draft status briefings on demand by pulling from configured sources (GitHub, M365, Slack, Google Workspace, etc.) and synthesizing in the user's learned style for any defined audience. Platform-agnostic by design -- adapts to whatever MCP tools are available in the user's environment rather than assuming specific integrations. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * Address PR review comments - Fix 'use roundup' help text to clarify multi-audience behavior instead of referencing a nonexistent 'default audience' - Split bundled 'who do you report to + who is on your team' into two separate ask_user questions per the one-question-at-a-time rule - Specify ~/Desktop as explicit save path with fallback prompt when directory doesn't exist - Tables in README verified as correct markdown (single | delimiters) Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * Improve example-pasting UX in setup flow - Make 'paste the whole thing right here' explicit so users aren't unsure about what/how much to paste - Confirm receipt more clearly ('grabbed all of that') - Reframe second example prompt to explain why a second helps - Cap follow-up asks at two so it doesn't feel nagging - Note that messy formatting is fine Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * Reinforce that more examples = better output Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> --------- Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
146 lines
4.8 KiB
Markdown
146 lines
4.8 KiB
Markdown
# Roundup Configuration
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*Generated by roundup-setup. You can open and edit this file anytime -- your changes will be respected.*
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*Location: ~/.config/roundup/config.md*
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---
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## How to Use Roundup
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Generate a briefing anytime by telling Copilot CLI:
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- `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 one
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- `use roundup -- leadership briefing for this week` -- specify audience and time range
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- `use roundup -- team update since Monday` -- any natural phrasing works
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- `use roundup-setup` -- re-run setup to change your audiences, sources, or style
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---
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## Your Role
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- **Title:** [Your role or title]
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- **Team:** [Your team, org, or department]
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- **Reports to:** [Who you report to -- title or name]
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- **Team members:** [Who reports to you, or who you work closely with]
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- **What your team does:** [One-sentence description of your team's mission or focus area]
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---
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## Your Style
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*How you write status updates, based on your examples.*
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### Format
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- **Structure:** [e.g., Bullet points grouped by project area / Narrative prose / Numbered items with headers]
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- **Typical length:** [e.g., Half a page / 5-8 bullet points / 2-3 short paragraphs]
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- **Uses headers or section breaks:** [Yes/No -- and what kind]
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- **Uses sub-bullets or nested detail:** [Yes/No]
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### Tone
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- **Register:** [e.g., Professional and direct / Conversational / Formal executive style]
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- **Characteristics:** [e.g., Action-oriented, leads with outcomes, names people involved, uses specific metrics]
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### Organization
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- **How you group information:** [e.g., By project area / By theme / Chronologically / By priority]
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### Content You Typically Include
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- [e.g., Key accomplishments or shipped items]
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- [e.g., Active risks or blockers]
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- [e.g., Upcoming milestones or deadlines]
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- [e.g., Decisions made or pending]
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- [e.g., Items needing input from the reader]
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- [e.g., People updates -- who's working on what]
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### Content You Typically Skip
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- [e.g., Routine maintenance, minor bug fixes]
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- [e.g., Internal process details]
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- [e.g., Items the audience already knows about]
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### Distinctive Patterns
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- [e.g., Always opens with a one-line summary]
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- [e.g., Uses bold for action items]
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- [e.g., Ends with "let me know if you have questions"]
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- [e.g., Separates risks into their own section at the end]
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---
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## Audiences
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*To add a new audience, copy one of the sections below and change the details.*
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### [Audience Name]
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- **Who:** [Description of this audience -- e.g., "My VP and their chief of staff"]
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- **What they care about:** [Themes or priorities this audience focuses on]
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- **Detail level:** [Big picture only / Moderate detail / Full play-by-play]
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- **Format preferences:** [Any audience-specific format rules -- e.g., "three bullets max," "wants a narrative paragraph"]
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- **Cadence:** [How often -- weekly, biweekly, ad-hoc, before a specific meeting]
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- **Style differences from default:** [How this audience's version differs from your standard style, if at all]
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*Repeat this section for each audience.*
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---
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## Information Sources
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### Tools Available
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*Data sources roundup can pull from automatically in your current setup.*
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- [ ] **GitHub** -- repos: [list specific repos, orgs, or "all repos I have access to"]
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- [ ] **M365 (WorkIQ)** -- email, Teams, calendar
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- [ ] **Slack** -- channels: [list channels to monitor]
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- [ ] **Google Workspace** -- Gmail, Calendar, Drive
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- [ ] **Other:** [describe any other connected sources]
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### Specific Places to Look
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- **For work product and project activity:** [specific repos, boards, trackers, documents]
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- **For conversations and decisions:** [specific channels, threads, email lists, meeting series]
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- **For upcoming items and deadlines:** [calendars, project milestones, roadmap docs]
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### Known Gaps
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*Sources you mentioned during setup that aren't currently connected. For these, you'll need to paste relevant context when generating a briefing.*
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- [e.g., Jira board -- not connected, paste ticket updates manually]
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- [e.g., Private Slack channel -- not accessible, include key messages manually]
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---
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## Preferences
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### Always Include
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- [Standing sections or themes that should appear in every briefing]
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- [Recurring metrics or KPIs to track]
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- [Required sections your org expects]
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### Never Include
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- [Repos, channels, or activity types to filter out]
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- [Types of noise that aren't worth mentioning]
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### Other Rules
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- [Maximum length constraints]
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- [Required formatting rules]
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- [Anything else]
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---
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## Your Examples
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*Your original examples are preserved here for reference. Roundup uses these to stay calibrated to your voice.*
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### Example 1
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```
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[paste of first example]
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```
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### Example 2
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```
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[paste of second example, if provided]
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```
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### Example 3
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```
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[paste of third example, if provided]
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```
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