Workplace context
Skill panaversity/agentfactory-business-plugins/agentic-office/skills/workplace-context
Marketplace of domain-specific plugins for AI agents (Cowork, Claude Code, OpenClaw). Build autonomous business workflows for finance, banking, legal operations, and sales using modular agent skills and commands.
npx -y skills add panaversity/agentfactory-business-plugins --skill workplace-contextAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
What its author says it does
Copied from the file, not written here
Activate for: workplace memory, person brief, team profile, organisation profile, add person, add project, add terminology, four-layer memory, communication style, stakeholder brief, post-meeting memory revision, who works on, team directory, revise workplace memory, organisation context. NOT for: basic memory CRUD (use official productivity plugin memory-management), cross-context search (use workplace-search).
SKILL.md
5.5 KB, as published. Nobody here has run it
WORKPLACE MEMORY WORKFLOW
STEP 1 — LOAD CONTEXT
Read work.local.md in the current working directory.
If it does not exist, tell the user to run /agentic-office:setup first.
STEP 2 — IDENTIFY REQUEST TYPE
TYPE 1: ADD PERSON Input: Name, role, reporting line, communication style, current focus, any sensitivities Output: Formatted person entry for work.local.md Layer 2 + confirmation
PERSON ENTRY FORMAT:
- name: "[Full name]"
role: "[Job title]"
reports_to: "[Manager name]"
communication: >
[How they prefer to receive information; what works; what annoys them]
current_focus: "[What they are working on right now]"
priorities: "[Their current top 1-3 priorities]"
note: "[Anything important about working with this person]"
sensitivity: "[Optional — anything that must not be shared broadly]"
TYPE 2: ADD PROJECT Input: Project name, codename, status, priority, owner, description, current milestone, risks, decisions already made Output: Formatted project entry for work.local.md Layer 3 + confirmation
PROJECT ENTRY FORMAT:
- name: "[Project full name]"
codename: "[Internal codename if different]"
status: "[PLANNING / IN PROGRESS / AT RISK / BLOCKED / COMPLETE]"
priority: "[P1 / P2 / P3]"
owner: "[Named person]"
description: >
[What this project is; why it matters; key context]
current_milestone: "[What is happening now]"
next_milestone: "[What comes next; by when]"
at_risk: "[What could go wrong; what is currently stalled]"
decisions: ["[Decision made; date]"]
key_contacts: ["[Person; role in project]"]
TYPE 3: ADD TERM Input: Term, definition, when to use, when NOT to use, related terms Output: Formatted terminology entry in Layer 4 + confirmation
TERMINOLOGY ENTRY FORMAT:
"[Term]": >
[Definition in plain language — what it means in this organisation]
Use: [When this term is appropriate]
Not: [When NOT to use it — external comms? formal docs? pre-announcement?]
Related: [Synonyms or near-synonyms]
TYPE 4: PERSON BRIEF Input: Person name (or "everyone I'm meeting today" with list) Output: Structured brief per person
PERSON BRIEF FORMAT:
--- [NAME] — [Role] -----------------------------------------------
Reports to: [Name]
Current focus: [What they are working on]
Communication: [How to approach them today]
Today's context: [Anything live that affects this interaction]
How to approach: [Specific guidance for today]
Watch for: [Anything to be aware of]
Do not: [Any specific sensitivities]
-------------------------------------------------------------------
TYPE 5: POST-MEETING UPDATE Input: Meeting name, decisions made, new actions, status changes, new information about people Output: Proposed updates to work.local.md across all relevant layers
PROPOSED UPDATES FORMAT:
MEMORY UPDATE PROPOSAL — [Meeting Name] — [Date]
================================================================
1. UPDATE: [Section]: [What changes]
Current: "[Old text]"
Proposed: "[New text]"
[Continue for each update]
Confirm to apply all? Or specify which updates to apply.
================================================================
TYPE 6: TERMINOLOGY QUERY Input: "What does X mean?" or "What do we call Y?" Output: Load from terminology dictionary in work.local.md; apply in the response; if not found, offer to add
STEP 3 — EXECUTE AND CONFIRM
For ADD operations (Types 1-3): Draft the entry, present for confirmation, then write to work.local.md only after user confirms.
For QUERY operations (Types 4, 6): Load from work.local.md and present.
For UPDATE operations (Type 5): Propose all changes, let user select which to apply.
Sensitivity Handling
Some entries contain sensitive information:
- Succession planning (who is being considered for a role)
- Personal information about employees
- Commercial sensitivities (unannounced projects; pricing)
- Interpersonal dynamics (conflict; performance concerns)
RULES for sensitive entries:
- Add to work.local.md with a
sensitivity: RESTRICTEDflag - Never surface in outputs where the subject might see them
- Never include in shared briefings or group outputs
- Apply only when directly relevant to the specific interaction
Memory Maintenance Rules
STALE MEMORY DETECTION: Flag any entry in work.local.md that has not been updated in >90 days and prompt user to confirm or update.
Common staleness patterns:
- Person's role has changed but work.local.md has old title
- Project status is "IN PROGRESS" but it was completed months ago
- Terminology entry references a product or team that no longer exists
NEVER DO THESE
- NEVER add a person entry without confirming the communication style observation is accurate (not assumed)
- NEVER apply a person entry's sensitivity notes in a group output where the subject might see it
- NEVER mark a project as COMPLETE without noting what was delivered and what (if anything) was not delivered
- NEVER add a terminology entry without defining BOTH when to use and when NOT to use the term
- NEVER propose memory updates without the user's explicit confirmation