Setup

Setup Wizard

Walk the user through creating their team.json configuration file step by step. This file is the central config that all other skills reference.

When to Trigger

• User says "setup", "configure", "initialize", or "get started"
• User just installed the skills and has no team.json yet
• User wants to update their team configuration

Process

Step 1: Locate or Create team.json

Check if team.json exists in the current working directory or a data/ subdirectory.

• If it exists, ask if they want to update it or start fresh
• If it doesn't exist, create it at ./team.json (or ./data/team.json if a data/ dir exists)

Step 2: Organization and Project Config

Ask the user for:

1. GitHub org name (required) — e.g., "acme-corp"
2. Team repo (optional) — the primary repo the team works in, e.g., "acme-corp/platform"
3. GitHub Project number (optional) — for sprint tracking
4. Discussion sources (optional) — repos with discussions to monitor, e.g., ["acme-corp/engineering"]

Step 3: Vault Configuration

Ask the user:

1. Obsidian vault path — full path to their vault (e.g., ~/Documents/Obsidian/workvault)
2. Vault directory conventions — confirm defaults or customize:

Directory	Purpose	Default
Dailies	Daily notes	Dailies/
People	People/1:1 files	People/
Projects	Project files	Projects/
Archive	Archived content	Archive/
Areas	Areas of responsibility	Areas/

3. Snippet directories:
   • Output: where weekly snippets go (default: Projects/Snippets/)
   • Archive: where old snippets move to (default: Archive/Projects/Snippets/)

If the user doesn't use Obsidian, these can be omitted (skills that need vault access will ask at runtime).

Step 4: Fiscal Year

Ask:

• Does your org use a non-standard fiscal year?

Default to standard calendar year:

"fiscal_year": { "q1": ["Jan","Feb","Mar"], "q2": ["Apr","May","Jun"], "q3": ["Jul","Aug","Sep"], "q4": ["Oct","Nov","Dec"] }

Step 5: Team Members (Direct Reports)

For each direct report, collect:

Field	Required	Description
login	Yes	GitHub username
name	Yes	Display name
pronouns	No	e.g., "she/her"
joined	No	When they joined the team (YYYY-MM)
level	No	Job level/title (e.g., "Senior", "L9", "IC3")
relationship	Auto	Set to "direct"
vault_name	No	Filename in People/ directory (defaults to login)

Accept bulk input (paste a list) or one-at-a-time.

Step 6: Collaborators

For peers, manager, skip-levels:

Field	Required	Description
name	Yes	Display name
login	No	GitHub username
relationship	Yes	One of: "manager", "peer", "skip-level"
vault_name	No	Filename in People/ directory
role	No	Their role for context (e.g., "Product Manager")

Step 7: Key Projects (for Snippet Tracking)

Ask: "What are your team's active projects? For each, give me a name and keywords I can use to match PRs/issues to that project."

Build the snippet.key_projects array:

{ "name": "Project Name", "keywords": ["keyword1", "keyword2"], "issue": 123 }

The issue field is optional (for linking to a tracking epic).

Step 8: Noise/Incident Labels

Ask:

• Labels to EXCLUDE from reports (noise_labels): e.g., "oncall", "automated"
• Labels that indicate incidents (incident_labels): e.g., "incident", "sev1"

Step 9: Schedule Conventions

How meetings appear in daily notes:

• Time-blocked format: HH:MM - HH:MM Description (default)
• 1:1s identified by: "1:1" prefix, or a [[People/name]] wikilink
• Skip non-1:1 meetings for prep (standup, training, interviews, etc.)

Ask: "How do you format your schedule in daily notes?"

Step 10: Write and Confirm

1. Assemble the full JSON
2. Show a preview to the user
3. Write team.json to the chosen location
4. Remind them to add team.json to .gitignore if the repo is public

Post-Setup

After writing, confirm:

✅ team.json created at {path}

Try these to start:
  "prep my day"                — full daily orchestration
  "prep 1:1 for {name}"       — 1:1 talking points
  "weekly snippet"             — draft your status update
  "analyze team last week"     — team activity report

Updating

If team.json already exists, offer:

• Add/remove a team member
• Update org settings
• Add/update key projects
• Full reconfigure

Validation

After writing, validate:

• All members have login and name
• All collaborators have name and relationship
• relationship values are one of: "direct", "manager", "peer", "skip-level"
• No duplicate logins
• fiscal_year has all 4 quarters covering all 12 months

Reference: Full team.json Schema

See team.json.example in the repository root for a complete example with all fields.