$npx -y skills add kv0906/pm-kit --skill onboardInteractive onboarding — sets up your first project, learns who you are, generates _core/identity.md profile, creates your first daily note, then loads vault context. For returning users, skips setup and loads context directly.
| 1 | # /onboard — Interactive Onboarding & Context Loading |
| 2 | |
| 3 | Set up your first project, run an interactive interview, generate a personalized `_core/identity.md`, create your first daily note, then load vault context. Returning users skip straight to context loading. |
| 4 | |
| 5 | ## Usage |
| 6 | |
| 7 | ``` |
| 8 | /onboard # First time: project setup → interview → profile → daily → context. Returning: context only. |
| 9 | /onboard --reset # Re-run interview even if profile exists (skips project setup if already configured) |
| 10 | ``` |
| 11 | |
| 12 | ## Flow |
| 13 | |
| 14 | ``` |
| 15 | /onboard |
| 16 | ├── _core/identity.md populated + config has real projects + no --reset? |
| 17 | │ → Returning user → Load context → "Welcome back" |
| 18 | │ |
| 19 | └── First time (no profile OR default projects OR --reset)? |
| 20 | │ |
| 21 | ├── Phase 1: Welcome message |
| 22 | ├── Phase 2: Project Setup (if config still has default project-a) |
| 23 | │ ├── Read config.yaml |
| 24 | │ ├── Detect default project-a/project-b |
| 25 | │ ├── AskUserQuestion: project name |
| 26 | │ ├── Edit config.yaml (replace project-a, remove project-b) |
| 27 | │ ├── Create dirs: docs/{id}/, decisions/{id}/, blockers/{id}/ |
| 28 | │ └── Create 01-index/{id}.md from template |
| 29 | │ |
| 30 | ├── Phase 3: Personal Interview (3 rounds, 7 questions) |
| 31 | │ └── Generate _core/identity.md |
| 32 | │ |
| 33 | ├── Phase 4: First Daily Note |
| 34 | │ └── Create daily/{today}.md with welcome content |
| 35 | │ |
| 36 | ├── Phase 5: Load Context |
| 37 | │ |
| 38 | └── Phase 6: Handoff with "what to do next" |
| 39 | ``` |
| 40 | |
| 41 | ## Phase 1: Detect & Welcome |
| 42 | |
| 43 | Check if `_core/identity.md` has been populated (not just the default template): |
| 44 | |
| 45 | ``` |
| 46 | Read: _core/identity.md |
| 47 | ``` |
| 48 | |
| 49 | Also read `_core/config.yaml` to check if projects are still defaults: |
| 50 | |
| 51 | ``` |
| 52 | Read: _core/config.yaml |
| 53 | ``` |
| 54 | |
| 55 | **Detection logic:** |
| 56 | - **Returning user**: `_core/identity.md` is populated (has a real role, not placeholder brackets) AND config does NOT contain `id: project-a` AND no `--reset` flag → Skip to Phase 5 (Load Context). Greet with: |
| 57 | > Welcome back! Loading your vault context... |
| 58 | - **First time or --reset**: Continue to Phase 2. |
| 59 | |
| 60 | Display welcome message (for new users): |
| 61 | |
| 62 | > **Welcome to PM-Kit!** |
| 63 | > |
| 64 | > I'm your AI-augmented knowledge partner for technical PM and engineering work. Let me get you set up — this takes about 3 minutes. |
| 65 | > |
| 66 | > We'll do three things: |
| 67 | > 1. Set up your first project |
| 68 | > 2. Learn how you work (7 quick questions) |
| 69 | > 3. Load your vault context |
| 70 | > |
| 71 | > Let's get started. |
| 72 | |
| 73 | Create session tasks for progress tracking: |
| 74 | |
| 75 | ``` |
| 76 | Task 1: "Set up first project" (activeForm: "Setting up first project...") |
| 77 | Task 2: "Complete onboarding interview" (activeForm: "Running onboarding interview...", blockedBy: Task 1) |
| 78 | Task 3: "Generate personal profile" (activeForm: "Generating personal profile...", blockedBy: Task 2) |
| 79 | Task 4: "Create first daily note" (activeForm: "Creating first daily note...", blockedBy: Task 3) |
| 80 | Task 5: "Load vault context" (activeForm: "Loading vault context...", blockedBy: Task 4) |
| 81 | ``` |
| 82 | |
| 83 | ## Phase 2: Project Setup |
| 84 | |
| 85 | Mark Task 1 as in_progress. |
| 86 | |
| 87 | **Skip condition:** If config.yaml does NOT contain `id: project-a`, projects are already configured. Mark Task 1 as completed and skip to Phase 3. |
| 88 | |
| 89 | If config still has the default `project-a`, ask the user to name their project: |
| 90 | |
| 91 | ### AskUserQuestion |
| 92 | |
| 93 | | # | Header | Question | Options | multiSelect | |
| 94 | |---|--------|----------|---------|-------------| |
| 95 | | 1 | Project | "What's your main project called? (This becomes your folder name — lowercase, hyphens ok)" | "my-product": "A product you're building" / "my-team": "Team-level tracking" / "my-company": "Company-wide knowledge" | false | |
| 96 | |
| 97 | The user can pick a preset or type a custom name via "Other". |
| 98 | |
| 99 | ### After receiving the answer |
| 100 | |
| 101 | 1. **Derive project ID**: Use the answer directly as the ID (already lowercase with hyphens). If the user typed a display name with spaces/caps, slugify it (lowercase, replace spaces with hyphens, remove special characters). |
| 102 | |
| 103 | 2. **Derive display name**: Capitalize the ID (e.g., `my-product` → `My Product`, `acme-app` → `Acme App`). |
| 104 | |
| 105 | 3. **Edit config.yaml**: Use the `Edit` tool to: |
| 106 | - Replace `id: project-a` with `id: {project-id}` |
| 107 | - Replace `name: Project A` with `name: {Display Name}` |
| 108 | - Replace `description: Your first project` with `description: {Display Name} workspace` |
| 109 | - Remove the entire `project-b` block (the 4 lines: `- id: project-b`, `name: Project B`, `description: Your second project`, `active: true`) |
| 110 | |
| 111 | 4. **Create project directories**: |
| 112 | ``` |
| 113 | Write empty .gitkeep files to: |
| 114 | - docs/{project-id}/.gitkeep |
| 115 | - decisions/{project-id}/.gitkeep |
| 116 | - blockers/{project-id}/.gitkeep |
| 117 | ``` |