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-rw-r--r--claude-templates/.ai/workflows/daily-prep.org7
1 files changed, 4 insertions, 3 deletions
diff --git a/claude-templates/.ai/workflows/daily-prep.org b/claude-templates/.ai/workflows/daily-prep.org
index b6989e7..3f21214 100644
--- a/claude-templates/.ai/workflows/daily-prep.org
+++ b/claude-templates/.ai/workflows/daily-prep.org
@@ -1,5 +1,5 @@
#+TITLE: Daily Prep Workflow
-#+AUTHOR: Craig Jennings & Claude
+#+AUTHOR: Craig Jennings
#+DATE: 2026-06-11
* Overview
@@ -74,7 +74,7 @@ The separate =* Standup Briefs= and =* Upcoming Deadlines= sections are *retired
Items that frame the day. Four standing items are *always* present, plus the look-ahead:
1. *Meeting-density framing.* One line on the day's shape, e.g. "Meeting-dense morning: 09:00 team discussion, 10:00 standup, 11:00 general standup. Real focus time only opens at noon."
-2. *Calendar events from BOTH calendars* (work + personal): birthdays, holidays, anniversaries, vacations, trips, big events. "Your trip begins Friday." "It's <person>'s birthday today."
+2. *Calendar events from BOTH calendars* (work + personal): birthdays, holidays, anniversaries, vacations, trips, big events. "Your trip begins Friday." "It's <person>'s birthday today." Fold in the =upcoming_birthdays.py= block from Phase A (source 8) for contact birthdays the calendar doesn't carry; keep its callout entries (within 7 days) so a gift or plan gets prompted.
3. *Reminders due, imminently due, or past trigger* — from notes.org Active Reminders plus scheduled/deadline tasks. A reminder tied to a rescheduled meeting reports against the new date.
4. *Requested metrics* — a slot for any metric Craig has asked to track in the daily prep. Render the slot only when a metric is active; none are active by default. (Metric design is a separate discussion — don't invent metrics.)
5. *5-Day Look-Ahead* — one day per line, format =Fri 12:= / =Mon 15:=, including clear days marked =clear=. Built by Phase 1's forward scan with the invite quick-read and decline gate applied.
@@ -192,6 +192,7 @@ Pull every source in a *single batch of parallel tool calls*:
5. Pull the project tracker's view of Craig's plate (assigned issues, items in review, blocked items) where the project has one.
6. List + read the *previous* prep doc. Glob =daily-prep/*-daily-prep.org=, sort by date, take the file *before* the one the root =daily-prep.org= symlink resolves to. If the symlink doesn't resolve yet, take the most recent file. The standup lookback anchors on this file's date.
7. Read the most recent =.ai/sessions/= summary (for the standup brief's lookback).
+8. Run =.ai/scripts/upcoming_birthdays.py= (reads =~/sync/org/contacts.org=). Its block feeds the Heads-Up birthday line — contacts carry birthdays the calendar doesn't, and anything inside 7 days comes back flagged so a gift/plan gets prompted.
This fetch *is* the live calendar read for build time. In Update mode, re-run the calendar fetches — never reuse the build-time snapshot.
@@ -239,7 +240,7 @@ Assemble priorities from both sources; no mid-flow confirmation (the gate handle
*** Sub-step 3b: Triage external sources (delegate to triage-intake.org)
-Don't scan email / Slack / tracker / PRs inline. Run the =triage-intake.org= engine (if the mode's freshness check already ran one this hour, use its synthesis). It classifies everything new against the four-bucket model, writes every Action item into =todo.org= as its own =:quick:reactive:= task, and executes the routine actions on confirmation. Source coverage comes from its Phase 0 plugin load — both =.ai/workflows/triage-intake.*.org= (general) and =.ai/project-workflows/triage-intake.*.org= (project-specific). A missing source is a missing plugin, not a daily-prep regression.
+Don't scan email / Slack / tracker / PRs inline. Run the =triage-intake.org= engine (if the mode's freshness check already ran one this hour, use its synthesis). It surfaces the three-section digest (==TASKS== / ==FYI== / ==MISC==) and then closes by default per its Phase D — filing every TASKS item into =todo.org= as its own =:quick:reactive:= task and running the routine mail hygiene without itemized confirmation. Source coverage comes from its Phase 0 plugin load — both =.ai/workflows/triage-intake.*.org= (general) and =.ai/project-workflows/triage-intake.*.org= (project-specific). A missing source is a missing plugin, not a daily-prep regression.
*** Sub-step 3c: Build the entries