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From the template spec Craig wrote 2026-06-10 plus four refinements from his review of the first new-format prep. The doc is now exactly Heads-Up, Day's Priorities, and Meetings / Focus Blocks. Two run modes replace full-prep and standup-only: Create ends with a mandatory priorities review gate (disagreement there signals todo.org staleness), and Update refreshes a day when the world moves. Both run a triage-intake first when none ran in the last hour.
It retires the separate Standup Briefs and Upcoming Deadlines sections, the Anchor Tasks handoff, and the thin-link convention. Priorities entries now mirror their todo.org task heading and carry links and context in the body. Briefs nest under the standup they're reported in, with Blockers: None explicit. Meetings carry what to contribute and get, likely questions with answers, linked prep docs, and day-before prep blocks for unanswered questions. Focus blocks are linked menus, created the day before and marked free.
The spec and the decisions handoff land in docs/design/.
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A Day's Priorities entry now carries the URL the task is done through (payment portal, doc, PR, form), not just the thin link to its todo.org home. When that URL is missing from the todo.org body, the prep build finds it and adds it to both. Meeting lines in Meetings / Work Blocks get an org link to the join URL from the calendar event's conference data, so joining is one click from the prep doc.
Both rules came out of working the 2026-06-10 prep doc, where paying an invoice meant a Gmail dig for the payment URL first.
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Meeting-prep was project-only. I generalized its project-specific references (transcript-home path, issue tracker, knowledge file, worked-example doc) to neutral terms and moved it into claude-templates so any project's .ai/ picks it up. The pre-wire supporting doc travels beside it as meeting-prep.pre-wire.org.
I added the workflow entry and trigger phrases to INDEX.org. I flipped daily-prep's two conditional meeting-prep references, and its trailing changelog claim, to direct links now that the workflow ships as a template.
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I folded in three additions from the Manager Tools prep research. Phase A now fetches the prep day plus the next 5 days, and a new Phase 1 sub-section scans that window for meetings that need prep, scheduling traps, and focus blocks to protect. It's a scan-and-flag pass that feeds Heads-up and Anchor Tasks, not a new prep-doc section. Phase 3 sub-step 3a pulls one important-but-not-urgent task per day for a 15-minute chunk, so strategic work lands in small daily pieces instead of getting displaced by the urgent. Phase 1 item 5 reframes "attend" as "contribute" and adds a send-regrets gate for meetings with no objective. The look-ahead's meeting-prep references stay conditional ("where the project has one") since meeting-prep is project-only for now.
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Prep docs are now born in daily-prep/YYYY-MM-DD-daily-prep.org and never move. A stable symlink at the project root, daily-prep.org, points at the current day's file and is the only thing that changes day to day. I replaced the old model where the doc was born in inbox/, yesterday's lingered there, and older docs were moved into a daily-prep/ archive.
Consumers resolve the root symlink instead of reconstructing a dated filename or scanning inbox/: the standup lookback, next-day Phase 2, and the Emacs opener. Phase 8 becomes a symlink repoint rather than an archive move, and triage-intake's prep-doc anchor fallback now points at daily-prep/ only.
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daily-prep's Phase 3 re-implemented email/Slack/Linear/PR scanning inline (sub-steps 3b-3g, ~280 lines): the same fan-out, classify, and reactive-task work the triage-intake engine has owned since its 2026-05-26 plugin refactor. I collapsed those to four steps: 3b runs the engine, 3c surfaces today's reactive items as Day's Priorities thin links, 3d re-sorts by urgency, 3e writes the audit footer from the engine's per-source coverage.
Source coverage carries because the engine's Phase 0 globs both .ai/workflows/ and .ai/project-workflows/ plugins, so the work account's Gmail/Slack/Linear/GHE plugins are still scanned, and a source change now lives in one plugin instead of being duplicated here. I adapted the downstream references (the Prep-Doc-Structure rule, the Heads-up FYI source, the Recommended Approach Pattern reframed as engine-applied), dropped the orphaned Linear-digest note, and added a Living Document entry. The file goes 825 to 576 lines, and the prep-doc contract (Day's Priorities, Heads-up, Sources-checked footer) is unchanged.
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Every Action item surfaced by Phase 3 sub-steps 3b/3d/3e/3f (email, Slack, Linear, PR Review) now becomes its own ** TODO in todo.org with :quick: + :reactive: tags plus sharp person/entity tags. The prep doc's * Day's Priorities section references each task as a thin link when it belongs in today's plan; otherwise the task stays in todo.org and surfaces on a later prep via the new sub-step 3a step 4 pull.
The grouped ** Email Response / ** Slack Response / ** Linear Response / ** PR Review sub-headings disappear from the prep doc. Source mix lives in the tags on each task. The Recommended Approach Pattern still applies. The analysis and draft response live in the task body, not in the prep doc.
Mirrors the convention adopted in the work-side triage-intake workflow on 2026-05-15. Closes the 2026-05-12 follow-up about rewording sub-steps 3b–3f.
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Renamed the org TODO keyword STALLED to VERIFY in respond-to-cj-comments.md (skill) and daily-prep.org (workflow). VERIFY reads as the next step rather than as a stuck state; the meaning is unchanged — items needing Craig's input.
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In daily-prep, Day's Priorities entries are now thin links to todo.org tasks rather than copies of their content. The substance — descriptions, drafts, research, sub-tasks, STALLED asks, recommended-approach blocks — lives in the matching todo.org task that Phase 3 creates or updates. Completed-today entries still convert to dated log headings as the day's record. Phase 3's Linear action-item step also gets a comment-as-child-header pattern: paste the @mention or comment inline rather than referencing it, so the reply can be drafted in the prep doc.
In triage-intake, mbsync -a now runs at the end of every triage by default — no more "ask before syncing" — and a Synced line in the summary records the run.
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scripts
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I added a "Shell aliases (=ls= → =exa=)" note to protocols.org so future sessions know to use \ls when capturing ls output programmatically. exa prints nothing to non-TTY pipes, so the symptom looks like an empty directory. I hit this earlier in the session when a sweep came back blank for a directory I knew was populated.
I also fixed three stale ~/projects/career/ examples in cross-agent-comms/ docs that didn't get updated when career was renamed to work, and the daily-prep.org path leak from last session (~/code/deepsat/... → ~/projects/work/deepsat/code/...). The authoritative edits live in claude-templates. These rulesets snapshots landed via the standard rsync from upstream.
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Replace the seed notes.org with project-specific context (layout, install modes, task tracker location, recent inflection point). Bring in the synced template surfaces (protocols, workflows, scripts, references, retrospectives, someday-maybe) as tracked content for this content/documentation project.
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