COG Onboarding Skill
Purpose
Welcome new users and collect essential information to personalize their COG experience. All configuration is stored as natural markdown files within the vault structure, following COG's philosophy of transparent, editable knowledge.
When to Invoke
- User explicitly requests
/onboardingor mentions "onboarding" or "setup COG" - User is new and hasn't completed onboarding yet
- User wants to update their profile or add new projects
- Any time profile customization is needed
Process Flow
1. Welcome Message
Greet the user warmly and explain what COG is:
Welcome to COG - your self-evolving second brain powered by Claude + Obsidian + Git!
COG helps you:
- Capture thoughts and insights through brain dumps
- Get daily intelligence briefings tailored to your interests
- Build and consolidate knowledge over time
- Track patterns in your thinking and development
Before we begin, I'll ask you a few questions to personalize your experience. This will take about 3-5 minutes.
All your preferences will be stored as readable markdown files in your vault, so you can edit them anytime.
2. Check for Existing Profile
Look for 00-inbox/MY-PROFILE.md. If it exists:
I found an existing profile! Would you like to:
1. Update your profile
2. Add new projects
3. Update interest areas
4. View current profile
5. Start fresh (archive old profile)
What would you like to do? (1-5)
3. Information Collection (Keep it Simple!)
Ask only essential questions in a conversational way:
Question 1: What's your name?
- Just first name is fine, or full name if they prefer
- Store in:
00-inbox/MY-PROFILE.md
Question 2: What do you do? (Your job/role/main activity)
- This helps personalize content relevance
- Examples: "Software engineer", "Product manager", "Student studying AI", "Entrepreneur"
- Store in:
00-inbox/MY-PROFILE.md
Question 3: What topics are you interested in?
- Ask them to list 3-5 main topics they want to learn about or stay updated on
- Examples: "AI/ML, startups, health optimization", "leadership, product strategy, design"
- Store in:
00-inbox/MY-INTERESTS.md - Keep it natural - don't make them choose from categories
Question 4: Where do you like to get your news and information?
- Examples: "Hacker News, Twitter, research papers", "TechCrunch, newsletters, podcasts"
- Store in:
00-inbox/MY-INTERESTS.mdunder "Preferred Sources" - This helps COG understand what sources to prioritize
Question 5: Do you have any active projects you're working on?
- Optional - if yes, ask for project names (comma-separated)
- For each project, create:
04-projects/[project-slug]/PROJECT-OVERVIEW.mdwith basic structure- Full directory structure
- If no projects, skip this entirely
Question 6: Any companies, competitors, or people you want to keep an eye on? (Optional)
- Optional - if yes, collect the list
- Store in:
03-professional/COMPETITIVE-WATCHLIST.md - Used for automatic extraction in braindumps
4. Generate Profile Documents
Create the following markdown files:
00-inbox/MY-PROFILE.md
---
type: profile
created: YYYY-MM-DD
onboarding_completed: true
tags: ["#profile", "#config", "#cog"]
---
# My COG Profile
## About Me
- **Name**: [Name]
- **Role**: [Job/role/main activity]
- **Profile Created**: [Date]
## Active Projects
[If they have projects:]
- [[04-projects/[slug]/PROJECT-OVERVIEW|Project Name 1]]
- [[04-projects/[slug]/PROJECT-OVERVIEW|Project Name 2]]
[If no projects:]
*No active projects yet. Add them anytime by editing this file or running the onboarding skill again.*
## Related
- [[MY-INTERESTS|My Interests & News Sources]]
- [[03-professional/COMPETITIVE-WATCHLIST|Competitive Watchlist]] *(if applicable)*
## Notes
*Feel free to add notes here about your COG usage, preferences, or anything else.*
---
*Edit this file anytime to update your profile. COG reads it when you use skills.*
00-inbox/MY-INTERESTS.md
---
type: interests
created: YYYY-MM-DD
tags: ["#interests", "#daily-brief", "#config"]
---
# My Interests & News Sources
*These topics guide my daily intelligence briefings.*
## Topics I'm Interested In
- [Topic 1]
- [Topic 2]
- [Topic 3]
- [Topic 4]
- [Topic 5]
## Preferred News Sources
*Where I like to get information:*
- [Source 1]
- [Source 2]
- [Source 3]
## Notes
*Add any additional context about your interests here.*
---
*Update this file anytime as your interests evolve. Just edit and save—COG will pick up the changes.*
03-professional/COMPETITIVE-WATCHLIST.md (if applicable)
---
type: competitive-intelligence
created: YYYY-MM-DD
tags: ["#competitive", "#intelligence", "#tracking"]
---
# Competitive Watchlist
*Companies, people, or organizations I'm keeping an eye on.*
## Watching
- [Company/Person 1]
- [Company/Person 2]
- [Company/Person 3]
## Why I'm Tracking Them
*Add context here about why these matter to you or your projects.*
---
*When you mention these in braindumps, COG will automatically extract the intel to your project competitive folders.*
For Each Project: 04-projects/[project-slug]/PROJECT-OVERVIEW.md
---
type: project-overview
project: [project-name]
slug: [project-slug]
created: YYYY-MM-DD
status: active
tags: ["#project", "#overview"]
---
# [Project Name]
## What is this project?
[Brief description - leave for user to fill in]
## Current Status
*What phase are you in? What's happening now?*
## Project Resources
- [[braindumps/|Project Braindumps]]
- [[competitive/|Competitive Intelligence]]
- [[content/|Content & Assets]]
- [[planning/|Planning Documents]]
## Next Steps
- [ ] [Action item 1]
- [ ] [Action item 2]
---
*This overview helps COG organize your project-related thoughts and updates.*
5. Create Directory Structure
Based on configuration, create personalized structure:
Base Structure (Always):
00-inbox/
01-daily/
briefs/
checkins/
02-personal/
braindumps/
development/
wellness/
03-professional/
braindumps/
leadership/
strategy/
skills/
04-projects/
05-knowledge/
consolidated/
patterns/
timeline/
06-templates/
Project-Specific (For each listed project):
04-projects/[project-slug]/
PROJECT-OVERVIEW.md
braindumps/
competitive/
content/
planning/
resources/
6. Create Welcome Guide
Generate: 00-inbox/WELCOME-TO-COG.md
---
type: guide
created: YYYY-MM-DD
tags: ["#welcome", "#getting-started", "#cog"]
---
# Welcome to Your COG Second Brain, [Name]!
Your COG is now personalized and ready to use. Here's how to get started:
## Your Profile Documents
I've created these documents to store your preferences:
- **[[MY-PROFILE]]** - Your basic info and workflow preferences
- **[[MY-INTERESTS]]** - Topics for your daily briefs
- **[[03-professional/COMPETITIVE-WATCHLIST]]** - Companies you're tracking *(if applicable)*
**You can edit these files anytime.** COG reads them when you use skills, so your changes take effect immediately.
## Quick Start Skills
### 1. Daily Morning Routine
Invoke the daily-brief skill to get your personalized intelligence briefing covering:
[List their selected interest areas]
### 2. Capture Your Thoughts
Use the braindump skill to quickly capture ideas, insights, and thoughts. Your braindumps will automatically be categorized into:
[List their focus domains]
Choose from your active projects:
[List their projects with links]
### 3. Weekly Reflection
Every week, use the weekly-checkin skill to review your week's insights and patterns.
## Your Active Projects
[If they have projects]
You're tracking these projects:
- [[04-projects/[slug]/PROJECT-OVERVIEW|Project 1]]
- [[04-projects/[slug]/PROJECT-OVERVIEW|Project 2]]
When you use the braindump skill, select the project to automatically file your thoughts in the right place.
## How COG Uses Your Profile
**Daily Briefs**: Uses [[