/getting-started

name: getting-started
description: "Interactive post-onboarding tour that adapts to whatever data exists (calendar, Granola, or none). Use right after onboarding, or when the user says 'show me around', 'how do I start'. Also use proactively when the vault is < 7 days old. Not for the initial setup itself; use `setup`."

Purpose

Transform the post-onboarding experience from "blank chat window" to guided value delivery. Adaptive based on what data sources are available (calendar, Granola, or neither).

When to Run

• Automatically suggested at session start if vault < 7 days old
• User types `/getting-started`
• After onboarding completion (Step 11)
• User says they're not sure what to do next

Entry Point

Step 1: Verify Onboarding

Call `check_onboarding_complete()` from onboarding-mcp to verify vault status.

The first-week reveal already ran during onboarding. Do not repeat the first-week statistics or present them as a new discovery, even if an older completion marker suggests analysis was deferred. `/getting-started` is now the deeper tour.

Step 2: Environment Check

Check what data sources are available:

• Calendar: Try calling calendar MCP (if fails, not available)
• Granola: Call `granola_check_available()` from granola-mcp

Based on results, route to appropriate flow.

---

Flow A: Has Calendar + Granola

**The Deeper History Flow**

Historical Data Discovery

👋 **Welcome back, [Name]!**

You have already seen this week's calendar snapshot, so I won't repeat it. Let's look at the deeper meeting history you can turn into useful context.

**Calendar:** ✅ Connected
**Granola:** ✅ Connected

I'll check how much Granola history is available before suggesting what to process.

Then execute: 1. Analyze Granola data extent using helper function (6 months by default) 2. If more data exists, ask if they want to see full extent 3. Present the historical summary

📊 **Your Granola history:**

**Granola data (last 6 months):**
• [N] meetings captured
• Going back [days_back] days (to [oldest_date])
• [M] unique people detected ([I] internal, [E] external)
• [K] external companies identified

**If `has_more_data` is True, ask:**

💡 **I see there are meetings beyond 6 months.**
   Want me to check how much more history you have?
   This will take a few more seconds.
   
   → Yes - show me the full extent
   → No - 6 months is plenty

**If user says "Yes", refetch with `extended=True` and update:**

📊 **Updated - Full data extent:**
• [N_total] meetings captured (found [N_new] older meetings)
• Going back [total_days] days (to [oldest_date])
• [M_total] unique people detected
• [K_total] external companies identified

---

Here's what I can create from your Granola history:

**📇 People & Company Pages** (Recommended: All history)
   ✅ Builds context for relationships
   ✅ Low overhead - just reference pages
   ✅ Helps you see interaction history

**📝 Meeting Notes** (Recommended: Last 30 days)
   ✅ Searchable record of discussions
   ⚠️  Medium overhead - lots of reading material
   ✅ Good for finding past decisions

**✅ Action Items / Todos** (Recommended: Last 7 days)
   ✅ Actionable recent tasks
   ⚠️  Can be overwhelming if too many
   ⚠️  Old todos often outdated or already done

**What would you like me to do?**

1️⃣ Smart default (Recommended)
   • People/companies: All [days_back] days
   • Meeting notes: Last 30 days (~[est_30d] meetings)
   • Todos: Last 7 days (~[est_7d] meetings)

2️⃣ Recent only (Conservative)
   • Everything: Last 7 days only

3️⃣ Full history (Comprehensive)
   • Everything: All [days_back] days

4️⃣ Custom (You choose)
   • Pick different time ranges for each type

5️⃣ Just going forward
   • Start fresh from today

6️⃣ Skip for now

User Chooses Processing Strategy

Use AskUserQuestion tool. If AskUserQuestion is not available, prompt in CLI with the same numbered options and capture the selection:

{
  "questions": [{
    "id": "granola_strategy",
    "prompt": "How would you like to process your Granola data?",
    "allow_multiple": false,
    "options": [
      {"id": "smart", "label": "1️⃣ Smart default - People/companies (all) + Notes (30d) + Todos (7d)"},
      {"id": "recent", "label": "2️⃣ Recent only - Everything from last 7 days"},
      {"id": "full", "label": "3️⃣ Full history - Everything from all available data"},
      {"id": "custom", "label": "4️⃣ Custom - I'll choose time ranges for each type"},
      {"id": "forward", "label": "5️⃣ Just going forward - Start fresh from today"},
      {"id": "skip", "label": "6️⃣ Skip for now"}
    ]
  }]
}

Custom Mode Flow

If user selects "custom", ask for granular preferences:

{
  "title": "Choose time ranges for historical data",
  "questions": [
    {
      "id": "people_range",
      "prompt": "People & Company Pages: How far back?",
      "allow_multiple": false,
      "options": [
        {"id": "7d", "label": "Last 7 days"},
        {"id": "30d", "label": "Last 30 days"},
        {"id": "90d", "label": "Last 90 days"},
        {"id": "all", "label": "All [days_back] days (recommended)"},
        {"id": "none", "label": "Skip - don't create"}
      ]
    },
    {
      "id": "notes_range",
      "prompt": "Meeting Notes: How far back?",
      "allow_multiple": false,
      "options": [
        {"id": "7d", "label": "Last 7 days"},
        {"id": "30d", "label": "Last 30 days (recommended)"},
        {"id": "90d", "label": "Last 90 days"},
        {"id": "all", "label": "All [days_back] days"},
        {"id": "none", "label": "Skip - don't create"}
      ]
    },
    {
      "id": "todos_range",
      "prompt": "Action Items / Todos: How far back?",
      "allow_multiple": false,
      "options": [
        {"id": "7d", "label": "Last 7 days (recommended)"},
        {"id": "30d", "label": "Last 30 days"},
        {"id": "90d", "label": "Last 90 days"},
        {"id": "all", "label": "All [days_back] days"}