skills/clawdbot/skills/core-pa-admin-exec-support

core-pa-admin-exec-support

SKILL.md

Core PA Admin and Exec Support

PURPOSE

Turn pasted messages, calendar availability, task lists, and meeting notes into a clear plan, prioritized tasks, professional-friendly communications drafts, and meeting prep/follow-ups—without ever finalizing actions.

WHEN TO USE

  • You need a daily plan and prioritized tasks from incoming messages and to-dos
  • You want email/DM drafts that are friendly but professional
  • You need meeting agendas/briefs and action-item extraction from notes
  • You want scheduling proposals that respect working hours and constraints
  • You want an all-in-one “PA run” that triages, plans, drafts, and follows up

DO NOT USE WHEN…

  • You must send emails or book meetings automatically (this skill only proposes and drafts)
  • You have no access to the content (no messages/calendar/tasks/notes available)
  • The request is legal/medical/financial advice beyond basic admin coordination

INPUTS

REQUIRED (at least one)

  • Pasted messages/emails/DMs OR
  • A task/backlog list OR
  • Calendar availability (free/busy windows) OR
  • Meeting notes (raw notes or transcript excerpts)

OPTIONAL

  • Stakeholder list + preferences (tone, titles, signature, response SLAs)
  • Priority goals for the day/week
  • Known deadlines, travel days, “hard” commitments

EXAMPLES

  • Messages: “Can we meet next week about Q1 planning?” + “Please review the deck by Friday.”
  • Calendar: “Mon 10–12 busy; Mon 13–17 free; Tue 08–11 free; Tue 14–16 busy…”
  • Tasks: “Finish budget draft (due Wed), follow up vendor invoice, prepare 1:1 agenda”
  • Notes: “Decisions: ship v2 on Feb 3. Actions: Alex to update roadmap…”

OUTPUTS

  • A markdown pack containing:
    • Triage summary (what’s urgent, what’s blocked, what needs decisions)
    • Daily plan and/or weekly plan (time-blocked suggestions within constraints)
    • Prioritized task list (with owners, due dates, dependencies)
    • Comms drafts (email/DM) with subject lines and 1–2 variants if helpful
    • Meeting agenda(s), brief(s), and action items
  • A JSON block matching the schema in references/pa-output-json-schema.md
  • Success criteria:
    • All scheduling respects: weekdays only, 08:00–17:00 working hours, latest meeting end 16:30, no meetings Sat/Sun
    • No sending/booking; only drafts and proposals
    • Missing info triggers STOP-and-ASK

WORKFLOW

  1. Ingest & normalize inputs

    • Identify which inputs were provided: messages, calendar, tasks, notes.
    • Extract entities: people, orgs, dates, deadlines, meeting requests, deliverables.
    • Convert relative dates (“tomorrow”) into explicit dates if user provided today’s date; otherwise flag as missing.
  2. Triage & prioritize

    • Categorize items into:
      • Urgent/time-sensitive
      • Important (strategic/high impact)
      • Routine/admin
      • Waiting/blocked (needs info or someone else)
    • Assign a priority (P0/P1/P2) using:
      • Deadline proximity
      • Stakeholder seniority/impact
      • Time-to-complete vs value
      • Dependencies and blockers
  3. Plan generation

    • Build a proposed plan:
      • If calendar availability is provided: place blocks only in free windows.
      • If not provided: propose a plan using default workday blocks 08:00–17:00.
    • Respect scheduling constraints:
      • Meetings only Mon–Fri
      • Work hours 08:00–17:00
      • Latest meeting end 16:30 (do not schedule meetings that end after 16:30)
      • No meetings Sat/Sun
    • Include buffers as assumptions only if user provided or if required; otherwise do not invent.
  4. Comms drafting (friendly but professional)

    • For each message requiring a response:
      • Draft 1 primary version
      • Draft an optional shorter variant if the message is long/complex
    • Always include:
      • Clear ask/next step
      • Proposed times (if scheduling) as options, not final bookings
      • Polite close and signature placeholder
  5. Meeting support

    • If meeting requests exist: create:
      • Agenda (purpose, topics, timeboxes, desired outcomes)
      • Brief (context, attendees, decisions needed, pre-reads, risks)
    • If notes exist: extract:
      • Decisions
      • Action items (owner + due date if present)
      • Open questions and follow-ups
  6. Assemble outputs

    • Produce markdown sections in this order:
      1. Triage summary
      2. Prioritized tasks
      3. Proposed schedule/plan
      4. Draft communications
      5. Meeting agendas/briefs
      6. Action items & follow-ups
    • Output JSON matching schema.

STOP AND ASK THE USER (MANDATORY) IF…

  • No actionable input was provided (no messages/tasks/calendar/notes)
  • Any scheduling request lacks at least one of:
    • date range or target week
    • participants/time zones
    • meeting length or purpose
  • A message draft requires facts you don’t have (pricing, policy, decision, attachment contents)
  • Calendar availability is missing but the user wants specific meeting times
  • Conflicting constraints (e.g., only times offered would end after 16:30)

OUTPUT FORMAT

MARKDOWN OUTPUT TEMPLATE

## Triage Summary
- Urgent:
- Important:
- Routine:
- Blocked/Waiting:

## Prioritized Tasks (P0/P1/P2)
1. [P0] Task — owner — due — dependency/blocker — next step
2. ...

## Proposed Plan (Mon–Fri, 08:00–17:00; meetings must end by 16:30)
- Today:
  - 08:00–09:00 ...
  - ...
- This Week (if requested):
  - Mon ...
  - Tue ...

## Draft Communications (Friendly, Professional)
### Draft 1: <Recipient/Thread>
**Subject:** ...
**Message:**
...

(Alt short version, if useful)

## Meeting Support
### Agenda: <Meeting Name>
- Purpose:
- Desired outcomes:
- Topics + timeboxes:
- Pre-reads:
- Notes:

### Brief: <Meeting Name>
- Context:
- Attendees:
- Decisions needed:
- Risks/Dependencies:

## Action Items & Follow-ups
- Action: ... | Owner: ... | Due: ... | Status: ...
- Open questions:
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