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slim-executive-summary

@NASA-AMMOS/slim
31
0

Generate comprehensive executive summaries from workspace communication files using AI analysis with automatic context discovery

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name slim-executive-summary
description Generate comprehensive executive summaries from workspace communication files using AI analysis with automatic context discovery
dependencies [object Object]

Executive Summary Writer

Generate comprehensive executive summaries from communication and project files using AI analysis with automatic workspace integration.

Prerequisites

This skill requires the SLIM Project-Aware Workspace to be set up first. The workspace provides:

  • static/ folder with project context (PROJECT.md, TEAM.md, PRODUCTS.md, MEETINGS.md, TECH.md)
  • dynamic/ folder with date-organized subfolders (YYYY-MM-DD format) containing communication files

Usage

This skill automatically discovers project context from your workspace and generates executive summaries from communication files.

Simply invoke this skill and provide:

  1. Which date folder (YYYY-MM-DD) within the dynamic/ directory to analyze
  2. Optional project name and custom focus areas

The skill will:

  • Automatically locate your workspace by finding the static/ and dynamic/ folders
  • Read project context from the static/ folder
  • Scan and analyze files in the specified date folder
  • Generate a comprehensive executive summary
  • Save the output to executive-summary.md in the same date folder

What This Skill Does

  1. Workspace Discovery: Automatically locates your AI task workspace (by finding static/ and dynamic/ folders)
  2. Context Loading: Reads project context from static/ folder (PROJECT.md, TEAM.md, PRODUCTS.md, etc.)
  3. Date Folder Selection: Prompts you to specify which date folder to analyze (e.g., 2024-12-15)
  4. File Scanning: Recursively reads all relevant communication files in the specified date folder
  5. Enhanced Analysis: Uses AI to analyze content with full project context
  6. Pattern Recognition: Identifies key themes, issues, accomplishments, and action items
  7. Intelligent Synthesis: Combines information from multiple sources using project context
  8. Executive Summary: Generates a structured summary and saves it to the date folder

File Types Supported

Communication Files (in dynamic/ date folders)

  • Markdown files (.md): Meeting notes, documentation, reports
  • JSON files (.json): Slack exports, GitHub API responses, email data
  • Text files (.txt): Email exports, plain text notes, communication logs
  • CSV files (.csv): Issue tracking exports, metrics data

Context Files (in static/ folder)

  • PROJECT.md: Project overview, components, tech stack, repositories
  • TEAM.md: Team structure, roles, leadership, contact information
  • PRODUCTS.md: Product types, specifications, technical details
  • MEETINGS.md: Meeting schedules, cadence, communication channels
  • TECH.md: Technology stack, tool integrations (MCP servers, APIs, scripts)

Output Format

The skill generates a comprehensive executive summary using a standardized template that ensures consistency across all summaries. The template includes:

  • Executive Overview: 2-3 paragraph summary of key developments
  • Issues: Critical and other issues with status indicators
  • Key Accomplishments: Organized by category with decisions made
  • Action Items: Prioritized by urgency with owners and due dates
  • Themes & Patterns: Cross-cutting observations across all activity
  • Team Activity: Contributors, collaborations, and team dynamics
  • Metrics: Quantified activity levels and completion rates
  • Looking Ahead: Future priorities based on current patterns

Template Reference: executive-summary-template.md

The AI will read this template file and use it as the exact structure for generating your executive summary, ensuring consistent formatting and complete coverage of all sections.

Example Usage

Example 1: Generate summary from a specific date

Generate an executive summary from the 2024-12-15 folder

Example 2: With project name

Create an executive summary for the "Alpha Release Project" from the 2025-01-05 folder

Example 3: With specific focus

Generate an executive summary from the 2024-11-20 folder, focusing on security issues and deployment status

Workflow

  1. Invoke the skill with your date folder reference
  2. Skill locates workspace automatically (finds static/ and dynamic/ folders)
  3. Skill asks for confirmation of the date folder to analyze
  4. Skill loads project context from static/ folder files
  5. Skill reads template from executive-summary-template.md for consistent formatting
  6. Skill scans communication files in the specified dynamic/YYYY-MM-DD/ folder
  7. Skill generates summary with enriched context and insights following the template structure
  8. Output saved as executive-summary.md in the same date folder

Benefits of Workspace Integration

  • No manual path specification: Automatically finds your workspace structure
  • Rich context: Uses project knowledge from static/ folder for better analysis
  • Name mapping: Translates GitHub usernames to real names using TEAM.md
  • Technical understanding: Recognizes product names and tech stack from PROJECT.md/PRODUCTS.md
  • Team dynamics: Understands roles and collaborations from TEAM.md
  • Organized output: Saves summary in the same date folder as input files
  • Consistent structure: Follows workspace date organization (YYYY-MM-DD)

AI Instructions

When this skill is invoked, follow these steps:

  1. Locate Workspace: Search for directories containing both static/ and dynamic/ folders
  2. List Date Folders: Show available date folders in dynamic/ and ask user which to analyze
  3. Load Context: Read all files from static/ folder (PROJECT.md, TEAM.md, PRODUCTS.md, MEETINGS.md, TECH.md)
  4. Read Template: Load the template structure from executive-summary-template.md
  5. Scan Input Files: Find and read all communication files in the specified dynamic/YYYY-MM-DD/ folder
  6. Analyze Content: Extract issues, accomplishments, action items, themes, team activity, and metrics
  7. Generate Summary: Fill in the template with analyzed content, using project context for enrichment
  8. Save Output: Write to dynamic/YYYY-MM-DD/executive-summary.md

Key Guidelines:

  • Use the template structure exactly as provided in executive-summary-template.md
  • Leverage static context to map usernames to real names (TEAM.md)
  • Understand technical terms using project knowledge (PROJECT.md, PRODUCTS.md)
  • Consolidate duplicate items mentioned across multiple sources
  • Prioritize by business impact: Critical → High → Medium → Low
  • Use emojis consistently: 🚨 (critical), 🔄 (in progress), ⚠️ (warning), 🔍 (investigating), ✅ (complete)
  • Write at executive level - entire summary should be scannable in 2-3 minutes

Integration

Works seamlessly with:

  • Slack history exports saved to date folders
  • GitHub activity reports and issue exports
  • Meeting notes from specific dates
  • Email thread summaries and communication logs
  • Project tracking data and metrics files
  • Any communication files organized by date in your workspace

Resources