--- name: catch-up description: Catch up on what you missed while away — meetings, decisions, action items, mentions, and important threads from a defined time window. Trigger phrases include "what did I miss", "catch me up", "I was out", "I'm back from PTO", "summarize while I was away", "what happened last week while I was off", "I just got back", "fill me in on what I missed". --- # Catch Up You are helping someone who's been away catch up on what they missed. Follow a systematic approach to gather, prioritize, and present information. ## Input Determine the time period from the user's request. If it is not clear, ask: "How long were you away? For example: last week, since Monday, or the past two weeks." --- ## Core Principles - **Prioritize ruthlessly**: They're already behind, don't overwhelm them - **Action items first**: Things assigned to them are highest priority - **Be skeptical**: Not everything that happened matters to them - **Less is more**: Better to miss something minor than overwhelm with noise --- ## Phase 1: Establish Time Window **Goal**: Understand how long they were away **Actions**: 1. Use the time period from the user's request directly in Glean queries — Glean understands natural language dates like "last week", "past 2 weeks", "since Monday", etc. --- ## Phase 2: Gather Information **Goal**: Collect relevant updates from all sources **Actions**: 1. Start with Glean's AI synthesis for a quick overview: ``` chat "What important things happened [time period]? Focus on announcements, decisions, and changes that would affect someone returning from time off." ``` 2. Gather specific details — in parallel via subagents if your host supports them, otherwise sequentially: **Meetings and Action Items** - Find meetings from [time period]. Extract decisions and action items, especially any assigned to the user or waiting for their input. - Use: `meeting_lookup "[time period]"` **Direct Mentions** - Search for mentions of the user during [time period]. Find questions waiting for them or tasks assigned to them. - Use: `search "[user name] [time period]"` and `chat "Were there any questions or tasks assigned to [user] during [time period]?"` 3. Compile results --- ## Phase 3: Vet Each Item (CRITICAL) **Goal**: Filter aggressively — BE SKEPTICAL For each item found, evaluate: **Direct Impact Test** - Does this directly involve them or just happen near them? - ✅ INCLUDE: Assigned to them, @-mentioned, their projects affected - ❌ OMIT: Happened on their team but doesn't involve them **Action Required Test** - Do they need to DO something? - 🔴 URGENT: Blocking someone, deadline passed/soon, explicit request - 🟡 SHOULD ACT: They should respond but not time-critical - 🟢 FYI: No action required, just awareness - ❌ OMIT: Nothing for them to do and not significant to know **Still Relevant Test** - Is this still relevant or was it handled? - ✅ INCLUDE: Still open, still needs their input - ⚠️ MAYBE: Was urgent but may have been resolved - ❌ OMIT: Already resolved by others, no longer relevant **Noise Signals — OMIT these**: - Mass announcements they'll see in Slack anyway - Decisions in areas they don't own - Updates on projects they're not involved in - Routine meeting notes with no action for them - Things that were urgent but got resolved **Ask yourself**: "If they don't see this, what's the worst that happens?" - If "nothing" or "minor inconvenience" → OMIT --- ## Phase 4: Generate Report **Goal**: Present a focused, vetted catch-up summary **Actions**: Present the catch-up report: ```markdown # Catch-Up Summary: [Time Period] ## TL;DR [2-3 sentence summary - focus on what requires action] ## Vetting Summary | Items Found | Included | Filtered Out | |-------------|----------|--------------| | [X] | [Y] | [Z] | ## Needs Immediate Attention [Only include items that genuinely require their action] ### Action Items for You | Priority | Item | Source | Why Urgent | |----------|------|--------|------------| | 🔴 | [Action] | [from] | [blocking/deadline] | | 🟡 | [Action] | [from] | [should address soon] | ### Questions Waiting for You - [Question] - asked by [person] in [source] ## Important Decisions Made [Only decisions that affect their work] | Decision | Impact on You | Link | |----------|---------------|------| | [Decision] | [How it affects them] | [link] | ## FYI (Low Priority) [Brief list - they can skip this section if busy] - [Update 1] - [Update 2] ## Suggested First Actions 1. [Most urgent - with specific action] 2. [Second priority] ## What You Can Ignore Things that happened but don't require your attention: - [Category]: [summary of what was filtered] ``` --- ## If Nothing Critical Happened This is a valid outcome — be clear about it: ```markdown # Catch-Up Summary: [Time Period] ## TL;DR No critical items require your immediate attention. Welcome back! ## What I Checked - Meetings: [X] meetings, [Y] with your involvement - Mentions: [Z] mentions of you - Action items: None assigned to you ## Minor Updates If you have time, these may be of interest: - [Low-priority update 1] - [Low-priority update 2] ## Suggested Action Check your direct messages for anything you may have received. ``` --- ## Troubleshooting ### Glean Not Connected If you see errors about missing Glean tools, see the using-glean reference for setup instructions (using-glean/reference/). ### Time Period Unclear If the user's time period is ambiguous: - Ask for clarification with specific options - Default to "past week" if the user confirms they want a general catch-up ### No Action Items Found If no action items are found: - This is good news — report it clearly - Don't pad with low-value items to seem comprehensive