---
user-invocable: true
name: setup
description: Onboard a founder - connect services, locate key resources, establish context
tokens: ~400
cloud-ok: true
---

# Founder Setup
#claudeai

## When to Use
First time working with a founder, or reconnecting after a break. Establishes what's connected and where things live.

## The Goal
Get oriented so I can actually help. I need to know:
1. What services are connected (calendar, email, drive, etc.)
2. Where key documents and processes live
3. What regular rhythms exist (meetings, updates, planning)

## Setup Checklist

### 1. Connected Services

**Communication:**
- [ ] Email (Gmail, Outlook) - for context, drafting, triage
- [ ] Calendar (Google, Outlook) - for scheduling, meeting prep
- [ ] Slack/Teams - for team context

**Documents:**
- [ ] Google Drive / Dropbox / OneDrive - for docs, decks, files
- [ ] Notion / Coda / Confluence - for wikis, processes

**Other:**
- [ ] CRM (HubSpot, Salesforce) - for customer context
- [ ] Project management (Linear, Asana, Jira) - for tasks

**What's connected?**
```
[ ] Gmail/Email
[ ] Google Calendar
[ ] Google Drive
[ ] Slack
[ ] Notion
[ ] CRM: ________
[ ] Project mgmt: ________
[ ] Other: ________
```

### 2. Key Locations

**Where do you keep:**

| Resource | Location |
|----------|----------|
| Meeting transcripts | [Path/tool] |
| Company processes/SOPs | [Path/tool] |
| Strategic docs (pitch deck, financials) | [Path/tool] |
| Team info (org chart, 1:1 notes) | [Path/tool] |
| Customer info | [Path/tool] |
| Investor updates | [Path/tool] |

### 3. Regular Rhythms

**What recurring events should I know about?**

| Rhythm | Frequency | Day/Time |
|--------|-----------|----------|
| Team standup | Daily / Weekly | |
| 1:1s with reports | Weekly | |
| Investor updates | Monthly | |
| Board meetings | Quarterly | |
| Planning/review | Weekly / Monthly | |

### 4. Current Context

**Right now:**
- What stage is the company? (pre-seed, seed, Series A, etc.)
- Team size?
- What's the #1 priority this quarter?
- What's keeping you up at night?

## Output: Founder Profile

```
## Founder Profile: [Name]

**Company:** [Company name]
**Stage:** [Stage]
**Team size:** [N]

### Connected Services
- ✓ [Service] 
- ✓ [Service]
- ✗ [Not connected - would help for X]

### Key Locations
| Resource | Location |
|----------|----------|
| Transcripts | [Location] |
| Processes | [Location] |
| Financials | [Location] |
| Team docs | [Location] |

### Rhythms
- [Rhythm]: [Day/time]
- [Rhythm]: [Day/time]

### Current Focus
- Q[X] priority: [Priority]
- Key challenge: [Challenge]

### Notes
[Anything else relevant]
```

## What This Enables

Once setup is complete, I can:
- Pull context from transcripts before 1:1s
- Reference your processes when helping with tasks
- Prep you for meetings on your calendar
- Draft in your voice using past communications
- Track against your stated priorities

## Revisit Setup When:
- You connect a new service
- Company stage changes
- Team structure changes significantly
- Processes move to new locations