Agent skill
new-workspace
Create a workspace skeleton for a new project, client, or venture. Gathers details, creates directory with populated templates, validates generated files, populates dashboard, and updates main dashboard. Use when user says "new workspace", "new project", "new client setup".
Install this agent skill to your Project
npx add-skill https://github.com/kbanc85/claudia/tree/main/template-v2/.claude/skills/new-workspace
SKILL.md
New Workspace
Create a complete workspace skeleton for a new project, client engagement, or venture.
Trigger
/new-workspace [name]- "Set up a new workspace for..."
- "Create a project for..."
- "New client setup"
Process
1. Gather Details
Ask the user for the essentials (don't interrogate, keep it natural):
| Field | Question | Required |
|---|---|---|
| Name | "What should we call this workspace?" | Yes |
| Type | "Is this a client engagement, product, venture, or something else?" | Yes |
| Contact | "Who's the main contact or sponsor?" | No |
| Phase | "What phase are we starting in?" | No |
| Fee | "Any fee or budget to track?" | No |
Generate a URL-safe slug from the name:
- Lowercase, hyphens for spaces
- Remove special characters
- Example: "Acme Corp Redesign" becomes
acme-corp-redesign
2. Create Workspace Skeleton
Create the directory structure under workspaces/:
workspaces/{{slug}}/
├── Dashboard.md ← From _templates/Dashboard.md
├── Timeline.md ← From _templates/Timeline.md
├── Pipeline.md ← From _templates/Pipeline.md (if applicable)
├── meetings/ ← Empty, ready for meeting captures
├── deliverables/ ← Empty, ready for deliverable tracking
├── agreements/ ← Empty, ready for contracts
├── invoices/ ← Empty, ready for billing
└── interviews/ ← Empty, for assessment interviews (if applicable)
Template population:
- Copy templates from
workspaces/_templates/ - Replace
{{project}}with the workspace name - Replace
{{project-slug}}with the slug - Replace
{{client}},{{sponsor}}with provided values (or leave as placeholders) - Replace
{{filesystem_root}}with the workspace path
3. Validate Generated Files
Before proceeding, verify all generated markdown files:
- Open each generated
.mdfile and verify all markdown tables have proper formatting:- Header row, separator row, and data rows must each be on their own line
- No merged header+separator lines (corruption signature:
| text |------|on same line)
- If any broken tables are found, fix them before proceeding
4. Populate Dashboard
Fill in the workspace Dashboard.md with:
- Project name and quick links
- Initial phase in the phase tracker
- Any known deliverables or obligations
- Dataview queries pointed at the right subdirectories
5. Create First Timeline Entry
Add an initial entry to Timeline.md:
## {{date}} - Workspace Created
- Workspace set up for {{name}}
- Initial phase: {{phase}}
- Contact: [[{{contact}}]]
6. Update Main Dashboard (if exists)
If a main project dashboard exists (e.g., Home.md or a top-level dashboard), add a link to the new workspace.
7. Confirm
Show the user what was created:
**Workspace Created: {{name}}**
✓ Dashboard with phase tracker and dataview queries
✓ Timeline with creation entry
✓ Directory structure for meetings, deliverables, agreements
✓ All templates validated (no table corruption)
📂 Location: workspaces/{{slug}}/
What would you like to do first?
- Add a meeting or deliverable
- Set up phases in the dashboard
- Create an agreement from template
Output Format
Keep it clean and actionable. Show what was created, where it lives, and what to do next.
Judgment Points
Ask for confirmation on:
- Workspace name and slug (before creating)
- Which templates to include (not all workspaces need all templates)
- Whether to update the main dashboard
Quality Checklist
- Slug is URL-safe and readable
- All templates populated with correct values
- All markdown tables render correctly (header, separator, and data rows on separate lines)
- Dataview queries point to correct subdirectories
- Timeline has initial entry
- Main dashboard updated (if applicable)
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