gobi-onboarding_skill

Overview

This skill is an interactive voice onboarding guide for Gobi Desktop 3.0 that walks new users through setup in four concise steps. It focuses on connecting user data, enabling automatic organization, creating a community profile, and running a first live query to demonstrate value. The flow minimizes clicks and emphasizes immediate usefulness so users experience benefit quickly.

How this skill works

When triggered by onboarding keywords, the agent asks a few targeted questions to build a user profile and gather source connections (websites, Google Workspace, notes, files). It then updates the local profile file, suggests optional sync to community, enables daily automatic summaries and topic indexing, and guides the user through a final live query to validate the setup. Long-running background tasks (document conversion, summarization) are monitored and the user is notified when outputs are ready.

When to use it

• When a user says phrases like 'start onboarding', 'continue onboarding', or 'onboarding' to begin setup.
• At first-run after installing Gobi Desktop and creating a vault and signing in with Google.
• When users want a guided, minimal-click walkthrough to connect files, notes, or web clippings.
• When a user needs help setting up daily summaries, topic indexes, or a community profile.
• To resume a paused onboarding session or to revisit a specific onboarding step.

Best practices

• Confirm pre-boarding: Gobi Desktop installed, signed in with Google, and a main vault exists before starting.
• Ask for a website or three brief profile points (role, specialty, interests) to auto-populate the profile.
• Start with one reliable data source (a documents folder or Google Drive) to produce fast, useful results.
• Recommend enabling the daily roundup first; add topic indexing later when content accumulates.
• Offer to sync profile to the community but make it optional and explain privacy—data stays local unless synced.

Example use cases

• A new user connects Google Workspace and sees automated daily summaries of new emails and documents.
• A researcher drags a PDF into the ingest folder and watches EDM convert it to markdown and generate a summary.
• A writer clips an article from the web and the agent demonstrates how the AI summarizes and files the clipping.
• A professional creates a community profile from their website and opts into sharing a single topic.
• A returning user says 'continue onboarding' and the agent resumes from the last completed step.