# Roundup Configuration

*Generated by roundup-setup. You can open and edit this file anytime -- your changes will be respected.*
*Location: ~/.config/roundup/config.md*

---

## How to Use Roundup

Generate a briefing anytime by telling Copilot CLI:

- `use roundup` -- generates a briefing covering the past week; if you have one audience it uses that, and if you have multiple audiences Roundup will ask which one
- `use roundup -- leadership briefing for this week` -- specify audience and time range
- `use roundup -- team update since Monday` -- any natural phrasing works
- `use roundup-setup` -- re-run setup to change your audiences, sources, or style

---

## Your Role

- **Title:** [Your role or title]
- **Team:** [Your team, org, or department]
- **Reports to:** [Who you report to -- title or name]
- **Team members:** [Who reports to you, or who you work closely with]
- **What your team does:** [One-sentence description of your team's mission or focus area]

---

## Your Style

*How you write status updates, based on your examples.*

### Format
- **Structure:** [e.g., Bullet points grouped by project area / Narrative prose / Numbered items with headers]
- **Typical length:** [e.g., Half a page / 5-8 bullet points / 2-3 short paragraphs]
- **Uses headers or section breaks:** [Yes/No -- and what kind]
- **Uses sub-bullets or nested detail:** [Yes/No]

### Tone
- **Register:** [e.g., Professional and direct / Conversational / Formal executive style]
- **Characteristics:** [e.g., Action-oriented, leads with outcomes, names people involved, uses specific metrics]

### Organization
- **How you group information:** [e.g., By project area / By theme / Chronologically / By priority]

### Content You Typically Include
- [e.g., Key accomplishments or shipped items]
- [e.g., Active risks or blockers]
- [e.g., Upcoming milestones or deadlines]
- [e.g., Decisions made or pending]
- [e.g., Items needing input from the reader]
- [e.g., People updates -- who's working on what]

### Content You Typically Skip
- [e.g., Routine maintenance, minor bug fixes]
- [e.g., Internal process details]
- [e.g., Items the audience already knows about]

### Distinctive Patterns
- [e.g., Always opens with a one-line summary]
- [e.g., Uses bold for action items]
- [e.g., Ends with "let me know if you have questions"]
- [e.g., Separates risks into their own section at the end]

---

## Audiences

*To add a new audience, copy one of the sections below and change the details.*

### [Audience Name]
- **Who:** [Description of this audience -- e.g., "My VP and their chief of staff"]
- **What they care about:** [Themes or priorities this audience focuses on]
- **Detail level:** [Big picture only / Moderate detail / Full play-by-play]
- **Format preferences:** [Any audience-specific format rules -- e.g., "three bullets max," "wants a narrative paragraph"]
- **Cadence:** [How often -- weekly, biweekly, ad-hoc, before a specific meeting]
- **Style differences from default:** [How this audience's version differs from your standard style, if at all]

*Repeat this section for each audience.*

---

## Information Sources

### Tools Available
*Data sources roundup can pull from automatically in your current setup.*

- [ ] **GitHub** -- repos: [list specific repos, orgs, or "all repos I have access to"]
- [ ] **M365 (WorkIQ)** -- email, Teams, calendar
- [ ] **Slack** -- channels: [list channels to monitor]
- [ ] **Google Workspace** -- Gmail, Calendar, Drive
- [ ] **Other:** [describe any other connected sources]

### Specific Places to Look
- **For work product and project activity:** [specific repos, boards, trackers, documents]
- **For conversations and decisions:** [specific channels, threads, email lists, meeting series]
- **For upcoming items and deadlines:** [calendars, project milestones, roadmap docs]

### Known Gaps
*Sources you mentioned during setup that aren't currently connected. For these, you'll need to paste relevant context when generating a briefing.*

- [e.g., Jira board -- not connected, paste ticket updates manually]
- [e.g., Private Slack channel -- not accessible, include key messages manually]

---

## Preferences

### Always Include
- [Standing sections or themes that should appear in every briefing]
- [Recurring metrics or KPIs to track]
- [Required sections your org expects]

### Never Include
- [Repos, channels, or activity types to filter out]
- [Types of noise that aren't worth mentioning]

### Other Rules
- [Maximum length constraints]
- [Required formatting rules]
- [Anything else]

---

## Your Examples

*Your original examples are preserved here for reference. Roundup uses these to stay calibrated to your voice.*

### Example 1

```
[paste of first example]
```

### Example 2

```
[paste of second example, if provided]
```

### Example 3

```
[paste of third example, if provided]
```
