Skip to main content

Examples

These workflows combine integrations, personas, skills, memories, and schedules the way Toby is designed to be used.

Morning email triage (Gmail)

Setup: Gmail connected, AI configured, default Toby persona.

Chat:

Summarize my unread Gmail from the last 24 hours. List anything that needs a reply today and suggest archive or label actions.

Outcome: One pass over the inbox with actionable next steps.


Technologist vs project manager lens

Setup: Two personasTechnologist and Project Manager—plus a skill such as organize-email-by-project that describes how to triage mail.

Chat (Technologist):

/persona
Organize my inbox using the project skill—prioritize technical threads first.

Chat (Project Manager): Same prompt with the PM persona selected.

Outcome: The same skill runs, but prioritization differs: engineering depth vs deadlines and coordination.


Weekly standup prep (Todoist + Slack)

Setup: Todoist and Slack connected.

Chat:

List my Todoist tasks due this week and summarize Slack mentions of my handle in #engineering since Monday.

Optional schedule: Schedule 0 8 * * 1 (Mondays 8am) with prompt “Standup prep: tasks due this week plus Slack highlights from #engineering.”


Sprint health check (Jira)

Setup: Jira connected.

Chat:

Find unresolved Jira bugs assigned to me in the current sprint. Group them by priority and call out anything blocked.

Outcome: A read-only issue summary using Jira search, issue details, and comments.


Research a URL and the web

Setup: AI configured. For web search, Web Search configured.

Chat:

Search the web for recent changes to the vendor API, then read https://example.com/changelog and summarize what affects us.

Outcome: Toby can combine web search results with direct URL reading.


Capture meeting notes in chat

Setup: macOS audio helper available for listen mode.

Chat:

/listen

After the meeting:

/stop-listening
Summarize the transcript and list action items by owner.

Outcome: The recording is saved, transcribed, and added to chat context.


Remember preferences after calendar work

Setup: Apple Calendar connected on macOS.

Chat:

Look at my meetings tomorrow. Remember that I prefer calls before noon when possible.

Later:

What do you know about my meeting preferences?

Outcome: Toby proposes a memory; after you confirm (if needed), later sessions reuse it.


Daily automated brief

Setup: Gmail connected, daemon running, schedule created in toby schedules.

FieldValue
NameDaily brief
PromptSummarize unread Gmail; list replies needed today.
PersonaToby
Cron0 9 * * *

Outcome: Hands-free morning summary at 9am.


Recurring weekly overview (Projects)

Setup: Gmail or Todoist connected, a project created.

Create the project:

/project → Add Project → name: "Weekly Overview"

Add reference context (from a terminal):

mkdir -p ~/.toby/projects/weekly-overview/context
cp last-weeks-overview.md ~/.toby/projects/weekly-overview/context/
cp team-goals.md ~/.toby/projects/weekly-overview/context/

Create and pin a skill for consistent formatting:

Create a skill called weekly-overview-format that formats a weekly status
update with sections: Accomplishments, Blockers, Priorities Next Week.

Then pin it via /config → Projects → Weekly Overview → Skills.

Chat each week:

Generate this week's overview based on my recent emails and tasks.

Outcome: Every weekly overview lands in the project's outputs/ folder, formatted consistently and informed by the same reference documents.

Optional schedule: Schedule 0 9 * * 1 (Mondays 9am) with the same prompt for a fully automated weekly brief.


Where to go next