Examples
These workflows combine integrations, personas, skills, memories, and schedules the way Toby is designed to be used.
Morning email triage (Email)
Setup: Email connected, AI configured, then start the chat with Mailman from the + menu (or set Mailman as your default).
Chat:
Summarize my unread email from the last 24 hours. List anything that needs a reply today and suggest archive or label actions.
Outcome: One pass over the inbox grouped by Needs attention / Worth noting / Ignore, with category labels and next steps.
Technologist vs project manager lens
Setup: Two personas—Technologist 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 enabled (Vercel AI Gateway key + Settings → Web Search).
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: Email connected, Toby.app running so schedules can fire, and a schedule created in Toby.app → Schedules.
| Field | Value |
|---|---|
| Name | Daily brief |
| Prompt | Summarize unread email; list replies needed today. |
| Persona | Toby |
| Cron | 0 9 * * * |
Outcome: Hands-free morning summary at 9am.
Recurring weekly overview (Projects)
Setup: Email or Todoist connected, a project created in Toby.app.
Create the project:
Toby.app → Projects → + → rename to "Weekly Overview"
Add durable guidance: Open the project folder from the inspector (Reveal in Finder), then edit AGENTS.md with goals, tone, and required sections for the weekly overview.
Create a project-local skill for consistent formatting (in a project chat):
Create a skill called weekly-overview-format that formats a weekly status
update with sections: Accomplishments, Blockers, Priorities Next Week.
Save it under the project’s .agent/skills/ folder so it loads only for that project.
Chat each week (with the project active):
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 guided by AGENTS.md / project skills.
Optional schedule: Schedule 0 9 * * 1 (Mondays 9am) with the same prompt and project for a fully automated weekly brief.