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create-plan

Generate structured Plan.md files from Needs_Action items using Company Handbook and Business Goals.

Updated Feb 20, 2026
Search Tags:#planning#task management#workflow automation#prioritization#action items#approval process
One-click install
npx skills add https://github.com/Gen-AI4/Personal-AI-Employee --skill create-plan-gen-ai4
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: create-plan
Source: https://github.com/Gen-AI4/Personal-AI-Employee/tree/main/.claude/skills/create-plan
Command: npx skills add https://github.com/Gen-AI4/Personal-AI-Employee --skill create-plan-gen-ai4

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill tackles the challenge of transforming raw, unstructured tasks into clear, actionable plans, ensuring that every item is properly defined and prioritized before execution.

Core Features & Use Cases

  • Automated Plan Generation: Creates structured Plan.md files from items in the /Needs_Action directory.
  • Contextual Analysis: Integrates Company_Handbook.md and Business_Goals.md to inform plan creation.
  • Approval Workflow Integration: Identifies actions requiring human approval.
  • Use Case: When a new customer inquiry arrives in the inbox, this Skill automatically generates a plan to respond, including steps for drafting an email and logging the interaction, ensuring no task is overlooked.

Quick Start

Use the create-plan skill to generate a structured action plan for the new item in vault/Needs_Action/customer_inquiry.md.

Frequently Asked Questions about create-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I convert unstructured tasks into actionable plans with checkboxes?▼

To convert unstructured tasks into actionable plans, this Skill analyzes pending items in the Needs_Action directory against Company Handbook rules and Business Goals, generating a structured Plan.md file with checkboxes in the Plans directory.

How does task prioritization work when generating an action plan?▼

Task prioritization works by analyzing incoming items against Business_Goals.md and Company_Handbook.md, defining required execution steps based on those rules, and outputting a structured plan with prioritized action items.

Can I integrate approval workflows for sensitive actions into my task management plan?▼

Yes, you can integrate approval workflows into your task management plan. This Skill identifies actions requiring human approval during plan generation and flags them before execution begins.

What's the best way to automate workflow automation for incoming customer inquiries?▼

The best way to automate workflow for incoming inquiries is placing them in the Needs_Action directory. The Skill then automatically generates a plan with steps like drafting an email and logging the interaction.

Do I need specific markdown files to use this automated plan generation process?▼

Yes, you need specific markdown files. The process requires pending tasks in the Needs_Action directory and references Company_Handbook.md and Business_Goals.md to inform the contextual analysis for plan creation.

Why does my generated plan include steps not directly mentioned in the original task?▼

Your generated plan includes extra steps because the Skill performs contextual analysis, cross-referencing the incoming task with Company Handbook rules and Business Goals to define all required steps before execution.

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