Bernie Goldbach

FODAI Training

Session 0. Prep FOD Claude Obsidian

  • Review Learning Map.
  • Find Drive Assets.
  • Review Insideview breakdowns
  • Distinguish between Claude Chat and Claude Cowork
  • Set up plugins for productivity, postiz, search, and PDF
  • Browse Claude Skills
  • /today /prep [meeting]
  • /start + /update
  • /postiz
  • /search [query]
  • /fill-form

Session 1. Intro to Claude Cowork

  • Party Trick: inbox triage
  • Party Trick: desktop triage

Plugins

  • productivity
  • marketing
  • enterprise search
  • product management
  • data
  • brand voice

Session 2. Claude Connectors and Schedule

Schedule

You are preparing a daily brief for Bernie (bgoldbach@gmail.com). Do the following:

  1. Calendar brief: Use the Google Calendar tool to list today’s events. Summarize what’s on Bernie’s schedule for the rest of today and anything coming up tomorrow. Note any conflicts, back-to-backs, or important meetings. Highlight anything calendar items for the next five days that include the words FOCUS or PAY or TRAVEL or PLAN.

  2. Email brief: Use the Gmail tool to search for important/unread emails from the last 24 hours. Highlight any emails that need attention, action, or a reply — skip newsletters and automated notifications. Keep it short.

  3. Send the brief: Compose the combined brief as a clean, readable email and send it to dailytopgold@ino.to with the subject line “Daily Brief – [today’s date]”.

Format the email as:

📅 CALENDAR

[Calendar summary]

📬 EMAILS TO NOTE

[Email highlights]

  1. Upload the brief: Upload the combined brief to the 00 folder in my Google Drive.

  2. Keep the whole brief concise and scannable. Today’s date is available from the system.

Session 3. Claude Projects

Basic FODAI Project

  • make FODAI folder
    • Cowork > New Project (use FODAI Folder)
  • Insert instructions
  • Use productivity plugin

TASK: Open memory file and read it

  • Open the memory file and read FODAI > Memory
  • Use /update to fill in gaps

Session 4. Dashboard

Bernie built his first dashboard to show artifacts that supported his WORKS and RESEARCH projects-dashboard-2026-06-01.html

WORKS are syllabi, decks, Drive folders, Interactive books, newsletters, blog posts, expanded captions on Flickr photos.

Run Dashboard inside a Folder

Bernie’s Projects Dashboard

Name: projects-dashboard Description: Update projects dashboard

Build a self-contained single file HTML dashboard at projects/outputs/projects-dashboard.html with the current date incorporated in the file name of the HTML file. The dashboard reads RISE26/efforts/projects data.

Create a table containing rows for each project. Make columns for “Project Name”, “Total Files” and “Recent updates”. Sort rows by “Recent updates” and by “Size”. Display the top 10 most recently updated projects.

Dashboard sections

Project Name – calculate the total size and the percentage of the total files in the project that have been updated during the past three weeks. Display the top 10 most recently updated projects, sorted in descending order by number of total files in each project.

Project Table – one row per project with columns called “Project Name”, “Total Size”, “% updated”

Allocation breakdown

Infer the type of client by reading the project information. Infer categories such as higher education, adult learning for life, vocational education, or corporate education. Create a simple donut showing client category breakdowns. Use purple for higher education. Use red for adult learning for life. Use yellow for vocational education. Use green for corporate education.

Top Movers This Week

Cite the names of the three biggest projects that had the greatest percentage change in file size.

Works

List the titles and dates of the five most recent items in the “Works” folder. Create clickable links for each of these items.

Course Material History

Calculate the number of files in the Atlas folder. Produce a line chart of content in the Atlas folder over time.

Research

List the titles of the five most recently updated files in the Atlas/Dots/Statements folder as clickable links, sorted by file name descending (most recent first). Label this section “Research Items”.

Design

  • Clean, minimal, dark mode preferred

  • Responsive (works at laptop width)

  • No external dependencies other than what’s available on cdnjs.cloudflare.com. Use loud.js for allocation donut and history line chart

  • After building the dashboard, open it and show me a screenshort or describe what’s visible.

Before you start

  1. Confirm the workspace is writeable and that you can create files in the project directory.