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ShafOS

An open-source kit to build your own AI Chief of Staff with Claude Code.

Not a chatbot — a system. Persistent context, email triage, meeting prep, project tracking, and daily briefings that make sure nothing falls through the cracks.

How it works

Read the full story: bubs-ai.vercel.app

Quick start

Prerequisites

  • Claude Code installed and working
  • Ideally, at least one MCP integration set up (Outlook, Gmail, Google Calendar, Slack, etc.)
    • The system works without MCPs (you can paste info manually), but it shines when it can pull your email and calendar directly

Setup (20 minutes)

  1. Clone this repo:

    git clone https://github.com/shafqat/shafos.git
    cd shafos
  2. Create a new project directory and copy the templates:

    mkdir ~/my-cos && cp -r templates ~/my-cos/
    cd ~/my-cos
  3. Open Claude Code in your new project directory:

    claude
  4. Paste the bootstrap prompt from bootstrap.md — everything below the --- line. Claude will interview you and generate your personalized system.

  5. Start using it. In your next session, try: "Run my morning brief" or "What's on my calendar today and what should I know?"

Optimizely employees

There's an internal Optimizely-specific version that pre-wires the exact same tech stack (Outlook/Teams, Salesforce, Coda, ClickUp, Optimizely Analytics). Ask Shafqat for access to the private repo.

What's in the box

shafos/
├── bootstrap.md              # The prompt that builds your system (generic)
├── templates/
│   ├── CLAUDE.md             # Master config — personality, principles, integrations
│   ├── context/
│   │   ├── about-me.md       # Who you are — bio, values, communication style
│   │   ├── professional.md   # Role, company, key initiatives
│   │   ├── contacts.md       # People who matter and why
│   │   ├── calendar.md       # Meeting rhythms and protected time
│   │   └── personal.md       # Family, dates, personal context (optional)
│   ├── systems/
│   │   ├── email-triage.md   # Priority tiers, search methodology, filtering rules
│   │   ├── morning-brief.md  # Quick daily refresh — overnight catch-up
│   │   ├── evening-brief.md  # Heavy prep — tomorrow's calendar, loose ends, prep
│   │   ├── weekly-review.md  # Sunday bridge — past week, next week, priorities
│   │   └── meeting-prep.md   # Prep levels by meeting type, cross-referencing rules
│   └── active/
│       ├── priorities.md     # Top 3-5 things that matter right now
│       ├── projects.md       # Active project tracker with status and action items
│       └── prep-queue.md     # "Don't forget to bring this up" meeting items
└── README.md

Key ideas

Context is everything. The system works because every session starts with deep context about who you are, what you're working on, and who matters. Without that, it's just a fancy chatbot.

The triage engine is the killer feature. Raw email inboxes are 80% noise. The tiered priority system with sender-based rules, elevation signals, and mandatory search patterns means nothing critical gets buried.

The prep queue bridges conversations. Action items from Tuesday's meeting need to surface in Thursday's 1:1. Without the prep queue pattern, these fall through the cracks.

Codify everything. When your assistant makes a mistake and you correct it, that correction should become a rule in a system file — not just a one-time fix. The system gets smarter over time because lessons are encoded, not just remembered.

Start lean, grow organically. You don't need every file on day one. Start with CLAUDE.md + context files + email triage. Add systems and automation as you find what works.

Automation (optional)

The bootstrap sets up the interactive system — you talk to your assistant in Claude Code sessions. For automated daily briefs (morning, evening, weekly) sent to your email on a schedule, you'll need:

  • A Gmail account for sending (SMTP with app password)
  • A scheduling mechanism (launchd on Mac, cron on Linux, Task Scheduler on Windows)
  • Headless Claude Code (claude -p) for unattended runs

This is documented on the ShafOS website under the Automation section.

Built by

Shafqat Islam — President, Optimizely. Built originally as "Bubs," a personal AI Chief of Staff. ShafOS is the open-source kit for building your own.

Powered by Claude Code from Anthropic.

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