{{CUSTOMER_NAME}} Workspace Summary
Last reviewed: {{TODAY}} Primary month: {{YEAR_MONTH}}
関連ファイルパス
- Active inbox:
_inbox/{{YEAR_MONTH}}.md - Active questions:
_questions/{{YEAR_MONTH}}.md - Customer profile:
_customer/profile.md - Research/report outputs:
research-reports/ - Workstream portfolio:
workstreams/README.md - Material folders when used:
_received/,_working/,_provided/ - Important working files:
Source of Truth
| Topic | Source file | Notes |
|---|---|---|
| Customer profile | _customer/profile.md |
Contract, contacts, account context |
| Current month intake | _inbox/{{YEAR_MONTH}}.md |
Raw notes and imported material |
| Open questions/actions | _questions/{{YEAR_MONTH}}.md |
Track follow-up items |
| Research/report outputs | research-reports/ |
Generated Markdown deliverables |
| Workstream portfolio | workstreams/README.md |
Confirmed workstream status index |
Bring-Along vs Reference-Only
Bring-Along
- Files the next owner must open first
- Current working notes for {{YEAR_MONTH}}
- Current material ledgers when customer-shared files are part of active work
- Pending actions and deadlines
Reference-Only
- Historical notes kept for background
- Archived proposals, decks, or emails
- Material useful for context but not needed for daily operation