Quick Start

ChatGPT gives you answers. Beam Next enables you to build.

What people actually use it for:

→ Job Search Search 15 job boards every morning, prioritize matches, and generate tailored CVs from your stored stories.

→ Health System Talk to your fitness data, log meals from photos, get personalized training plans that adapt to your progress.

→ Content Engine Interview yourself to capture stories, plan your calendar, auto-generate posts that sound like you.

The difference: Everything you build is always remembered. Context compounds. Every session makes it smarter.

Ready? Then display language selection : What language do you want to work in?

1. English
2. Deutsch
3. Español
4. Français
5. Italiano
6. 日本語
7. 中文
8. Other (type your language)

(All future sessions will use this language)

Type the number (1-8): When user responds : If 1-7: Map to language code (en, de, es, fr, it, ja, zh) If 8: Ask "Which language?" and accept their input Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 0 , "onboarding.language_preference" : "<selected_language_code>" , "user_preferences.language" : "<selected_language_name>" }) IMPORTANT : After language selection, ALL subsequent content must be displayed in the user's chosen language. STEP 1/11: How Beam Next Works (30 sec) Display : STEP 1/11: How Beam Next Works

Here's the key idea:

This Beam Next folder IS your project. Everything lives here. I remember what we work on. Every session compounds.

02-memory/ → Your context (I pre-load this every session) 03-projects/ → Where we plan and build things together 01-skills/ → Your process automations 04-workspace/ → Your outputs and files

No accounts. No cloud. The whole system is just this folder. Close the chat, come back tomorrow - I pick up where we left off.

Ready? Wait for confirmation Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 1 }) STEP 2/11: Context Upload (Optional) (2-3 min if used) Display : STEP 2/11: Context Upload (Optional)

Have files that show what you work on?

If yes, I'll analyze them and learn:

• What you do (role, domain)
• Patterns in your work
• Tools you use
• Ideas for what to build

This takes 2-3 minutes but makes everything more personalized. Use AskUserQuestion : Question: "Want to upload context files?" Options:

• "Yes, I have files" - I'll analyze them now
• "Skip for now" - We can do this later anytime If "Yes, I have files" : LOAD SKILL: analyze-context

The skill will:

1. Guide file upload to 02-memory/input/
2. Run SubAgent analysis (parallel)
3. Save insights to 02-memory/input/_analysis/
4. Auto-add "Organize Initial Context" to roadmap

After skill completes, continue to Step 3. Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 2 , "onboarding.quick_start_state.context_uploaded" : True / False }) STEP 3/11: Your Goal (2-3 min) Display : STEP 3/11: Your Goal

What's your goal for this Beam Next?

What's the PURPOSE of having this AI system? What should it help you achieve?

{If context uploaded: "Based on your files, I noticed: {key insights}"}

Examples:

• "Automate my content creation workflow"
• "Build a system for managing client projects"
• "Create a research organization system"

Tell me your goal: User responds Use AskUserQuestion with DYNAMIC options based on goal: Question 1: "What does success look like in 3 months?" (multiSelect: true) Options: {dynamically generated based on goal + context}

Question 2: "What's your biggest friction right now?" (multiSelect: true) Options: {dynamically generated} Create goals.md :

Your Goals

This file loads every session - it's how I stay relevant to YOU.

Goal

{user's stated goal}

Success Looks Like

{from Question 1}

Current Friction

{from Question 2}

Context

{additional context from file analysis if available}

Created : {today} Save to : 02-memory/goals.md Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 3 , "onboarding.quick_start_state.goal_captured" : True , "first_encounters.memory_updated" : True }) STEP 4/11: Integrations (NEW) (1-2 min) Display : STEP 4/11: Integrations

Beam Next can connect to external tools and services.

When connected, I can:

• Send messages to Slack
• Create tasks in your project manager
• Read/write to Google Docs
• Track data in your CRM
• And more...

{If context uploaded and tools detected:} I noticed you use: {detected tools} Use AskUserQuestion : Question: "Which tools do you want to connect?" (multiSelect: true) Header: "Integrations" Options (DYNAMIC based on goal domain):

For Content/Marketing goals:

• "Slack" - Team communication, notifications
• "Google Workspace" - Docs, Sheets, Calendar
• "LinkedIn" - Direct posting (coming soon)
• "Notion" - Notes and databases
• "None for now" - I'll set these up later

For Sales/CRM goals:

• "HubSpot" - CRM, contacts, deals
• "Slack" - Team communication
• "Google Workspace" - Email, calendar
• "Airtable" - Databases, tracking
• "None for now"

For Development goals:

• "GitHub" - Repos, issues, PRs
• "Slack" - Team updates
• "Jira" - Project tracking
• "None for now"

Default (no specific domain):

• "Slack" - Team communication
• "Google Workspace" - Docs, Sheets, Calendar
• "Notion" - Notes and databases
• "None for now" Store selected integrations :

Save to goals.md under new section

append_to_goals( """

Integrations to Connect

{for each selected integration}

• {integration_name} - {purpose} """ )

Also save to state for roadmap generation

update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 4 , "onboarding.quick_start_state.integrations_selected" : [ "slack" , "google" , ...] }) If integrations selected, show : Got it! These integrations will appear in your roadmap.

To connect them later, just say: "connect slack" "connect hubspot" etc.

Each integration has a setup wizard. STEP 5/11: Create Roadmap (Optional) (2-3 min if used) Display : STEP 5/11: Create Roadmap (Optional)

Your goal: {goal_summary}

{If integrations selected:} Integrations to set up: {list}

Want to plan what you'll build to achieve this?

A roadmap helps you:

• See the big picture
• Know what comes after each project
• Organize your workspace around your plans

{If context uploaded: "I found {N} build ideas in your files."} Use AskUserQuestion : Question: "Create a roadmap now?" Options:

• "Yes, let's plan" - I'll suggest items based on your goal
• "Skip for now" - We'll pick one thing to build If "Yes, let's plan" : LOAD SKILL: create-roadmap

The skill will:

1. Suggest items based on goal + context + integrations
2. Auto-include integration setup for selected tools
3. Let you add/remove/prioritize
4. Save to 02-memory/roadmap.yaml

The roadmap will inform your workspace structure.

After skill completes, continue to Step 6. If skipped, continue to Step 6 Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 5 , "onboarding.quick_start_state.roadmap_created" : True / False }) STEP 6/11: Your Workspace (IMPROVED) (2-3 min) Display : STEP 6/11: Your Workspace

Here's something important:

I'm going to generate A LOT of stuff for you. Plans, content, research, documents, templates...

Without structure, you'll drown in AI output.

04-workspace/ is where YOUR outputs live. It's navigatable by both you AND me. STEP 6a: Generate and Show Proposals CRITICAL : Don't just ask preference - SHOW concrete proposals based on goal/roadmap. Generate 2-3 proposals based on context : def generate_workspace_proposals ( goal, roadmap_items, integrations ): """ Generate 2-3 concrete workspace proposals. Each proposal is a complete folder structure with explanations. """ proposals = []

Proposal A: By Content Stage / Workflow Stage

proposal_a = { "name" : "By Stage" , "description" : "Organize by where things are in your workflow" , "structure" : generate_stage_based_structure(goal), "best_for" : "Clear workflow, easy to find current work" }

Proposal B: By Project / Topic

proposal_b = { "name" : "By Project" , "description" : "Separate folder for each initiative" , "structure" : generate_project_based_structure(roadmap_items), "best_for" : "Multiple parallel projects, clear boundaries" }

Proposal C: Hybrid / Custom based on domain

proposal_c = { "name" : "Hybrid" , "description" : "Mix of stages and projects" , "structure" : generate_hybrid_structure(goal, roadmap_items), "best_for" : "Flexibility, grows naturally" } return [proposal_a, proposal_b, proposal_c] Example for LinkedIn Content goal : I'll show you 3 workspace options. Pick the one that fits how you think:

OPTION A: By Stage

04-workspace/ ├── 1-ideen/ # Raw ideas, inspiration ├── 2-planung/ # Content being planned ├── 3-entwuerfe/ # Drafts in progress ├── 4-fertig/ # Ready to publish ├── 5-veroeffentlicht/ # Published archive └── referenzen/ # Inspiration, examples

Best for: Clear workflow, always know what's "in progress"

OPTION B: By Project (from your roadmap)

04-workspace/ ├── ideen-bank/ # For: Content Ideen-Bank build ├── stories/ # For: Deine Story-Sammlung build ├── templates/ # For: Content Templates build ├── kalender/ # For: Content Kalender build ├── posts/ # All post drafts & final └── tracking/ # Analytics & engagement

Best for: Each roadmap item has its home

OPTION C: Hybrid

04-workspace/ ├── content/ # All content work │ ├── ideen/ │ ├── entwuerfe/ │ └── fertig/ ├── system/ # Your processes & templates │ ├── templates/ │ └── workflows/ ├── tracking/ # Analytics & progress └── referenzen/ # Inputs & inspiration

Best for: Balance of workflow and organization Use AskUserQuestion : Question: "Which structure fits how you think?" Header: "Workspace" Options:

• "Option A: By Stage" - Clear workflow stages
• "Option B: By Project" - Matches your roadmap
• "Option C: Hybrid" - Flexible mix
• "Show me something else" - I'll customize If "Show me something else" : Tell me how you naturally organize things:
• By time? (this week, this month, archive)
• By type? (documents, images, data)
• By client/person?
• Something specific?

I'll create a custom structure. After selection, create the folders and workspace-map.md Display : Created workspace structure

Your folders are ready in 04-workspace/

IMPORTANT: You can change this anytime.

Move files, add folders, reorganize however you want. Then say "update workspace map" and I'll sync.

This is YOUR space. It grows with you. Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 6 , "onboarding.quick_start_state.workspace_created" : True , "first_encounters.workspace_used" : True }) STEP 7/11: Your First Project (2 min) Display : STEP 7/11: Your First Project

{If roadmap exists:} Your roadmap has {N} items. Let's start with the first one:

→ {first_roadmap_item}

{If context uploaded and has "Organize Initial Context":} Note: You also have "Organize Initial Context" in your roadmap. You can do that first, or start with {first_roadmap_item}.

{If no roadmap:} Your GOAL is: {goal_summary}

Let's pick something concrete to build that moves you forward.

What can you build in Beam Next?

• Content → Posts, guides, documentation
• Strategy → Plans, decisions, roadmaps
• Research → Analysis, synthesis, reports
• Process → Workflows, automations, systems
• Software → Features, tools, integrations
• Skills → Reusable workflows for later

WHY PLANNING MATTERS:

Plan well → execution will be (almost) perfect.

I'll ask questions that sharpen your thinking. You'll discover what you actually want.

This is AI enhancing your critical thinking, not replacing it. If roadmap exists : Use AskUserQuestion : Question: "Start with this?" Options:

• "Yes, let's plan {first_item}"
• "Pick a different item from roadmap"
• "Something else entirely" If no roadmap : Use AskUserQuestion with DYNAMIC options based on goal: Question: "Which feels like the right first step?" Options:
• {PROJECT idea 1} - {why}
• {PROJECT idea 2} - {why}
• {PROJECT idea 3} - {why}
• Other (tell me) Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 7 , "onboarding.quick_start_state.build_chosen" : True }) STEP 8/11: Plan the Build (IMPROVED) (3-4 min) CRITICAL CHANGE : Load the actual plan-project skill instead of manually running questions. Display : STEP 8/11: Plan the Build

Now I'll load the planning workflow.

This will:

1. Ask discovery questions specific to your project type
2. Research best practices (if needed)
3. Create a detailed execution plan
4. Save everything to the project folder

Let's go! LOAD SKILL: plan-project uv run beam-next-load --skill plan-project If beam-next-load is not available in your environment, load plan-project from your skills list / IDE skill picker — the important part is running that skill, not the exact shell wrapper. Pass context to plan-project :

The plan-project skill needs to know:

1. Build name (from step 7)

2. Project type (detected from goal/name)

3. That this is onboarding (simplified mode)

Plan-build will:

1. Create build structure with beam-next-init-project

2. Run type-specific discovery

3. Generate plan and steps

4. Link to roadmap if applicable

After plan-project completes : Display : Planning complete!

Your project now has:

• 01-overview.md (purpose & scope)
• 02-discovery.md (your answers)
• 03-plan.md (what we'll create)
• 04-steps.md (execution roadmap)

See what happened? Every answer is now part of your project. This is how Beam Next compounds - input becomes persistent context. Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 8 , "onboarding.quick_start_state.planning_complete" : True , "first_encounters.build_created" : True }) STEP 9/11: What You Built (1 min) Display : STEP 9/11: What You Built

Here's what you've created so far:

✓ Goal defined → 02-memory/goals.md {If integrations:} ✓ Integrations noted → Ready to connect {If roadmap:} ✓ Roadmap created → 02-memory/roadmap.yaml ✓ Workspace ready → 04-workspace/ ✓ First build planned → 03-projects/active/{name}/ {If context:} ✓ Context analyzed → 02-memory/input/

HOW BEAM NEXT WORKS:

One session = one focus.

This session was PLANNING. Next session will be EXECUTION.

Almost done! Two more steps. Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 9 }) STEP 10/11: Permissions Setup (1-2 min) Display : STEP 10/11: Permissions Setup

One last thing before we finish.

Beam Next works best when I can read files, make edits, and run commands without asking you each time. This is called "automatic" mode.

Here's what automatic mode allows:

• Read any file in this project
• Edit and create files
• Run shell commands (git, npm, python, etc.)
• Search the web for documentation

SAFEGUARDS (even in automatic mode):

• I'll pause for important decisions (architecture, strategy, scope)
• Destructive git commands are automatically blocked (force push, reset --hard)
• I'll never commit without your explicit request
• I won't touch sensitive files (.env, credentials, secrets)
• Beam Next hooks monitor for risky patterns and block them

Automatic mode means fewer interruptions, not zero oversight. You stay in control of what matters.

You can change this anytime by editing .claude/settings.local.json Use AskUserQuestion : Question: "How should I handle permissions?" Header: "Permissions" Options:

• "Automatic (Recommended)" - I can work without interruptions. Best for productivity.
• "Ask each time" - I'll ask before every action. More control, more prompts. If user chose "Automatic": Check and create files : Check if .claude/settings.local.json exists Check if .vscode/settings.json exists Show what will be created/changed Ask confirmation Create .claude/settings.local.json : { "permissions" : { "allow" : [ "Bash()" , "Edit" , "Write" , "Read" , "Glob" , "Grep" , "WebFetch" , "WebSearch" ] } } Create/update .vscode/settings.json (merge with existing if present): { "markdown.preview.breaks" : true , "markdown.preview.typographer" : true , "files.associations" : { ".md" : "markdown" } , "claudeCode.allowDangerouslySkipPermissions" : true , "claudeCode.initialPermissionMode" : "bypassPermissions" } Create setup marker : .claude/.setup_complete If user chose "Ask each time": Create only markdown preview settings in .vscode/settings.json : { "markdown.preview.breaks" : true , "markdown.preview.typographer" : true , "files.associations" : { "*.md" : "markdown" } } Create setup marker : .claude/.setup_complete Save state : update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 10 , "onboarding.quick_start_state.permissions_configured" : True }) STEP 11/11: Start Fresh (IMPROVED) (1 min) Display summary : STEP 11/11: Start Fresh

Setup complete! Here's what you built:

✓ Goal defined → 02-memory/goals.md {If integrations:} ✓ Integrations noted → {list} {If roadmap:} ✓ Roadmap created → 02-memory/roadmap.yaml ({N} items) ✓ Workspace ready → 04-workspace/ ✓ First build planned → 03-projects/active/{name}/ {If context:} ✓ Context analyzed → 02-memory/input/ Display IDE-specific restart instructions :

TO START YOUR NEXT SESSION:

The permissions need a fresh session to activate. Here's how to start a new session:

┌─────────────────────────────────────────────────┐ │ IN VS CODE: │ │ │ │ 1. Click the "+" button in the Claude panel │ │ (top right of this chat) │ │ │ │ OR press: Cmd+Shift+P (Mac) / Ctrl+Shift+P │ │ Then type: "Claude: New Chat" │ │ │ │ 2. In the new chat, type: Hi │ │ │ │ That's it! I'll show your project, ready to go. │ └─────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────┐ │ IN TERMINAL: │ │ │ │ 1. Type: exit │ │ (or press Ctrl+C) │ │ │ │ 2. Start again: claude │ │ │ │ 3. Type: Hi │ └─────────────────────────────────────────────────┘

WHAT HAPPENS NEXT:

When you say "Hi" in a new session: → I load your goals, roadmap, and active build → I show you where we left off → We start EXECUTING your first project

Your context is saved. Nothing is lost. Every session picks up where we left off.

See you in the next session! 👋 Save completion state : from datetime import datetime from beam_next.state_writer import update_multiple_paths

update_multiple_paths(config_path, { "onboarding.quick_start_state.step_completed" : 11 , "onboarding.status" : "archive" , "onboarding.in_progress_skill" : None , "onboarding.completed_at" : datetime.now().isoformat(), "learning_tracker.completed.quick_start" : True }) Post-Completion State Final state in user-config.yaml : onboarding: status: "archive" path_chosen: "quick_start" language_preference: "en" started_at: "..." completed_at: "..." quick_start_state: step_completed: 11 context_uploaded: true /false goal_captured: true integrations_selected: [ "slack" , "google" ]

NEW

roadmap_created: true /false workspace_created: true build_chosen: true planning_complete: true permissions_configured: true first_encounters: build_created: true workspace_used: true memory_updated: true Files Created : .claude/ settings.local.json # Permissions (if automatic) .setup_complete # Marker file

.vscode/ settings.json # VS Code settings

02-memory/ goals.md # PERMANENT (includes integrations section) roadmap.yaml # PERMANENT (if created) input/ # TEMPORARY (if files uploaded) {uploaded files} _analysis/ # SubAgent outputs (temporary) analysis-summary.md {theme}-insights.md

03-projects/ active/ {ID}-{name}/ 01-planning/ 01-overview.md 02-discovery.md 03-plan.md 04-steps.md resume-context.md 02-resources/ 03-working/ 04-outputs/

04-workspace/ {folders based on selected proposal}/ workspace-map.md Flow Summary Step 0: Welcome & Language ↓ Step 1: How Beam Next Works ↓ Step 2: Context Upload (optional) ↓ informs Step 3: Your Goal ↓ informs Step 4: Integrations (NEW) ← Ask about tools ↓ informs Step 5: Create Roadmap (optional) ← Includes integrations ↓ informs Step 6: Your Workspace ← Show concrete proposals ↓ informs Step 7: Your First Project (choose) ↓ Step 8: Plan the Build ← Load plan-project skill ↓ Step 9: What You Built (summary) ↓ Step 10: Permissions Setup ↓ Step 11: Start Fresh ← Clear IDE instructions Key Changes from v1 : Step 4 (NEW) : Integrations question - what tools to connect Step 6 (IMPROVED) : Show 2-3 concrete workspace proposals Step 8 (IMPROVED) : Load actual plan-project skill Step 11 (IMPROVED) : IDE-specific session restart instructions Error Handling Issue Solution analyze-context fails Log error, continue without context create-roadmap fails Log error, continue to workspace plan-project fails Fall back to manual questions User gives vague goal Ask clarifying question Session compacts Resume from step_completed + 1 Implementation Notes Modular Skills : analyze-context

• File analysis (Step 2) create-roadmap
• Roadmap creation (Step 5) plan-project
• Build planning (Step 8) ← NEW All standalone, called from quick-start when needed Dynamic Generation : All options generated from goal + context + roadmap Workspace proposals generated from goal/roadmap multiSelect: true where multiple answers make sense Always include "Other" option Language Support : After Step 0, ALL content must be in user's chosen language Supported: en, de, es, fr, it, ja, zh, or custom Total Time : ~15-20 minutes Step 0: 1 min (welcome + language) Step 1: 30 sec Step 2: 0-3 min (optional) Step 3: 2-3 min Step 4: 1-2 min (integrations) ← NEW Step 5: 0-3 min (optional) Step 6: 2-3 min (workspace proposals) Step 7: 2 min Step 8: 3-4 min (plan-project skill) Step 9: 1 min Step 10: 1-2 min Step 11: 1 min Quick Start v2.0 - Complete onboarding with integrations, proposals, and clear instructions