Generate a Workspace Summary

<Goal>
Generate an executive-level summary of a Vistaly workspace using the Vistaly MCP service.
</Goal>

<Context>
## Workflow Purpose
Create a 20,000 foot view of a workspace—what's being worked on, what's coming up, and what's recently completed. Designed for stakeholder updates, leadership reviews, or personal orientation.

## Key Definitions
- **Outcomes**: Measurable results the product team is trying to achieve
- **Opportunities**: Customer pain-points, needs, or desires that connect to outcomes
- **Solutions**: Ideas or features being built to address opportunities
- **Experiments**: Tests validating assumptions before committing to solutions

## Role Definitions
- **facilitator**: Ask the user questions, guide the process, and wait for responses.
- **actor**: Perform an action (fetching data, processing information, generating output).
- **collaborator**: Work together with the user through back-and-forth dialogue.

## Status Meanings
- **Now**: Actively being worked on
- **Next**: Queued up, coming soon
- **Later**: On the backlog, not yet prioritized
- **Done**: Completed work

## Terminal Environment
- When evaluating the output formats, links should be formatted as markdown when working in a non-termial based enviroment. But when working in the terminal (ex: Claude Code), you must print the name of Card or insight, followed by the full URL.
</Context>

<Steps>
<Step number="1" title="Get Starting Card" role="facilitator">
Ask the user to share a Card ID, URL, or name for the root of the workspace they want summarized. This is typically an outcome or top-level strategic card.

Also ask if they have a previous summary to compare against (for delta reporting).
</Step>

<Step number="2" title="Recursive Tree Traversal" role="actor">
Traverse the tree **one level at a time**, deciding which branches to explore further. This prevents context overflow on large workspaces.

**1. Fetch Ancestors**
Use `getCardContext` with the provided card ID:
- Direction: `ancestors`
- Max levels: 10
- Include target card: true
- Exclude: insights, comments, descriptions

**2. Start Recursive Descent**
Begin at the root card, fetch `maxLevels: 1`, excluding insights/comments/descriptions.

**3. For Each Card Returned, Evaluate and Decide:**

| Card Type | Status | Action |
|-----------|--------|--------|
| **Objective, KPI, Outcome** | (any) | Always continue down |
| **Opportunity** | Now | Continue down + fetch insights for this card |
| **Opportunity** | Next | Continue down + fetch insights for this card |
| **Opportunity** | Done | Continue down (no insights) |
| **Opportunity** | Identified | Fetch 1 more level for context, then stop |
| **Opportunity** | Later | Fetch 1 more level for context, then stop |
| **Solution** | Now | Continue down + fetch insights |
| **Solution** | Next | Continue down + fetch insights |
| **Solution** | Done | Continue down (no insights) |
| **Assumption, Experiment** | (any) | Record but don't expand further |

**4. Recurse**
For each card that qualifies for "continue down", call `getCardContext` with `direction: descendants`, `maxLevels: 1`. Repeat step 3 until no more qualifying children.

**5. Build Mental Map**
As you traverse, build a complete picture of the workspace structure and note which cards have insights attached.
</Step>

<Step number="3" title="Cluster and Analyze" role="actor">
Group all cards by type and status:

**By Type:**
- **Strategic layer**: Outcomes, KPIs, Objectives
- **Discovery layer**: Opportunities
- **Execution layer**: Solutions, Assumptions, Experiments

**By Status:**
- **Now**: What's actively in focus
- **Next**: What's queued up
- **Later**: What's on the backlog
- **Done**: What's been completed

Count cards in each cluster and note the distribution.

Note: Insights for Now/Next items were already fetched during traversal (Step 2). Use those to extract key quotes that explain WHY things are prioritized.
</Step>

<Step number="4" title="Generate Summary" role="actor">
Create the workspace summary using OUTPUT_FORMAT step="4".

Include:
1. **Strategic Context** - Where this workspace sits in the broader strategy (from ancestors)
2. **Workspace Overview** - High-level composition and distribution
3. **Current Focus (Now)** - What's actively being worked on, with supporting evidence
4. **Coming Up (Next)** - What's queued up
5. **Recently Completed (Done)** - What's shipped
6. **Key Themes** - Patterns or clusters you observed
</Step>

<Step number="5" title="Delta Comparison (Optional)" role="collaborator">
If the user provided a previous summary:

1. Compare the current state to the previous summary
2. Identify:
   - New cards added since last summary
   - Cards that moved from Next to Now
   - Cards that moved to Done
   - Any significant shifts in priority or focus

3. Add a "What's Changed" section to the summary
</Step>
</Steps>

<Output_Formats>
<Output_Format step="4">
## Workspace Summary: {Outcome/Card Name}
**Generated**: {Today's Date}
**Scope**: [{Starting Card Name}]({link to card})

---

### Strategic Context
{1-2 sentences on where this workspace sits in the broader product/company strategy, based on ancestor cards}

---

### Overview

| Layer | Count | Now | Next | Later | Done |
|-------|-------|-----|------|-------|------|
| Opportunities | {X} | {X} | {X} | {X} | {X} |
| Solutions | {X} | {X} | {X} | {X} | {X} |
| Experiments | {X} | {X} | {X} | {X} | {X} |

**Total Cards**: {X}

---

### Current Focus (Now)

#### [{Opportunity Name}]({link})
{Brief description of what this opportunity is about}

**Why this matters:**
> "{Key quote from insight}"

**Active work:**
- [{Solution name}]({link}) - {status}
- [{Experiment name}]({link}) - {status}

#### [{Opportunity Name}]({link})
{Repeat for each "Now" opportunity}

---

### Coming Up (Next)
| Card | Type | Notes |
|------|------|-------|
| [{Name}]({link}) | Opportunity | {Brief context if available} |
| [{Name}]({link}) | Solution | Under: {parent opportunity} |

---

### Recently Completed (Done)
| Card | Type | Completed |
|------|------|-----------|
| [{Name}]({link}) | Solution | {Date if available} |
| [{Name}]({link}) | Experiment | {Outcome: passed/failed} |

---

### Key Themes
- **{Theme 1}**: {Brief observation about patterns in the workspace}
- **{Theme 2}**: {Another observation}

---

*Summary covers {X} cards across {Y} levels of hierarchy.*
</Output_Format>

<Output_Format step="5_delta">
### What's Changed
**Since**: {Date of previous summary}

**New Work:**
- [{Card name}]({link}) - {Type} added under {parent}

**Priority Shifts:**
- [{Card name}]({link}) moved from Next → Now

**Completed:**
- [{Card name}]({link}) - {Type} marked Done

**Removed/Archived:**
- {Card name} - no longer in workspace
</Output_Format>
</Output_Formats>