workflowy-triage

A skill that helps you triage Workflowy nodes by proposing locations based on rules you define. Your agent analyzes each item, suggests where it should go, and learns from your decisions. Perfect for getting a handle on an overflowing Inbox.

Prerequisites

This skill requires the Workflowy MCP server to be configured in Claude Code. Install it first:

• mholzen/workflowy — follow the installation and MCP configuration instructions in that repo.

Install for Claude Code

npx workflowy-triage

This copies the skill files into ~/.claude/skills/workflowy-triage/.

You can copy ~/.claude/skills/workflowy-triage/SKILL.md to the skills folder for other agents.

Usage

Inside a Claude Code session:

/workflowy-triage <node-id> [rules-node-id]

• <node-id>: Required. The Workflowy node containing items to triage.
• [rules-node-id]: Optional. If not provided, searches for a node named "rules for triage".

Workflow

Phase 1: Propose Locations

For each child node, Claude:

1. Analyzes the node content (name, note, children)
2. Matches against your triage rules
3. Creates a proposal structure under the source node

Each proposal looks like:

[source node]
├── "original node text..." -> [link to target location]
│   ├── [original node]
│   ├── target: [link to proposed location]
│   ├── reason: "why this location fits"
│   └── alternative targets: [link to other locations]

Phase 2: User Review

You review each proposal:

1. Click the target link to see the destination
2. Move the node to your chosen location (primary or alternative)
3. Clean up the proposal scaffolding

Phase 3: Learn from Choices

Run /workflowy-triage <node-id> --review to:

1. Analyze which suggestions you accepted vs. rejected
2. Identify patterns in your preferences
3. Propose updates to your triage rules

Triage Rules

Create a node called "rules for triage" in your Workflowy with rules like:

rules for triage
├── find the deepest most applicable node under synthesize
├── before finalizing a location, always call workflowy_get on it to see its children
│   └── only stop when the node is a leaf or no children match the item's content

Claude will start from broad categories and drill down recursively, fetching children at each level until finding the most specific matching location.

Uninstall

npx workflowy-triage uninstall