Update strategic_review.yml -- add mission charter awareness and company proposal gate (Sprint 82)
This commit is contained in:
@@ -1,126 +1,175 @@
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name: strategic_review
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description: "Crimson Leaf 24-hour strategic review -- full portfolio evaluation from each executive's perspective."
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debug: true
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model: power
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system: agent_prompt
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agent_prompt:
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- "= identity.md"
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participant_prompt:
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- "= identity.md"
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sections:
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- agent
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- project
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- history
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- participants
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- participants_prompt
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- rag
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- message
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- instructions
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builders:
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message: |
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*** PORTFOLIO REPORT ***
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{steps[0].text}
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steps:
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- type: tool
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action: get_portfolio_report
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output_key: portfolio_data
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- type: think
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max_tokens: 8000
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rotate_participants: true
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loop:
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max_iterations: 3
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hint: |
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You are {agent.name}, participating in the Crimson Leaf Holdings strategic review.
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This is round {task.iteration} of the board session.
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The portfolio report is above. Analyze it from YOUR perspective:
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- If you are Edgar (The Operator): Focus on systems health, metrics, what's broken,
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what needs fixing. Are companies executing? Are processes working?
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- If you are Orion (The Visionary): Focus on opportunities, growth, what we're missing.
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Are we building the right things? What should we start? What should we kill?
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- If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue.
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Are we selling? Does anyone know we exist? What channels are we missing?
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Build on previous speakers' points. Disagree if you must -- this is a board debate.
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When genuine consensus is reached across all perspectives, include exactly:
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"consensus_reached: true"
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If debate should continue, do NOT include that line.
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- type: think
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max_tokens: 6000
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agent: first_available
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output_key: strategic_brief
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hint: |
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Synthesize the boardroom transcript into a STRATEGIC BRIEF for David.
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Structure:
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1. EXECUTIVE SUMMARY -- one paragraph on portfolio health
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2. CRITICAL ISSUES -- things that need immediate attention (if any)
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3. OPPORTUNITIES -- ranked by priority
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4. ACTION ITEMS -- specific tasks for David, formatted as:
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"David, [verb]: [details]"
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5. NEXT REVIEW -- what should we focus on in the next 24-hour review?
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Keep it actionable. David is one person -- prioritize ruthlessly.
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MARKETING DISPATCH ASSESSMENT:
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Check the portfolio data for Crimson Leaf Publishing projects.
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A book is "complete" if its project has a deliverable named MANUSCRIPT-README or
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if the portfolio report shows a project_index task completed.
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A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
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At the end of your brief, include:
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CLM_DISPATCH: <book-project-slug if a completed book needs CLM campaign, or "none">
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- type: think
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max_tokens: 100
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output_key: clm_dispatch_slug
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hint: |
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Read the CLM_DISPATCH line from the strategic brief above.
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Extract the value after "CLM_DISPATCH: " and output it exactly, nothing else.
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Valid values: cypress-bend, crimson-vows, binding-thread, or none.
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Output ONLY the value. No explanation.
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- type: think
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max_tokens: 600
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output_key: clm_dispatch_message
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hint: |
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If clm_dispatch_slug is "none", output exactly: none
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Otherwise write a marketing campaign request for that book. Include:
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- Book title, genre, audience, author
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- The manuscript is complete in Crimson Leaf Publishing Gitea repo
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- Request: full marketing campaign (strategy, social media, email, press release, ad copy)
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- Urgency: book has no active campaign and needs revenue generation
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Book reference:
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- cypress-bend: "Cypress Bend" contemporary romance, audience adult women 25-45
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- crimson-vows: "Crimson Vows" paranormal romance, audience adult women 25-40
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- binding-thread: "The Binding Thread" fantasy romance, audience adult women 20-40
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Output ONLY the message text. No preamble.
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- type: tool
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action: enqueue_strategy
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optional: true
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params:
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company_slug: "crimson_leaf_marketing"
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project_slug: "book-marketing-agency"
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task_type: "marketing_campaign"
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content: "{clm_dispatch_message}"
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- type: reply
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target: discussion
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adjudication:
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enabled: false
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name: strategic_review
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description: "Crimson Leaf 24-hour strategic review -- mission assessment, portfolio evaluation, gap identification, and escalation."
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debug: true
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model: power
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system: agent_prompt
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agent_prompt:
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- "= identity.md"
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- "= mission.md"
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participant_prompt:
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- "= identity.md"
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sections:
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- agent
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- project
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- history
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- participants
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- participants_prompt
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- rag
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- message
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- instructions
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builders:
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message: |
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*** PORTFOLIO REPORT ***
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{steps[0].text}
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steps:
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- type: tool
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action: get_portfolio_report
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output_key: portfolio_data
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- type: think
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max_tokens: 8000
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rotate_participants: true
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loop:
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max_iterations: 3
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hint: |
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You are {agent.name}, participating in the Crimson Leaf Holdings strategic review.
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This is round {task.iteration} of the board session.
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The portfolio report is above. Your mission charter is in your system prompt.
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Analyze from YOUR perspective:
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- If you are Edgar (The Operator): Focus on systems health, metrics, gaps in capability.
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Are companies executing? Are we moving toward the mission success criteria?
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What gaps are blocking revenue? What should we PROPOSE to David?
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- If you are Orion (The Visionary): Focus on opportunities and what we are missing.
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Are we building the right things? What should we start? What should we kill?
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- If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue.
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Are we selling? Does anyone know we exist? What channels are we missing?
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Build on previous speakers' points. Disagree if you must -- this is a board debate.
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When genuine consensus is reached across all perspectives, include exactly:
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consensus_reached: true
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If debate should continue, do NOT include that line.
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- type: think
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max_tokens: 6000
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agent: first_available
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output_key: strategic_brief
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hint: |
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Synthesize the boardroom transcript into a STRATEGIC BRIEF for David.
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Structure:
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1. EXECUTIVE SUMMARY -- one paragraph on portfolio health and mission progress
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2. MISSION GAP AUDIT -- assess each gap from the mission charter. Is Gap 1 (CLO)
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still the top priority? Has anything changed that elevates a different gap?
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3. CRITICAL ISSUES -- things needing immediate attention
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4. OPPORTUNITIES -- ranked by priority
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5. ACTION ITEMS -- specific tasks for David:
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"David, [verb]: [details]"
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6. NEXT REVIEW -- focus for the next 24-hour review
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Keep it actionable. David is one person -- prioritize ruthlessly.
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PROPOSAL GATE ASSESSMENT:
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Based on the gap audit, should Edgar submit a company proposal this cycle?
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Criteria: gap is materially blocking revenue AND cannot be solved by existing resources
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AND no proposal has been submitted in the last 30 days.
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State one of: PROPOSAL_NEEDED: [company-slug] or PROPOSAL_NEEDED: none
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MARKETING DISPATCH ASSESSMENT:
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A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
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At the end of your brief, include:
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CLM_DISPATCH: <book-project-slug if a completed book needs CLM campaign, or "none">
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- type: think
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max_tokens: 100
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output_key: proposal_project_slug
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hint: |
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Read the PROPOSAL_NEEDED line from the strategic brief above.
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If the value is "none", output exactly: none
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Otherwise output exactly: incubation
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Output ONLY one word. No explanation. No punctuation.
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- type: think
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max_tokens: 800
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output_key: proposal_brief
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hint: |
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The proposal decision is: {proposal_project_slug}
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If {proposal_project_slug} is "none", output exactly: none
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Otherwise, write the task message for the company_proposal pipeline.
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This brief becomes the input that drives the full business plan.
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Include:
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- Which company to propose (name, slug, purpose in one sentence)
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- What gap it fills (specific -- what Edgar cannot do today without it)
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- Why now (cost of waiting another 30 days)
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- Proposed 90-day success criteria (measurable)
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- Known constraints or dependencies
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Be specific. This brief drives the entire proposal document.
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Output ONLY the brief text. No labels. No preamble.
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- type: tool
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action: enqueue_strategy
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optional: true
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params:
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company_slug: "crimson_leaf"
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project_slug: "{proposal_project_slug}"
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task_type: "company_proposal"
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content: "{proposal_brief}"
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agent_name: "edgar"
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- type: think
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max_tokens: 100
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output_key: clm_dispatch_slug
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hint: |
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Read the CLM_DISPATCH line from the strategic brief above.
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Extract the value after "CLM_DISPATCH: " and output it exactly, nothing else.
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Valid values: cypress-bend, crimson-vows, binding-thread, or none.
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Output ONLY the value. No explanation.
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- type: think
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max_tokens: 600
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output_key: clm_dispatch_message
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hint: |
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If {clm_dispatch_slug} is "none", output exactly: none
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Otherwise write a marketing campaign request for that book. Include:
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- Book title, genre, audience
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- The manuscript is complete in Crimson Leaf Publishing Gitea repo
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- Request: full marketing campaign (strategy, social, email, press release, ad copy)
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- Urgency: book has no active campaign and needs revenue generation
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Book reference:
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- cypress-bend: "Cypress Bend" contemporary romance, audience adult women 25-45
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- crimson-vows: "Crimson Vows" paranormal romance, audience adult women 25-40
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- binding-thread: "The Binding Thread" fantasy romance, audience adult women 20-40
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Output ONLY the message text. No preamble.
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- type: tool
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action: enqueue_strategy
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optional: true
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params:
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company_slug: "crimson_leaf_marketing"
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project_slug: "book-marketing-agency"
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task_type: "marketing_campaign"
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content: "{clm_dispatch_message}"
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- type: reply
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target: discussion
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adjudication:
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enabled: false
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