Sprint 81: update templates/strategic_review.yml

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2026-04-17 20:37:33 +00:00
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name: strategic_review name: strategic_review
description: "Crimson Leaf 24-hour strategic review -- full portfolio evaluation from each executive's perspective." description: "Crimson Leaf 24-hour strategic review -- full portfolio evaluation from each executive's perspective."
debug: true debug: true
model: power model: power
system: agent_prompt system: agent_prompt
agent_prompt: agent_prompt:
- "= identity.md" - "= identity.md"
participant_prompt: participant_prompt:
- "= identity.md" - "= identity.md"
sections: sections:
- agent - agent
- project - project
- history - history
- participants - participants
- participants_prompt - participants_prompt
- rag - rag
- message - message
- instructions - instructions
builders: builders:
message: | message: |
*** PORTFOLIO REPORT *** *** PORTFOLIO REPORT ***
{steps[0].text} {steps[0].text}
steps: steps:
- type: tool - type: tool
action: get_portfolio_report action: get_portfolio_report
output_key: portfolio_data output_key: portfolio_data
- type: think - type: think
max_tokens: 8000 max_tokens: 8000
rotate_participants: true rotate_participants: true
loop: loop:
max_iterations: 3 max_iterations: 3
hint: | hint: |
You are {agent.name}, participating in the Crimson Leaf Holdings strategic review. You are {agent.name}, participating in the Crimson Leaf Holdings strategic review.
This is round {task.iteration} of the board session. This is round {task.iteration} of the board session.
The portfolio report is above. Analyze it from YOUR perspective: The portfolio report is above. Analyze it from YOUR perspective:
- If you are Edgar (The Operator): Focus on systems health, metrics, what's broken, - If you are Edgar (The Operator): Focus on systems health, metrics, what's broken,
what needs fixing. Are companies executing? Are processes working? what needs fixing. Are companies executing? Are processes working?
- If you are Orion (The Visionary): Focus on opportunities, growth, what we're missing. - If you are Orion (The Visionary): Focus on opportunities, growth, what we're missing.
Are we building the right things? What should we start? What should we kill? Are we building the right things? What should we start? What should we kill?
- If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue. - If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue.
Are we selling? Does anyone know we exist? What channels are we missing? Are we selling? Does anyone know we exist? What channels are we missing?
Build on previous speakers' points. Disagree if you must -- this is a board debate. Build on previous speakers' points. Disagree if you must -- this is a board debate.
When genuine consensus is reached across all perspectives, include exactly: When genuine consensus is reached across all perspectives, include exactly:
"consensus_reached: true" "consensus_reached: true"
If debate should continue, do NOT include that line. If debate should continue, do NOT include that line.
- type: think - type: think
max_tokens: 6000 max_tokens: 6000
agent: first_available agent: first_available
hint: | output_key: strategic_brief
Synthesize the boardroom transcript into a STRATEGIC BRIEF for David. hint: |
Synthesize the boardroom transcript into a STRATEGIC BRIEF for David.
Structure:
1. EXECUTIVE SUMMARY -- one paragraph on portfolio health Structure:
2. CRITICAL ISSUES -- things that need immediate attention (if any) 1. EXECUTIVE SUMMARY -- one paragraph on portfolio health
3. OPPORTUNITIES -- ranked by priority 2. CRITICAL ISSUES -- things that need immediate attention (if any)
4. ACTION ITEMS -- specific tasks for David, formatted as: 3. OPPORTUNITIES -- ranked by priority
"David, [verb]: [details]" 4. ACTION ITEMS -- specific tasks for David, formatted as:
5. NEXT REVIEW -- what should we focus on in the next 24-hour review? "David, [verb]: [details]"
5. NEXT REVIEW -- what should we focus on in the next 24-hour review?
Keep it actionable. David is one person -- prioritize ruthlessly.
Keep it actionable. David is one person -- prioritize ruthlessly.
- type: reply
target: discussion MARKETING DISPATCH ASSESSMENT:
Check the portfolio data for Crimson Leaf Publishing projects.
adjudication: A book is "complete" if its project has a deliverable named MANUSCRIPT-README or
enabled: false if the portfolio report shows a project_index task completed.
A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
At the end of your brief, include:
CLM_DISPATCH: <book-project-slug if a completed book needs CLM campaign, or "none">
- type: think
max_tokens: 100
output_key: clm_dispatch_slug
hint: |
Read the CLM_DISPATCH line from the strategic brief above.
Extract the value after "CLM_DISPATCH: " and output it exactly, nothing else.
Valid values: cypress-bend, crimson-vows, binding-thread, or none.
Output ONLY the value. No explanation.
- type: think
max_tokens: 600
output_key: clm_dispatch_message
hint: |
If clm_dispatch_slug is "none", output exactly: none
Otherwise write a marketing campaign request for that book. Include:
- Book title, genre, audience, author
- The manuscript is complete in Crimson Leaf Publishing Gitea repo
- Request: full marketing campaign (strategy, social media, email, press release, ad copy)
- Urgency: book has no active campaign and needs revenue generation
Book reference:
- cypress-bend: "Cypress Bend" contemporary romance, audience adult women 25-45
- crimson-vows: "Crimson Vows" paranormal romance, audience adult women 25-40
- binding-thread: "The Binding Thread" fantasy romance, audience adult women 20-40
Output ONLY the message text. No preamble.
- type: tool
action: enqueue_strategy
optional: true
params:
company_slug: "crimson_leaf_marketing"
project_slug: "book-marketing-agency"
task_type: "marketing_campaign"
content: "{clm_dispatch_message}"
- type: reply
target: discussion
adjudication:
enabled: false