From 5fd0d7da676c66b316fea99c63d8dde52fecd645 Mon Sep 17 00:00:00 2001 From: David Baity <158404677+MazakTheDwarf@users.noreply.github.com> Date: Wed, 29 Apr 2026 09:29:57 -0400 Subject: [PATCH] CL research: add research mode templates + web research to proposals and market intel - company_proposal.yml: add 2 research phases (market + revenue) before exec summary; all think steps now require [Title](URL) citations; add Sources section to document - market_intelligence.yml: add web search step (research mode) before analysis think; package schema adds sources array; adjudication evidence_quality now checks for citations - research_brief.yml: new standalone 4-query deep research template; searches market, competitors, trends, cases; assembles annotated brief with Source Index section; saves to deliverables/research/; adjudication checks citation_quality (40% weight) --- templates/company_proposal.yml | 326 +++++++++++++++++++++++++++++- templates/market_intelligence.yml | 127 +++++++++++- templates/research_brief.yml | 186 +++++++++++++++++ 3 files changed, 637 insertions(+), 2 deletions(-) create mode 100644 templates/research_brief.yml diff --git a/templates/company_proposal.yml b/templates/company_proposal.yml index 4635bf6..08a0aaa 100644 --- a/templates/company_proposal.yml +++ b/templates/company_proposal.yml @@ -1,5 +1,5 @@ name: company_proposal -description: "Produce a complete, board-ready business plan for a proposed new Crimson Leaf subsidiary." +description: "Produce a complete, board-ready business plan for a proposed new Crimson Leaf subsidiary. Includes web research with cited sources." debug: true model: power sections: @@ -16,6 +16,330 @@ steps: output_key: prior_proposals optional: true + - type: think + max_tokens: 800 + output_key: research_queries + hint: | + You are preparing to write a business plan. + The brief from the strategic review is in the task message above. + + Generate 3 precise web search queries to gather real market data for this plan. + Focus on: + 1. Market size and growth rate for this type of business + 2. Competitor landscape and pricing in this niche + 3. Trends and demand signals supporting this opportunity + + Output ONLY a numbered list of 3 search queries. No explanation. No commentary. + Example: + 1. AI content publishing market size 2025 + 2. automated ebook publishing competitors pricing + 3. self-publishing AI tools demand trends + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 6 + fetch_pages: 3 + optional: true + output_key: market_research_1 + + - type: think + max_tokens: 600 + output_key: research_query_2 + hint: | + Your previous research covered market size and competitors. + Now formulate ONE focused search query to find: + - Revenue models and monetization strategies in this exact niche + - Pricing benchmarks or average deal sizes + - Customer pain points or unmet needs documented online + + Output ONLY the search query. Nothing else. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 5 + fetch_pages: 2 + optional: true + output_key: market_research_2 + + - type: think + max_tokens: 2000 + output_key: exec_summary + hint: | + You are writing a professional business plan for a proposed subsidiary. + The brief from the strategic review is in the task message above. + + IMPORTANT: Use the company name, slug, and purpose EXACTLY as stated in + the brief. Do NOT rename, rebrand, or creatively reinterpret the company. + The brief was written from the mission charter -- it is authoritative. + + === PRIOR PROPOSALS (read this before writing) === + {prior_proposals} + === END PRIOR PROPOSALS === + + The prior proposals above are your institutional memory. Study them. + Do NOT repeat a company that was already proposed. + + === MARKET RESEARCH (primary) === + {market_research_1} + === END RESEARCH === + + === MARKET RESEARCH (revenue/monetization) === + {market_research_2} + === END RESEARCH === + + Write the EXECUTIVE SUMMARY section. Cite specific research findings inline + using [Title](URL) markdown format wherever you reference external data. + + Include: + + 1. PROPOSED COMPANY + - Full name and slug (EXACTLY as given in the brief) + - One-sentence purpose statement + - Which existing gap it closes + + 2. PROBLEM STATEMENT + What is Crimson Leaf Holdings unable to do today without this company? + Be specific. Give examples of decisions we cannot make. + + 3. MARKET OPPORTUNITY + Use data from the research above. Cite every statistic. + What is the addressable market? What is the growth trajectory? + What do competitors charge? What are they missing? + + 4. PROPOSED SOLUTION + How does this company close the gap? + What would it do in the first 30 days? First 90 days? + + 5. STRATEGIC FIT + How does this company advance the primary mission (profitable AI publishing)? + How does it interact with existing subsidiaries? + + Write in professional business plan style. No fluff. No filler. + Every factual claim should be backed by a citation from the research. + + - type: think + max_tokens: 1500 + output_key: cost_model + hint: | + Write the COST MODEL AND FINANCIAL PROJECTIONS section. + Reference any pricing or market data from the research to ground your projections. + + Include: + + 1. SETUP COSTS + - Gitea repo creation (one-time, zero API cost, ~5 minutes of Copilot time) + - Initial template development (estimate tasks * cost per task) + - Initial agent configuration + + 2. RECURRING OPERATIONAL COSTS + - Estimated tasks per week at steady state + - Average cost per task (power model: ~$0.05-0.15 per task typical range) + - Weekly and monthly API cost projection + + 3. COST-BENEFIT ANALYSIS + - What is the cost of NOT having this company? (lost revenue, blind decisions, etc.) + - What is the break-even point? + - Cite any relevant market benchmarks from the research above. + + 4. BUDGET CONSTRAINT CHECK + - Current Genesis Fund status: UNKNOWN (this is itself evidence for CLO need) + - Does this proposal create a self-funding loop? How? + + Use real numbers from research where available. Estimate clearly where not. + + - type: think + max_tokens: 1200 + output_key: risk_analysis + hint: | + Write the RISK ANALYSIS AND ALTERNATIVES CONSIDERED section. + + Include: + + 1. RISKS OF PROCEEDING + - Could this company create scope creep or distraction? + - Could it duplicate work already handled by an existing subsidiary? + Rate each risk: Low / Medium / High + + 2. RISKS OF NOT PROCEEDING + - What keeps getting worse if we wait another 30 days? + - Are there compounding risks? + Rate each risk: Low / Medium / High + + 3. COMPETITIVE RISK + Reference the competitor research above. Which competitors are already in this space? + What is their moat? Can we out-specialize them? Cite with [Title](URL). + + 4. ALTERNATIVES CONSIDERED + For each alternative, explain why it was rejected: + A. Solve with a new template in an existing company + B. Solve with a one-time manual report + C. Expand an existing subsidiary's charter + D. Wait -- this is not urgent enough yet + + 5. RECOMMENDATION + Given the above, do you still recommend proceeding? + If yes, state the minimum viable version. + + - type: think + max_tokens: 2000 + output_key: company_spec + hint: | + Write the PROPOSED COMPANY SPECIFICATION section. + This is the technical blueprint David and Copilot will use to build the company. + + Include: + + 1. COMPANY RECORD + - company_id: (leave as TBD -- David assigns) + - name: (full display name) + - slug: (lowercase, underscores, e.g. crimson_leaf_operations) + - parent_company: crimson_leaf + - mission: (one sentence) + - tagline: (marketing one-liner) + - type: (operations / research / production / marketing) + - status: active + + 2. PROPOSED AGENTS + For each agent: + - Role title and name + - Personality and focus in 2-3 sentences + - Primary responsibilities (bullet list) + - Model recommendation: power / standard / fast + - supported_templates list + + 3. PROPOSED TEMPLATES (MVP set) + For each template: + - Template name and purpose + - Key steps (2-5 sentences describing the pipeline) + - Trigger: scheduled / on-demand / spawned-by + - Estimated cost per run + + 4. SCHEDULE + - What scheduled tasks should run? At what frequency? + - What should run on demand vs on a schedule? + + 5. 90-DAY SUCCESS CRITERIA + List 3-5 measurable outcomes that would confirm this company is delivering value. + Each criterion must be verifiable without subjective judgment. + + 6. DEPENDENCIES + - What must exist before this company can operate? + - Any data feeds, integrations, or other companies required? + + - type: think + max_tokens: 7000 + output_key: full_proposal + hint: | + Assemble the complete business plan from all sections already written. + Format as a professional document David will read and approve or reject. + + REQUIRED STRUCTURE: + + # Proposal: [Company Full Name] + Submitted by: Edgar Chen, CEO, Crimson Leaf Holdings + Task ID: {task.id} + Status: AWAITING DAVID'S APPROVAL + + --- + + ## Executive Summary + {exec_summary} + + --- + + ## Market Research Sources + List all sources cited in this document as a reference section: + - [Title](URL) -- brief note on what data was drawn from this source + + --- + + ## Cost Model and Financial Projections + {cost_model} + + --- + + ## Risk Analysis and Alternatives Considered + {risk_analysis} + + --- + + ## Proposed Company Specification + {company_spec} + + --- + + ## Signature Block + Edgar Chen certifies this proposal meets the governance requirements of the + Crimson Leaf Holdings charter: + - No existing subsidiary duplicates this charter + - No existing template or tool can solve this gap + - No proposal for this company has been submitted in the last 30 days + - A full business plan with market research is provided + + This proposal requires David Baity's explicit approval before any action is taken. + No company will be created until approval is received. + + Output ONLY the document content. Start with the # Proposal heading. + + - type: document + source_step: 9 + dest_path: "deliverables/proposals/proposal-{task.id}.md" + commit_msg: "proposal: company_proposal task={task.id}" + + - type: think + max_tokens: 3000 + hint: | + You just wrote a company proposal. Update the proposal index. + + Read the current index content: + {prior_proposals} + + Append a new entry at the bottom of the "## Submitted Proposals" section. + Use this exact format: + + ### [Company Full Name] -- Task {task.id} + Date: 2026-04-29 + Status: AWAITING DAVID'S APPROVAL + Summary: [2-3 sentences: what was proposed, what gap it fills, key differentiator + from any prior proposals] + + Output the COMPLETE updated index file content from the very beginning. + Do not truncate. Do not skip sections. Include all prior entries plus the new one. + + - type: document + source_step: index_update + dest_path: "deliverables/proposals/index.md" + commit_msg: "index: add proposal {task.id} to proposal index" + + - type: reply + target: channel + channel_name: "crimson_leaf:general" + hint: | + Write a brief, professional message to David announcing that a company proposal + is ready for his review. + + Include: + - Which company is being proposed (name and slug) + - The core gap it addresses (one sentence) + - Key market data found (one statistic with citation) + - Where to find the full proposal (Gitea: pae/crimson_leaf/deliverables/proposals/) + - A clear request for approval or feedback + + Keep it to 4-6 lines. Professional tone. No fluff. + +adjudication: + enabled: false + - type: tool + action: git_read_file + params: + path: "deliverables/proposals/index.md" + output_key: prior_proposals + optional: true + - type: think max_tokens: 2000 output_key: exec_summary diff --git a/templates/market_intelligence.yml b/templates/market_intelligence.yml index 7d92f80..1e76f4e 100644 --- a/templates/market_intelligence.yml +++ b/templates/market_intelligence.yml @@ -1,8 +1,133 @@ name: market_intelligence -description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board." +description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board. Uses web research for evidence grounding." debug: true system: agent_prompt +agent_prompt: + - "= identity.md" + +sections: + - agent + - project + - rag + - roster + - deliverables + - message + - instructions + +steps: + - type: think + max_tokens: 400 + output_key: search_query + hint: | + You are Orion, Director of Market Intelligence at Crimson Leaf LLC. + + Your task is to identify profitable market opportunities for Crimson Leaf. + Before deep analysis, you need real-world market data. + + Formulate ONE precise web search query that will return the most useful + current data about market opportunities in AI-generated content, digital + publishing, or autonomous business systems. + + Focus on: market size, growth rates, underserved niches, or competitive gaps. + + Output ONLY the search query. Nothing else. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 6 + fetch_pages: 3 + optional: true + output_key: market_data + + - type: think + hint: | + You are {agent.name}, Director of Market Intelligence at Crimson Leaf LLC. + + Your job is to find what nobody else has found yet. Not trends -- vectors. + Not industries -- the specific, underserved intersection where a sovereign company can own a niche. + + === WEB RESEARCH DATA === + {market_data} + === END RESEARCH DATA === + + Use the research data above as evidence. Cite specific findings with [Title](URL) + inline wherever you reference external data. If the research is empty or unhelpful, + note that and rely on structural analysis. + + Analyze the opportunity space across four lenses: + + 1. MACROECONOMIC SIGNAL + What large-scale forces (technology shifts, regulatory changes, platform consolidation, + demographic movement) are creating gaps in the B2B service landscape? + Cite data from the research where available. + + 2. PORTFOLIO DEFICIT SCAN + What capabilities does the current Crimson Leaf portfolio lack? + What requests are being delegated externally that could be internalized? + What value is leaving the portfolio that a new Tenant could capture? + + 3. NICHE VALIDATION + For each identified opportunity: + - Is the niche narrow enough to be owned by one sovereign Tenant? + - Is there a clearly defined customer or internal requester? + - Is there a measurable value thesis (revenue, cost reduction, strategic leverage)? + - Can this be solved by extending an existing Tenant, or does it require a new company? + - Could a deterministic tool solve this instead of a sovereign company? + + 4. COMPETITIVE LANDSCAPE + Who currently occupies this niche externally? (Cite sources if available.) + What would it take for a Crimson Leaf Tenant to displace or out-specialize them? + Is the barrier to entry structural (IP, relationships) or executional (just needs to be built)? + + Rank opportunities by: niche_clarity x value_thesis_strength x portfolio_fit. + Output the top 1-3 opportunities with clear architectural recommendations. + + - type: package + packet_type: MarketIntelligenceReport + hint: | + Serialize the intelligence findings into a structured brief. + Only what was established above -- no new reasoning. + schema: + actions: + - type: quick + scan_summary: "string -- one paragraph overview of the opportunity landscape" + opportunities: + - niche: "string -- precise description of the market gap" + target_customer: "string -- who specifically needs this" + value_thesis: "string -- measurable value created" + portfolio_fit: "string -- how this complements the existing Tenant ecosystem" + recommendation: "string -- NEW_COMPANY | EXTEND_EXISTING | TOOL_REQUEST | MONITOR" + recommended_tenant_slug: "string -- suggested slug if NEW_COMPANY, or existing tenant if EXTEND_EXISTING" + priority: "string -- HIGH | MEDIUM | LOW" + rationale: "string -- constitutional justification for the recommendation" + sources: ["string -- [Title](URL) citation used as evidence for this opportunity"] + strategic_gaps: ["string -- capability gaps in the current portfolio worth monitoring"] + next_action: "string -- specific recommended next step for the board" + + - type: close + rag_update: true + +adjudication: + enabled: true + pass_threshold: 85 + deliverable_type: coordination + criteria: + niche_precision: + weight: 35 + description: "Opportunities are narrow, specific, and genuinely differentiated -- not broad industry categories" + constitutional_discipline: + weight: 25 + description: "Recommendations distinguish correctly between new company vs extend existing vs tool -- no shortcuts" + evidence_quality: + weight: 25 + description: "Findings are grounded in research data and structural analysis with citations, not trend-following or narrative flair" + portfolio_coherence: + weight: 15 + description: "Opportunities strengthen the portfolio without creating overlap or recursive dependency" + agent_prompt: - "= identity.md" diff --git a/templates/research_brief.yml b/templates/research_brief.yml new file mode 100644 index 0000000..ae0f708 --- /dev/null +++ b/templates/research_brief.yml @@ -0,0 +1,186 @@ +name: research_brief +description: "Deep-research a business topic and produce an annotated brief with citations. Use before writing proposals, strategies, or market plans." +debug: true +model: power +sections: + - agent + - project + - rag + - message + - instructions + +steps: + - type: think + max_tokens: 600 + output_key: query_plan + hint: | + You are a professional business researcher. Your task is to produce a + fully cited research brief on the following topic: + + TOPIC: {message} + + Plan your research. Generate exactly 4 search queries that together will + cover the topic from multiple angles: + Query 1: Market size, growth rate, and TAM + Query 2: Key players, competitors, and pricing + Query 3: Customer pain points, demand drivers, and trends + Query 4: Case studies, success stories, or failure patterns + + Output ONLY a numbered list of 4 queries. No commentary. + + - type: think + max_tokens: 100 + output_key: q1 + hint: | + Extract only query 1 from the list above. Output ONLY the query text. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 6 + fetch_pages: 3 + optional: true + output_key: research_market + + - type: think + max_tokens: 100 + output_key: q2 + hint: | + From the original query plan: + {query_plan} + + Extract only query 2. Output ONLY the query text. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 5 + fetch_pages: 2 + optional: true + output_key: research_competitors + + - type: think + max_tokens: 100 + output_key: q3 + hint: | + From the original query plan: + {query_plan} + + Extract only query 3. Output ONLY the query text. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 5 + fetch_pages: 2 + optional: true + output_key: research_trends + + - type: think + max_tokens: 100 + output_key: q4 + hint: | + From the original query plan: + {query_plan} + + Extract only query 4. Output ONLY the query text. + + - type: tool + capability: Tool_WebSearcher + input_from: last_text + mode: research + max_results: 4 + fetch_pages: 2 + optional: true + output_key: research_cases + + - type: think + max_tokens: 6000 + output_key: research_document + hint: | + You are a professional business researcher. Write a comprehensive research brief. + Use ALL of the research gathered below as your primary source material. + Cite every factual claim using [Title](URL) inline markdown links. + Do NOT invent statistics. If the research is thin on a topic, say so honestly. + + TOPIC: {message} + + === MARKET SIZE AND GROWTH RESEARCH === + {research_market} + + === COMPETITOR AND PRICING RESEARCH === + {research_competitors} + + === TRENDS AND DEMAND RESEARCH === + {research_trends} + + === CASE STUDIES AND PATTERNS === + {research_cases} + + Write the research brief with this structure: + + # Research Brief: [Topic Title] + Date: [today] + Prepared for: Crimson Leaf Holdings + + ## Executive Summary + 2-3 paragraph overview of the most important findings. + What does this market look like? Is it a good opportunity? + + ## Market Size and Growth + Specific numbers, growth rates, projections. Cite every figure. + + ## Competitive Landscape + Who are the players? What do they charge? What is their moat? + Where are the gaps? Cite sources. + + ## Demand Drivers and Customer Pain Points + What is driving demand? What problems are unsolved? + Who is the customer and what do they want? Cite sources. + + ## Case Studies and Evidence + Real examples of success or failure in this space. + What can Crimson Leaf learn from these? Cite sources. + + ## Strategic Assessment for Crimson Leaf + Given everything above, is this a viable opportunity for CL? + What is the entry strategy? What risks must be managed? + What should happen next? + + ## Source Index + List all sources cited in this document: + - [Title](URL) + + - type: document + source_step: 8 + dest_path: "deliverables/research/research-{task.id}.md" + commit_msg: "research: brief for task={task.id}" + + - type: reply + target: channel + channel_name: "crimson_leaf:live-feed" + hint: | + Briefly announce that a research brief has been completed and saved. + Include: topic, number of sources cited, path in Gitea. + Keep to 2-3 lines. + +adjudication: + enabled: true + pass_threshold: 80 + deliverable_type: research + criteria: + citation_quality: + weight: 40 + description: "Every factual claim is backed by a real citation in [Title](URL) format -- no invented statistics" + coverage_depth: + weight: 30 + description: "All four research angles covered (market, competitors, trends, cases) with substantive findings" + strategic_relevance: + weight: 20 + description: "Strategic assessment is specific to Crimson Leaf and actionable" + honest_gaps: + weight: 10 + description: "Research gaps are acknowledged honestly rather than papered over with vague language"