Ready for Test 61
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templates/strategic_review.yml
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79
templates/strategic_review.yml
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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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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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- type: reply
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target: discussion
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adjudication:
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enabled: false
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