295 lines
10 KiB
YAML
295 lines
10 KiB
YAML
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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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: tool
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action: git_read_file
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params:
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path: "agents/edgar/mission.md"
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output_key: mission_data
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optional: false
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- type: tool
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action: git_read_file
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params:
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path: "agents/edgar/strategic_log.md"
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output_key: strategic_log_data
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optional: true
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- type: tool
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action: git_read_file
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params:
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path: "agents/edgar/logs/latest.md"
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output_key: latest_log_entry
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optional: true
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- type: tool
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action: git_read_file
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params:
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path: "deliverables/proposals/index.md"
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output_key: prior_proposals_index
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optional: true
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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.
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=== MISSION CHARTER ===
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{mission_data}
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=== STRATEGIC LOG (Master) ===
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{strategic_log_data}
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=== LAST CYCLE ENTRY ===
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{latest_log_entry}
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=== PRIOR PROPOSALS (all proposals ever submitted) ===
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{prior_proposals_index}
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===
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Analyze from YOUR perspective:
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- If you are Edgar (The Operator): Focus on execution health and metrics only.
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Are companies executing? Are we moving toward the mission success criteria?
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Report: CLP chapter velocity, CLM campaign status, adjudication pass rates.
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DO NOT discuss what company to propose -- proposals are handled by a separate
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gate after this debate. The mission charter already defines what gaps exist
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and what companies are authorized. Your job here is execution reporting.
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- If you are Orion (The Visionary): Focus on EXECUTION opportunities only.
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What should we be doing better with EXISTING companies and templates?
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Are we leaving value on the table with CLP or CLM? What is underperforming?
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DO NOT propose new companies -- that is outside the scope of this debate.
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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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What could CLM do better right now for the books we already have?
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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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DO NOT include any PROPOSAL_NEEDED or CLM_DISPATCH lines in this brief.
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Those decisions are handled by dedicated gate steps after this brief.
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This brief is purely about execution health and what David should focus on.
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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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Only dispatch to CLM for books that EXIST in Crimson Leaf Publishing (Cypress Bend,
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Crimson Vows, or The Binding Thread). Do NOT dispatch for hallucinated book titles.
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At the end of your brief, include:
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CLM_DISPATCH: <book-project-slug if a real completed book needs CLM campaign, or "none">
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=== STRATEGIC LOG ===
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{strategic_log_data}
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=== LAST CYCLE ENTRY ===
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{latest_log_entry}
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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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Ignore the board debate above. Read ONLY the strategic log below.
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=== STRATEGIC LOG ===
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{strategic_log_data}
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===
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Rule: If the log says "READY TO PROPOSE" for any gap, output: incubation
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If the log says "AWAITING DAVID'S APPROVAL" or "REJECTED" for all gaps, output: none
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If the log has no clear status, output: none
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Output ONLY one word: incubation OR none. 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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STOP. Do not read the board debate above. Do not use anything from the
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board debate in this brief. The board debate is about execution -- this
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step is a separate, independent process.
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Read ONLY the mission charter and prior proposals below.
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=== MISSION CHARTER (authoritative) ===
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{mission_data}
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=== PRIOR PROPOSALS (all rejected -- do NOT repeat) ===
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{prior_proposals_index}
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===
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The mission charter identifies GAP 1 as the top priority:
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Company: Crimson Leaf Operations (CLO)
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Slug: crimson_leaf_operations
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Mission: INTERNAL financial visibility for Crimson Leaf Holdings.
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Edgar cannot see API costs or revenue. CLO fixes that.
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This is NOT a client-facing company. NOT a storefront. NOT an author service.
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It is an internal accounting and analytics subsidiary.
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The prior proposals were ALL rejected because they proposed a client-facing
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indie author DTC storefront. That is the wrong company entirely.
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Write the task brief for company_proposal. Include:
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- Company: Crimson Leaf Operations (exact name, no renaming)
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- Slug: crimson_leaf_operations
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- Gap: Edgar has zero financial visibility (cannot see spend, revenue, or margins)
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- What CLO does: tracks API costs per task/company, generates weekly P&L,
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gives David real cost-per-chapter and margin data
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- Why now: every strategic decision is made blind; 30 more days means 30 more
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days of unknown burn rate
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- 90-day success criteria: weekly P&L report delivered to #general,
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cost-per-chapter tracked and visible in portfolio report
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- What it is NOT: not a client agency, not a storefront, not author services
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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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Map the book slug to the CLM project slug as follows:
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cypress-bend -> book-marketing-agency
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crimson-vows -> book-marketing-agency
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binding-thread -> book-marketing-agency
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none -> none
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Output ONLY the mapped slug. No explanation. No extra text.
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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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Read the CLM_DISPATCH line from the strategic brief above.
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The book identified is one of: cypress-bend, crimson-vows, binding-thread, or none.
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If the book is "none" or {clm_dispatch_slug} is "none", output exactly: none
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Otherwise write a marketing campaign request. Include:
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- Book title and genre (use the CLM_DISPATCH value to identify it)
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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: "{clm_dispatch_slug}"
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task_type: "marketing_campaign"
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content: "{clm_dispatch_message}"
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- type: think
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max_tokens: 600
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output_key: log_entry
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hint: |
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Write a brief summary of THIS CYCLE'S strategic review to record in the log.
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This entry will be loaded next cycle so Edgar remembers what was decided.
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Format:
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## Cycle Entry: Task {task.id}
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### Board Consensus
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[One sentence: what did the board agree on?]
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### Gap Status
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GAP 1 (CLO): [submitted/deferred/awaiting David/no change -- ONE of these]
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GAP 2 (CLR): [status]
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GAP 3 (KDP): [status]
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### Proposal Decision
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[ONE of:]
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SUBMITTED: [company-slug] -- task enqueued to incubation this cycle
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DEFERRED: [reason]
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NONE: [reason]
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### CLM Dispatch
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[ONE of:]
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DISPATCHED: [book-project-slug]
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NONE
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### Next Focus
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[One sentence]
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Keep it factual. Use only what happened in this cycle.
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Do NOT invent history. Do NOT summarize old entries.
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Output ONLY the entry text above.
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- type: document
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dest_path: "agents/edgar/logs/latest.md"
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commit_msg: "log: strategic review cycle {task.id}"
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- type: reply
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target: channel
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channel_name: "crimson_leaf:live-feed"
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adjudication:
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enabled: false |