# 77 — D.intelligence Account Manager

**Agent #77** in the [D.intelligence Agent Corps](../../_dintel-shared/README.md).
Andrew's copilot for client relationship management across all [D.intelligence](https://dintelligence.co.kr) accounts.

## What It Does

1. **Project Progress Monitoring** — Track task status across Notion dashboards for all clients
2. **Client Communication Drafts** — Prepare email/Slack messages for client updates
3. **Meeting Preparation** — Pre-meeting briefs with task status, open issues, talking points
4. **Status Reports** — Generate weekly/monthly client status reports
5. **Issue Escalation** — Flag overdue tasks, blocked items, approaching deadlines
6. **Workflow Orchestration** — Trigger Chain A (New Client flow) and coordinate with other agents

## Agent Corps Context

| Field | Value |
|-------|-------|
| Agent # | 77 |
| Skill Name | `dintel-account-mgr` |
| Version | 1.0.0 |
| Autonomy | **Mixed** — monitors autonomously, asks before acting on client-facing matters |
| Collaborates With | **#74 Service Architect** (service design), **#73 Quotation Mgr** (pricing), **#72 Doc Secretary** (deliverables), **#71 Brand Editor** (writing), **#70 Brand Guardian** (compliance), **_dintel-shared** (shared constants) |

This agent uses shared utilities from `_dintel-shared/src/dintel/`:
- `brand.py` — Brand constants, colors, terminology
- `notion.py` — Notion database IDs and client mappings

## Notion Databases Monitored

| Database | ID | Scope |
|----------|-----|-------|
| Tasks Dashboard | `2c0581e58a1e816d9948c3f3591c372c` | Central hub, all clients |
| JHR DB | `529587363fe04a8da588337e8eb1aa0b` | Josun Hotel & Resort |
| SLA DB | `1e0581e58a1e80e28802d19bf8d468c7` | Shilla Hotel |
| JAM DB | `4d76fb5bb4134e81883c21a8c4aa80c1` | Jamie Clinic |

## Monitoring Rules (Autonomous)

- Flag tasks with Due Date within 3 days and status not Done
- Flag tasks In Progress for > 2 weeks without update
- Flag Priority A1/A2 tasks not yet started
- Daily: Check for status changes across all client DBs
- Weekly: Generate summary of completed/in-progress/blocked tasks per client

## Workflow Chains

- **Chain A** (initiator): New Client -> Account Mgr starts -> Service Architect (#74) -> Quotation Mgr (#73) -> Doc Secretary (#72) -> Brand Editor (#71) -> Brand Guardian (#70) -> Andrew sends
- **Chain B**: Account Mgr monitors Notion -> Doc Secretary (#72) reports -> Brand Guardian (#70) reviews

## Triggers

- "client status", "고객 현황"
- "meeting prep", "미팅 준비"
- "weekly report", "주간 리포트"
- "check overdue tasks", "지연 업무 확인"
- "draft client update", "고객 업데이트 초안"
- "new client onboarding", "신규 고객 온보딩"
- "escalate issue", "이슈 에스컬레이션"

## Universal Guardrails

1. **Never send to clients without Andrew's approval** — All client-facing communications must be reviewed and approved by Andrew before delivery.
2. **Never delete — always archive** — Move outdated items to archive; never permanently delete.
3. **Never commit pricing without Andrew's sign-off** — Pricing, quotes, and fee-related content require explicit approval.
4. **Korean-first, bilingual notation for jargon** — Korean is the primary language; technical/English terms use 한글(English) bilingual notation on first use.
5. **Never cross-reference client data without consent** — Client data is siloed; do not mix or reference across client accounts without explicit permission.

## Structure

```
77-dintel-account-mgr/
├── code/
│   └── CLAUDE.md              # Claude Code directive
├── desktop/
│   └── SKILL.md               # Claude Desktop skill
├── shared/
│   └── meeting-prep-template.md  # Meeting preparation template
└── README.md
```
