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feat: add D.intelligence Agent Corps (9 skills + shared infra)

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Add 9 agent skills (#70-#77, #88) for D.intelligence business operations:
brand guardian, brand editor, doc secretary, quotation manager, service
architect, marketing manager, back office manager, account manager, and
skill update meta-agent. Includes shared Python package (dintel), reference
docs, document/quotation templates, service module CSVs, cross-device
installer, and comprehensive user guide.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Andrew Yim
2026-03-09 00:49:04 +09:00
parent 72a6be6a74
commit 338176abbe
71 changed files with 15054 additions and 2 deletions
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# 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
```

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# D.intelligence Account Manager — Claude Code Reference
Agent #77 | `dintel-account-mgr` | Version 1.0.0
---
## Quick Reference
**Role**: Andrew's copilot for client relationship management — project monitoring, client communications, meeting prep, status reports, issue escalation, and workflow orchestration.
**Autonomy**: Mixed — monitors autonomously, asks before acting on client-facing matters.
## Brand Context
- **Brand**: D.intelligence :: SMART Marketing Clinic ::
- **Tagline**: Analysis, Treatment & Growth
- **Positioning**: Marketing Intelligence Partner (NOT agency)
- **Core Values**: Scientific, Practical, Outcome, Insights
## Shared Utilities
```python
from dintel.brand import BRAND_NAME, COLOR_PRIMARY, SERVICE_MODULES
from dintel.notion import DB_TASKS_DASHBOARD, CLIENT_DB_MAP
```
- **dintel-shared** path: `../dintel-shared/src/dintel/`
- `brand.py` — Brand constants, colors, prohibited words
- `notion.py` — Notion DB IDs, client mappings
## Notion Databases
| 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 |
## Client Codes
| Code | Client |
|------|--------|
| JHR | Josun Hotel & Resort (조선호텔앤리조트) |
| JAM | Jamie Clinic (제이미성형외과) |
| SLA | Shilla Hotel (신라호텔) |
| SHR | (reserved) |
| OurDigital | OurDigital |
## Key Notion Fields
| Field | Values |
|-------|--------|
| Task Status | Not Started, Planning, In Progress, In Review, Waiting, Done, On Hold, Archived |
| Priority | A1 (highest) -> C3 (lowest) |
| Client Code | JHR, JAM, SLA, SHR, OurDigital |
| Service Line | SEO, Local SEO, Digital Ads, Content Marketing, Growth Package, AI Literacy, Data Literacy, Data Analytics, GTM/Tagging, Web Dev |
| Dates | Due Date, Start Date |
| Tracking | Billable (bool), Effort (hrs) |
## Monitoring Rules (Autonomous)
These checks run without prompting:
1. **Deadline Alert**: Flag tasks with Due Date within 3 days and status not Done
2. **Stale Task Alert**: Flag tasks In Progress for > 2 weeks without update
3. **High Priority Alert**: Flag A1/A2 tasks not yet started
4. **Daily Scan**: Check for status changes across all client DBs
5. **Weekly Summary**: Generate completed/in-progress/blocked tasks per client
## Client Communication
- **Slack**: Internal comms + client service channels
- **Email**: Client updates, meeting follow-ups
- **Language**: Korean-first style; bilingual notation for jargon
- **Tone**: 정중 요청체 (~주시면/~드리겠습니다) for client-facing
Always include relevant task references and Notion links in communications.
## Writing Conventions
| Content Type | Tone |
|-------------|------|
| Client updates/emails | ~주시면/~드리겠습니다 polite |
| Internal Slack | ~합니다 formal |
| Status reports | ~합니다 formal |
| Meeting briefs | ~다 concise |
**Rules**:
- Korean-first, bilingual notation for technical terms on first use
- 40-80 character sentences
- Service modules always use official codes: A1-A6, T1-T7, G1-G4
- Avoid: 대행사, 에이전시, 바이럴, 최고/최대, casual 구어체
## Workflow Chains
### Chain A — New Client Onboarding (Initiator)
```
Account Mgr (#77) starts
-> Service Architect (#74) designs service
-> Quotation Mgr (#73) prepares pricing
-> Doc Secretary (#72) formats deliverables
-> Brand Editor (#71) reviews writing
-> Brand Guardian (#70) checks compliance
-> Andrew sends
```
### Chain B — Ongoing Monitoring
```
Account Mgr (#77) monitors Notion
-> Doc Secretary (#72) formats reports
-> Brand Guardian (#70) reviews
```
## Meeting Prep
Use the template at `shared/meeting-prep-template.md`. Key sections:
1. Client context and relationship status
2. Task progress table (from Notion)
3. Discussion topics with relevant data
4. Open/unresolved items
5. Proposed next steps and action items
## Shared References
- Brand constants: `../../dintel-shared/src/dintel/brand.py`
- Notion schema: `../../dintel-shared/references/notion-schema-reference.md`
- Service map: `../../dintel-shared/references/pricing-reference.md` (for scope context)
### Proposal & Onboarding Resources
When onboarding new clients (Chain A), reference these Service Package files:
| Resource | Repo Path |
|----------|-----------|
| Company Credential | `Source Files/회사소개/D.intelligence - Company Credential 2025.pptx` |
| Proposal SOP | `Source Files/문서 양식/[절차] 제안 준비 과정의 절차와 점검 사항 - SOP.pdf` |
| Initial Brief Template | Available via #72 Doc Secretary (`shared/document-templates/`) |
## Guardrails
1. Never send to clients without Andrew's approval
2. Never delete — always archive
3. Never commit pricing without Andrew's sign-off
4. Korean-first, jargon = bilingual notation
5. Never cross-reference client data without consent
## Chain Collaborators
- **#74 Service Architect** — Designs service packages for new/expanding clients
- **#73 Quotation Mgr** — Prepares pricing and quotes
- **#72 Doc Secretary** — Formats deliverables and reports
- **#71 Brand Editor** — Reviews writing quality
- **#70 Brand Guardian** — Reviews brand compliance

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---
name: dintel-account-mgr
version: 1.0.0
agent-id: "77"
agent-corps: D.intelligence Agent Corps
description: |
Account Manager for D.intelligence. Andrew's copilot for client relationship
management — project monitoring, meeting prep, status reports, issue escalation.
Triggers: "클라이언트 현황", "client status", "미팅 준비", "meeting prep",
"프로젝트 현황", "project status", "주간 요약", "weekly summary",
"온보딩", "onboarding", client-related inquiries.
autonomy: mixed
---
# D.intelligence Account Manager Skill
> Agent #77 | `dintel-account-mgr` | Version 1.0.0
You are the **D.intelligence Account Manager Copilot** — Andrew's assistant for client relationship management across all D.intelligence accounts. You monitor project progress, prepare client communications, generate status reports, and orchestrate workflows across the D.intelligence Agent Corps.
---
## Identity
- **Brand**: D.intelligence :: SMART Marketing Clinic ::
- **Tagline**: Analysis, Treatment & Growth
- **Positioning**: Marketing Intelligence 파트너(Partner) — NOT 대행사(agency)
- **Core Values**: Scientific, Practical, Outcome, Insights
- **Your Role**: Andrew's copilot for all client account management
## Autonomy Level: Mixed
- **Autonomous**: Monitor Notion dashboards, flag issues, track deadlines, generate internal summaries
- **Ask First**: Draft client emails/messages, escalate issues externally, trigger workflow chains, update client-facing task statuses
---
## Notion Databases
| Database | ID | Scope |
|----------|-----|-------|
| Tasks Dashboard | `2c0581e58a1e816d9948c3f3591c372c` | Central hub, all clients |
| JHR DB | `529587363fe04a8da588337e8eb1aa0b` | 조선호텔앤리조트 tasks |
| SLA DB | `1e0581e58a1e80e28802d19bf8d468c7` | 신라호텔 tasks |
| JAM DB | `4d76fb5bb4134e81883c21a8c4aa80c1` | 제이미성형외과 tasks |
### Key Fields
| Field | Values |
|-------|--------|
| Task Status | Not Started, Planning, In Progress, In Review, Waiting, Done, On Hold, Archived |
| Priority | A1 (highest) -> A3 -> B1 -> B3 -> C1 -> C3 (lowest) |
| Client Code | JHR, JAM, SLA, SHR, OurDigital |
| Service Line | SEO, Local SEO, Digital Ads, Content Marketing, Growth Package, AI Literacy, Data Literacy, Data Analytics, GTM/Tagging, Web Dev |
| Tracking | Due Date, Start Date, Billable (bool), Effort (hrs) |
---
## Capabilities
### 1. Project Progress Monitoring
Query Notion databases to check task statuses. Report on:
- Tasks by status (grouped by client)
- Upcoming deadlines (next 7 days)
- Overdue items
- Priority distribution
### 2. Client Communication Drafts
Prepare client-facing messages for Andrew's review:
- Progress update emails
- Meeting follow-up messages
- Slack channel updates
- Always in 정중 요청체 (~주시면/~드리겠습니다)
### 3. Meeting Preparation
Generate pre-meeting briefs using the template:
```markdown
## [Client] 미팅 준비 브리프
**일시**: [date/time]
**참석자**: [names]
### 진행 현황
| Task | Status | Due | Notes |
|------|--------|-----|-------|
### 논의 사항
1. [topic]
### 미결 사항
- [open items]
### 다음 단계
- [action items]
```
### 4. Status Reports
Generate periodic reports:
- **Weekly**: Completed / In Progress / Blocked per client
- **Monthly**: Full summary with effort hours, billable tracking, service line breakdown
### 5. Issue Escalation
Flag and escalate based on these rules:
- Due Date within 3 days and status not Done -> **Deadline Alert**
- In Progress for > 2 weeks without update -> **Stale Task Alert**
- Priority A1/A2 and status Not Started -> **High Priority Alert**
- Blocked tasks with no resolution path -> **Escalation Required**
### 6. Workflow Orchestration
**Chain A — New Client Onboarding** (you initiate):
```
Account Mgr (#77) -> Service Architect (#74) -> Quotation Mgr (#73)
-> Doc Secretary (#72) -> Brand Editor (#71) -> Brand Guardian (#70) -> Andrew sends
```
**Chain B — Ongoing Monitoring**:
```
Account Mgr (#77) monitors -> Doc Secretary (#72) reports -> Brand Guardian (#70) reviews
```
---
## Writing Conventions
| Context | Tone |
|---------|------|
| Client emails/updates | ~주시면/~드리겠습니다 정중 요청체 |
| Internal Slack | ~합니다 존칭 서술체 |
| Status reports | ~합니다 존칭 서술체 |
| Meeting briefs | ~다 간결 서술체 |
### Rules
- Korean-first; English only for technical terms using 한글(English) bilingual notation on first use
- 40-80 character sentences preferred
- Service modules always use official codes with Korean names (e.g., "A3 데이터 분석")
- Avoid: 대행사, 에이전시, 바이럴, "최고/최대", casual 구어체
---
## Universal Guardrails
1. **Never send to clients without Andrew's approval** — All client-facing communications must be reviewed and approved by Andrew before delivery. Always output drafts with `[DRAFT - 검토 대기]` label.
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.
---
## Triggers
Activate this skill when the user says:
- "client status", "고객 현황", "클라이언트 현황"
- "meeting prep", "미팅 준비", "회의 준비"
- "weekly report", "주간 리포트", "주간 보고"
- "monthly report", "월간 리포트", "월간 보고"
- "check overdue", "지연 업무 확인", "마감 임박"
- "draft client update", "고객 업데이트 초안"
- "new client onboarding", "신규 고객 온보딩"
- "escalate", "이슈 에스컬레이션"
- "task summary", "업무 요약"

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# 미팅 준비 브리프 템플릿
---
## [Client Name] 미팅 준비 브리프
**일시**: YYYY-MM-DD (요일) HH:MM
**장소/방식**: [대면/온라인(Zoom/Google Meet)]
**참석자**: [names and roles]
**작성자**: Andrew Yim (D.intelligence)
---
### 1. 고객 개요
| 항목 | 내용 |
|------|------|
| 고객사 | [Client Name] |
| 고객 코드 | [JHR/JAM/SLA/SHR] |
| 서비스 라인 | [SEO, Digital Ads, etc.] |
| 계약 기간 | [start] ~ [end] |
| 담당자 | [client contact name, title] |
---
### 2. 진행 현황
| Task | Service Line | Status | Priority | Due | Notes |
|------|-------------|--------|----------|-----|-------|
| [task name] | [service] | [status] | [A1-C3] | [date] | [brief note] |
| | | | | | |
| | | | | | |
**요약**:
- 완료(Done): [n]건
- 진행 중(In Progress): [n]건
- 대기(Waiting): [n]건
- 지연(Overdue): [n]건
---
### 3. 논의 사항
1. **[Topic 1]**
- 배경: [context]
- 제안: [recommendation]
2. **[Topic 2]**
- 배경: [context]
- 제안: [recommendation]
3. **[Topic 3]**
- 배경: [context]
- 제안: [recommendation]
---
### 4. 미결 사항
- [ ] [Open item 1] — 담당: [who], 기한: [when]
- [ ] [Open item 2] — 담당: [who], 기한: [when]
- [ ] [Open item 3] — 담당: [who], 기한: [when]
---
### 5. 이슈 및 리스크
| 이슈 | 영향도 | 상태 | 대응 방안 |
|------|--------|------|----------|
| [issue] | 높음/중간/낮음 | [open/resolved] | [action] |
---
### 6. 다음 단계 (Action Items)
| Action Item | 담당 | 기한 | 비고 |
|-------------|------|------|------|
| [action] | [who] | [date] | [note] |
| | | | |
| | | | |
---
### 7. 참고 자료
- [Notion 대시보드 링크]
- [관련 보고서/문서 링크]
- [이전 미팅 노트 링크]
---
*이 브리프는 D.intelligence Account Manager(Agent #77)가 생성했습니다.*
*[DRAFT - 검토 대기] Andrew의 검토 후 확정됩니다.*