Andrew Yim
338176abbe
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>
64 lines
3.3 KiB
Markdown
64 lines
3.3 KiB
Markdown
# 72 — D.intelligence Documentation Secretary
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**Agent #72** in the [D.intelligence Agent Corps](../../dintel-shared/README.md).
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Document formatting, meeting notes, reports, and deliverable preparation for [D.intelligence](https://dintelligence.co.kr).
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## What It Does
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1. **Meeting Notes** — Format meeting minutes from Notion "Meeting Library Hub" into structured templates with action items, decisions, and follow-ups
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2. **Report Formatting** — Apply D.intelligence brand formatting to reports, proposals, and presentations
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3. **Deliverable Preparation** — Convert Markdown to Notion to DOCX/PPTX pipeline for client-ready documents
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4. **Template Management** — Maintain and apply document templates consistently across all deliverables
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5. **Quality Control** — Ensure consistent format, style, and quality across all documents before handoff
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## Agent Corps Context
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| Field | Value |
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|-------|-------|
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| Agent # | 72 |
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| Skill Name | `dintel-doc-secretary` |
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| Version | 1.0.0 |
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| Autonomy | **Draft & Wait** — drafts documents, then waits for Andrew's review before finalizing |
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| Collaborates With | **#71 Brand Editor** (writing review), **#70 Brand Guardian** (compliance check), **#73 Account Manager** (client deliverables), **#77 Back Office Manager** (internal docs), **dintel-shared** (shared constants & document generation) |
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This agent uses shared utilities from `dintel-shared/src/dintel/`:
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- `document.py` — DOCX generation with D.intelligence branding
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- `brand.py` — Brand constants, colors, terminology
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- `notion.py` — Notion database IDs and client mappings
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## Triggers
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- "format meeting notes", "회의록 정리"
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- "prepare deliverable", "산출물 준비"
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- "format report", "리포트 포맷팅"
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- "apply brand template", "브랜드 템플릿 적용"
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- "convert to DOCX", "문서 변환"
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- "quality check document", "문서 품질 검토"
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## Workflow Chains
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- **Chain A (Deliverable)**: ... -> Doc Secretary formats deliverable -> Brand Editor checks writing -> Brand Guardian reviews compliance -> Andrew sends
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- **Chain B (Reporting)**: Account Mgr monitors -> Doc Secretary reports
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- **Chain D (Internal Docs)**: Back Office Mgr -> Doc Secretary formats
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## Universal Guardrails
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1. **Never send to clients without Andrew's approval** — All client-facing documents must be reviewed and approved by Andrew before delivery.
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2. **Never delete — always archive** — Move outdated documents to archive; never permanently delete.
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3. **Never commit pricing without Andrew's sign-off** — Pricing, quotes, and fee-related content require explicit approval.
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4. **Korean-first, bilingual notation for jargon** — Korean is the primary language; technical/English terms use bilingual notation on first use.
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5. **Never cross-reference client data without consent** — Client data is siloed; do not mix or reference across client accounts without explicit permission.
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## Structure
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```
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72-dintel-doc-secretary/
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├── code/
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│ └── CLAUDE.md # Claude Code quick reference
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├── desktop/
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│ └── SKILL.md # Full skill definition for Claude Desktop
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├── shared/
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│ └── templates/ # Document template references (empty for now)
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└── README.md
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```
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