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- Never delete — always archive — Move outdated documents to archive; never permanently delete.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