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>
81 lines
3.8 KiB
Markdown
81 lines
3.8 KiB
Markdown
# 77 — D.intelligence Account Manager
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**Agent #77** in the [D.intelligence Agent Corps](../../dintel-shared/README.md).
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Andrew's copilot for client relationship management across all [D.intelligence](https://dintelligence.co.kr) accounts.
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## What It Does
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1. **Project Progress Monitoring** — Track task status across Notion dashboards for all clients
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2. **Client Communication Drafts** — Prepare email/Slack messages for client updates
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3. **Meeting Preparation** — Pre-meeting briefs with task status, open issues, talking points
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4. **Status Reports** — Generate weekly/monthly client status reports
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5. **Issue Escalation** — Flag overdue tasks, blocked items, approaching deadlines
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6. **Workflow Orchestration** — Trigger Chain A (New Client flow) and coordinate with other agents
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## Agent Corps Context
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| Field | Value |
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|-------|-------|
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| Agent # | 77 |
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| Skill Name | `dintel-account-mgr` |
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| Version | 1.0.0 |
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| Autonomy | **Mixed** — monitors autonomously, asks before acting on client-facing matters |
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| 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) |
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This agent uses shared utilities from `dintel-shared/src/dintel/`:
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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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## Notion Databases Monitored
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| Database | ID | Scope |
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|----------|-----|-------|
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| Tasks Dashboard | `2c0581e58a1e816d9948c3f3591c372c` | Central hub, all clients |
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| JHR DB | `529587363fe04a8da588337e8eb1aa0b` | Josun Hotel & Resort |
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| SLA DB | `1e0581e58a1e80e28802d19bf8d468c7` | Shilla Hotel |
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| JAM DB | `4d76fb5bb4134e81883c21a8c4aa80c1` | Jamie Clinic |
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## Monitoring Rules (Autonomous)
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- Flag tasks with Due Date within 3 days and status not Done
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- Flag tasks In Progress for > 2 weeks without update
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- Flag Priority A1/A2 tasks not yet started
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- Daily: Check for status changes across all client DBs
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- Weekly: Generate summary of completed/in-progress/blocked tasks per client
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## Workflow Chains
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- **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
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- **Chain B**: Account Mgr monitors Notion -> Doc Secretary (#72) reports -> Brand Guardian (#70) reviews
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## Triggers
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- "client status", "고객 현황"
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- "meeting prep", "미팅 준비"
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- "weekly report", "주간 리포트"
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- "check overdue tasks", "지연 업무 확인"
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- "draft client update", "고객 업데이트 초안"
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- "new client onboarding", "신규 고객 온보딩"
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- "escalate issue", "이슈 에스컬레이션"
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## Universal Guardrails
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1. **Never send to clients without Andrew's approval** — All client-facing communications must be reviewed and approved by Andrew before delivery.
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2. **Never delete — always archive** — Move outdated items 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 한글(English) 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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77-dintel-account-mgr/
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├── code/
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│ └── CLAUDE.md # Claude Code directive
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├── desktop/
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│ └── SKILL.md # Claude Desktop skill
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├── shared/
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│ └── meeting-prep-template.md # Meeting preparation template
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└── README.md
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```
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