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>
77 — D.intelligence Account Manager
Agent #77 in the D.intelligence Agent Corps. Andrew's copilot for client relationship management across all D.intelligence accounts.
What It Does
- Project Progress Monitoring — Track task status across Notion dashboards for all clients
- Client Communication Drafts — Prepare email/Slack messages for client updates
- Meeting Preparation — Pre-meeting briefs with task status, open issues, talking points
- Status Reports — Generate weekly/monthly client status reports
- Issue Escalation — Flag overdue tasks, blocked items, approaching deadlines
- 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, terminologynotion.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
- Never send to clients without Andrew's approval — All client-facing communications must be reviewed and approved by Andrew before delivery.
- Never delete — always archive — Move outdated items 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 한글(English) 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
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