Files
our-claude-skills/custom-skills/77-dintel-account-mgr
Andrew Yim 8189473008 chore(dintel-skills): align Agent Corps with canon v1.0 / BRAND-GUIDE v1.3
Standardize all 9 dintel-* skills + shared infrastructure against the
new D.intelligence canon (brand-canon, fact-sheet, service-architecture,
naming-conventions v1.0) and BRAND-GUIDE v1.3.

Term replacements (applied across SKILL.md, CLAUDE.md, scripts, refs):
- Slogan: SMART Marketing Clinic -> SMART Marketing Intelligence
  (Clinic is now an OurDigital asset; split enforced)
- Core Values: Scientific/Practical -> Science/Practice
- MD category: Marketing Diagnosis -> Measurement Design
- Brand Character: 마케팅 주치의 -> 성과중심의 데이터 기반 마케팅 과학자
- Address: 송파테라타워/황새울로 -> 판교글로벌비즈센터 1층 36호 (13449)
- External email: contact@ -> info@dintelligence.co.kr
- CEO title: D.HIVE CEO & Founder / Senior Advisor -> 대표이사
- Tone keywords: Scientific/Practical/Outcome-oriented
  -> Science-driven/Practice-oriented/Outcome-focused
- Foreign-word literals: 감사 보고서/리포트/결과 -> 진단 ~ (audit->진단)
- Adjacent services: removed Courses (transferred to OurDigital Practice)

Structural changes:
- Insert "v1.3 정합성 - 단일 진실" block citing canon docs in all 9
  SKILL.md files (preserves single source of truth at runtime).
- Bump version (1.0->1.1 or 1.1->1.2) and add canon_compliance: v1.3 +
  last_updated: 2026-05-18 to every frontmatter.
- Expand brand.py: CORPORATE/LAB dicts (full address, biz reg, CEO),
  TRANSLATION_STANDARDS, ADJACENT_SERVICES. PROHIBITED_WORDS grew
  13 -> 24 entries so Brand Guardian flags legacy phrases at runtime.
- Rewrite _dintel-shared/references/dintelligence_brand_guide.md as
  v1.3 canon mirror; sync brand-editor's local copy (no drift).
- Pin design-system reference header to 2026 PPTX v2.0.
- Refresh 73-quotation generate_quotation.py (Sheet 1 cover, Sheet 5
  terms) and 71-brand-editor generate_credential.py output.
- Update audit template title (감사 -> 진단).

Verified by 93-check compliance suite covering frontmatter, canon
citation, prohibited-term grep, Python compile + runtime imports, and
an end-to-end smoke test that generates a quotation .xlsx and inspects
cell content for v1.3 strings + absence of legacy strings.

Refs:
  knowledge-base/canon/{brand-canon,fact-sheet,service-architecture,naming-conventions}.md v1.0
  02_Brand/BRAND-GUIDE-v1.3.md
  knowledge-base/TODO-claude-code-skill-rebuild.md
  knowledge-base/gotcha/01_outdated-facts.md (10 cases)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 07:11:52 +09:00
..

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

  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