|
1 | | ---- |
2 | | -name: agentic-discovery-skill |
3 | | -description: >- |
4 | | - Create CompleteTech LLC discovery and scoping artifacts for agentic development opportunities, including intake questionnaires, workflow discovery scripts, stakeholder interview guides, current/future-state workflow maps, systems/data readiness checklists, approval gate reviews, risk/excluded-use checks, success criteria, evaluation examples, pilot readiness scorecards, and proposal/SOW handoff briefs. Use before proposal, contract, invoice, or delivery work when Codex needs to gather verified facts for bounded agentic workflow services. |
5 | | -version: 1.0.0 |
6 | | -metadata: |
7 | | - openclaw: |
8 | | - skillKey: agentic-discovery-skill |
9 | | - homepage: https://github.com/CompleteTech-LLC/agentic-discovery-skill |
10 | | - requires: |
11 | | - bins: |
12 | | - - python3 |
13 | | ---- |
14 | | - |
15 | | -# Agentic Discovery Skill |
16 | | - |
17 | | -## Purpose |
18 | | - |
19 | | -Create discovery and scoping artifacts that turn an agentic development opportunity into verified facts for proposal/SOW, contract, invoice, and delivery work. |
20 | | - |
21 | | -## System Boundary |
22 | | - |
23 | | -This skill owns pre-sale fact-finding and scoping. Hand off to `agentic-proposal-skill` for buyer-facing scope and SOW documents, `agentic-security-review-skill` for formal security or launch risk review, `agentic-delivery-skill` after approval, and `agentic-customer-success-skill` for ongoing relationship management. Do not use discovery artifacts as final proposals, contracts, invoices, launch signoffs, or public proof. |
24 | | - |
25 | | -## Core Workflow |
26 | | - |
27 | | -1. Identify the discovery need: qualification, intake, stakeholder interview, workflow map, readiness check, risk review, success criteria, evaluation examples, prioritization, recap, or proposal handoff. |
28 | | -2. Gather verified facts only: repeated workflow, inputs, systems, tools, retrieval sources, decision points, approval gates, risks, exclusions, logging, monitoring, documentation, support, and handoff needs. |
29 | | -3. Use `references/use-case-decision-table.md` to choose the right artifact. |
30 | | -4. Use `references/discovery-positioning.md` for CompleteTech LLC framing and guardrails. |
31 | | -5. Use `references/discovery-catalog.md` for near-exhaustive artifact templates. |
32 | | -6. Keep discovery practical and bounded. Do not fabricate client facts, proof, savings metrics, regulated-use assurances, legal claims, or implementation feasibility. |
33 | | - |
34 | | -## Artifact Selection Guide |
35 | | - |
36 | | -- First-pass lead fit: use `quick-qualification-checklist`. |
37 | | -- New opportunity intake: use `client-intake-questionnaire`. |
38 | | -- Live discovery call: use `workflow-discovery-script`. |
39 | | -- Multiple roles or departments: use `stakeholder-interview-guide`. |
40 | | -- Existing process documentation: use `current-state-workflow-map`. |
41 | | -- Proposed reviewed-agent process: use `future-state-agentic-workflow-map`. |
42 | | -- System, document, data, or access review: use `systems-and-data-access-checklist`. |
43 | | -- API/tool feasibility: use `tool-api-readiness-checklist`. |
44 | | -- Approval and escalation design: use `human-approval-gate-checklist`. |
45 | | -- Regulated, sensitive, or risky workflow: use `risk-and-excluded-use-checklist`. |
46 | | -- Buyer asks what success looks like: use `success-criteria-worksheet`. |
47 | | -- Need test examples: use `evaluation-example-worksheet`. |
48 | | -- Decide whether to propose a pilot: use `pilot-readiness-scorecard`. |
49 | | -- After discovery call: use `discovery-recap-memo`. |
50 | | -- Handoff into proposal/SOW: use `requirements-brief-for-proposal-sow-handoff`. |
51 | | -- Missing facts or assumptions: use `assumptions-and-unknowns-log`. |
52 | | -- Ownership unclear: use `stakeholder-responsibility-matrix`. |
53 | | -- Dependencies unclear: use `implementation-dependency-checklist`. |
54 | | -- Sensitive data or retention concerns: use `data-sensitivity-and-retention-worksheet`. |
55 | | -- Several possible workflows: use `workflow-prioritization-matrix`. |
56 | | -- Need logging/monitoring requirements: use `logging-and-monitoring-needs-worksheet`. |
57 | | -- Need support/handoff expectations: use `support-and-handoff-discovery-worksheet`. |
58 | | -- Need production-readiness check: use `pilot-to-production-readiness-checklist`. |
59 | | - |
60 | | -When several artifacts fit, choose the earliest artifact that resolves the biggest unknown. Do not draft proposal/SOW scope until the workflow, owners, approval points, success criteria, dependencies, and exclusions are clear enough to avoid vague scope. |
61 | | - |
62 | | -## Quality Rules |
63 | | - |
64 | | -- Frame discovery as bounded workflow scoping, not AI brainstorming. |
65 | | -- Always identify human approval points for external communication, production changes, purchases, data export, and material business decisions. |
66 | | -- Capture risks, excluded uses, data sensitivity, and assumptions explicitly. |
67 | | -- Make outputs easy to hand to `agentic-proposal-skill`. |
68 | | -- Use `TBD` or open questions for unknowns. |
69 | | - |
70 | | -## Resource Guide |
71 | | - |
72 | | -- `references/discovery-positioning.md`: load for CompleteTech LLC discovery language and boundaries. |
73 | | -- `references/use-case-decision-table.md`: load when choosing an artifact. |
74 | | -- `references/discovery-lifecycle.md`: load for flow from lead qualification through proposal handoff. |
75 | | -- `references/discovery-catalog.md`: load for the near-exhaustive artifact library. |
76 | | -- `references/template-index.json`: machine-readable template metadata used by the renderer. |
77 | | -- `scripts/render_discovery.py`: list discovery artifacts or render a draft with placeholders. |
78 | | - |
79 | | -## Renderer |
80 | | - |
81 | | -```bash |
82 | | -python3 scripts/render_discovery.py --list |
83 | | -python3 scripts/render_discovery.py --stage readiness --list |
84 | | -python3 scripts/render_discovery.py --template client-intake-questionnaire --var client_name=Acme --var workflow="support triage" |
85 | | -``` |
86 | | - |
87 | | -Rendered artifacts are drafts. Replace placeholders with verified client facts and refine questions for the meeting context. |
88 | | - |
89 | | -## Rendering to a Branded PDF |
90 | | - |
91 | | -Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
92 | | - |
93 | | -```bash |
94 | | -pip install -r requirements.txt |
95 | | -python3 scripts/render_discovery.py --template requirements-brief-for-proposal-sow-handoff \ |
96 | | - --out artifact.pdf --png artifact.png \ |
97 | | - --title "Requirements Brief — Proposal / SOW Handoff" --doc-type "DISCOVERY HANDOFF" \ |
98 | | - --subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "DOCUMENT NO.=DISC-2026-0117" --meta "DATE=2026-05-15" \ |
99 | | - --var client_name="Client Name" --var workflow="support triage" |
100 | | -``` |
101 | | - |
102 | | -- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
103 | | -- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
104 | | -- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
| 1 | +--- |
| 2 | +name: agentic-discovery-skill |
| 3 | +description: >- |
| 4 | + Create CompleteTech LLC discovery and scoping artifacts for agentic development opportunities, including intake questionnaires, workflow discovery scripts, stakeholder interview guides, current/future-state workflow maps, systems/data readiness checklists, approval gate reviews, risk/excluded-use checks, success criteria, evaluation examples, pilot readiness scorecards, and proposal/SOW handoff briefs. Use before proposal, contract, invoice, or delivery work when Codex needs to gather verified facts for bounded agentic workflow services. |
| 5 | +version: 1.0.0 |
| 6 | +metadata: |
| 7 | + openclaw: |
| 8 | + skillKey: agentic-discovery-skill |
| 9 | + homepage: https://github.com/CompleteTech-LLC/agentic-discovery-skill |
| 10 | + requires: |
| 11 | + bins: |
| 12 | + - python3 |
| 13 | + install: |
| 14 | + - kind: uv |
| 15 | + package: reportlab>=4.0 |
| 16 | + - kind: uv |
| 17 | + package: pyyaml>=6.0 |
| 18 | +--- |
| 19 | + |
| 20 | +# Agentic Discovery Skill |
| 21 | + |
| 22 | +## Purpose |
| 23 | + |
| 24 | +Create discovery and scoping artifacts that turn an agentic development opportunity into verified facts for proposal/SOW, contract, invoice, and delivery work. |
| 25 | + |
| 26 | +## System Boundary |
| 27 | + |
| 28 | +This skill owns pre-sale fact-finding and scoping. Hand off to `agentic-proposal-skill` for buyer-facing scope and SOW documents, `agentic-security-review-skill` for formal security or launch risk review, `agentic-delivery-skill` after approval, and `agentic-customer-success-skill` for ongoing relationship management. Do not use discovery artifacts as final proposals, contracts, invoices, launch signoffs, or public proof. |
| 29 | + |
| 30 | +## Core Workflow |
| 31 | + |
| 32 | +1. Identify the discovery need: qualification, intake, stakeholder interview, workflow map, readiness check, risk review, success criteria, evaluation examples, prioritization, recap, or proposal handoff. |
| 33 | +2. Gather verified facts only: repeated workflow, inputs, systems, tools, retrieval sources, decision points, approval gates, risks, exclusions, logging, monitoring, documentation, support, and handoff needs. |
| 34 | +3. Use `references/use-case-decision-table.md` to choose the right artifact. |
| 35 | +4. Use `references/discovery-positioning.md` for CompleteTech LLC framing and guardrails. |
| 36 | +5. Use `references/discovery-catalog.md` for near-exhaustive artifact templates. |
| 37 | +6. Keep discovery practical and bounded. Do not fabricate client facts, proof, savings metrics, regulated-use assurances, legal claims, or implementation feasibility. |
| 38 | + |
| 39 | +## Artifact Selection Guide |
| 40 | + |
| 41 | +- First-pass lead fit: use `quick-qualification-checklist`. |
| 42 | +- New opportunity intake: use `client-intake-questionnaire`. |
| 43 | +- Live discovery call: use `workflow-discovery-script`. |
| 44 | +- Multiple roles or departments: use `stakeholder-interview-guide`. |
| 45 | +- Existing process documentation: use `current-state-workflow-map`. |
| 46 | +- Proposed reviewed-agent process: use `future-state-agentic-workflow-map`. |
| 47 | +- System, document, data, or access review: use `systems-and-data-access-checklist`. |
| 48 | +- API/tool feasibility: use `tool-api-readiness-checklist`. |
| 49 | +- Approval and escalation design: use `human-approval-gate-checklist`. |
| 50 | +- Regulated, sensitive, or risky workflow: use `risk-and-excluded-use-checklist`. |
| 51 | +- Buyer asks what success looks like: use `success-criteria-worksheet`. |
| 52 | +- Need test examples: use `evaluation-example-worksheet`. |
| 53 | +- Decide whether to propose a pilot: use `pilot-readiness-scorecard`. |
| 54 | +- After discovery call: use `discovery-recap-memo`. |
| 55 | +- Handoff into proposal/SOW: use `requirements-brief-for-proposal-sow-handoff`. |
| 56 | +- Missing facts or assumptions: use `assumptions-and-unknowns-log`. |
| 57 | +- Ownership unclear: use `stakeholder-responsibility-matrix`. |
| 58 | +- Dependencies unclear: use `implementation-dependency-checklist`. |
| 59 | +- Sensitive data or retention concerns: use `data-sensitivity-and-retention-worksheet`. |
| 60 | +- Several possible workflows: use `workflow-prioritization-matrix`. |
| 61 | +- Need logging/monitoring requirements: use `logging-and-monitoring-needs-worksheet`. |
| 62 | +- Need support/handoff expectations: use `support-and-handoff-discovery-worksheet`. |
| 63 | +- Need production-readiness check: use `pilot-to-production-readiness-checklist`. |
| 64 | + |
| 65 | +When several artifacts fit, choose the earliest artifact that resolves the biggest unknown. Do not draft proposal/SOW scope until the workflow, owners, approval points, success criteria, dependencies, and exclusions are clear enough to avoid vague scope. |
| 66 | + |
| 67 | +## Quality Rules |
| 68 | + |
| 69 | +- Frame discovery as bounded workflow scoping, not AI brainstorming. |
| 70 | +- Always identify human approval points for external communication, production changes, purchases, data export, and material business decisions. |
| 71 | +- Capture risks, excluded uses, data sensitivity, and assumptions explicitly. |
| 72 | +- Make outputs easy to hand to `agentic-proposal-skill`. |
| 73 | +- Use `TBD` or open questions for unknowns. |
| 74 | + |
| 75 | +## Resource Guide |
| 76 | + |
| 77 | +- `references/discovery-positioning.md`: load for CompleteTech LLC discovery language and boundaries. |
| 78 | +- `references/use-case-decision-table.md`: load when choosing an artifact. |
| 79 | +- `references/discovery-lifecycle.md`: load for flow from lead qualification through proposal handoff. |
| 80 | +- `references/discovery-catalog.md`: load for the near-exhaustive artifact library. |
| 81 | +- `references/template-index.json`: machine-readable template metadata used by the renderer. |
| 82 | +- `scripts/render_discovery.py`: list discovery artifacts or render a draft with placeholders. |
| 83 | + |
| 84 | +## Renderer |
| 85 | + |
| 86 | +```bash |
| 87 | +python3 scripts/render_discovery.py --list |
| 88 | +python3 scripts/render_discovery.py --stage readiness --list |
| 89 | +python3 scripts/render_discovery.py --template client-intake-questionnaire --var client_name=Acme --var workflow="support triage" |
| 90 | +``` |
| 91 | + |
| 92 | +Rendered artifacts are drafts. Replace placeholders with verified client facts and refine questions for the meeting context. |
| 93 | + |
| 94 | +## Rendering to a Branded PDF |
| 95 | + |
| 96 | +Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
| 97 | + |
| 98 | +```bash |
| 99 | +pip install -r requirements.txt |
| 100 | +python3 scripts/render_discovery.py --template requirements-brief-for-proposal-sow-handoff \ |
| 101 | + --out artifact.pdf --png artifact.png \ |
| 102 | + --title "Requirements Brief — Proposal / SOW Handoff" --doc-type "DISCOVERY HANDOFF" \ |
| 103 | + --subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "DOCUMENT NO.=DISC-2026-0117" --meta "DATE=2026-05-15" \ |
| 104 | + --var client_name="Client Name" --var workflow="support triage" |
| 105 | +``` |
| 106 | + |
| 107 | +- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
| 108 | +- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
| 109 | +- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
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