| name | consulting-integrations-sync |
| description | The anti-staleness engine for external integrations. Use on the Friday cadence, on "sync the integrations", "is the CRM in sync", "refresh granola/attio/linkedin/gmail/slack", or whenever the repo might have drifted from Attio/Granola/LinkedIn/Gmail/Slack. Reconciles live sources against the repo and reports what changed and what's stale. |
Consulting Integrations Sync
Keep integrations/ (Granola, Attio, LinkedIn, Gmail) and the curated repo from going stale.
Run end-to-end, then report. API keys are in repo-root .env.local.
Steps
- Attio (query live — system of record). Per
integrations/attio/crm-sync.md, query deals via REST
(POST /v2/objects/deals/records/query). For each deal, compare its stage to its
filesystem location. On mismatch: move the folder (pipeline/** ↔ clients/**), fix the deal
AGENTS.md status line, and regenerate pipeline/_board.md. Attio wins on stage; repo wins on artifacts.
- Granola (capture VERBATIM transcripts — the primary source, not the summary). List new notes:
python integrations/granola/_work/list_new_notes.py (id/title/created_at/attendees for notes newer
than _work/LAST_SYNCED). Classify each by job + attendee domain: in scope = Recoup consulting (a
won client or an open prospect/lead); skip SwiftResponse/Flex, personal, and internal standups
(note skips in the report, don't fetch them). For each in-scope note capture the transcript —
python integrations/granola/_work/pull_transcript.py --note <id> --stage --out <dest> — where <dest>
is clients/<client>/meetings/transcripts/<YYYY-MM-DD>-<slug>.md (won) or
pipeline/<stage>/<deal>/meetings/transcripts/<YYYY-MM-DD>-<slug>.md (open). The file holds the AI
summary (labelled not evidence) and the verbatim transcript — cite the transcript downstream,
never the summary. New prospect with no folder → consulting-lead-intake first. Stamp
integrations/granola/_work/LAST_SYNCED with today's ISO datetime.
- LinkedIn (pull signal). Refresh follower/engagement snapshots if stale; if new engagement exists,
chain into
consulting-linkedin-audience. Update integrations/linkedin/_work/LAST_SYNCED.
- Gmail (capture FULL threads for real relationships — Attio-gated). Scope = people who matter:
query Attio live for Customers + Warm Leads + Target Accounts + open-pipeline contacts, collect their
email domains/addresses (the 1,041
relationship = product-user are quarantined — exclude). For each
client/deal, archive the full thread history (every message, untruncated):
python integrations/gmail/_work/export_thread_bodies.py --query "from:<domain> OR to:<domain>" --title "<Name>" --out <clients|pipeline>/<entity>/emails/email-archive-<YYYY-MM-DD>.md. Then layer the
triage on top — pull_threads.py for awaiting-my-reply — as derived signal, not a replacement for
the archive. A human, non-automated sender NOT in Attio → don't archive; flag it in the report as a
possible new lead. Never archive the whole mailbox (automated/no-reply/newsletters excluded). Stamp
integrations/gmail/_work/LAST_SYNCED. No auth → skip + note.
- Slack (if auth configured — log + channel, like Gmail). Pull deal-tied conversations only
(never the whole workspace), and pull each one complete — every top-level message AND every thread
reply (
--days 0 --threads); a bounded window silently drops new replies on older threads, so don't
use one. Run integrations/slack/_work/list_access.py to confirm read access, then for each row of the
Deal channel routing table in integrations/slack/AGENTS.md run
integrations/slack/_work/pull_conversation.py --channel <id> --token user --days 0 --threads --out <dest>/<YYYY-MM-DD>-<channel>.md. File each keeper next to its client, mine the internal
product DM into knowledge/product/, and flag threads awaiting my reply. Mine only the lines new
since integrations/slack/_work/LAST_SYNCED (so insights don't duplicate), then stamp it. No SLACK_*
keys set → skip and note it.
- Research wiki (read-only content source). Mined by
consulting-research-miner (delta-guarded
via integrations/research/_work/LAST_MINED) and pulled at draft time by consulting-content-drafter
— see integrations/research/AGENTS.md. The Friday harvest lives in consulting-friday-review;
trigger the miner here too if the wiki's log.md advanced since LAST_MINED.
- Mine fresh material. New won deals →
consulting-case-study-builder; recurring answers →
knowledge/faqs/; reusable insights/ideas → atomic signals in signals/.
- Stamp + report. Update each integration's
LAST_SYNCED, the crm-sync "Last full reconcile"
note, and write a short report: what changed · what drifted · what's stale · what needs me.
Confirm before inventing client facts. Do the routine filing/reconciling without asking.
