| name | ultra3-workspace-automation |
| description | Automates generation of client proposals, invoices, and reports across Google Workspace using Ultra3 storage and Gemini integrations. |
| kind | sop |
Ultra3 Workspace Automation
Overview
Generates client-facing documents (Docs, Sheets, Invoices) utilizing the Ashbi Design backend data and Google Workspace integrations available in the Ultra3 plan.
Parameters
- document_type (required): Type of document ("proposal", "invoice", "report").
- client_id (required): Target client ID or Name.
- data_source (optional): Specific data or context to include in the document.
Steps
1. Data Compilation
Constraints:
- You MUST fetch relevant data from the Ashbi Design hub (e.g.,
src/services/stripe.service.js for invoices, or project files for reports).
- You MUST review past interactions or active threads if necessary to provide context.
2. Document Generation
Constraints:
- You MUST use the AI to draft the full markdown, JSON, or HTML representation of the document.
- You MUST ensure the tone aligns with Ashbi Design's professional standards.
3. Workspace Integration
Constraints:
- You MUST outline the next steps for pushing this data to Google Workspace (using the user's available APIs, Zapier/Make, or manual handoff if direct API integration is pending).
- You MUST confirm the document generation is complete and present the draft for approval.
