lev-intake

name	lev-intake
description	Config-driven workshop intake for URLs, repos, media, PDFs, and skill packages. Use when user wants intake, download, or external content analyzed with project playbooks, ending with a brief, routed recommendation, validation plan, and action dashboard.
metadata	{"skill_type":"workflow","category":"process-intake","lifecycle_integration":{"stage":"ephemeral","input_artifact":"URL (repo/video/article/pdf/skill)","output_artifact":"canonical workshop analysis plus brief, routed recommendation, validation plan, and action dashboard written to the resolved analysis destination"}}

Config-Driven Workshop Intake

Use this skill to intake external material for the active project while honoring global workshop compatibility when explicitly configured.

Primary Rule

Never hardcode workshop paths.

Always resolve:

1. active project root
2. merged workshop config
3. workshop manifest
4. configured playbooks

Role

You are a project-grounded intake analyst.

You:

• acquire external material cleanly
• compare it to the active project's actual needs
• preserve workshop compatibility through config overlays
• recommend the smallest useful route: poc, spike, plugin, core-upgrade, monitor, or pass
• turn the analysis into a brief, recommendation, validation plan, and action dashboard the user can act on immediately

Phase 0: Resolve Project + Workshop Context

Execute these steps first:

0.1 Resolve project root

• git rev-parse --show-toplevel

Set:

• PROJECT_ROOT=<git root>

0.2 Load overlay config

Read, in this order:

• global: ~/.config/lev/config.yaml
• project: <projectRoot>/.lev/config.yaml

Merge the workshop: section with project values overriding global values.

0.3 Resolve workshop paths

Use this resolution order:

1. workshop.root

   • if absolute, use as-is
   • if relative, resolve from PROJECT_ROOT
   • if missing, default to <projectRoot>/.lev/workshop

2. workshop.manifest

   • if set, resolve it
   • else default to <workshopRoot>/manifest.yaml

3. workshop.playbooks.repo_intake

4. workshop.playbooks.papers_intake

0.4 Load manifest if present

If <workshopManifest> exists, load it and use it to resolve folder names such as:

• intake
• analysis
• approved
• extract
• cache
• papers
• reports
• transcripts
• reference

If no manifest exists, default folder names are:

• intake
• analysis
• approved
• extract
• cache
• papers
• reports
• transcripts
• _ref

0.5 Load project docs

Required:

• <projectRoot>/AGENTS.md

Preferred:

• <projectRoot>/docs/NORTH_STAR.md
• <projectRoot>/docs/01-architecture.md
• <projectRoot>/docs/00-process.md

If the project-specific context paths are configured under workshop.context, use those first.

Fail fast only if:

• AGENTS.md is missing, or
• there is no usable architecture/direction source at all

0.6 Load relevant local skills

If project-local skills are relevant, load them before analysis.

Example:

• OpenClaw-adjacent repo inside KinglyAssistant → load <projectRoot>/.agents/skills/openclaw/SKILL.md

KinglyAssistant Defaults

If the active project is KinglyAssistant / ClawBuddy, the expected defaults are:

• workshop root: .lev/workshop/
• workshop manifest: .lev/workshop/manifest.yaml
• canonical analysis: .lev/workshop/analysis/<slug>/analysis.md
• guide: AGENTS.md
• product direction: docs/NORTH_STAR.md
• architecture: docs/01-architecture.md
• process: docs/00-process.md

For KinglyAssistant, evaluate external work against:

• macOS installer and gateway lifecycle
• iOS chat, voice, pairing, and session UX
• shared Swift packages and test harnesses
• OpenClaw wrapper/integration strategy
• ClawBuddy/companion UX and product polish
• bundles, marketplace, and tooling

Phase 1: Acquire Content

URL Detection

If no URL is provided, ask for one.

If provided, classify as:

• GitHub repo
• video/media
• article/documentation
• skills.sh / skill package
• skill://

GitHub Repository

Clone into:

• <workshopRoot>/<folders.intake>/<repo_name>

Then:

• verify with ls -la
• identify top-level structure
• identify stack + test/build entrypoints

Video / Media

MUST route through ~/digital/homie/yt pipeline.

Command:

yt "<URL>" -t -o <workshopRoot>/<folders.analysis>/<slug>/transcript.txt --wait

NEVER use youtube-transcript-api directly. NEVER use yt-dlp for transcripts. The yt CLI handles all fallbacks (API → Whisper) automatically.

Article / Documentation

Route through:

• local scraper first
• web scrape fallback second

Save content to:

• <workshopRoot>/<folders.intake>/<slug>/article.md

Skill Package / skill://

Route installation lifecycle to skill-builder when installation is actually needed.

This skill's job is relevance assessment for the active project.

Phase 2: Analyze

If a repo-intake playbook is configured

If workshop.playbooks.repo_intake is set and exists:

• load it
• follow it after acquisition

If a papers-intake playbook is configured

If the target is paper/media heavy and workshop.playbooks.papers_intake is set:

• load it
• follow it for paper-oriented analysis

If no playbook is configured

Analyze against the active project's own docs and structure.

Required reads:

• project guide
• north star if present
• architecture if present
• process doc if present
• target repo README
• package/manifest files
• 3-5 core implementation files

Answer with evidence:

1. What problem does this solve?
2. Which part of the active project does it map to?
3. Is it product, infrastructure, integration, or tooling?
4. Does it conflict with current architecture or constraints?
5. Is the value in a poc, spike, plugin, core-upgrade, monitor, or pass route?

Recommended Multi-Agent Split

Use sub-agents in parallel when practical:

• context-scan: project docs + architecture + tier mapping
• repo-scan: target repo purpose, stack, capabilities
• fit-scan: overlap, gaps, and disposition

Each sub-agent must return:

• executive brief
• manifest of files touched
• saved report path only if detail would exceed 5000 tokens

Phase 3: Initial Route

Choose the smallest route that can produce evidence or stop the idea cleanly:

• poc

  • prove the idea works in isolation before committing to product or architecture

• spike

  • answer bounded technical uncertainty with a small experiment or test

• plugin

  • useful capability that belongs outside core as an extension, adapter, workflow, or playbook surface

• core-upgrade

  • strong evidence that shared contracts, runtime, domain, receipts, or lifecycle behavior must change

• monitor

  • interesting, but not aligned enough or urgent enough right now

• pass

  • low fit, redundant, or not worth tracking

Phase 4: Brief, Recommendation, Validation Plan

Every intake must end with a usable decision package, not just a summary. Do this in both:

• the saved analysis report
• the final assistant response

Present the material in this order:

1. Brief / Analysis
2. Proposal / Recommendation
3. Action Dashboard

Do not end with a passive summary. Do not say only "extract", "monitor", or "next step". Translate the disposition into a concrete route with owners, paths, evidence, and verification.

Brief / Analysis Requirements

Start with Brief / Analysis using exactly four fields:

• What it is:
• Why it matters:
• Fit:
• Risk:

Keep each field to 1-2 sentences. Tie the fit and risk to concrete Lev, workshop, playbook, plugin, or core surfaces where possible.

Proposal / Recommendation Requirements

After the brief, write a Proposal / Recommendation section. The route must be exactly one of:

• poc: prove the idea works in isolation before committing to product or architecture.
• spike: answer bounded technical uncertainty with one or more small experiments/tests.
• plugin: useful capability, but it belongs outside core as an extension, adapter, workflow, or playbook surface.
• core-upgrade: shared contracts, runtime, kernel, domain model, receipts, or lifecycle behavior must change.
• monitor: interesting but not worth action now; include watch criteria and a revisit trigger.
• pass: no current fit; include rejection reason and what evidence would change the decision.

For poc, spike, plugin, or core-upgrade, include a validation ladder before final adoption. Use direct phrasing such as: Need 3 spikes to validate <risk/assumption> before final <plugin/core-upgrade/product> solution.

Do not leave extract as the final recommendation. If content is worth extracting, route it to poc, spike, plugin, or core-upgrade. If it is not worth execution now, route it to monitor or pass.

Action Dashboard Requirements

Create an Action Dashboard table with these columns:

Priority	Action	Owner / Surface	Artifact or Path	Verification	Status

Rules:

• Include 3-7 rows.
• The first row must be the best next action.
• Every row must be executable or decision-useful: name the artifact/path, owner surface, and verification signal.
• If the route is poc, include the isolated proof target and promotion criteria.
• If the route is spike, include the uncertainty being tested and the decision it unlocks.
• If the route is plugin, include plugin boundary, adoption criteria, and rollback/exit criteria.
• If the route is core-upgrade, include contract/runtime/domain surfaces plus acceptance tests and migration risk.
• If the route is monitor, include watch criteria and revisit trigger.
• If the route is pass, include the rejection reason and what would change the decision.

Action Quality Bar

An action is not acceptable unless it answers:

1. What should happen next?
2. Who or which Lev surface owns it?
3. Where is the artifact or code path?
4. What proves it worked?

If any answer is unknown, write unknown and add a discovery action to the dashboard.

Output Artifacts

Write the final report to:

• <workshopRoot>/<folders.analysis>/<slug>/analysis.md

The report must include:

• target URL
• resolved project root
• resolved workshop root
• resolved manifest path
• configured playbook inputs
• staged source path
• project context used
• decision
• rationale
• proposal / recommendation
• validation ladder
• next action
• action dashboard
• brief / analysis
• artifact links
• verification performed

Output Template

# Intake Report: <name>

- URL: <url>
- Type: <repo|video|article|skill>
- Project Root: <project root>
- Workshop Root: <workshop root>
- Workshop Manifest: <manifest path or missing>
- Repo Playbook: <path or null>
- Papers Playbook: <path or null>
- Staged Source: <path>
- Analysis Path: <path>

## Project Context
- Guide: <path>
- North Star: <path or missing>
- Architecture: <path or missing>
- Process: <path or missing>

## External Summary
- Purpose:
- Stack:
- Key capabilities:

## Fit For Current Project
- Surface:
- Tier:
- Relevant overlaps:
- Conflicts:

## Brief / Analysis
- What it is:
- Why it matters:
- Fit:
- Risk:

## Decision
- Decision:
- Why:
- Recommended next step:

## Proposal / Recommendation
- Route: <poc | spike | plugin | core-upgrade | monitor | pass>
- Why this route:
- Validation needed:
- Final solution if validated:
- Stop condition:

## Action Dashboard
| Priority | Action | Owner / Surface | Artifact or Path | Verification | Status |
|---|---|---|---|---|---|
| P0 | <best next action> | <owner/surface> | <path or URL> | <proof/check> | <ready/blocked/done> |
| P1 | <follow-up action> | <owner/surface> | <path or URL> | <proof/check> | <ready/blocked/done> |
| Guardrail | <do-not-do / decision boundary> | <owner/surface> | <path or URL> | <proof/check> | <ready/blocked/done> |

## Verification
- Acquisition:
- Analysis:
- Projections or lifecycle hooks:
- Known gaps:

Final Response Contract

After completing an intake, the assistant's final message must be usable without opening the full report. Use an inline emoji-labeled template, not a wide table, so the response stays scannable in chat. The saved analysis report can still use the Action Dashboard table above.

Use this shape:

🧠 **Brief / Analysis** — What it is: <1 sentence> · Why it matters: <1 sentence> · Fit: <1 sentence> · Risk: <1 sentence>

🧭 **Proposal / Recommendation** — Route: `<poc|spike|plugin|core-upgrade|monitor|pass>` · Why: <1 sentence> · Validation: `<need N spikes to validate X before Y | watch criteria | none>` · Stop: <condition>

🪄 **Action Dashboard**
1. **P0 — <best next action>** → Owner: `<owner/surface>` · Artifact: `<path or URL>` · Proof: `<verification>` · Status: `<ready/blocked/done>`
2. **P1 — <follow-up action>** → Owner: `<owner/surface>` · Artifact: `<path or URL>` · Proof: `<verification>` · Status: `<ready/blocked/done>`
3. **Guardrail — <do-not-do / decision boundary>** → Owner: `<owner/surface>` · Artifact: `<path or URL>` · Proof: `<verification>` · Status: `<ready/blocked/done>`

📦 **Artifacts** — <analysis path> · <staged source path> · <parity/lifecycle path if created>
✅ **Verification** — <commands/checks run and result>

Keep the final response compact. Put the brief and recommendation first, then the action dashboard. Use 2-5 action lines unless the user asks for more. If the route is monitor, include a single explicit "no action now" row with watch criteria and revisit trigger. If the route is pass, include the rejection reason, what would change the decision, and no implementation action. Do not end with "let me know if you want..." when the next action is already clear.

Hook-Envelope Bridge (from Clawhip, Wave 4 — cw-03)

When intaking repos that emit hook events (OMC/OMX, GitHub Actions, CI systems), use this envelope contract to normalize inbound hook payloads before routing through the intake pipeline:

{
  "source_agent": "omx",
  "event_type": "hook.triggered",
  "payload": {
    "hook_name": "post-commit",
    "repo": "...",
    "data": {}
  },
  "timestamp": "2026-01-01T00:00:00Z",
  "session_id": "..."
}

The envelope wraps any external hook source. source_agent lets downstream consumers filter by origin. event_type follows hook.<action> naming and feeds into Lev's LevEvent router after deserialization.

Use this pattern for intake flows that forward hook events between runtimes (e.g., OMC → Lev → downstream analysis). The envelope is the seam — not the hook implementation.

Source: .lev/pm/parity/clawhip.yaml

Success Criteria

• Workshop paths come from merged config, not hardcoded defaults
• Manifest-driven folder resolution works when present
• Legacy Lev workflow remains possible through global config
• Project-local workshop defaults work when no global override exists
• Canonical analysis is written to the resolved analysis/ destination

Notes

• Default behavior for most repos should remain <projectRoot>/.lev/workshop.
• For Lev itself, repo-local overlays can point workshop.root at workshop/ while preserving the global default.
• For project repos, default to <projectRoot>/.lev/workshop.
• A checked-in workshop manifest plus gitignored runtime folders is the intended shape for project-local workshop state.