hermes-mini-setup

Turn a Granola meeting into a structured Markdown record filed in the KB (under the right customer/person, in the meetings table) plus an email-safe HTML report that rides the morning brief. Use when {{OPERATOR_FIRST_NAME}} says "process my latest Granola meeting", "redo the meeting report for X", or when run headlessly by the ai.hermes.meeting-reports cron.

One-command grounded account snapshot of a customer — KB profile, contacts, apps, recent meetings, document inventory, pending e-signatures, and recent email activity, synthesized into a compact brief. Use when {{OPERATOR_FIRST_NAME}} asks "where are we with X", "brief me on X", "catch me up on X", or "what's the latest with X" for a customer/client/company.

Turn content (research, notes, a draft, anything) into a polished file — Markdown, DOCX, or PDF — save it to the scratch area and/or the knowledge base, and optionally email it to {{OPERATOR_FIRST_NAME}}. Use when {{OPERATOR_FIRST_NAME}} asks to make/create/export a doc, "turn this into a pdf/docx", "email me this as a file", or produce a deliverable.

Send a rendered proposal or contract (or any PDF) out for e-signature via SignWell under {{OPERATOR_FIRST_NAME}}'s {{BUSINESS_NAME}} account, track it, and retrieve the signed PDF. Use when {{OPERATOR_FIRST_NAME}} approves sending a proposal or contract for signature, asks to check signature status, a signed document needs collecting, or a contract needs drafting (references/contract-skeleton.md).

Add one or more people (contacts) to an existing customer/company in the knowledge base (KB), or link an existing person to another company. A person can belong to several companies. Use when {{OPERATOR_FIRST_NAME}} wants to add/capture a contact at a company he already has in the KB, or attach someone who already exists to another company — without re-onboarding the whole company.

Onboard a customer or client into the knowledge base (KB) through a short guided interview, then file a structured profile attached to the canonical customer record. Use when {{OPERATOR_FIRST_NAME}} wants to add, onboard, set up, capture, or create a new customer / client / company in the KB.

File a document {{OPERATOR_FIRST_NAME}} has shared — an uploaded file (PDF, DOCX, CSV, image, etc.), pasted text, or something already in the conversation — into the knowledge base (KB), correctly scoped to a customer, person, or app, with a clean title and type. Use when {{OPERATOR_FIRST_NAME}} says "file this", "save this to the KB", "add this to [customer]'s docs", "put this under [person/app]", or otherwise asks to store a shared document in the knowledge base.