Operations Guide
A practical reference for running the AI Agency Pipeline — covering every component, how to invoke it, and what to expect. Audience: technically literate users with AI and Claude Code familiarity.
What is the Pipeline?
The AI Agency Pipeline is a collection of AI agents, skills, and tools that cover the full lifecycle of a client engagement — from initial discovery through to deployed solution. Each component owns one phase. The pipeline runs on g8sOS (Claude Code + Obsidian vault + persistent KB).
Beneath all of them: Learn & Retain — the KB that every component reads from and writes back to. It's the pipeline's institutional memory.
Component Map
| Component | Role | Status |
|---|---|---|
| Interviewer | Client discovery — structured conversation → deliverable | Live |
| Learn & Retain | KB ingestion + retrieval — pipeline's institutional memory | Live |
| Software Factory | Agentic build pipeline: Spec → Architect → Builder → Test → Critic | Phase 1 ✓ |
| Website Builder | Design, scaffold, and deploy sites — g8slab.com delivery layer | Live |
| Appointment Scheduler | Booking surface — Cal.com integration at pipeline handoffs | Live |
| Resume Builder | Master KB → targeted resume variants via /resume-tune | Active |
| Domain Accelerator | KB → crash courses, flashcards, quizzes (personal consumption) | Building |
| Content Creator | KB → LinkedIn posts and public-facing content | Building |
| Researcher | Autonomous topic research → writes to KB | Building |
| Solution Designer | Requirements → architecture, user stories, design docs | Planned |
| Pipeline Orchestrator | Engagement coordination + PM Discipline Engine | Planned |
Prerequisites
- g8sOS running — Claude Code open in the vault directory (
/Volumes/Mac Mini EXT/AI-Projects/Second Brain) - Skills loaded — confirm with
/help; key skills:/interview,/kb-ingest,/resume-tune,/sf-run - Pro subscription — verify with
grep "ANTHROPIC_API_KEY" ~/.zshrc | grep -v "^#"; should return empty - KB populated — at least a few entries in
06 Knowledge Base/for best results
Interviewer Live
Conducts structured conversations with a subject and produces a deliverable. Three live interview types. Adapts communication style in real time using PCM personality detection. Runs in Direct mode (subject talks to Claude) or Assist mode (you conduct the call; Claude preps and debriefs).
AI Discovery
Output: AI Opportunity Map — prioritised list of AI opportunities with impact ratings, constraints, and a 90-day action plan.
Assist Mode (recommended for first runs)
- Start the session
/interview ai-discovery assist
Claude prompts for the subject's name and company, runs Subject Research (LinkedIn + company website), presents a pick list to confirm the right profile. - Review the Call Guide
Written tosessions/<session-id>/session.md. Contains: personalised opening line, PCM watch-list (language signals to notice during the call), 3–4 suggested questions per topic, completion checklist. - Conduct the call
Run the conversation yourself (phone, Zoom, in-person). Take notes or record. The call structure follows 5 topics: Role & Responsibilities, Pain Points, Tools & Tech Comfort, AI Awareness, Opportunity Prioritisation. - Post-call debrief
/interview ai-discovery assist --debrief
Paste notes or transcript. Claude evaluates coverage against spec criteria and runs PCM detection. If coverage is sufficient, produces the deliverable. If gaps exist, generates targeted follow-up questions. - Review the deliverable
AI Opportunity Map written tosessions/<session-id>/AI Opportunity Map.md. Review, adjust tone if needed, send to subject.
Direct Mode
/interview ai-discovery
Subject Research runs first. Then Claude conducts the interview in the session — share the terminal or a future web interface. PCM adaptation is live throughout. Deliverable produced automatically when coverage is sufficient.
Tip: Assist Mode is the right choice when you want to learn the interview structure or when the subject wouldn't be comfortable with a direct AI interaction. Direct Mode scales better once the pipeline is proven.
Content Repurposing
Output: Content package — LinkedIn posts, email sequences, ebook drafts, or other formats extracted from source material (YouTube video, article, presentation).
/interview content-repurpose
You'll be asked for the source material and desired output formats. The interview gathers context about the target audience, tone, and distribution channels. Deliverables written to sessions/<session-id>/.
Requirements Gathering
Output: Requirements Document — vision, features, platform decisions, success criteria, and out-of-scope boundaries.
/interview requirements-gathering
Covers project vision, user types, functional requirements, platform/tech constraints, and success criteria. Works for both greenfield builds and scope definition for existing systems. Output feeds directly into Solution Designer (when live) or Software Factory Spec phase.
Session File Structure
02 Projects/AI Agency Pipeline/Interviewer/sessions/
└── <type>-<date>-<subject>/
├── session.md ← Subject Brief, Call Guide, PCM state, stage
└── <deliverable>.md ← AI Opportunity Map / requirements doc / content
Learn & Retain Live
The pipeline's knowledge base — the single source of truth that every component reads from and writes back to. Ingests content from external sources (YouTube, AI tool output) and makes it queryable for future work. 12 entries live.
Ingesting Content
YouTube Playlist or Video
/kb-ingest youtube "https://youtube.com/playlist?list=..." --topic "your topic here"
Transcribes, analyzes, and produces a structured KB entry: summary, key learnings, key concepts, applicability notes. Written to 06 Knowledge Base/YouTube/<slug>.md.
AI Tool Output (research, reports, exported summaries)
/kb-ingest ai-tool-output "Source Name" "Topic description" --file /path/to/file.md
Accepts markdown or text exports from tools like NotebookLM, ChatGPT, or Perplexity. Written to 06 Knowledge Base/AI Tool Output/<slug>.md.
Note: Every KB entry gets a relevance: front matter field listing which pipeline projects benefit from it. This is used by /good-morning to surface relevant entries at session start.
Querying the KB
In any session, ask Claude to read a specific KB entry:
Read 06 Knowledge Base/AI Tool Output/deploying-agents-at-scale-control-plane.md
Or reference it by topic: "Read the KB entry on LangGraph vs ADK before we design the Orchestrator." Claude loads it and uses it as context for the rest of the session.
The /kb-status skill provides a health dashboard of all entries — freshness, coverage, and any entries flagged for review.
KB Entry Location
06 Knowledge Base/
├── YouTube/ ← 4 entries (video playlists + single videos)
└── AI Tool Output/ ← 7 entries (research, platform analysis, frameworks)
Software Factory Phase 1 ✓
A five-agent build pipeline: Spec → Architect → Builder → Test → Critic. Every build starts from a task brief; the pipeline produces, tests, and critiques code without human intervention between phases. Phase 1 complete — 10 builds, avg 3.8/5. Human approves at Spec and Architect gates; Test and Critic run automatically.
| Agent | Owns | Output |
|---|---|---|
| Spec | Requirements, acceptance criteria, scope boundaries | Spec doc with binary ACs — human approves |
| Architect | File plan, tech decisions, component breakdown | Design doc + file plan — human approves |
| Builder | Implementation to Architect's plan | Code files matching the file plan |
| Test | Tests against ACs; fixes small unambiguous issues | Test results + any direct fixes |
| Critic | Adversarial review against spec + AC only | PASS / CONCERNS + specific callouts |
Running a Build
- Open the SF workspace
Switch to the Software Factory terminal session (Dev-Projects/Software Factory/sf-workspace/). - Prepare the brief
Write a task brief in plain English. The brief goes intest-cases/<n>-<slug>/brief.md. Specify: what it does, constraints (e.g. stdlib only), what to watch for. - Run the pipeline
/sf-run
The Spec agent runs first. Claude presents the spec for your approval. On approve, Architect runs; approve again. Builder, Test, and Critic run automatically. - Review the Critic verdict
PASS = done. CONCERNS = review Critic's callouts and decide whether to send back to Builder or accept. BLOCK = Critic found a serious issue; must resolve before accepting. - Archive the run
After each run, archive the workspace and write the run report. Update the scoring table inSoftware Factory/[C] SF Test Cases — v1 Validation Suite.md.
Batch Mode
/sf-run --batch
Runs multiple test cases sequentially with auto-approved gates. Used for validation suite runs. Code is discarded after each run — batch mode is for testing pipeline quality, not producing production code.
Known issue: SF v1 has a worktree-continuity defect — Builder spawns can create orphaned worktrees in batch mode. If a build hits BLOCK, check whether the fix needs to be copied across worktrees manually. Tracked for SF v2.
Build Quality Targets
SF v1 targets a ≥4.0 average overall score to be considered production-ready. Current baseline: 3.8/5 (10 cases). Critic scoring 4.7 — it consistently finds real issues. The single largest improvement opportunity: deterministic Builder worktree handling (SF v2 Problem 1).
Website Builder Live
Design, scaffold, and deploy Astro + Tailwind sites. Current delivery: g8slab.com (portfolio + tools) and internal.g8slab.com (ops dashboard). Stack: Astro, Tailwind CSS, Vercel.
Adding a New Page to g8slab.com
- Create the Astro page
Addsrc/pages/<slug>.astroinDev-Projects/g8slab/. Use the existing Base layout and Nav/Footer components. - Preview locally
Visitcd "/Volumes/Mac Mini EXT/Dev-Projects/g8slab" && npm run devlocalhost:4321/<slug> - Deploy to Vercel
cd "/Volumes/Mac Mini EXT/Dev-Projects/g8slab" && vercel --prod
Deploying a Standalone HTML Page
For simple single-page tools (like the ops dashboard and slides), use the internal-g8slab project directly:
cd "/Volumes/Mac Mini EXT/Dev-Projects/internal-g8slab"
# Add your .html file, then:
git add -A && git commit -m "add: description" && vercel --prod
Active Sites
| Domain | Repo / Folder | Auth |
|---|---|---|
| g8slab.com | Dev-Projects/g8slab/ (Astro) | Public |
| internal.g8slab.com | Dev-Projects/internal-g8slab/ | Passphrase gate |
| bfriendr.org (demo) | Dev-Projects/bFRIENDr Platform/ (Astro) | Vercel password |
Appointment Scheduler Live
Cal.com is the booking backend. Four active meeting types. Fathom is configured for automatic recording on scheduled calls.
| Meeting Type | Duration | Use |
|---|---|---|
| AI Discovery | 60 min | Client AI opportunity sessions |
| Personal AI Crash Course | 60 min | Individual AI onboarding sessions |
| Follow-up / Check-in | 30 min | Post-engagement follow-ups |
| Intro Chat | 15 min | First-touch prospect conversations |
Booking links are surfaced at pipeline handoffs (end of Interviewer sessions) and on g8slab.com. To share a specific link: log into cal.com and copy the booking URL for the relevant meeting type.
Resume Builder Active
Generates targeted resume variants from a master content KB (resume-kb.md). Two modes: JD-driven (tailors to a specific job description) or Profile-driven (targets a role type and company).
Running /resume-tune
/resume-tune
You'll be asked whether you have a JD. If yes (Mode A): provide the JD URL or path, company name, role title, and any tuning notes. Claude loads the master KB, generates a tailored markdown resume, then builds the .docx via venv/bin/python tools/build_docx_generalized.py.
Output Files
Dev-Projects/Resume Builder/outputs/
└── Mike Gates - {Company} - {Role} - v1.0.md ← markdown source
└── Mike Gates - {Company} - {Role} - v1.0.docx ← formatted Word doc
PDF: open the .docx in Word or Pages → Print → Save as PDF.
Tip: Keep resume-kb.md current — add new roles, accomplishments, and metrics as they happen. The quality of every generated variant depends on the depth of the master KB.
Domain Accelerator Building
Takes KB content and produces formats for personal consumption: crash course packages (concept brief + flashcards + quiz). The internal counterpart to Content Creator — same KB source, different output audience (you vs. public). Stage 1 of the Trainer commercial product.
When live, the skill will be invoked with a topic or KB entry filename. Output: a crash course package in the vault ready to use as prep for client sessions, niche pursuit, or self-study.
Status: Spec written; design complete. Build pending Domain Accelerator Problem 1 (ingestion source strategy) resolution. Expected output skill: /domain-brief.
Content Creator Building
Turns KB entries into LinkedIn posts in Mike's voice. v1: KB entry or topic keyword → LinkedIn post series (hook, body, CTA). v2: multi-platform. v3: YouTube scripts, training curricula.
When live:
/content "topic keyword"
# or
/content "06 Knowledge Base/AI Tool Output/deploying-agents-at-scale-control-plane.md"
Claude searches KB by topic, presents matching entries for selection, generates 2–3 LinkedIn post variants per entry in the documented voice/format.
Status: LinkedIn voice research complete (7-format analysis documented). Problems 2 + 4 (KB content selection + voice capture) being worked. Expected skill: /content.
Researcher Building
Autonomous topic research agent. Given a research brief, searches the web, synthesizes findings, and writes a structured KB entry. Always writes to KB — never produces a one-off report that disappears. Feeds Domain Accelerator, Content Creator, and Gig Search.
When live:
/research "topic: enterprise AI agent governance frameworks" --depth thorough
Status: Problems 1–5 locked (search tool strategy, source validation, synthesis quality, KB write-back pattern, Researcher-Gig Search integration). Build pending.
Solution Designer Planned
The bridge between Interviewer output and Software Factory input. Takes requirements (from Interviewer or standalone) and produces: system architecture, component breakdown, user stories, and a build-ready specification. Hands off to Software Factory Spec phase.
Once live, this becomes the second gate in the pipeline: Interviewer produces the problem statement; Solution Designer produces the solution design; Software Factory builds it.
Pipeline Orchestrator Planned
The meta-agent that coordinates the pipeline itself — tracking every active client engagement, triggering handoffs between components, and surfacing blockers. Also houses the PM Discipline Engine: auto-generates PMP-quality project controls (project plans, risk registers, issues logs, status reports) for every engagement.
When live, the Orchestrator answers: "Which client is at which phase? What's blocking a handoff? What's the next action?" — without requiring manual tracking.
The PM Discipline Engine is also packaged as a standalone commercial product: the AI PM Agent — a PMP-equivalent project manager for any technology project.
Workflow: Client AI Discovery
Pattern: Sequential · Components: Interviewer, Appointment Scheduler
- Book the session — share the AI Discovery Cal.com link. Fathom auto-records when the call is on the calendar.
- Run Subject Research —
/interview ai-discovery assistbefore the call. Review the Call Guide and PCM watch-list. - Conduct the call — follow the Call Guide. Take notes or use Fathom transcript.
- Debrief — paste transcript into
/interview ai-discovery assist --debrief. AI Opportunity Map generated. - Deliver and book next — send the map, surface the follow-up booking link (30-min check-in type).
Workflow: Content Repurposing
Pattern: Sequential · Components: Interviewer, Content Creator (when live)
- Run the content repurpose interview —
/interview content-repurpose. Provide source material (YouTube URL, article, presentation) and desired output formats. - Review the draft package — LinkedIn posts, email sequence, or ebook draft written to
sessions/<session-id>/. - Publish or hand to client — current: manual posting. Future: Content Creator handles LinkedIn posting directly.
Workflow: New Software Build
Pattern: Sequential · Components: Interviewer, Software Factory, Website Builder
- Gather requirements —
/interview requirements-gathering. Produces a Requirements Document with scope, features, and success criteria. - Design the solution — (Solution Designer planned) Feed requirements to Solution Designer → architecture doc + user stories. Current: do this manually in a design session.
- Build — write the task brief from the requirements/design doc. Run
/sf-runin the SF workspace. Approve Spec and Architect gates; Builder + Test + Critic run automatically. - Deploy — if the output is a web tool, add it to the Website Builder (g8slab.com or a standalone Vercel deployment).
Tip: For simpler builds (CLI tools, scripts), skip the Interviewer and write the brief directly. The Requirements Gathering interview adds the most value for client-facing builds where scope clarity matters.
Workflow: Knowledge Loop
Pattern: Sequential, cyclical · Components: Learn & Retain, Domain Accelerator, Content Creator
- Ingest source material —
/kb-ingest youtube "URL" --topic "topic"or/kb-ingest ai-tool-output. KB entry written with summary, learnings, and relevance tags. - Personal consumption — (Domain Accelerator building)
/domain-brief "topic"→ crash course package (concept brief, flashcards, quiz). - Public distribution — (Content Creator building)
/content "topic"→ LinkedIn post series from the same KB entry.
The same ingestion event drives both personal learning and public content — the KB entry is written once and consumed in both directions.
Workflow: Research → Publish
Pattern: Sequential · Components: Researcher, Learn & Retain, Content Creator
The Researcher always writes to KB first — it never produces a one-off report. This ensures every research run feeds the institutional memory and is available for future use. Content Creator then picks it up for distribution.
Both Researcher and Content Creator are building — this workflow is forward-looking.
Workflow: Full Client Engagement
Pattern: Hybrid (sequential + parallel) · Components: All
Running in parallel alongside the above:
- Discovery — Book via Appointment Scheduler. Run AI Discovery interview (Interviewer). Produce AI Opportunity Map. Identify which opportunities to build.
- Requirements — Run Requirements Gathering interview (Interviewer) for the chosen opportunity. Produce Requirements Document.
- Design — (Solution Designer) Requirements → architecture + user stories. Pre-loads relevant KB entries for domain context. Produces build-ready spec.
- Build — Software Factory runs on the spec. Human approves Spec and Architect gates. Builder + Test + Critic run automatically.
- Deliver — Website Builder deploys the solution. Booking link surfaced for review/follow-up session.
- Retrospective — Learnings from the engagement written back to KB via Learn & Retain. Feeds future engagements in the same domain.
Note: Steps 3–5 are partially manual today (Solution Designer and Pipeline Orchestrator are planned). The full end-to-end automated run is the Phase 2 target. Current state: Steps 1–2 and 4–5 are operational.