cloudworkz OS Vault Map * V3
RAG pips — Template · Rule · Skill · Engine:
Exists
Partial
Needed
Brief exists
LOCKED Immutable wording
BUILT Exists in vault
TBD In-flux / partial
BRIEFED Brief exists, not built
PLANNED Planned, not started

how it's built*

The architecture context every other tab assumes. Seven building block types, one shared shell, one universal floor. The vault mirrors this structure: where the product has a Capability Module, the vault has a Box or Acid folder. Understanding this makes everything else legible.

DESIRED STATE Primary: Werner · Roy
The two-application model

Every product is an Application sharing a common shell library and universal floor. The shell, floor, and services are shared. Only the module set differs. Building product two is not twice the work of product one.

Application 01
Unlock
App-specific
Asset Register Portfolio Safety Tax / IHT
AI Chat Content Brain Onboarding
Foundational
Auth Billing Dashboard
Shared shell library
@cloudworkz/app-shell
Application 02
Cloudworkz Internal
App-specific
Content Gen Signalz Axiom
ACID Sales Brain Skill Roxi
Foundational
Auth Billing Dashboard
Shared shell library
@cloudworkz/app-shell
Universal floor — all applications, no exceptions
Identity Actors table audit_log Tenancy tables RPC write contract
Available services — opt-in
Agent runtime MCP servers Content Brain DB Encryption Cost ledger
Seven building block types

Every component in Cloudworkz OS belongs to exactly one type. The type determines where it lives in the monorepo, how it deploys, what it can import, and what its vault counterpart is.

TYPE 1 Application
Application
Deployable end-user product
A deployable end-user product. Its own runtime, brand config, and module set. Imports the shared shell library. Building product two is not twice the work of product one — the substrate, shell, and available services are shared.
Lives in
Own deployment, own runtime, own scaling envelope
Shares
Shell library, universal floor tables, available services
Examples
unlock cloudworkz-internal future client apps
Vault mirror → Companies/{Tenant}/ — each tenant folder = one application's working context
TYPE 2 Library
Library
Shared code · no own deployment
Shared code that applications and other components import. No deployment of its own. Lives in packages/. Bug fixes ship as version bumps — no copies to drift. The shell library is the most important Library in the system.
Lives in
packages/ in monorepo — never deployed independently
Examples
@cloudworkz/app-shell @cloudworkz/agent-shell @cloudworkz/ui
Vault mirror → Parent/Library/ — one master set of frameworks, templates, skills. Every tenant wikilinks to it, never copies.
TYPE 3 Capability Module
Capability Module
Self-contained feature · plugs into shell
A self-contained feature plugged into an Application via the shell's module contract. Can be thin (UI only) or thick (UI + own DB tables + migrations + RPC functions + background services + MCP tools + skills). Promotes to Service when consumed by more than one Application.
Lives in
packages/modules/{module-name}/
Declares
Routes, nav entries, settings, billing config, permissions, lifecycle hooks, dependencies
Vault mirror → Each Box/ and Acid/ folder is a Capability Module's working substrate
TYPE 4 Agent Module
Agent Module
Scoped named automation · first-class actor
Scoped, named automation — usually wrapping a language model. Each Agent is a first-class actor in the OS with its own record in the actors table. Every run produces a transcript. Has five mandatory attributes: prompt, scope, cost budget, governing accountable, eval suite.
Lives in
services/agents/{agent-name}/
Must have
Prompt · scope · cost budget · actor record · governing accountable · eval suite
Examples
a-mtgsynth a-doc-control a-friday-prep a-cost-tracker
Vault mirror → Resources/engines/ items classified as Agent type. Note: Script Builder is a Skill (Type 3 Capability Module), not an Agent.
TYPE 5 Service
Service
Long-running backend · own deployment
A long-running backend component with its own deployment and API. A Capability Module (Type 3) promotes to a Service when it is consumed by more than one Application. This is the promotion criterion — it makes shared logic explicit rather than copied.
Lives in
services/{service-name}/ — own deployment
Promoted from
Any Capability Module consumed by 2+ Applications
Examples
Pipeline engine · rules engine · notification service · ingestion service
Vault mirror → Resources/engines/ items classified as Engine type (scheduled, long-running platform processes)
TYPE 6 MCP Server
MCP Server
Capabilities for LLM clients
A Model Context Protocol server exposing capabilities (tools) to language-model-driven clients. Not the same as an Agent — MCP Servers expose tools, Agents consume them. Both are active in production. Each MCP Server has its own folder, tool definitions, and runtime.
Lives in
services/mcp/{server-name}/
Examples
mcp-cloudworkz-os mcp-whoami mcp-brain
Vault mirror → External MCP connectors: Fireflies · Pipedrive · WhatsApp · Slack · Google Drive · Notion
TYPE 7 External Integration
External Integration
Adapter wrapping external system
An adapter wrapping an external system — API, webhook, SDK, or scraped session. Common lifecycle contract: init / auth / observe / teardown. Every external system the OS depends on has an adapter. Adapters are never called directly by UI code — they sit behind Services or Capability Modules.
Lives in
packages/adapters/{adapter-name}/
Examples
Stripe billing · Anthropic Claude · Postmark email · HMRC API · Companies House
Vault mirror → Acid-Data/ ingestion sources: Aircall · Fireflies · Pipedrive · WhatsApp. Each external source feeds Acid-Data/ via its adapter.
Promotion rule — Capability Module → Service: When a Capability Module is consumed by more than one Application, it must promote to a Service. This makes shared logic explicit rather than copied. The promotion is a one-way ratchet — once a Service, always a Service.

agent system*

What an agent is at Cloudworkz, the eleven components every agent declares, the build pipeline that replaces the manual workflow, how agents are built and run, and the first goal: the mini CLOUDZ interface. Adapted from Werner's Agent explainer and extended with the 2026-06-05 product-session decisions. This explainer is canonical: if our agent design conflicts with what is written here, the explainer wins or we update it.

DESIRED STATE Primary: Werner
What an agent is

An agent at Cloudworkz is a bounded process: it takes a defined input artefact, loops with an LLM and tools until a defined done-criterion is met, and hands a defined output artefact to the next step, all under explicit guardrails, with deliberate human checkpoints where judgement matters.

Three things follow. An agent is a loop, not a single inference. Every agent has a defined shape: input artefact in, output artefact out, with explicit scope. And humans are not an afterthought; checkpoints sit deliberately at the steps where judgement matters more than throughput.

Skills vs agents (locked 2026-06-05). A skill is interactive — a person engages with it to achieve a desired output. An agent is autonomous — it goes to work to produce a defined output, with specific gated points where user input is required. A skill is a capability a person drives turn by turn; an agent is the same kind of loop running to a done-condition on its own, pausing only at its defined human checkpoints.
Anatomy: the eleven components

Every agent declares the same eleven components. They are how we describe an agent, debug it, and judge whether it is world-class or mediocre.

#ComponentWhat it is
1The loopThe engine. Model reasons, emits a tool call or final answer, the runtime executes the tool, the result feeds back, the model reasons again. A stateful iteration, not a single inference.
2The model callThe LLM doing the reasoning. One choice per agent (Sonnet or Haiku, per cost tier), set in config, not improvised.
3The system promptThe role the model plays, what is allowed, what good output looks like. Long-lived; it does not change per run.
4The task briefThe specific input for this run, the artefact handed in by the previous step. It has a schema: what fields, what shape, what is required.
5ToolsWhat the model can call (file read/write, GitHub API, web fetch, sub-agent invocation, tracker update). Explicitly allowlisted, never "everything available."
6ContextWhat the model sees each turn: system prompt + task brief + this run's history + curated background (relevant ADRs, related files). Curated, not stuffed.
7Done conditionWhat terminates the loop. Strong done-conditions are observable ("tests pass", "output matches schema", "human approves"). Weak ones let it lie to itself.
8GuardrailsCost budget per run, step budget per run, tool allowlist, output schema. Hard limits set at the agent-shell level with per-agent overrides.
9MemoryWorking memory within a run is automatic (the conversation). Persistent memory across runs is rare and usually wrong: the artefact in the tracker is the memory.
10ObservabilityTranscripts, cost meters, intermediate state. Without these you cannot debug, audit, or watch. Provided by the agent-shell; every agent gets it for free.
11Escalation pathsWhat it does when stuck (call a human, call another agent, abort). Defined upfront, not improvised. This is the human-checkpoint mechanism.
World-class vs mediocre. The difference is not model size, it is discipline on the eleven components. A world-class agent is boring from the outside: narrow role, tight contracts, observable done-condition, allowlisted tools, curated context, structured output. The test: it needs zero code outside the shared @cloudworkz/agent-shell library. If we are writing new loops or LLM-calling code per agent, something is wrong.
The build pipeline

The agent team replaces the cycle Werner runs by hand today: a problem surfaces, gets sharpened into a spec, an ADR is drafted if architectural, a brief is written, a build happens, tests run, the PR is reviewed and merged, the tracker is updated. The manual workflow is the spec for the agents. Fourteen agents sit in the linear flow (four conditional), with three cross-cutting agents and three supporting services. Human checkpoints (★) are blocking sign-offs.

#Linear agentInput → output (★ = checkpoint)
1a-problem-clarifierVague problem → sharpened problem. Originator confirms.
2a-spec-writerSharpened problem → Build Spec (BS card). ★ Werner sign-off.
3a-adr-detectorSpec → decision on whether an ADR is needed. Always runs; escalates on uncertainty.
4a-adr-drafter cond.Spec + architectural context → ADR draft. ★ Werner sign-off always.
5a-ux-mockup cond.Spec + component library → SVG/HTML/code-prototype mockup. ★ Werner + Tom before code.
6a-brief-writerSpec + ADRs + mockup → builder brief (the kind handed to Claude Code/Roy today).
7a-env-setup cond.Brief + component catalogue → environment-ready. Auto-provisions what it can; human steps for what it cannot. Pauses until ready.
8a-builderBrief → branch + PR. Claude Code, invoked headlessly. Already the engine we want.
9a-test-writerSpec + PR diff → tests. Separate from the builder to reduce "tests that pass for this code" bias.
10a-test-runnerRuns tests, parses output, classifies pass/fail. Mostly automation, thin LLM use.
11a-bug-triager cond.Failing tests → classification (real bug / flake / spec mismatch) + routing upstream.
12a-pr-reviewerPR + spec + ADRs → findings (changes requested / approved / concerns). ★ Werner approves.
13a-merge-gatekeeperAll-gates-passed PR → merged. Enforces gate state. Some auto-merge; some need Werner.
14a-tracker-curatorMerged code + PR description → tracker updates + follow-ups + learnings captured.
Three cross-cutting agents
a-context-curator — builds the context blob each downstream agent needs. a-ux-conformance — cross-module UX guard, fires at three trigger points. a-conflict-detector — catches inconsistent outputs and spec-vs-ADR contradictions at handoffs.
Three supporting services (no LLM loop)
A cost monitor, a human router (escalation type → person), and an observability surface.
New agent — vault rule enforcer (approved 2026-06-05). Monitors vault activity against the rule set and surfaces violations. Covers the gap the other guards miss: content added manually to the vault, not through Cowork, bypasses Cowork-side enforcement. Sits in the cross-cutting band alongside a-conflict-detector. Scope, triggers, and how it watches non-Cowork writes are Werner's design.
How agents are built

At the technical level an agent is a program that loops with an LLM:

state = { messages: [systemPrompt, taskBrief] }
while not done(state):
    response = LLM.call(state.messages, tools=allowlist)
    if response.is_tool_call:
        result = execute_tool(response.tool, response.args)
        state.messages.append(response, result)
    else:
        state.final = response; break
    if cost > budget or steps > limit: escalate(); break
return state.final

The runtime is whatever program hosts this loop and provides the LLM connection and the tools. Three runtimes, increasing in production-readiness:

RuntimeShapeGood for
R1 — CoworkUser prompt triggers; Cowork holds the loop; tools are file ops, connectors, skills; LLM is Claude.Prototyping, human-driven runs. Weak for scheduled/event work.
R2 — Claude Code (CLI)A developer process; tools are file ops, bash, MCPs; LLM is Claude.What a-builder uses. Already a working builder.
R3 — Custom serviceNode/Python service in the monorepo importing @cloudworkz/agent-shell, calling the Anthropic API directly. Event / queue / schedule / HTTP triggered.The production target.

The commitment is R3 for production. The pipeline-engine knows the pipeline shape and invokes the right agent at the right time; the agent-shell provides everything universal (loop, model call, tool execution, cost tracking, transcripts, escalation routing). Each agent is a thin config + prompts + tool list on top. Sequencing: prototype in Cowork or Claude Code, prove the prompt/tools/contracts, then migrate the config to a monorepo service. Cheapest to start with: a-spec-writer and a-tracker-curator.

Catalogues, gold standards, observability
Tech stack catalogue
Agents/Tech_Stack_Catalogue/
One file per technology (what it is, why chosen, approved use cases, gotchas). An agent needing something outside the stack produces a tech-stack delta proposal; Werner reviews; the catalogue updates or the agent finds another way.
Component catalogue
Agents/Component_Catalogue/
One file per registered component (what it does, public interface, configuration, dependencies, environment requirements). Lets the pipeline assemble apps from existing parts, not just build new modules.
Gold standards
Agents/Gold_Standards/
A canonical example of each agent's output (gold BS, ADR, mockup, builder brief, PR description, PR review, tracker entry, UX-conformance review). Few-shot example + validation template + calibration target. Built alongside the first real run of each agent.
Observability
Agents/Runs/<wo-id>/transcripts/
The factory floor: one Build Spec = one work order; each agent = a station. Real-time view shows active station, queue, cumulative cost, blocks, completed artefacts, anomalies; historical view holds transcripts for troubleshooting, cost attribution, reproducibility. Event schema locked early. Credentials never enter transcripts; customer data redacted by default.
Architecture alignment & first goal

The architecture is enforced by what is in the agent's context plus how its system prompt constrains it. Four mechanisms keep agents aligned: curated context (a-context-curator injects the relevant ADRs and architecture), constrained system prompts ("align with signed ADRs; if you see a conflict, flag it, do not override"), the conflict detector as a handoff safety net, and human sign-off on high-stakes work (Werner approves every ADR; no machine-generated architecture lands unreviewed).

First goal — the mini CLOUDZ interface. The first work order through this pipeline builds the mini CLOUDZ interface, the team interaction layer: the single place a team member works and talks to the system rather than learning every underlying tool. Per the 2026-06-05 surface decisions (Q7), CLOUDZ reads a synced read model and writes actions back to each tool via its API, with each tool staying system of record for its own domain. A cross-tool summary surface is a fast-follow, gated on the identity layer that resolves a person or investor to one canonical ID. The outcome we are buying with the first build: everyone on the team knows how to interact with the system and how to contribute their work.
Coming next (Werner extends on authorship handover). Still to cover: the handoff contracts (exact artefact format in and out per agent), a fully worked example of one agent across all eleven components with its gold-standard output, the initial tech-stack and component catalogue entries, the shared component library and cross-module journey definitions, the orchestration mechanics of the pipeline-engine, and the first agent we prototype.

vault structure*

The working-substrate hierarchy: Tenant → Box layer → Acid layer → Document → Atom. What each layer IS, what its test is, how working/locked/archive applies, and what documents live where. This is the canonical authoring and knowledge model — the vault's implementation of the product architecture.

DESIRED STATE Primary: Tom · Cowork
The working / locked / archive pattern

Every Box and Acid folder follows the same three-layer discipline. This is the propose-then-apply bridge between human authoring and canonical content.

working/
Active drafts. Not yet approved. Anyone can write here. Nothing here is canonical — it's a staging area.
locked/
Tom-approved canonical content. Read by all surfaces. Supersede-not-edit: changes create a new version, they never overwrite.
_archive/
Superseded locked versions. Never deleted. "{name}_archived-{date}.md". "What was true on date X" always answerable.
Supersede-not-edit rule: When a locked document changes, a new file is created (version+1, is_current:true). The old file's is_current flips to false and superseded_by points at the new file. The old version is never deleted and never modified.
Box layer — strategy and identity substrate

Four boxes per tenant. Each answers a different question. Acid reads Box via wikilink — Brand-Box never copies into Acid. The moment a Brain-Box document acquires a committed number, a new Biz-Box document is created — the Brain-Box origin stays.

Brain-Box
"What should we do, and why?"
The divergent thinking space. Exploration, discovery, research, strategy reasoning. No committed numbers. The moment a number is committed, a new Biz-Box document is created. Brain-Box holds the origin; Biz-Box holds the number. A completed discovery stays in Brain-Box even after it spawns Biz-Box or Brand-Box documents.
The test Does this answer "what should we do, and why?" with no committed number? → Brain-Box. Has a committed number? → Biz-Box new doc (Brain-Box origin stays). Is it a brand rule? → Brand-Box new doc.
locked/
Approved strategic documents, completed discoveries, signed-off problem statements. Stays as origin even when Biz-Box/Brand-Box documents are derived from it.
working/
Discovery sessions, research notes, idea candidates, workshop outputs — all unapproved
Frameworks
AI-Native Discovery (10-component), Cynefin (sense-making), Pyramid Principle, Three Horizons, RAPID Decision Rights
Skills
discover-orchestrator · pain-pattern-aggregator · grill-with-docs · scope-framer · canvas-evaluate · thinking-quality · record-decision
Brand-Box
"How do we express ourselves?"
Brand identity and all rules governing how the tenant expresses itself. The six-doc foundation stack, personas, pillars, channels, belief stages, design tokens, tone of voice. Acid reads from Brand-Box via wikilink only — Brand-Box content is never copied into Acid. Brand-Box holds the rules; Acid holds the work that applies those rules.
The test Is this a rule, guideline, or framework governing how the tenant expresses itself? → Brand-Box/locked/. Is it produced content? → Acid-Content. Is it design work? → Acid-Design. Is it a campaign? → Acid-Marketing.
locked/
Six-doc stack, personas P1-P10, pillars CP1-CP8, channels (9 types), belief stages BS1-BS5, design system tokens. All read-only by Acid via wikilink.
_frameworks/
Persona framework, pillar framework, belief stage framework, StoryBrand SB7, 5-levels analysis cascade, channel framework
Skills
brand-foundation-builder · persona-depth · html-design-system-extractor
Hard rule
Brand-Box → Acid is wikilink only. Never a copy. If Acid content copies a Brand-Box document, that copy must be replaced with a wikilink.
Biz-Box
"We are doing X — here is the plan."
Any committed, signed-off plan for how the business operates — business plans, marketing plans, sales plans, financial models, GTM timelines, content strategies, pricing, operational plans. The distinction from Brain-Box is commitment and direction, not finance. Brain-Box asks "Should we?" Biz-Box says "We are." The convergent, committed, numbers-and-targets space. Referenced by Fun-Box (the model behind the pitch) but does not hold the pitch narrative. Working analysis of a model (review memos, fix-pass notes) lives in Biz-Box/working/ — it serves the model but isn't the model.
The test Does this contain a committed number, budget, target, or funding ask? → Biz-Box. Still exploring? → Brain-Box. It's a pitch narrative? → Fun-Box (which references this Biz-Box model).
locked/
Approved financial models (V18 driver model), KPI frameworks, approved budgets, term sheets, contracts
working/
Financial model drafts, review memos, cost scoping, assumption stress-tests — they serve the model, they're not the model
Templates
V18 Unlock driver model (Unlock-specific). Generic cross-tenant financial template: NEEDED in Parent/Library/
Skills
investor-briefing-book (reads Biz-Box → produces Fun-Box assets). Financial model skill: NEEDED.
Fun-Box
"How do we secure investment and manage the relationship?"
Everything related to securing investment and managing the investor relationship. Raise campaigns, pitch materials, EIS/SEIS, due diligence, investor lifecycle, and the per-investor CRM folders. References Biz-Box models but holds the pitch narrative. Commissions Acid-Sales (scripts) and Acid-Marketing (sequences) — Fun-Box holds strategy and approved assets, not execution tools.
The test Primary purpose = secure investment or manage investor relationship? → Fun-Box. The financial model behind the pitch? → Biz-Box (Fun-Box wikilinks to it). The script used in the call? → Acid-Sales.
investors/
{name-slug}/ per investor: profile.md · status.md (KEY) · transcripts/ · sends/ · notes/. status.md is the primary read target for pipeline queries.
send-log.md
Every investor send logged: date · asset · version · recipient · channel · outcome. Tom approves all sends. Nothing sends without Tom approval.
Skills
investor-briefing-book · live-call-coaching · brain skill (strict mode)
Hard rule
Fun-Box locked → external send requires Tom approval. Logged in send-log.md. Never sends automatically.
Acid layer — production and execution substrate

Five Acid folders per tenant. Each is the production counterpart to the Box strategy it executes. Acid reads Box via wikilink. Acid produces outputs and routes them to their destination — Acid never retains finished outputs.

Acid-Content
Foundational content molecule store. ACUs (atomic facts and phrases), renderings (assembled pieces), recipes (construction methodology), compliance atoms. The building blocks from which all other content is assembled. Does not retain outputs — they go to their consumption destination.
Acid-Sales
Sales execution tooling. Call scripts, objection handlers, talk tracks, outreach sequences. Tools Marie and bookers use to execute investor calls. Script Builder is a Skill that lives here — it is NOT an Engine. Reads Brand-Box (voice) and Acid-Content (molecules) via wikilink.
Acid-Marketing
Marketing content production. Campaign copy, newsletters, social content, email sequences, landing page copy. Writes the copy — Acid-Design designs it. Executes campaigns commissioned by Fun-Box or Brand-Box.
Acid-Design
Where design work actually happens. HTML renders, PDFs, slide decks, visual assets. Brand-Box holds the rules; Acid-Design holds the work. Renders stored in vault AND deployed externally. "open [thing]" = local Relay mirror path. "rebuild [thing]" = separate command.
Acid-Data
Data ingestion pipeline. Write-once by automated ingest only — humans never write here manually. Raw transcripts, CRM signals, Slack exports, comms logs. Feeds transcript-ingest → Intelligence/, Acid-Content signal, Brand-Box persona intelligence, Brain-Box strategic signals.
Document anatomy and types

Every file in the vault is a Doc. The type determines where it lives, what frontmatter it carries, and what consumes it. Every canonical (locked) doc carries universal frontmatter.

Universal frontmatter — every locked doc
---
type: acu | rendering | persona | script | strategy | decision...
id: globally-unique-kebab-slug
status: LOCKED | APPROVED | PROHIBITED | PENDING
tenant_id: unlock | cloudworkz | euk | parent
version: 1 (increments on supersession)
is_current: true
superseded_by: null (or id of successor)
decision_id: links to authorising decision record
owner: tom-king
lifecycle_stage: concept | drafted | ratified | deployed | retired
next_review_date: YYYY-MM-DD
---
Status vocabulary
LOCKED
Immutable. Must appear verbatim in any rendering. Paraphrasing is a compliance failure. Used for FCA-regulated wording.
APPROVED
Verified, in active use. Can be paraphrased. Not compliance-critical.
PENDING
Draft awaiting review. Do not use in renderings yet.
PROHIBITED
Must never appear in any rendering. Two on file: 22p/£ SEIS figure; 7.8× average EIS return claim.
Document types by layer
Doc typeWhat it isVault pathConsumed by
Acid-Content molecules
ACUAtomic Content Unit — one locked fact, framing, or phrase. The smallest indivisible content unit.Acid-Content/locked/acus/Renderings, brain skill, stop-gate-review
RenderingAssembled content piece (article, email, script, deck) declaring its ACU dependencies in frontmatter.Acid-Content/locked/renderings/Acid-Design (for formatting), external distribution
RecipeAtom-construction methodology. One recipe per atom type. Required sources, composition order, output shape, compliance requirements.Acid-Content/locked/recipes/Content assembly, brain skill
Compliance atomLOCKED disclaimer wording, FCA-perimeter framing, or PROHIBITED phrase. Every rendering touching regulated content must reference applicable atoms.Acid-Content/locked/compliance/All renderings, stop-gate-review
Box layer documents
Strategy docAnswers "what should we do, and why?" No committed number. Stays as origin even when Biz-Box or Brand-Box docs are derived from it.Brain-Box/locked/Biz-Box, Brand-Box, Intelligence/
PersonaP-code archetype (P1-P10) × 4 motivational engines, 5-levels analysis cascade. Governs voice and content targeting for the persona.Brand-Box/_frameworks/personas/Acid-Content via wikilink, investor briefing
ScriptCall script, objection handler, outreach sequence. Built by Script Builder Skill. Reads Brand-Box voice + Acid-Content molecules via wikilink.Acid-Sales/locked/scripts/Marie / bookers, live-call-coaching
Decision recordWhat was decided, context, rationale, consequences. Every locked doc should have a decision_id pointing to one of these.Intelligence/decisions/All surfaces — the audit trail
Investor CRM documents
Investor statusPer-investor living document. Stage, last contact, next action, key concerns, asset links, transcript links, Pipedrive link. Primary pipeline query target.Fun-Box/investors/{name}/status.mdTom, Fiorella, pipeline query
Transcript summaryProcessed .md summary of an Aircall/Fireflies/Google Meet transcript. Raw stays in Google Drive; summary lives in vault per investor.Fun-Box/investors/{name}/transcripts/Investor status update, coaching
RAG status — templates, rules, skills per layer
Reading the pips: Each row shows four pips — Template · Rule · Skill · Engine. Green = exists · Amber = partial/stub · Red = needed · Purple = brief exists but not built.
LayerTemplateRule / CriteriaSkillEngine / AutomationCritical gap
Box layer
Brain-BoxEXISTS Discovery brief, decision record, research stub, workshop outputEXISTS Brain/Biz boundary filed: biz-box-rule-V1 (thinking vs plans)EXISTS discover-orchestrator, pain-pattern-aggregator, grill-with-docs, scope-framerNEEDED No scheduled brain-box engineF1-F9 in Resources/principles/ — migrate to Parent/Library/
Brand-BoxEXISTS Six-doc stack, persona card P1-P10, pillar template CP1-CP8, channel templatePARTIAL "Brand-Box → Acid = wikilink only" stated, not filedEXISTS brand-foundation-builder, persona-depth, html-design-system-extractorNEEDEDPersonas + pillars in UCB — must move to Brand-Box before UCB migration
Biz-BoxPARTIAL V13 Unlock model exists. No generic cross-tenant template.EXISTS Brain/Biz rule filed: biz-box-rule-V1 (any committed plan + numbers = Biz)NEEDED No financial analysis skillNEEDEDGeneric financial model template needed in Parent/Library/
Fun-BoxPARTIAL Investor status, profile, transcript summary — designed, not yet builtNEEDED Send approval rule not filedEXISTS investor-briefing-book, live-call-coaching, brain skillNEEDED Aircall ingest engine (Werner + Roy)Per-investor folder model designed — needs building in P0-A
Acid layer
Acid-ContentEXISTS ACU, rendering, recipe, compliance atom — all in UCB schemaEXISTS LOCKED/APPROVED/PROHIBITED/PENDING vocabulary in UCB READMEEXISTS brain skill (strict mode), transcript-ingest, stop-gate-reviewNEEDED Content assembly engineContent assembly skill: manual today. Building block missing.
Acid-SalesEXISTS Booker scripts V1-V2. VQL framework. GG rubric.PARTIAL 3-call structure decision record exists — not a filed rule docBRIEF Script-builder brief exists in renders/. Not built in Parent/Library/.NEEDEDScript Builder Skill (NOT an Engine) is the biggest missing Acid-Sales item
Acid-MarketingPARTIAL Cold email template in UCB/05. No editorial calendar template.NEEDEDBRIEF ×7 7 EUK campaign agents briefed — none builtNEEDEDMost underdeveloped Acid layer. 7 agents briefed, zero built.
Acid-DesignEXISTS HTML render families (5), PDF template, build-html SKILL.mdEXISTS Six-criteria gate, artefact-registry rule, family inheritance ruleEXISTS build-html, pdf-builder, canvas-design, html-design-system-extractor, pptxEXISTS Renders engine + launchd pipelineConfig gap: "open [thing]" must resolve to local Relay mirror path, not rebuild (CG1)
Acid-DataPARTIAL Transcript summary, investor status, profile templates — designed this session, not builtNEEDED "Write-once, automated ingest only" not filedEXISTS transcript-ingest, Fireflies skillPARTIAL Vault Operator ingests some. Aircall engine not built.Aircall ingest engine (name extraction → investor folder → status.md update) not built

how things connect*

Normal authoring flow, wikilink rules, ingestion trigger (automated — mechanism TBD Werner), and failure modes. Understanding the bridges between layers is what makes the system predictable.

Primary: Tom · Werner
Normal authoring flow
Authorworking/
Approval gateTom names destination
Cowork writesvault_write
Log entryvault-write-log.md
Canonicallocked/
Ingestionautomated (TBD)
Supabase DBcanonical substrate
Two-substrate pattern: The vault's working/ layer is the Obsidian working substrate. The locked/ layer feeds the canonical Supabase DB via automated ingestion. Ingestion trigger = automated. The specific mechanism (scheduled batch, event-driven on file write, webhook) is Werner's spec to complete. Until the mechanism is built, promotion to locked/ is the confirmed step; ingestion is manual-then-automated.
Composition rules
Source flows
Brain-Box working → Biz-Box (new doc)
Trigger: number is committed
When a Brain-Box exploration document acquires a committed number, a NEW Biz-Box document is created referencing the Brain-Box source. The Brain-Box doc stays — it is never moved or deleted.
Brain-Box working → Brand-Box (new doc)
Trigger: positioning signed off
When exploratory brand positioning is signed off as canonical, a NEW Brand-Box/locked/ document is created. Brain-Box working stays as origin.
Acid working → output destination
Trigger: approved output produced
Approved Acid output goes to its consumption destination — Fun-Box (investor assets), Brand-Box/publications (brand content), Acid-Sales/locked (scripts), or external. Acid never retains the finished output.
External → Acid-Data
Trigger: automated scheduled ingestion
Raw signals from Aircall (Drive), Fireflies (MCP), Pipedrive (MCP), Slack (MCP), WhatsApp (MCP) land in Acid-Data/. Write-once. Humans never write here manually. transcript-ingest skill then fans the data out.
Wikilink rules
Acid reads Box — wikilink only
Direction: Acid → Box (read only)
Acid-Content reads Brand-Box personas and pillars via wikilink. Acid-Sales reads Acid-Content ACUs via wikilink. Brand-Box content is never copied into Acid. A copy = a violation to replace with a wikilink.
Tenant Library → Parent Library
Direction: tenant → Parent (wikilink)
Every tenant Library/ holds wikilinks to Parent/Library/ items — never copies. If a tenant needs to customise: new file in tenant Library/ stating "derived from [[Parent/Library/{item}]]" and documenting what changed.
Fun-Box → Biz-Box (reference)
Direction: Fun-Box → Biz-Box (read only)
Fun-Box pitch narrative references the Biz-Box financial model via wikilink. The model lives in Biz-Box; Fun-Box holds the narrative that cites it.
open [thing] → local Relay mirror
HTML/PDF render behaviour
Renders stored in vault AND deployed externally. "open [thing]" resolves to the local Relay mirror folder path — it never rebuilds. "rebuild [thing]" is a separate explicit command. Two distinct operations.
transcript-ingest fan-out
Aircall transcript
Source: Google Drive aircall/ folder
Investor name extracted from filename ("Duncan Stewart - 2026-06-01.txt"). If Fun-Box/investors/{name}/ doesn't exist, it's created. Processed .md summary written to transcripts/. status.md updated with last contact.
Fireflies transcript
Source: Fireflies MCP
transcript-ingest skill runs 10-pass extraction: meeting notes → Intelligence/meetings/, decisions → Intelligence/decisions/, tasks → team lists, pain signals → Brain-Box candidates, investor context → Fun-Box/investors/{name}/.
Google Meet transcript
Source: Google Drive Meeting Transcripts/ folder
Same fan-out as Aircall. Processed .md summary written to investor transcripts/ folder. Raw stays in Google Drive. Drive link recorded in summary.
Content + persona signal
Secondary fan-out from any transcript
Acid-Content: what questions recur → new ACU candidates. Brand-Box: real investor language → persona intelligence update candidates. Brain-Box: market patterns, timing, competitor mentions → strategic signal log.
Failure modes — what breaks and how
Vault write without approval gate
Content lands in locked/ without Tom's explicit approval and named destination. No entry in vault-write-log.md. Canonical substrate gets unchecked content.
FIX Approval gate protocol (Resources/approval-gate.md) must fire before every vault_write. Cowork hardened in operator prompt (CG3). Tom is the only approver.
Wikilink breaks — Brand-Box copy in Acid
Someone copies a Brand-Box persona or pillar into an Acid folder instead of wikilinking to it. The copy drifts. Two versions of the truth exist simultaneously.
FIX Audit finds any Brand-Box doc path appearing inside an Acid folder. Replace copy with wikilink. Add rule to Acid folder CLAUDE.md: no Brand-Box copies.
"open [thing]" triggers rebuild
Opening a stored render causes Cowork to regenerate it instead of opening the stored file. Wasted compute, possible content change, breaks the open/rebuild distinction.
FIX CG1 Claude Code session. Rule in root CLAUDE.md: "open" = resolve to local Relay mirror path. "rebuild" = separate explicit command. Never infer rebuild from open intent.
Investor send without Tom approval
An asset is sent to an investor (email, WhatsApp, Pipedrive) without Tom's explicit sign-off. No send-log.md entry. Compliance and relationship risk.
FIX Fun-Box hard rule: Fun-Box locked → external requires Tom approval. Human-in-loop on every WhatsApp send. Hard cap 5 messages per batch. send-log.md updated on every send.
Alias registry not loaded at session start
Cowork starts a session without reading Resources/aliases.md. Shorthands like "booker-scripts", "aircall-transcripts", "investor-raise" don't resolve. Navigation fails.
FIX CG4 Claude Code session. Root CLAUDE.md instruction: "read Resources/aliases.md at session start before any navigation task." Aliases loaded once, used throughout.
UCB content moved before personas/pillars migrated
UCB redistribution runs before personas and pillars are moved to Brand-Box. Brain skill and all content production lose their primary input. Acid-Content breaks.
FIX MG2 must complete before MG6. Personas (UCB/03) and pillars (UCB/04) to Brand-Box/_frameworks/ first. UCB parallel run stays intact until Tom confirms all destinations.

how the surfaces work*

Cowork · Obsidian · GitHub · Google Drive · Slack — what each surface is for, who uses it, what it owns, how data flows between them. This is the current operating model, not the desired state.

The vault is the source of truth. Every other surface is either a read layer (Slack, Notion, rendered HTMLs) or a build layer (GitHub, Claude Code). When in doubt about where something lives canonically, the answer is the vault — specifically, the locked/ folder of the correct Box or Acid layer.

Surface map

Obsidian + Relay
THE VAULT — source of truth
The canonical working substrate. Every strategy, brand document, content molecule, plan, decision, and framework lives here. Relay syncs the vault to the cloud in real time — every device with Obsidian + Relay connected sees the same vault.
Who uses it: Tom (primary author), Cowork (reads + writes via Brain MCP), Vault Operator (scheduled reads + writes)
What it owns: All canonical locked/ content. Intelligence/. Projects/. Resources/.
What feeds it: Cowork sessions, Claude.ai chat sessions, Vault Operator, manual Tom authoring
What reads from it: Claude.ai Projects (Drive mirror), Notion sync, HTML renders, Cowork sessions
Key rule: working/ is the staging area. locked/ is canonical. Nothing canonical lives anywhere else.
Cowork
PRIMARY EXECUTION SURFACE
Claude running locally with full vault access via the Brain MCP (Obsidian Relay). The main surface for: vault reads and writes, skill invocation, document production, migrations, engine runs, transcript processing. Has direct file system access for non-vault tasks.
Who uses it: Tom (solo). Team members when given access (Werner for OS sessions).
What it owns: Nothing permanently — it reads and writes TO the vault.
What it can do: vault_read, vault_write, vault_search, vault_list. File system operations. Run Python/bash. Invoke skills. Produce HTML outputs.
What it cannot do: Send investor messages without Tom approval. Write to locked/ without explicit Tom instruction. Access browser sessions natively (uses Claude in Chrome for that).
Key rule: Cowork is the execution arm. The vault is the memory. Output left only in Cowork session without a vault write is a leak.
Claude.ai chat
THINKING + DESIGN SURFACE
This chat. Used for reasoning, design, problem-solving, document drafting, and bounded research. Can access Google Drive, Gmail, Notion, Slack, Fireflies via MCP connectors. Does NOT have native Obsidian vault access — reads a curated Google Drive mirror of the vault via Claude Projects.
Who uses it: Tom (primary). Occasionally shared context with Werner via Projects.
What it owns: Nothing — outputs must be written to vault via Cowork or Tom manual action.
Connected to: Google Drive MCP, Gmail MCP, Slack MCP, Fireflies MCP, Notion MCP, Pipedrive MCP (via WhatsApp MCP bridge).
Key limitation: No direct vault write. Outputs produced here that Tom doesn't route to vault are lost between sessions.
Key rule: Thinking surface → Cowork execution surface → vault. Not: thinking surface → vault directly.
Claude Code
DEVELOPER SURFACE
Terminal-based Claude for code and technical infrastructure. Used for: MCP server installs and configs, operator prompt amendments, Pipedrive MCP integration, WhatsApp MCP bridge, Claude.json configuration. Runs from terminal, has full file system access.
Who uses it: Tom (technical sessions), Roy (developer tasks).
What it owns: Code lives in GitHub (not vault). Config lives in system files (e.g. ~/.claude.json).
Used for: CG1-CG4 config sessions. MCP server installs. Pipedrive + WhatsApp MCP builds. Operator prompt engineering. CLAUDE.md authoring for Code-specific rules.
Key rule: Code → GitHub. Config → system files. Vault CLAUDE.md docs for Code are authored in Claude.ai or Cowork, then used by Claude Code — not the reverse.
GitHub
CODE REPOSITORY
The canonical source of truth for all code. Cloudworkz OS monorepo: Applications (Unlock, Cloudworkz Internal), Packages (shell library, modules, adapters), Services (agents, MCP servers). Separate from the vault — code never lives in vault, documents never live in GitHub.
Who uses it: Werner (architect), Roy (developer), Claude Code (reads + commits).
What it owns: All production code. Applications, modules, MCP servers, adapters, agents.
Does NOT own: Strategy docs, brand docs, content molecules, financial models — those are vault.
Key rule: If Werner builds something that affects vault behaviour (e.g. ingestion engine, approval gate), the specification lives in the vault; the implementation lives in GitHub. Never the reverse.
Google Drive
RAW DATA + LEGACY CONTENT
Three roles: (1) raw transcript store for Aircall and Google Meet transcripts, (2) legacy content from before vault migration (frameworks, strategy docs, templates still in Drive-only), (3) curated read-mirror for Claude.ai Projects. Accessible from Claude.ai chat via Google Drive MCP.
What lives here (confirmed): aircall/ folder (Aircall transcripts, named by investor), Meeting Transcripts/ folder (Google Meet demos), legacy frameworks + templates (Granular_Template_Plan_V4, B2B CW Sales Flow, Investor_Personas_19_V2, ACU Register v1.0), Unlock financial models V13-V18.
What should migrate to vault: All legacy framework and template docs that aren't in Parent/Library/ yet. See Frameworks and Templates tabs.
What stays in Drive permanently: Raw transcripts (source of record). The vault holds processed .md summaries; Drive holds the original files.
Key rule: Drive is source of record for raw transcripts only. Everything else should have a vault canonical version.
Slack
TEAM COMMUNICATIONS
Team communications layer. All operational comms between Tom, Werner, Roy, Fiorella, Marie. Slack Ingest automation pulls selected channels into Acid-Data/comms/slack/ for signal extraction. Decisions made in Slack should be captured in Intelligence/decisions/ via record-decision skill.
Who uses it: Full team.
What it owns: Nothing canonical — Slack is ephemeral. Anything important must be extracted to vault.
Connected to: Claude.ai chat via Slack MCP. Vault Operator via Slack Ingest automation.
Key failure mode: Decisions made and confirmed in Slack but never written to Intelligence/decisions/ become invisible to future sessions. The record-decision skill exists to prevent this.
Key rule: Slack = communications surface. Vault = memory. If it happened in Slack and matters, it needs a decision record.
Notion
TEAM READ SURFACE
A read surface for team members who do not have Obsidian + Relay access. Two automations sync to it: notion-decisions-sync (keeps Intelligence/decisions/ current in Notion) and notion-tasks-sync (keeps team task lists current). Notion is never the source of truth.
Who uses it: Roy, Fiorella, Marie — team members operating from Notion rather than vault directly.
What it owns: Nothing canonical. It is a synced read layer.
What syncs to it: Intelligence/decisions/ via notion-decisions-sync. Team task lists via notion-tasks-sync.
Key rule: If something is in Notion but not in the vault, it does not exist canonically. Notion is downstream of the vault, not upstream.
Pipedrive
INVESTOR CRM — PIPELINE SYSTEM OF RECORD
The system of record for investor pipeline stage. Accessible via Pipedrive MCP (Unlock email authenticated). The vault Fun-Box/investors/{name}/status.md is the narrative layer — the context, transcripts, assets, nuance that Pipedrive cannot hold.
Who uses it: Tom, Fiorella (outreach sequences), Marie (call data).
What it owns: Pipeline stage, contact data, deal stage, activity log.
What the vault owns: Per-investor context: transcripts, asset send history, key concerns, next actions, relationship narrative.
Key rule: Pipedrive = pipeline state. Vault = relationship intelligence. "Status on investor X" reads vault status.md. "Pipeline overview" queries Pipedrive via MCP.
Fireflies
MEETING TRANSCRIPT SOURCE
Meeting transcript platform. Connected via Fireflies MCP. Provides structured transcript + summary. transcript-ingest skill processes Fireflies transcripts via the standard 10-pass extraction.
Who uses it: Tom (meeting capture), Vault Operator (scheduled ingest).
Feeds: Intelligence/meetings/ (meeting notes), Fun-Box/investors/{name}/transcripts/ (investor call summaries), Intelligence/decisions/ (decisions), team task lists.
Key rule: Fireflies is the source. The vault holds the processed intelligence extracted from it. Raw transcript stays in Fireflies; processed .md summary goes to vault.
Cloudflare Pages
DEPLOY + HOST — HTML RENDER LAYER
Hosting for all Cloudworkz HTML renders. Every deployed HTML (OS Walk, product map, vault map, future renders) lives here. Deploy via Wrangler from terminal. Single-file SPA — one index.html per project.
Who uses it: Tom (terminal deploy). Werner (CI/CD for application deploys).
Hosts: HTML renders + future Cloudworkz application frontends.
Deploy: npx wrangler pages deploy . --project-name {slug}
URL: {slug}.pages.dev (stable) + hash preview per deployment.
Key rule: Vault holds source index.html. Cloudflare holds deployed copy. "open [thing]" = local Relay mirror. "rebuild" = regenerate source then redeploy.

How data flows between surfaces

AuthorTom in Cowork / Claude.ai
Approval gateTom names destination
vault_writeCowork → Obsidian
Relay syncCloud backup + all devices
Supabase DBWerner's ingestion (TBD)
ProductCloudworkz applications
FromToMechanismWhat travelsWho controls
Cowork sessionObsidian vaultBrain MCP vault_writeDocuments, decisions, templates, meeting notesTom (approval gate)
Claude.ai chatObsidian vaultTom copies output → Cowork vault_writeStrategy docs, designs, decisions from chat sessionsTom (manual routing)
Obsidian vaultNotionnotion-decisions-sync + notion-tasks-sync (automated)Decision records + team task listsVault Operator (automated)
Obsidian vaultGoogle Drive (mirror)Relay curated export (selected folders)Claude Projects read layer — curated subset of vaultRelay config
Obsidian vaultCloudflare PagesWrangler deploy pipelineHTML renders (OS Walk, product map, vault map)Tom / Werner deploy trigger
FirefliesObsidian vaultFireflies MCP → transcript-ingest skill → vault_writeMeeting summaries, decisions, investor transcript summariesVault Operator (scheduled) or Tom (manual)
Google Drive (aircall/)Obsidian vaultDrive MCP → transcript-ingest → vault_write (Aircall ingest engine — not yet built)Investor call summaries → Fun-Box/investors/{name}/transcripts/Vault Operator (Werner + Roy P1 build)
Slack channelsObsidian vaultslack-ingest automation → Acid-Data/comms/slack/Selected channel content as signal dataSlack Ingest automation
PipedriveClaude.ai chatPipedrive MCP (Unlock email authenticated)Pipeline stage, contact data, deal data (read only)Tom / Fiorella query
GitHubCloudworkz OS applicationsCI/CD deploy pipeline (Werner)Application code, module updates, MCP server deploysWerner (deploy gate)

Which surface for which job

JobCorrect surfaceCommon mis-routing
Reasoning through a problem, designing a systemClaude.ai chatUsing Cowork for thinking (wastes vault context budget)
Writing to the vault, running skills, migrationsCoworkUsing Claude.ai chat and expecting outputs to auto-save
Installing MCP servers, amending operator prompts, writing CLAUDE.md rulesClaude CodeTrying to configure MCP from Claude.ai chat
Building application features, writing production codeClaude Code → GitHubPutting code in vault markdown files
Reading investor pipeline stagePipedrive MCP via Claude.ai chatSearching vault for pipeline data that only lives in Pipedrive
Reading investor relationship context (transcripts, concerns, next actions)Vault Fun-Box/investors/ via CoworkReading Pipedrive for context that only the vault holds
Processing a new meeting transcriptCowork → transcript-ingest skillManually summarising in Claude.ai chat with no vault write
Team member checking their tasksNotion (synced) or mini-CW/Cloudz/Individual-Clouds/ (desired state)Asking Tom directly instead of reading their Individual Cloud
Capturing a decision made in Slackrecord-decision skill in Cowork → Intelligence/decisions/Leaving the decision in Slack only — it becomes invisible to future sessions

command grammar*

How the team drives the OS in natural language. One small verb set, one consistent slot set, the commands that work today, and the honest list of what is still being built. Describe the job, not the plumbing.

The one idea. Every real request decomposes into the same parts: an intent, some slots that vary per run, the data it reads, the skill or engine that runs it, the output shape, and the surface it lands on. The grammar names the first two so the OS can resolve the rest. A request that parses cleanly but has no engine behind it is a named build item, not a silent failure.

The seven verbs

Keep to these seven. If a request does not fit one, that is a signal the intent is new and should be discussed before a verb is added.

VerbMeansReads / writesTypical output
reviewQA or assess something that already existsreadssummary, score, pass/fail + flags
pullfetch or extract data into a readoutreadslist, number, report
updaterefresh a living artefact in placereads + writesupdated model, clean state
make (alias: draft)produce new contentwritesdraft, piece, sequence
createproduce structured recordswritesfeature request, decision, task
runexecute a defined skill, engine, or loopreads + writeswhatever the engine emits
checkverify state or compliancereadsfindings, pass/fail

Role-specific verbs, used sparingly only where the seven do not carry the meaning: coach and grade (Marie, live and post-call), ingest (Roy / Tom, the transcript fan-out, already an alias).

The slot set

Slots are the variables. Same name everywhere, so "campaign" never appears as "promo" in someone else's command.

SlotValues / formNotes
{tenant}unlock, cloudworkz, euk, xlr8, yachay, schoolvbe, mini-cloudworkz, parentRoutes to Companies/{tenant}/. Defaults to the session's tenant if omitted
{period}"today", "last week", "May", "2026-06-01..2026-06-04"Defaults to today if omitted
{campaign}named campaign
{dataset}named data source or list (Axiom dataset, GG / Opulence lead pool)
{person} / {investor}named contact{investor} routes to Companies/{tenant}/Fun-Box/
{channel}email, whatsapp, linkedin, call, landing
{belief-stage}team-capability, market-gap, mechanicsThe investor-belief layer over Pipedrive
{product}Roxi, Axiom, Signalz, ACID Sales, ACID Content, ACID Marketing, CloudzCanonical names per the product taxonomy
{output}list, summary, report, draft, brief, record, dashboardThe shape, not the surface

The command pattern

{verb} {object} [for {tenant}] [on {campaign}] [from {period}] [to {output}]

Worked parses

PersonWhat they sayHow it parses
Roy"run the morning snapshot"run + daily-pipedrive-snapshot + {period}=today, output who-to-call list
Fiorella"pull investors due this week for cloudworkz, then make a market-gap piece for {investor}"pull (Fun-Box + call-due) then make (belief-gated-article) {belief-stage}=market-gap
Werner"create feature requests from the {period} demos"create + feature requests + {period}. Engine is a gap (see snapshot)

Registered commands (work today)

The stable, works-now set from the alias registry. PARTIAL and NO commands are not registered here, they sit in the gap list until built.

Say thisRuns
"who do I call today"daily-pipedrive-snapshot who-to-call list
"draft WhatsApp follow-ups"WhatsApp draft-review-send loop
"run the compliance drift scan"euk-compliance / prohibited-content-cataloguing check
"build a mini-app brief for {topic}"mini-app-brief skill
"coordinate EUK assets for {campaign}"euk-asset-coord skill
"UAT-check this {tenant} content"fca-guidance-checker + unlock-hnw-reviewer
"build the investor pack for {round}"investor-briefing-book + xlsx / pdf-builder
"set up a nurture sequence for {audience}"behavioural-email-sequence skill
"intake this transcript"10-pass transcript-ingest skill
"signing off" / "clean up"end-of-day boilerdown / mid-session re-anchor

Capability gaps snapshot

Across 42 commands mapped over 7 seats. The honest state of what works versus what is still being built.

21
YES, works now
16
PARTIAL, manual steps
5
NO, needs building
TierFocusHeadline gaps
1Unblocks the daily heartbeatPipedrive call-due query, Aircall ingest reliability, overnight fault-digest
2Unblocks the investor raise + content laneFun-Box population, per-investor belief-state, funnel-metric engine, usage-report puller
3Product + substrate-gated (Werner lane)feature-request generator, dev-agent handoff, Roxi re-run trigger, spec auto-handoff
4Lower frequency, deferredcost-review feed, month-end auto-feed, booker metric, atomic-system engine, tenant-wide drift sweep

Full per-person lexicon and ranked build list live in the vault: Projects/Cloudworkz-OS/reports/2026-06-04-team-command-lexicon-V1 and ...command-capability-gaps-V1.

How it connects. The shorthand grammar (Resources/frameworks/team-shorthand-grammar-V1) is the source of truth. It feeds the alias registry (Resources/aliases, the quick-reference loaded at session start), which feeds the root CLAUDE.md Shortcuts section (routing). A verb or slot is defined once, here, and never redefined downstream.

tenant map*

Every tenant inside Companies/ · identical 5-folder structure · RAG status per layer · four pips = Template · Rule · Skill · Engine

Parent
OS INFRASTRUCTURE
Cloudz
Cloudz/Universal user guides · master role definitions
Box Layer
Brain-BoxDiscovery frameworks · F1-F9 principles · Karpathy
Brand-BoxSix-doc stack template · persona framework · SB7
Biz-BoxFinancial model template · KPI · budget
Fun-BoxInvestor lifecycle · 3-call structure · raise template
Acid Layer
Acid-ContentACU template · recipe template · compliance atom
Acid-SalesScript builder (brief exists) · VQL · objection handler
Acid-MarketingEditorial calendar · A/B test · campaign framework
Acid-DesignHTML render families · PDF template · design rules
Acid-DataIngestion protocol · transcript processing · retention
Library + System
Library/20+ frameworks · F1-F9 principles · naming conventions
System/Root CLAUDE.md · decisions · canon · conventions (to write)
mini-Cloudworkz
DOGFOOD TENANT
Most critical: Team profiles, Individual Clouds, user guides all live here. Biggest gap.
Cloudz (critical)
Individual CloudsTom · Werner · Roy · Fiorella · Marie · Juanes · Claudia
Team CloudStrategy · execution · people · meeting rhythm
User GuidesPer role: Tom, Werner, Roy, Fiorella, Marie
Box Layer
Brain-BoxProduct ideas moving from BrainBox/ (AIVoice, cw-os-matrix, opulence)
Brand-BoxCW tokens exist in Branding/ — needs populating
Acid-DesignHTML render families · build-html · pdf-builder confirmed
Unlock
PRIMARY COMMERCIAL
Richest content: UCB has 200+ files. Investor CRM layer needed. Parallel run active.
Box Layer
Brain-BoxStrategy (UCB/09) · Discovery outputs
Brand-BoxPersonas (UCB/03) · Pillars (UCB/04) · Channels (UCB/05) · Belief stages (UCB/06)
Biz-BoxV13 financial models · Some investor briefs misplaced here
Fun-BoxFiorella sequences · Raise 2026 · investors/ CRM folders (building)
Acid Layer
Acid-Content22 ACUs (11 LOCKED) · 28 recipes · compliance atoms · renderings
Acid-SalesEUK booker scripts V1-V2 · VQL framework
Acid-Marketing7 EUK campaign agents briefed · cold email · newsletter
Acid-DataAircall (Drive) · Fireflies (MCP) · Google Meet (Drive) · Pipedrive (MCP)
EUK
PUBLICATION · 30K DATABASE
Box Layer
Brand-BoxWebsite copy V5 · Annual report · Editorial rules V1-V6
Fun-BoxCampaign brief V2 (7-agent system) · 30k database reactivation
Acid Layer
Acid-Marketing7 agents briefed: positioning, copywriting, calendar, compliance, A/B, cold-tone, asset-coord
Acid-DesignEUK website deployed · Annual report HTML render
Cloudworkz
PLATFORM BUILDER
Box Layer
Brain-BoxDiscovery V1-V2 · Sprint outputs 1-10 · Product taxonomy decisions
Brand-BoxCW design system V1 · tokens.css · content approval flow
Product axis (now top-level, not Cloudworkz-only)
Product/Product map V4 · OS Walk V1 · Taxonomy V2.1 · Mini-app briefs. Product records now live in the top-level Products/ axis (below)
Acid Layer
Acid-DesignCW OS Walk deployed · Product map deployed · Tools family map
Products axis
LANE-1 PRODUCT LINE
Top-level Products/ axis (scaffolded 2026-06-01), peer of Companies. Products are sold by the platform and consumed across every brand plus external clients, so they live once here and tenants wikilink to them. These are the modules in the two-application build model (Tab 1). Placement is pending Werner ratification, see the Open questions section in the Build backlog tab.
Lane-1 products
AxiomData product: ingestion plus enrichment plus prioritisation. GG data-lease live. Sub-tiered £150 / £500 / £2,000 mo. BRIEFED, name + tiering TBD. Distinct from the Acid-Data folder and the "ACID Data" product.
SignalzCRM-agnostic readiness / signal scoring. Always-on. Name LOCKED (z-spelling). V1 Q4 2026, productises the Lead-Pool-Manager build.
RoxiAI voice caller (11Labs) with analyser-reviewer-actioner loop. BUILT, in production for Opulence Bloodstock. Commercial multi-tenant V2 Q2 2027. Current vault refs = mini Roxi.
Rest of the line
Platform / Boxes / Acid / PersonasBOSS (free shell) · CLOUDZ (per-seat operating layer) · Brain Box · Brand Box · ACID Sales · ACID Content · ACID Data · ACID Marketing · Dev · Lexi · NEO (V2)
Yachay · XLR8 · SchoolVBE
EARLY-STAGE
Scaffolds complete (2026-06-10 scan): all three carry the full 5-folder Box/Acid structure. SafeSchool renamed and moved: now Companies/SchoolVBE/. Content population is the open work, not structure.
Current state
YachayFull scaffold + CLAUDE.md. Curation source PDF in root. Content sparse.
XLR8Full scaffold + CLAUDE.md. Content sparse.
SchoolVBEFull scaffold + README, documents/ and site/ (deployed). Most developed of the three.

engines & skills*

Full classified inventory. Every automated actor and reusable skill named, typed, described, and mapped to its vault location. Classification uses the 4-type taxonomy: Engine (scheduled automated process) · Automation (fixed script, on-demand) · Agent (AI-powered autonomous actor with actor record) · Skill (reusable prompt capability invoked by name). Note: Script Builder is a Skill, not an Engine.

Primary: Tom · Werner
Classification taxonomy
ENGINE
Scheduled automated process. Runs without human invocation. Has a launchd config or cron entry. Examples: vault-operator, daily-audit.
AUTOMATION
Fixed script running a defined task on demand. Human or system triggers it. No scheduling. Examples: slack-ingest, master-tasks-html, notion-sync.
AGENT
AI-powered autonomous actor. Has actor record, prompt, scope, cost budget, governing accountable, eval suite. Every run produces a transcript. Examples: os-dreaming.
SKILL
Reusable prompt-based capability. Invoked by name. Lives in Parent/Library/_skills/ (wikilinked from tenant). Examples: transcript-ingest, brain skill, script-builder, live-call-coaching.

engines*

Every automated actor classified by type: Engine · Automation · Agent · Skill — resolves the Resources/engines/ naming question

Naming clarity: Engine = scheduled automated process. Agent = AI-powered autonomous actor. Skill = reusable prompt capability invoked by name. Automation = script running a fixed task on demand.
Vault Operator
Engine
Scheduled daily engine. Runs OS audit, ingests Fireflies transcripts, updates task lists, flags stale content. The vault heartbeat.
Lives in
Resources/engines/vault-operator/
Fires
Daily · launchd scheduled
Status
EXISTS — approval gate hard rule must be in operator prompt
Daily Audit
Engine
System health check. Detects vault drift, stale files, missing structure. V2.0 adds system inventory drift and per-engine auto-health.
Lives in
Resources/engines/daily-audit/
Status
EXISTS · SKILL.md + operator.md present
Slack Ingest
Automation
Pulls selected Slack channels into Acid-Data/comms/slack/. Feeds Brain-Box and Acid-Content signal via transcript-ingest.
Lives in
Resources/engines/slack-ingest/
Status
EXISTS · needs channel config
Master Tasks HTML
Automation
Generates master task list HTML from all team task lists. Tom's daily task dashboard.
Lives in
Resources/engines/master-tasks-html/
Status
EXISTS
Notion Sync (Decisions + Tasks)
Automation
Two automations: syncs Intelligence/decisions/ to Notion and team task lists to Notion. Keeps Notion as a team read-surface.
Lives in
Resources/engines/notion-decisions-sync/ + notion-tasks-sync/
Status
EXISTS · both present
OS Dreaming
Agent
Weekly reflection agent. Surfaces patterns, cross-references workstreams, produces W-series intelligence entries.
Lives in
Resources/engines/os-dreaming/
Status
EXISTS · state.json present
Aircall Transcript Ingest
Needed
Pulls Aircall transcripts from Google Drive. Extracts investor name from filename. Creates per-investor folder in Fun-Box/investors/. Writes processed .md summary. Updates status.md.
Source
Google Drive aircall/ folder · confirmed exists
Writes to
Unlock/Box/Fun-Box/investors/{name}/transcripts/
Status
NOT BUILT · Werner + Roy · Priority P1
Transcript Ingest Skill
Skill
10-pass extraction. Processes any transcript (Aircall, Fireflies, Google Meet, paste) and fans out: meetings, decisions, tasks, considerations, pain signals, coaching notes.
Lives in
Skills/transcript-ingest/SKILL.md
Status
V1 ACTIVE
Script Builder
Needed in Parent
Generic reusable script builder. Reads Brand-Box voice rules and Acid-Content molecules. Brief exists in Resources/renders/ but not built in Parent/Library/.
Should be
Parent/Library/_skills/script-builder/
Status
BRIEF EXISTS · Promote to build · Priority P1
Live Call Coaching
Skill
Real-time coaching for Marie during investor calls. Next-best-move, objection handlers, script sections. Fires against Acid-Sales locked scripts.
Lives in
Skills/live-call-coaching/SKILL.md
Status
V1 ACTIVE
Brain Skill (Unlock)
Skill
Strict-mode content brain. Reads only curated Acid-Content molecules. Refuses uncurated. Auto-attaches compliance disclaimers. Activated by /brain prefix.
Lives in
Skills/brain/SKILL.md
Reads
Unlock/Acid/Acid-Content/locked/
Status
V1 ACTIVE

investor crm*

Per-investor folders inside Fun-Box · transcript aggregation from three sources · status tracking · Pipedrive bridge

Folder Structure

Companies/Unlock/Box/Fun-Box/investors/{investor-name-slug}/
profile.md
Who they are · source (EUK/referral) · ICP match · persona type · investment context
status.md ← KEY FILE
Stage · last contact · next action · key concerns · asset links · transcript links · Pipedrive link
transcripts/{date}-aircall.md
Processed summary · Drive link to raw · sentiment · stage after call · next action
transcripts/{date}-fireflies.md
Meeting summary · Fireflies link · decisions · actions
transcripts/{date}-google-meet.md
Demo summary · Drive link · key questions raised
sends/{date}-{asset}.md
What was sent · channel · outcome · follow-up needed

Transcript Sources

All three confirmed in Google Drive: aircall/ folder found · Meeting Transcripts/ folder found · Fireflies MCP connected
Aircall
Folder: aircall/ in Google Drive
Files named: "Duncan Stewart - 2026-04-03.txt"
Investor name extractable from filename automatically
FOUND IN DRIVE
Google Meet / Demos
Folder: Meeting Transcripts/ in Drive
Google Docs format · readable via Drive MCP
Register Drive ID as alias
FOUND IN DRIVE
Fireflies
Direct via Fireflies MCP
Structured transcript + summary
transcript-ingest skill processes
MCP CONNECTED

Storage Model + Wider System Feed

Hybrid model confirmed: Raw transcripts stay in Google Drive (source of record). Processed .md summaries written to vault per investor folder. "Status on investor X" reads vault only — one MCP call, instant. Full pipeline view: vault_search Fun-Box/investors/*/status.md
Transcripts feed the wider system: Acid-Content reads for content signal (what questions recur → new ACUs). Brand-Box reads for persona intelligence (real investor language → persona updates). Brain-Box reads for strategic signals (market patterns, timing, competitor mentions).
Aircall ingest engine not yet built: Name extraction from filename → investor folder creation → status.md update is a Werner + Roy build item. Flag for next Werner session.

ucb lens*

Unlock-Content-Brain reviewed through the lens of what we need · what becomes templates · what feeds Brand-Box vs Acid-Content

UCB stays intact (parallel run): Nothing moves until Tom confirms each section. The map below is the redistribution plan.
01_acus/
22 files · 11 LOCKED · 2 PROHIBITED · 9 APPROVED
EIS/SEIS facts, gold returns, compliance statements, prohibited claims. Supabase schema-compliant frontmatter.
Destination: Unlock/Acid/Acid-Content/locked/acus/
→ Reuse: Strip content, keep ACU structure as Parent template
02_renderings/
20+ files · emails, articles, scripts, PDFs
Assembled content declaring ACU dependencies in YAML. EIS, pension, gold, VCT comparisons.
Destination: Unlock/Acid/Acid-Content/locked/renderings/
→ Reuse: Rendering templates with content stripped — reusable for other tenant campaigns
03_personas/
40+ files · P1-P10 × 4 motivational engines
P1 SingleStrategist through P10 Discoverer. 5-levels analysis cascade per persona cell.
Destination: Unlock/Box/Brand-Box/_frameworks/personas/
→ Reuse: Persona framework template → promote 5-levels cascade to Parent/Library/
04_pillars/
8 files · CP1-CP8
AdviceGap, AlternativesImperative, ConcentrationRisk, TaxArchitecture, GenerationalTransfer, DecisionSupport, ConflictFree, AINative.
Destination: Unlock/Box/Brand-Box/_frameworks/pillars/
→ Reuse: Content pillar template — CP structure is universally applicable
05_channels/
9 files · all channel types
cold-call, cold-email, learning-centre, linkedin-inmail, linkedin-post, pitch-deck, voicemail-drop, webinar, whitepaper.
Destination: Unlock/Box/Brand-Box/_frameworks/channels/
→ Reuse: Channel definition template for any tenant Brand-Box
06_belief_stages/
5 files · BS1-BS5
Unaware → ProblemAware → SolutionAware → Committed → Advocate. The belief journey.
Destination: Unlock/Box/Brand-Box/_frameworks/belief-stages/
→ Reuse: Universal belief stage pattern — works for any brand journey
07_compliance/
9 files · LOCKED compliance atoms
capital_at_risk, decision_support_not_advice, fca_perimeter, finance_act_enacted, individual_circumstances, modelled_not_guaranteed, past_performance, prohibited_22p, prohibited_78x.
Destination: Unlock/Acid/Acid-Content/locked/compliance/
→ Reuse: Compliance atom structure template (content is Unlock-specific)
08_recipes/
28 files · all recipe types
Story arc (setup, inciting, tension, mechanism, proof, CTA). Value prop, funnel, CTA, proof point, transition, caveat, locked phrase recipes.
Destination: Unlock/Acid/Acid-Content/locked/recipes/
→ Reuse: Recipe assembly pattern is universal. Strip content → reusable for any tenant
09_strategy/
6 files · master strategy, content matrix, GTM
Master_Strategy_V2, Book2_Strategy_V2, Content_Matrix_v2_2_FINAL, Granular_Template_Plan_V4_2, GTM_Build_Timeline_V1, ACU_Register_v1_1.
Destination: Unlock/Box/Biz-Box/strategy/
→ Reuse: Content strategy template (strip numbers, keep structure)
10_methodology/
3 files · framework + operational model
PERSONA_FRAMEWORK (5-levels cascade), Framework_System_V2_4, Operational_Framework_V2.
Destination: Unlock/Box/Brand-Box/_frameworks/methodology/
→ Reuse: 5-levels cascade (personas/characteristics/motivations/beliefs/situations) → promote to Parent/Library/ — universally applicable
11_campaigns/
2 files
eis-oct-2026 campaign definition.
Destination: Unlock/Box/Fun-Box/campaigns/
→ Reuse: Campaign brief template for raise campaigns
12_indexes/ + _review/
Various · indexes, review items
INDEX files per section, reclassification logs, integrity summary.
Destination: Indexes → Acid-Content/_indexes/ · _review/ → Unlock/_drafts/
→ Reuse: INDEX format as standard for every Acid-Content locked/ folder

skills*

Every vault-authored reusable prompt-based capability. 69 skills in 11 clusters as of 2026-06-10. Each skill is an invocable protocol with a trigger phrase and pass sequence, living in Skills/{skill-name}/SKILL.md. Source: Skills/CLAUDE.md (rebuilt 2026-06-10).

69 vault-authored skills confirmed (2026-06-10). Index rebuilt from actual Skills/ directory scan. 11 clusters cover OS operations, code and quality, build and render, stakeholder/investor, transcript and intelligence, AI-native discovery, Acid-Content compliance spine, sales operations, Unlock regulated domain reviewers, learning and education, incubator and ideation. Live inventory at Skills/CLAUDE.md. The skills-available Cowork artefact shows live scores per skill via MCP.

Cluster 1 — OS operations (9)

Day-to-day OS maintenance, session management, and vault governance.

SkillJob
daily-system-auditV2 audit of all engines, profiles, projects, and CLAUDE.md routing; auto-discovers new entities; diffs against yesterday's state
file-routerFile routing + QC: ingests a file or batch, runs 5 QC lenses (content-type, tenant match, recency, live-vs-retired, sensitivity) to determine vault destination
handoffCompact the current conversation into a handoff document for another agent or session
map-rebuildRegenerate the Cloudworkz OS Vault Map HTML from manifest + current vault; auto-refresh tabs scanned; decision-only tabs carried forward
portal-auditScores each Cloudworkz OS Portal section on a 4-point rubric (freshness, completeness, source alignment, audience fit); scouts vault content with no portal representation
record-decisionCapture a confirmed decision to Intelligence/decisions/ with full frontmatter, wikilinks, and propagation note
session-handoffCloudworkz-native session end protocol; produces structured handover with pending jobs, state, and next-session priming
transcript-ingest10-pass multi-extraction from any transcript (Fireflies, Gemini, audio note, paste); fans out to meeting note, decisions, tasks, context, competitor intel
vault-managerVault-wide hygiene pass: orphan detection, frontmatter audit, em-dash sweep, wikilink repair, routing-table consistency check

Cluster 2 — Code and quality (7)

Code review, debugging, structured grilling, and thinking quality.

SkillJob
diagnoseDisciplined debug loop: reproduce, minimise, hypothesise, instrument, fix, regression-test
grill-with-docsChallenge a plan against the existing domain model; sharpens terminology and updates ADRs inline as decisions land
grilling-agentComponent 5 of AI-native discovery; adversarial interrogation of assumptions in a solution or plan
karpathy-guidelinesBehavioural guidelines reducing common LLM coding mistakes: surgical edits, surface assumptions, define verifiable success criteria
stop-gate-reviewPre-flight gate before committing a significant change; seven-criterion check; APPROVE / REVISE / BLOCK verdict
thinking-qualityEvaluate reasoning quality in a document or plan; flags leaps, unexamined assumptions, circular logic
triageIssue triage state machine driven by triage roles; creates, routes, prepares issues for agents or human review

Cluster 3 — Build and render (10)

Document creation, HTML renders, and artefact production.

SkillJob
build-a-skill8-step Cloudworkz skill build protocol; produces SKILL.md + notes.md + strategy.md + references/ from a brief
build-htmlSelf-contained index.html in one of five named families (idea-presentation, render, canvas, script, report); inherits family CSS
build-stakeholder-handoverSingle-stakeholder handover pack with narrative spine, prior-conversation delta, and named-concern response
canvas-evaluateReview an HTML or Cowork canvas against a six-criteria rubric; outputs scored verdict with fix suggestions
html-design-system-extractorExtract brand colour, typography, spacing, component patterns from a website or PDF; produces tokens.css + design-system spec
iterate-copy-to-renderTake a draft copy and produce a polished final render (HTML, markdown, or docx); enforces brand voice and em-dash sweep
mini-app-briefWerner-sign-off-ready one-page brief in the five-element format (Job, Inputs, Outputs, Integrations, Systems diagram)
pdf-builderHTML-to-PDF in print-ready (CMYK, bleed, high-res) or read-ready (live links, bookmarks, TOC) flavour
report-writingStructured long-form report from a research brief or raw notes; enforces document voice, Obsidian syntax, frontmatter
web-artifacts-builderMulti-component Claude.ai HTML artifacts using React, Tailwind, shadcn/ui; for complex state-managed UIs

Cluster 4 — Stakeholder and investor (2)

SkillJob
investor-briefing-bookMulti-investor pack: one master narrative spine + per-investor delta pages tailored to each investor's thesis and named concerns
investor-outreach-daily-analysisDaily scan of investor activity, warm signals, outreach performance; prioritised action list for Tom

Cluster 5 — Transcript and intelligence (3)

SkillJob
brainUnlock content brain query interface; surfaces belief-stage content, signal-system data, compliance atoms on demand
cloudworkz-brainUnlock content brain, strict mode (/brain prefix): curated-only answers from cloudworkz-os MCP, verbatim LOCKED wordings, auto compliance disclaimers, cited sources
pain-pattern-aggregatorMulti-corpus scan for pain mentions across transcripts, Daily/, research, inbox; clusters into named pain-shapes ranked by frequency, recency, and severity

Cluster 6 — AI-native discovery (11)

The ten-component AI-native discovery framework plus orchestrator.

SkillJob
architecture-diagrammerComponent 7; system architecture diagram from a product or service description
back-office-process-mapperComponent 8; six-section back-office blueprint (process flow, tooling table, Mermaid service blueprint, integrations, failure modes)
brainboxIdea capture and maturation store; intakes a raw idea, structures it, queues it for the weekly candidates pass
competitor-profileComponent 3; single-competitor deep-profile (positioning, pricing, moat, weaknesses, signals)
data-architectureComponent 9; data model and schema design from a product or feature description
discover-orchestratorWalks any discovery target through all 10 components in sequence; manages structured handoffs between component skills
ia-diagrammerComponent 6; information architecture diagram from a product scope description
persona-depthComponent 4; deep persona profile with jobs-to-be-done, belief stage, emotional triggers, and objection map
roadmap-builderComponent 10; milestone-based roadmap with dependency graph from a product brief
scope-framerComponent 1; bounds the discovery target; names the job, the user, the outcome, and what's explicitly out of scope
section-rhythm-walkWalks a document section-by-section for rhythm, coherence, and progression; flags gaps and reorder suggestions

Cluster 7 — Acid-Content compliance spine (10)

End-to-end regulated content production from claim verification to channel-ready copy.

SkillJob
behavioural-email-sequence5-email sequence with behaviour-triggered Day-4 branching (opened-not-clicked vs clicked-not-booked); emits T05 brief
belief-gated-article-briefLong-form article brief gated at the correct belief stage; maps to ACUs and expression variants
brand-foundation-builderProduces a brand-foundation document (master-brand, play-to-win, comms-guidelines, brand-narrative, storybrand-sb7, tone-of-voice) per brand
compliance-register-schema-designDesigns the schema for a compliance register; field definitions, validation rules, and tooling recommendations
content-programme-orchestrationPlans a full content programme across channels and belief stages from a campaign brief and ACU set
event-template-content-briefBrief for event-specific content (webinar, roundtable, conference); maps to belief stage and persona
expression-variant-generatorTakes a LOCKED ACU and generates channel-specific expression variants preserving all mandatory qualifiers; emits PENDING T08 atoms
multi-channel-outreach-brief5-piece first-contact system (cold email + variant, voicemail, LinkedIn InMail, cold call x3 persona variants); emits T03 brief
prohibited-content-cataloguingCatalogues prohibited claims and phrases as T09 atoms with detection rules (literal/pattern/semantic)
research-verify-lockResearch-Verify-Lock gate; verifies a candidate factual claim against a primary source; locks as ACU (T07) or rejects as PROHIBITED

Cluster 8 — Sales operations (3)

SkillJob
brief-gatePre-flight seven-criterion check on task briefs; APPROVE/REVISE/BLOCK verdict; auto-fires on the BRIEF GATE literal
euk-campaignEUK campaign orchestration: script management, variant rotation, compliance pass, Marie/Roy booker coordination
live-call-coachingReal-time coaching prompts while a booker is on a live call; fires off the locked script; surfaces next-move and objection-handler

Cluster 9 — Unlock regulated domain reviewers (7)

Unlock-specific compliance and regulated-advice reviewers.

SkillJob
behavioural-finance-reviewerReviews content against behavioural finance principles; flags nudges that may be misleading or exploitative
bloom-taxonomy-reviewerReviews educational content against Bloom's taxonomy levels; flags misaligned outcomes and assessment criteria
consumer-duty-reviewerReviews content and processes against FCA Consumer Duty (2023); flags good-outcome gaps
decumulation-specialist-reviewerReviews decumulation content for accuracy, completeness, and regulatory alignment
fca-guidance-checkerChecks content against named FCA guidance documents; returns verbatim references and compliance verdict
financial-domain-reviewerGeneralist financial content review; checks accuracy, terminology, regulatory alignment, and perimeter status
unlock-hnw-reviewerReviews content against the Unlock HNW subscriber profile; flags belief-stage mismatches and claim risks

Cluster 10 — Learning and education (3)

SkillJob
curriculum-coherence-auditorAudits a learning programme for coherence across modules; flags scope gaps, sequencing errors, prerequisite mismatches
instructional-design-reviewerReviews a module or lesson against instructional design principles; flags Bloom misalignment and active-learning gaps
learning-centre-audit-orchestratorEnd-to-end audit of the EUK learning centre; sequences the three reviewer skills; produces consolidated gap report

Cluster 11 — Incubator and ideation (4)

SkillJob
brainbox-candidates-weeklyFriday morning pass: scans last 14 days for unfinished ideas and near-functional apps; produces a candidates ledger for the Werner session
call-gradingPost-call async scoring of a booker call against the locked campaign script; emits a graded rubric with per-section scores
incubatorCloudworkz idea incubator protocol; intake, develop, promote, archive, and compare entries in Incubator/
incubator-candidates-weeklySunday/Monday pass: surfaces incubator entries ready to develop or promote; distinct from brainbox-candidates (different cadence and source corpus)
Skills index rebuilt 2026-06-10. Total: 69 vault-authored skills across 11 clusters. Source: Skills/CLAUDE.md (rebuilt from live directory scan this session). Live quality scores available in the skills-available Cowork artefact (V5, MCP-discovered). Supersedes the partial 9-skill list from 2026-06-04.

frameworks*

Every analytical or structural framework available in the vault — plus those surfaced by the UCB FST Audit (June 2026). Frameworks govern how thinking is done. All should live in Parent/Library/_frameworks/. Two flagged as currently undocumented — rules assumed rather than written. Source: Unlock FST Audit V1 + vault inventory.

12 frameworks surfaced by UCB audit. F01-F12 were all applied in producing the Unlock Content Matrix v2.1 and ACU Register v1.0. Some are generic frameworks Unlock-adapted (SB7, multi-touch sequencing). Some are original Unlock designs (Belief Stage Journey, Signal-Based Routing, Two-Layer Compliance). Two have no written documentation — rules live as assumed knowledge only.

From UCB audit — frameworks applied to produce Content Matrix + ACU Register

IDFrameworkWhat it doesDocumented whereGeneric or Unlock-specificVault status
F01Belief Stage Journey ModelMaps every content piece to a numbered belief state (U1-U4, L1-L2, G1, P1-P3, F0-F3) so content advances investor conviction in sequence rather than broadcasting indiscriminately.545_FRAMEWORK_Belief_Map_V4_CURRENT.md (Tier 1 — fully documented)UNLOCK-SPECIFICIn UCB — promote to Brand-Box/locked/
F02Signal-Based Content RoutingRoutes content delivery based on behavioural signals and coded belief states (QT, QL, C1-C4, S1-S6) rather than a fixed funnel sequence.546_SPEC_Signal_System_V1_CURRENT.md + Belief MapUNLOCK-SPECIFICIn UCB — promote to Brand-Box/locked/
F03StoryBrand SB7Positions investor as the hero, Unlock as the guide. Every content piece identifies problem, internal fear, philosophical injustice, offers a plan and clear CTA.560_STRATEGY_StoryBrand_SB7_V3_CURRENT.md (Tier 1)GENERIC — UNLOCK ADAPTED Donald Miller methodologyIn UCB — also in Brand-Box foundation stack
F0419-Persona Segmentation FrameworkAssigns every content piece to one or more of 19 named investor personas (P001-P019) so messaging, urgency triggers, belief progression, and format choices are persona-accurate.520_GUIDE_Investor_Personas_19_V2_CURRENT.md (Tier 1)UNLOCK-SPECIFIC labels. Generic: persona-based targeting pattern.In Drive — migrate to Brand-Box/_frameworks/personas/
F05Multi-Touch Outbound SequencingCoordinates cold email, voicemail drop, LinkedIn InMail, and cold call across days 0-5 as a simultaneous multi-channel first-contact system — same hook, format-appropriate register per channel.992_CRM_Touchpoint_Map_DayByDay_V4_CURRENT.md + 549_PLAN_ThreeCall_System_V2_CURRENT.md — no single document owns the multi-channel rationale.GENERIC PATTERN — UNLOCK ADAPTED⚠️ Not named anywhere in the matrix — applied implicitly. Should be codified.
F06Behavioural Branching Email ArchitectureSplits email follow-up into behaviour-triggered branches (opened/not clicked vs clicked/not booked at Day 4) rather than a single linear sequence — improving relevance, reducing unsubscribes.992_CRM_Touchpoint_Map + 830_SEQUENCE_SandboxChaseGENERIC PATTERN — UNLOCK ADAPTED Standard CRM practice; Unlock's belief-stage routing is the differentiating layer.In UCB — promote generic structure to Parent/Library/_frameworks/
F07ACU Compliance Classification SystemAssigns every content piece an ACU status (LOCKED / MISSING / PENDING / LOCKED+VARIANT) gating production — no brief proceeds without a locked or pending ACU for its factual claims.ACU Register v1.0 (self-documenting) + 701_COMPLIANCE_Language_V4_CURRENT.mdUNLOCK-SPECIFICIn UCB — this IS the compliance backbone. Promote schema to Parent/Library/.
F08Verbatim Lock / Expression Variant Two-Layer ComplianceSeparates immutable factual claims (LOCKED, verbatim-use only) from approved marketing expressions of those claims (expression_variants, require separate approval) — ensures facts are never distorted by copywriting.ACU Register v1.0 (self-documenting) — appears to be original Unlock design with no external named precedent.ORIGINAL UNLOCK DESIGNIn ACU Register — promote schema to Parent/Library/_frameworks/
F09Prohibited Content Auto-Fail SystemMaintains a list of specific figures and framings that trigger automatic QC failure if detected in any document — negative compliance gate parallel to the positive ACU locks.ACU Register v1.0 + 601_SPEC_UAT_Team_V2_CURRENT.md (UAT agent Q2)UNLOCK-SPECIFICIn ACU Register — currently only 2 entries. Register may need expanding.
F10Source-Traceability Citation StandardEvery locked ACU cites its source with publication, date, and specific reference — creating an audit trail that means every factual claim can be traced to a verified external source.ACU Register v1.0 + 010_INSTRUCTIONS_Project_Governance_V5_1_CURRENT.mdGENERIC — UNLOCK IMPLEMENTED Journalism/compliance practice.In ACU Register — no stated source hierarchy policy. Primary > secondary > tertiary policy NEEDED.
F11Primary / Derivative Format ArchitectureSeparates each content piece into a primary format (long-form source of truth) and derivative formats (LinkedIn post, PDF, call leave-behind) produced from it to maximise production efficiency.⚠️ Assumed knowledge — NO Tier 1 document owns this framework. Applied implicitly through the matrix column structure.GENERIC — CONTENT REPURPOSING BEST PRACTICE⚠️ UNDOCUMENTED — should be codified. Build framework doc in Parent/Library/.
F12Reactive Trigger Content ModelDefines content pieces that exist as templates awaiting a macro event (Budget, MPC decision) with a 48-hour turnaround protocol — always-on but blank until triggered.⚠️ Assumed knowledge — NO Tier 1 document governs the reactive trigger protocol. Werner owns operationally but no written brief exists.GENERIC — NEWSROOM/REACTIVE PR MODEL⚠️ UNDOCUMENTED — should be codified. Build framework doc in Parent/Library/.

Parent/Library/_frameworks/ — on-disk scan additions (2026-06-10 rebuild)

Framework files present in Companies/Parent/Library/_frameworks/ but absent from the 2026-06-07 render. Regenerated from directory scan.

FileWhat it is
four-box-completion-catalogue-V2Required-artefact set per box and engine; V2 adds Legal/Compliance class, RAG statuses, de-duplicated cross-box artefacts
content-propagation-matrix-V2What content can be produced from current substrate and the minimum root set; V2 adds Acid-Data substrate + vault-to-Supabase layer
cloudworkz-document-standard-V2The standard every missing-doc production inherits: ACU gate scoped to content, MECE rubric, named UAT panels, reconciled frontmatter
missing-docs-production-plan-V2Production plan for the missing-document set; binding constraint is external lead time (counsel + EIS specialist by Q4 2026) and Tom review capacity
critical-path-map-V1The single binding chain: cap-table → EIS → term sheet → instruments → close, gated by counsel + EIS specialist + DPO
production-toolkit-register-V1Register of the production toolkit: Biz/Fun/Legal template packs, per-doc prompt packs, critical-path map; open gap is the Acid-Data ingestion spec
doc-qc-rubric-V1Runtime rubric for the doc-qc-gate; producer and grader must be different passes; version bump propagates to the gate automatically
design-ready-render-bar-V1The bar build-html and pdf-builder render to after QC; tokens from tenant Branding/, never hardcoded; checked as G7 in the QC rubric
template-grading-rubric-V1Grading rubric for template quality (reference)
consulting-grade-business-plan-schema-V1Section-and-framework schema that makes a business plan consulting-grade; read by produce-to-standard for business-plan documents

Pre-existing vault frameworks — confirmed before UCB audit

AI-Native Discovery
10-component · Universal
Complete discovery framework for any engagement. Orchestrated by discover-orchestrator skill. Walks Sprint 1-10.
Lives: Resources/frameworks/ai-native-discovery-V1.md → Parent/Library/
Cynefin
Sense-making · Universal
Routes complexity domain before any decision skill. Simple / Complicated / Complex / Chaotic / Disorder.
Lives: Resources/frameworks/cynefin-V1.md
Pyramid Principle
Communication structure · Universal
SCQA opener + answer-first grouping for executive memos, briefings, strategic reports.
Lives: Resources/frameworks/pyramid-principle-V1.md
RAPID Decision Rights
Governance · Universal
Recommend / Agree / Perform / Input / Decide. Baked into every decision record.
Lives: Resources/frameworks/rapid-decision-rights-V1.md
Three Horizons
Portfolio sequencing · Universal
H1 / H2 / H3. Used for skills roadmap, commercial pipeline, raise narrative, product roadmap.
Lives: Resources/frameworks/three-horizons-V1.md
Five-Levels Persona Cascade
Persona analysis · UCB-born · Promote to Parent
Personas → Characteristics → Motivations → Beliefs → Hot Buttons. Universal cascade. Strip Unlock content to reuse.
Lives: UCB/10_methodology/PERSONA_FRAMEWORK.md → Parent/Library/
28-Recipe Assembly Methodology
Content construction · UCB-born · Promote to Parent
Story arc (9 beats), funnel (5 stages), value-prop (3), CTA (4), proof-point (3), caveat (2), transition, locked-phrase.
Lives: UCB/08_recipes/ → generic structure to Parent/Library/
Karpathy Guidelines
Coding behaviour · Universal
Surgical changes · surface assumptions · define done · avoid overcomplication. Governs all Claude Code + Cowork sessions.
Lives: Resources/principles/ → Parent/Library/_frameworks/

templates*

Every reusable document shape in the vault. Source: UCB FST Audit V1 (June 2026) — 9 templates extracted from Unlock Content Matrix v2.1 and ACU Register v1.0, all fully built and in the audit export. Plus pre-existing vault templates. Destination: Parent/Library/_templates/.

9 templates extracted and built. The FST audit produced 9 complete template .md files (T01-T09) with Unlock-specific content stripped and placeholder text inserted. All are in the audit export zip. Priority: T01 Content Programme Matrix and T02 ACU Compliance Register are IMMEDIATE — these two alone unlock the content programme for any tenant.

Templates from UCB FST Audit — built and ready to file

IDTemplate nameWhat it producesGeneric structureFramework it implementsPriorityFile
T01Content Programme MatrixMulti-section content programme for a 20-30 piece programme across 6-7 campaign sections — the planning backbone of any content-led business.14-column schema: Item ID · Title · Belief(s) Addressed · Persona · Primary Format · Derivative Formats · Funnel Stage · Send Timing · Depends On · Compliance Status · UAT Status · Review Status · Hook · Brief Notes. Section dividers. Status key. Footer.F01 Belief Stage Journey + F04 Persona Segmentation + F07 ACU Compliance ClassificationIMMEDIATET01_Content_Programme_Matrix_TEMPLATE.md
T02ACU Compliance RegisterThree-section compliance register for any content programme in a regulated sector — LOCKED facts, expression variants, prohibited content.3 sections: (1) LOCKED facts — ACU ID · Type · Status · Verbatim Content · Source · Approver · Date · Blocks Lifted · Variants Needed · Pieces Using. (2) Expression Variants — same schema, PENDING status. (3) PROHIBITED — same schema, auto-fail scope.F07 ACU Compliance + F08 Verbatim Lock / Variant Two-Layer + F09 Prohibited Auto-Fail + F10 Source-TraceabilityIMMEDIATET02_ACU_Compliance_Register_TEMPLATE.md
T03Multi-Channel First-Contact Brief5-piece coordinated first-contact system — one row per channel (cold email universal, cold email variant, voicemail, LinkedIn InMail, cold call ×3 persona variants).5-row block: channel type · hard format limit · hook type · CTA type · compliance gate · delivery mechanism · dependency rule. Simultaneous deployment logic. Behaviour-triggered follow-up begins after Day 0.F05 Multi-Touch Outbound Sequencing + F01 Belief Stage + F04 Persona SegmentationHIGHT03_MultiChannel_FirstContact_Brief_TEMPLATE.md
T04Long-Form Article Brief (single piece)Single-piece content brief: belief transition targeted, persona(s), primary + derivative format specs, timing, dependency, compliance gate, attention hook, production notes.Single-row brief schema: Belief(s) addressed · Target persona(s) · Primary format + length · Derivative formats · Funnel stage · Send timing · Predecessor dependency · ACU/compliance gate · Attention hook · Production notes.F01 Belief Stage + F04 Persona Segmentation + F07 ACU Compliance + F11 Primary/Derivative FormatHIGHT04_LongForm_Article_Brief_TEMPLATE.md
T05Behavioural Email Sequence Brief5-email behavioural sequence with behaviour-triggered branching, belief progression arc, per-email word limits, timing cadence, exit conditions.Sequence schema: Email ID · Trigger condition · Belief transition · Audience · Format + word limit · Preceding emails · Brief notes. Branching logic at Day 4. Escalating urgency arc. Final email protocol.F06 Behavioural Branching Email Architecture + F01 Belief Stage + F07 ACU ComplianceHIGHT05_Behavioural_Email_Sequence_Brief_TEMPLATE.md
T06Reactive Event Content TemplateStanding brief that sits blank until a trigger event fires. Structure, format, compliance gate, ownership, and turnaround time pre-defined. Content fields blank until event day.Template row: Trigger event type · Turnaround time · Primary format + word limit · Derivative format · Audience · Compliance gate · Content owner · Blank hook + blank notes fields.F12 Reactive Trigger Content Model + F07 ACU ComplianceMEDIUMT06_Reactive_Event_Content_TEMPLATE.md
T07ACU Locked Fact AtomSingle locked-fact atom: one verified, source-attributed, verbatim-use factual claim with approval record, block-lift tracking, expression variant roadmap, and content piece cross-reference.Atom schema: ACU ID (kebab-case) · Type (fact/framing/qualifier/prohibited) · Status (LOCKED/PENDING) · Verbatim content (full sentence, all mandatory qualifiers embedded) · Source (publication, date, specific reference) · Approver · Date locked · Blocks lifted · Variants needed · Pieces using.F07 ACU Compliance + F08 Verbatim Lock / Variant Two-Layer + F10 Source-TraceabilityIMMEDIATET07_ACU_Locked_Fact_Atom_TEMPLATE.md
T08ACU Expression Variant AtomMarketing-friendly, channel-specific version of a LOCKED factual claim. Preserves all mandatory qualifiers from parent ACU. Draft until approved. Format-specific word limits.Variant schema: ACU ID (parent_id + _ev suffix) · Type = expression_variant · Status = PENDING · Draft content with DRAFT prefix · Derivation source · Approver = PENDING · Date = PENDING · Blocks lifted (if approved) · Approval instructions · Target pieces.F08 Verbatim Lock / Expression Variant Two-Layer + F07 ACU ComplianceIMMEDIATET08_ACU_Expression_Variant_TEMPLATE.md
T09ACU Prohibited Content AtomSpecific string or figure that triggers automatic QC failure if detected anywhere in the content programme. Negative compliance gate with correct alternative stated.Prohibited schema: ACU ID (acu_prohibited_[label]) · Type = prohibited · Status = LOCKED · Prohibited content (exact string + why incorrect) · Correct alternative (reference to correct ACU ID) · Approver · Date · Scope (ALL / specific pieces).F09 Prohibited Content Auto-Fail + F07 ACU ComplianceHIGHT09_ACU_Prohibited_Atom_TEMPLATE.md

Pre-existing vault templates

TemplateProducesFrameworkLocationLayer
Brand-Box
Six-doc brand foundation stackComplete brand foundation (6 docs)Six-doc stack + SB7EXISTS Branding/_template/foundation/Brand-Box
Persona archetype templateOne P-code archetype card (P1-P10)Five-levels persona cascadeEXISTS UCB/03 schema → Parent/Library/_templates/Brand-Box
Content pillar templateOne CP-code pillar (canonical wording + problem + proof)Content pillar frameworkEXISTS UCB/04 schema → Parent/Library/_templates/Brand-Box
Channel definition templatePer-channel rules (max_length, voice_lock, disclaimers)Channel constraint frameworkEXISTS UCB/05 schema → Parent/Library/_templates/Brand-Box
Fun-Box — designed this session, not yet built
Investor status templatePer-investor status.md (stage, last contact, next action)Investor lifecycle frameworkDESIGNED → Parent/Library/_templates/investor-status.mdFun-Box
Investor profile templatePer-investor profile.md (who they are, source, ICP match)Investor lifecycle + persona cascadeDESIGNED → Parent/Library/_templates/investor-profile.mdFun-Box
Transcript summary templateProcessed .md summary of a call transcripttranscript-ingest 10-pass skillDESIGNED → Parent/Library/_templates/transcript-summary.mdAcid-Data → Fun-Box
Decision record templateCanonical decision record (context, decision, rationale, consequences)RAPID Decision RightsEXISTS via record-decision skill → Parent/Library/_templates/Intelligence/decisions/
Parent/Library/_templates/ — pack files on disk (2026-06-10 scan)
Generic financial modelTenant-agnostic financial model documentBiz-Box financial frameworkEXISTS Generic_Financial_Model_TEMPLATE.mdBiz-Box
Biz-Box template packPlan/KPI/budget document shapes for any tenant Biz-BoxBox completion catalogueEXISTS biz-box-template-pack-V1.mdBiz-Box
Fun-Box instrument packInvestor instrument document shapes (term sheet, instruments)Investor lifecycle + critical pathEXISTS fun-box-instrument-template-pack-V1.mdFun-Box
Legal/compliance packLegal + compliance document shapesFour-box catalogue V2 Legal classEXISTS legal-compliance-template-pack-V1.mdLegal
Template registryIndex of all template files in _templates/EXISTS _registry.mdLibrary
Resolved 2026-06-10: T01-T09 are now in the vault at Companies/Parent/Library/_templates/ (15 files on disk including the financial, Biz-Box, Fun-Box instrument and legal/compliance packs, tracked by _registry.md). The 2026-06-04 blocker (Library/ → Companies/Parent/Library/ move) is cleared.

build backlog*

What needs building, in priority order, with dependencies and owners. Updated post FST audit (June 2026). P0 = blocks everything. P1 = blocks a person or workflow. P2 = improvement. Code = Claude Code session.

Completed this session: Investor status / profile / transcript templates (designed) · T01-T09 FST audit templates (built in export, NOT yet written to vault) · 3 inventory reports written to vault · Vault map V3 produced. Correction (2026-06-04 audit): the T01-T09 templates and Parent/Library/_templates/ are not present in the vault, see the note in the Templates tab.
New from FST audit: SK03 Belief-Gated Article Brief (P0), SK06 Research-Verify-Lock (P0), SK07 Expression Variant Generator (P0), F11/F12 framework documentation (P1), 9 more skills to build (P1). These are added to the backlog below.

Backlog — all open items

PriorityItemTypeBlocksDepends onEffortWho
P0 — Vault structure (Cowork · P0-A session)
P0working/locked convention documentRuleApproval gate, every vault writeNothing30 minCowork
P0Alias registry Resources/aliases.mdRuleAll shorthand commandsNothing20 minCowork
P0Approval gate protocol + vault-write-logRuleAll vault writesNothing20 minCowork
P0Resolve BrainBox/ naming collision → mini-Cloudworkz/Box/Brain-Box/MoveAll tenant structure workNothing1 hrCowork
P0Create full tenant structure (Cloudz/ Box/ Acid/ Library/ System/) for all 8 tenantsStructureEverything in vaultBrainBox collision resolved1 hrCowork
P0Move vault-level Library/ → Companies/Parent/Library/MoveAll wikilink patternsTenant structure created30 minCowork
P0Move tenant CLAUDE.md files → {tenant}/System/CLAUDE.mdMoveCorrect routing per tenantSystem/ folders created30 minCowork
P0Update root CLAUDE.md (alias load, approval gate, Library/ path)RuleSession startup behaviourAlias registry + approval gate written20 minCowork
P0 — Content skills (Cowork · highest leverage from FST audit)
P0SK03 Belief-Gated Article Brief ProductionSkillAny content programme brief productionBelief map + ACU register exist for tenant2 hrCowork
P0SK06 Research-Verify-Lock (RVL)SkillEvery future ACU additionACU register template (T02) (pending)2 hrCowork
P0SK07 Expression Variant GeneratorSkillAll content production in regulated contextLOCKED ACU exists + T08 template (pending)2 hrCowork
P1 — People and navigation (Cowork)
P1Individual Cloud per person (7 people)BuildEvery team member's entry pointP0-A structure complete4 hrCowork
P1User guides per role (Tom, Werner, Roy, Fiorella, Marie)BuildTeam adoptionIndividual Clouds built4 hrCowork
P1Fun-Box send-log.md + hard send rule documentRuleInvestor send trackingFun-Box structure created30 minCowork
P1Move UCB personas + pillars → Brand-Box/_frameworks/ (before UCB migration)MoveAll content production — brain skill reads Brand-BoxBrand-Box structure created1 hrCowork
P1Retire Sales-Loop project → Acid-Sales + Fun-Box + EUK/Brand-BoxMoveSales team operating correctly from vaultAcid-Sales structure created2 hrCowork
P1 — Content skills (Cowork · from FST audit)
P1SK01 Content Programme OrchestrationSkillFuture content programme buildsSK03 + T01 template (pending)3 hrCowork
P1SK02 Multi-Channel Outreach Brief AssemblySkillOutreach campaign productionT03 template (pending)2 hrCowork
P1SK04 Behavioural Email Sequence ConstructorSkillBook 2 subscriber sequencesT05 template (pending)2 hrCowork
P1SK08 Prohibited Content CataloguingSkillCompliance programme scalingT09 template (pending)2 hrCowork
P1Script builder skill in Parent/Library/SkillReusable call script productionAcid-Sales structure created2 hrCowork
P1F11 Primary/Derivative Format Architecture — write framework docFrameworkContent programme schemaParent/Library/ structure (pending)1 hrCowork
P1F12 Reactive Trigger Content Model — write framework docFrameworkReactive content productionParent/Library/ structure (pending)1 hrCowork
P17 EUK campaign agents (briefed in EUK-Campaign/brief-V2.md)Skill ×7EUK campaign executionAcid-Marketing structure created14 hrCowork
P1 — Build (Werner + Roy)
P1Aircall transcript ingest engine (name extraction → investor folder → status.md update)EngineAutomated investor CRM populationFun-Box/investors/ structure + T07 template (pending)TBDWerner + Roy
P1Two-substrate ingestion trigger (automated mechanism for vault locked/ → Supabase)EngineCanonical DB reflects vaultVault working/locked pattern liveTBDWerner
P2 — Improvements (Cowork)
P2UCB full redistribution (12 sections, 200+ files)MigrationUCB content reaching correct vault layersP0-A structure + personas/pillars moved first4 hrCowork
P2Resources/engines/ classification audit (Engine vs Automation vs Agent vs Skill)RuleCorrect naming and placementParent/Library/ structure (pending)1 hrCowork
P2Financial model template (generic, Biz-Box) → Parent/Library/TemplateBiz-Box population cross-tenantGranular_Template_Plan_V4 in Drive2 hrCowork
P2SK05 Event-Template Content Brief skillSkillReactive content programmeT06 template (pending) + F12 framework2 hrCowork
P2SK09 Compliance Register Schema Design skillSkillAny regulated content programmeT02 template (pending)2 hrCowork
Code — Claude Code sessions (separate from Cowork)
CodeCG1 — HTML open → local Relay mirror path (not rebuild)ConfigFile interaction modelNothingTBDClaude Code
CodeCG2 — PDF/HTML vault sharing fix (Relay binary config)ConfigFile sharing between teamNothingTBDClaude Code
CodeCG3 — Approval gate hardened in operator promptConfigConsistent gate enforcementApproval gate doc writtenTBDClaude Code
CodeCG4 — Alias registry loaded at session startConfigAll shorthand commandsAlias registry writtenTBDClaude Code

Open questions — for Werner

Parked, not resolved. These rest here until Werner decides; the map reflects current reality without pretending the structure rewrite is ratified.
  • Q1 — Products axis. Does the five-axis structure rewrite ratify Products/ as a top-level peer of Companies? Scaffolded provisionally 2026-06-01; lean = yes, because products are sold and consumed across every brand.
  • Q2 — Tenant-specific product strategy. When a product's strategy / working docs are tenant-specific, do they live in Products/{product}/ with their own working/locked discipline, or stay in the consuming tenant's Box with the Products/ record pointing to them?
  • Q3 — Naming disambiguation. Resolve the three-way collision: the Acid-Data vault folder vs the "ACID Data" product vs the Axiom product (all touch ingestion / data). Confirm Axiom's commercial name and tiering (currently TBD).
  • Q4 — Dev. Confirmed a product, not a company: record lives in Products/Dev/, the build lives in GitHub, pre-commercial instances (mini-Cloudz etc.) are Code. Werner presentation owed.

team*

Who runs Cloudworkz and where each person's working context lives. Employees under Team/cloudworkz/Profiles/, contractors under Team/External/contractors/. Each profile folder holds the profile note, daily notes, and task list. Scanned from Team/; governed by Team/CLAUDE.md.

Profiles, not an org chart. A profile is where that person's session output is written; the active profile in a session decides where work lands. Synthetic agents (vault-operator) live alongside people in Profiles/ but are not people.

Employees

NameWorkstream / roleProfile folder
Tom KingSales-Loop, OS-OptimizationTeam/cloudworkz/Profiles/tom-king/
Werner SnymanUnlock (product + content).../werner-snyman/
Juanes CifuentesUnlock.../juanes-cifuentes/
Juan-David SuazaUnlock.../juan-david-suaza/
Claudia ChavezBranding.../claudia-chavez/
Fiorella Ravelo DávilaInvestor pipeline.../fiorella-ravelo-davila/
Marie MooneySales booker.../marie-mooney/
Marie Ducher ClarkCloudworkz.../marie-ducher-clark/
Roy MendozaCloudworkz.../roy-mendoza/
Sophia (Unlock DD)Cloudworkz.../sophia-unlockdd/
Vanessa ChavezCloudworkz.../vanessa-chavez/
William CorkeCloudworkz.../william-corke/
vault-operatorSynthetic agent (not a person).../vault-operator/

Contractors

NameRoleProfile folder
Diego ChavezDesign / brandTeam/External/contractors/diego-chavez/
RuslanDesign / brand.../ruslan/
Tony Vine-LottCompliance / language sign-off.../tony-vine-lott/
Sharlene BornsteinContractor.../sharlene-bornstein/
Added 2026-06-05. Team tab generated from the Team/ scan. Roles shown are from active workstreams in root CLAUDE.md; "Cloudworkz" where role is not specified in the vault. Edit the manifest + rebuild to change.

source map*

Where every tab pulls its information from. Rendered from the binding manifest at Resources/renders/cloudworkz-os-vault-map/manifest.md. Each tab resolves to a concrete vault folder (scan target or home) plus a concrete governing file (the canonical doc behind the tab). auto tabs regenerate by scanning the vault; decision tabs change only when a decision changes them. This is what keeps the map a live representation of truth rather than a hand-maintained snapshot.

How the map stays true. The map is bound to the vault by the manifest. New tab or source, add it to the manifest first, then rebuild. Folder reorg, update the manifest source path, then rebuild. daily-system-audit flags manifest-vs-vault drift between rebuilds. Governance: the Vault Map as live truth decision (Intelligence/decisions/2026-06-04). Rebuild: the map-rebuild skill. Deploy to pages.dev: a Code/wrangler step.

Per-tab source map

TabPurposeSource folderGoverning fileVolatilityOwner
How it's builtBuild philosophy + layer modelIntelligence/decisions/2026-06-04-os-structure-canonical-V1.md (scaffold: Parent/Library/_frameworks/tenant-structure-scaffold-V1.md)decisiontom-king
Agent systemAgent anatomy, build pipeline, runtimes, the mini-CLOUDZ first goalProducts/agent-system/Products/agent-system/source.md (interim home; canonical home pending Werner's reorg)decisionwerner-snyman
Vault structureThe tenant tree + the Brain/Biz box-routing rule (thinking vs plans)Companies/2026-06-04-os-structure-canonical-V1.md · Parent/System/biz-box-rule-V1.md · Parent/Library/_frameworks/box-propagation-matrix-V2.mdauto (tree) + decision (model)tom-king
How things connectSurface map, data-flow, which-surfaceResources/frameworks/which-surface-V1.md (surface decision: root CLAUDE.md V2)decisiontom-king
How surfaces workPer-surface roles + data flowResources/frameworks/which-surface-V1.mddecisiontom-king
Command grammarHow the team drives the OS in natural languageResources/frameworks/team-shorthand-grammar-V1.md (registry: Resources/aliases.md; lexicon + capability-gaps in Projects/Cloudworkz-OS/reports/)mixedtom-king
Tenant mapPer-tenant Box/Acid + RAGCompanies/Parent/Library/_frameworks/tenant-structure-scaffold-V1.mdmixedtom-king
Engines & skillsClassified actor/skill inventoryResources/engines/Resources/engines/CLAUDE.md (skills index: Skills/CLAUDE.md)auto + decisiontom-king
Investor CRMFun-Box lifecycle + storage modelCompanies/Unlock/Fun-Box/Parent/Library/_templates/FunBox_Investor_TEMPLATES_V1.mdmixedtom-king
UCB lensUnlock-Content-Brain mapProjects/Unlock-Content-Brain/Projects/Unlock-Content-Brain/CLAUDE.md (verify on next rebuild)auto + decisionwerner / tom
SkillsConfirmed + surfaced skillsSkills/Skills/CLAUDE.mdautotom-king
FrameworksF1-F12 + appliedCompanies/Parent/Library/_frameworks/Parent/Library/CLAUDE.mdauto + decisiontom-king
TemplatesT01-T09 + financial + Fun-BoxCompanies/Parent/Library/_templates/Parent/Library/CLAUDE.mdautotom-king
Build backlogOpen itemsProjects/Cloudworkz-OS/system-backlog (tasks: system-tasks)decisiontom-king
TeamOrg roster, profiles, task surfaceTeam/Team/CLAUDE.mdautotom-king
Source mapThis manifest, renderedResources/renders/cloudworkz-os-vault-map/manifest.md (this file)auto (self)tom-king
How to useTeam guide: vault orientation, folder routing, non-negotiable rules, working patterns, strategic contextResources/renders/cloudworkz-os-vault-map/manifest.mddecisiontom-king
SubmitFeedback/request form — generates a structured Slack message for Tom in the correct vault formatResources/renders/cloudworkz-os-vault-map/manifest.mddecisiontom-king
Rebuilt 2026-06-10. This doc is generated from the manifest + a vault scan. Do not hand-edit it; edit the manifest and rebuild. Live representation of truth, built on and from the vault.

how to use*

For the team. This vault is the OS — the canonical source of truth for Cloudworkz, Unlock, and every brand we operate. Everything else (Notion, Slack, HTML pages) is derived from it. Knowing where things live and how to interact with Claude correctly is the operating skill.

TEAM GUIDE All team members
What the vault is

The vault is not a documentation site. It is the operating system. Cloudworkz OS mirrors the intended product: vault folders map to product Boxes (Brain-Box, Biz-Box, Brand-Box, etc). When Tom and Claude work here, they are simultaneously operating the business AND building the product. Every structural decision in the vault is a design decision for what Unlock will be.

Vault
Canonical. Markdown. Source of truth. All decisions land here first. Never bypassed.
Notion
Team ops surface. Kanban, calendars, task boards. Synced from vault. Comments flow back.
Slack
Communication layer. Audio notes, daily digests. Feeds the vault via connector.
Where things live

One rule: everything has a home. Nothing in root. If unsure, check Tom or use the Submit tab to ask.

What you're savingWhere it goesNotes
Meeting notesIntelligence/meetings/All recorded meetings. Intake via "intake this transcript" command.
DecisionsIntelligence/decisions/Any commitment or call that changes how we work.
Research / briefsIntelligence/research/One-off investigation outputs. TTL 90 days unless promoted.
Project workProjects/{name}/Multi-session deliverables with an owner and deadline.
Person notes / tasksTeam/cloudworkz/Profiles/{name}/Profile folder: daily notes, task list, outbox.
Brand assets, design rulesBranding/{brand}/Visual identity. Populate-first per 24 May decision.
Reusable content, promptsResources/Frameworks, aliases, engines, renders, skill references.
Draft emails / posts to sendTeam/.../{name}/Outbox/Active profile outbox. Draft until sent.
Developed ideas (HTML)Incubator/{slug}/Seed through to promotion. See incubator shortcuts.
Company / tenant filesCompanies/{tenant}/12-subfolder Box schema per tenant (Brain, Biz, Brand, etc).
Unsure / scratch_scratch/TTL 30 days. Claude classifies on next session.
Rules you cannot break
Wikilinks everywhere
Every person, project, department, and company name in a vault note must be a wikilink: [[Tom King]], [[Unlock]], [[Cloudworkz]]. Plain text references create orphan nodes Claude cannot traverse.
How In Obsidian: double-bracket the name. When asking Claude: say "wikilink all entities".
Frontmatter on every file
Every vault note needs: type, date, project, owner, status, tags, your_move. Missing frontmatter means Claude cannot route, search, or surface the file correctly.
Minimum type + date + status + your_move. Claude auto-adds the rest when creating files.
No em-dashes in body text
Em-dashes (—) break the vault search and display layer. They are stripped on save. Use ". " (period-space) or ", " instead. Frontmatter your_move strings are exempt.
If you see one flag it to Tom. Claude sweeps them on next save.
Nothing in root
The vault root has exactly the 16 canonical folders + CLAUDE.md. New notes, drafts, assets never go at root level. Always route to a subfolder per the table above.
Not sure? Drop it in _scratch/ with a note. Claude classifies it next session.
How to work with Claude here

Claude operates this vault as the org AI assistant in Cowork mode. Every session starts by identifying who you are (profile selection). Your active profile determines where your outputs land: daily notes, tasks, drafts all route to your Team profile folder.

Natural language commands
VERB + SLOT
Seven registered verbs: review, pull, update, make, create, run, check. "Make a meeting note for today's Unlock session." "Pull the latest decisions on vault structure." "Review my tasks for this week."
Intake transcripts
SKILL
After any meeting, say "intake this transcript" or upload the Fireflies/Gemini note. Claude runs a 10-pass extraction: meeting notes, decisions, tasks, and project updates all land in the right places in one pass.
Seek evaluation / send feedback
SUBMIT
Use the Submit tab (tab 18) to generate a structured Slack message for Tom. Fill type, project, and action — copy the output — paste it in Slack. The format routes correctly into the vault.
Vault map search
ORIENTATION
Use Ctrl+F / Cmd+F on this page to find any folder, tab, or concept. The Source map tab (tab 16) shows every tab's governing file and source folder. The Skills tab (11) lists every available Claude skill.
What's working today
Working well
Transcript intake
Fireflies + Gemini notes fan out reliably via transcript-ingest skill. 10-pass extraction populates meetings, decisions, and tasks in one pass.
Daily notes
Profile-aware daily notes auto-route to Team/.../Daily/. Org context persists session-to-session via CLAUDE.md + profile file.
Decision records
Intelligence/decisions/ is the most populated and reliable folder. Every structural call is logged with implications and propagation instructions.
Vault map
This doc. Live representation of vault structure rebuilt from manifest. First port of call for orientation.
Known gaps
Context/ staleness
11 Context/ files need updated: frontmatter. Content may be weeks behind. Gap register item 3.
Notion sync
poll_notion_comments.py not yet repointed from spine to vault. Team-side ops data not flowing back yet.
Companies/ migration
Most tenant folders partially scaffolded. _legacy/ holds pre-migration files pending classification per tenant.
Team onboarding
No onboarding doc yet for new team members using the vault. This tab is the first step toward fixing that.
Strategic context. This vault IS the product. Cloudworkz OS is the operating layer that will power Unlock and commercialise from Oct 2027. Working here is not just ops work — it is product development. Every folder schema, routing rule, and Claude command pattern is a direct input to the product design.

submit*

Generate a structured message to send Tom via Slack — for feedback, questions, requests, or flags. Fill the three fields, copy the output, paste it in Slack. The format is fixed so it routes correctly into the vault.

Build your message
Fill the fields above to generate your message.