From 1076d83115e319f1318bb07288358f1989e5c802 Mon Sep 17 00:00:00 2001 From: Saagar Date: Sun, 7 Jun 2026 08:31:30 -0700 Subject: [PATCH] docs: add external channel playbook --- docs/demo/external-channel-playbook.md | 180 +++++++++++++++++++++++++ docs/demo/outbound-share-package.md | 5 + docs/demo/portfolio-handoff-bundle.md | 6 +- docs/demo/publication-log.md | 2 + 4 files changed, 192 insertions(+), 1 deletion(-) create mode 100644 docs/demo/external-channel-playbook.md diff --git a/docs/demo/external-channel-playbook.md b/docs/demo/external-channel-playbook.md new file mode 100644 index 0000000..f80be39 --- /dev/null +++ b/docs/demo/external-channel-playbook.md @@ -0,0 +1,180 @@ +# AssistSupport External Channel Playbook + +Last prepared: June 7, 2026 + +Use this playbook when moving the sanitized AssistSupport portfolio package from +the repo into a real external channel. It keeps the action sequence concrete +without storing private recipient data in the repository. + +Source package: [outbound-share-package.md](./outbound-share-package.md) + +Publication log: [publication-log.md](./publication-log.md) + +## Non-Negotiables + +- Use only fictional Northstar Labs demo language. +- Do not paste private replies, email addresses, profile handles, hiring + contact names, workspace exports, real tickets, `.env` values, credentials, or + local database contents into repo docs. +- Do not attach `docs/deck/AssistSupport-LinkedIn-Live.pptx` unless an editable + deck is explicitly requested by a speaker or reviewer. +- Prefer public GitHub links for repo docs and attach only the committed PDF/PNG + portfolio artifacts. +- After posting or sending, record only a public URL or a generic sent-channel + note in the publication log. + +## Channel Decision Table + +| Channel | Use when | Primary draft source | Attachments | Log note shape | +| -------------- | ------------------------------------------------- | -------------------- | ----------------------------------------------- | ---------------------------------- | +| Portfolio site | Updating a public project page or case-study card | Portfolio Card Draft | Contact sheet or one-pager preview if supported | Public portfolio URL | +| LinkedIn post | Sharing public build narrative and repo link | LinkedIn Post Draft | Contact sheet PNG | Public LinkedIn post URL | +| Email packet | Sending to a hiring contact or reviewer | Email Draft | One-pager PDF, contact sheet PNG, deck PDF | `sent via email to hiring contact` | +| Short DM | Sending a lightweight intro in a private thread | Short DM Draft | None by default | `shared in private DM` | +| Video post | Publishing a rendered walkthrough | Video Caption Draft | Rendered video plus optional contact sheet | Public video URL | + +## Portfolio Site Runbook + +1. Open the portfolio CMS or repo that owns the public project page. +2. Create or update the AssistSupport project entry using the Portfolio Card + Draft from the outbound package. +3. Include the public repo link and, where space allows, the case study and + sanitized demo plan links. +4. Add either the contact sheet or one-pager preview as the visual asset. +5. Preview the published page and confirm the first viewport clearly identifies + AssistSupport as a local-first macOS support assistant. +6. Publish the page. +7. Record the public URL in the publication log. + +Publication-log entry: + +```text +Channel: Portfolio site +State: Published +Date: +URL or sent-channel note: +Attachments used: contact sheet PNG or one-pager preview +Links included: repo, case study, sanitized demo plan +Caption/source draft used: portfolio card draft +Follow-up: refresh after a rendered demo video is available +Safety check: no private data, no real ticket data, no credentials +``` + +## LinkedIn Post Runbook + +1. Open LinkedIn and start a new post. +2. Paste the LinkedIn Post Draft from the outbound package. +3. Attach `docs/screenshots/renders/contact-sheet.png`. +4. Confirm the text frames Northstar Labs as fictional demo data. +5. Confirm no private recipient, employer, customer, ticket, or workspace detail + has been added. +6. Publish the post. +7. Copy the public post URL and record it in the publication log. + +Publication-log entry: + +```text +Channel: LinkedIn post +State: Published +Date: +URL or sent-channel note: +Attachments used: screenshot contact sheet +Links included: repo, case study +Caption/source draft used: LinkedIn post draft +Follow-up: reply with one-pager or demo video link if requested +Safety check: no private data, no real ticket data, no credentials +``` + +## Email Packet Runbook + +1. Start the email in the mail client. +2. Add the real recipient only in the mail client, not in repo docs. +3. Paste the Email Draft from the outbound package. +4. Attach: + - `docs/one-pager/AssistSupport-one-pager.pdf` + - `docs/screenshots/renders/contact-sheet.png` + - `docs/deck/AssistSupport-LinkedIn-Live.pdf` +5. Include the repo, case-study, and sanitized-demo-plan links. +6. Confirm the attachments open locally before sending. +7. Send the email. +8. Record a generic sent-channel note in the publication log. + +Publication-log entry: + +```text +Channel: Email packet +State: Sent +Date: +URL or sent-channel note: sent via email to hiring contact +Attachments used: one-pager PDF, screenshot contact sheet, deck PDF preview +Links included: repo, case study, sanitized demo plan +Caption/source draft used: email draft +Follow-up: send rendered video link if requested +Safety check: no private data, no real ticket data, no credentials +``` + +## Short DM Runbook + +1. Open the private messaging surface. +2. Add the real recipient only in that messaging surface, not in repo docs. +3. Paste the Short DM Draft from the outbound package. +4. Confirm the message links to the repo and case study only. +5. Send the message. +6. Record a generic sent-channel note in the publication log. + +Publication-log entry: + +```text +Channel: Short DM +State: Sent +Date: +URL or sent-channel note: shared in private DM +Attachments used: none +Links included: repo, case study +Caption/source draft used: short DM draft +Follow-up: send one-pager PDF if requested +Safety check: no private data, no real ticket data, no credentials +``` + +## Video Post Runbook + +1. Render the walkthrough from the storyboard in + [DEMO-VIDEO.md](../deck/DEMO-VIDEO.md). +2. Review the video end to end and confirm it shows only fictional Northstar + Labs demo data. +3. Open the target video platform. +4. Paste the Video Caption Draft from the outbound package. +5. Upload the rendered video. +6. Include the public repo link. +7. Publish the post. +8. Copy the public video URL and record it in the publication log. + +Publication-log entry: + +```text +Channel: Video post +State: Published +Date: +URL or sent-channel note: +Attachments used: rendered demo video +Links included: repo +Caption/source draft used: video caption draft +Follow-up: add video URL to portfolio card +Safety check: no private data, no real ticket data, no credentials +``` + +## Pre-Send Verification + +Run the pre-publish checks in +[portfolio-handoff-bundle.md](./portfolio-handoff-bundle.md) before publishing a +public channel or sending an attachment bundle. + +Manual check each time: + +- The channel draft still says the demo uses fictional Northstar Labs data. +- The attachments are the committed one-pager PDF, contact sheet PNG, and deck + PDF preview. +- The public links are repo, case study, and sanitized demo plan. +- No private names, addresses, handles, customer details, or real ticket text + have been added. +- The publication log will capture only a public URL or safe generic sent note. diff --git a/docs/demo/outbound-share-package.md b/docs/demo/outbound-share-package.md index 13fac95..a4a981f 100644 --- a/docs/demo/outbound-share-package.md +++ b/docs/demo/outbound-share-package.md @@ -8,6 +8,9 @@ AssistSupport portfolio demo. It uses only fictional Northstar Labs demo data. After posting or sending, record the public URL or sent-channel note in [publication-log.md](./publication-log.md). +For channel-specific operator steps, use +[external-channel-playbook.md](./external-channel-playbook.md). + ## Attachments Attach these three files for email, hiring packets, or direct portfolio review: @@ -150,6 +153,8 @@ Repo: https://github.com/saagpatel/AssistSupport - [ ] Attach `docs/screenshots/renders/contact-sheet.png` - [ ] Attach `docs/deck/AssistSupport-LinkedIn-Live.pdf` - [ ] Include the repo, case-study, and sanitized-demo-plan links +- [ ] Follow the matching channel runbook in + `docs/demo/external-channel-playbook.md` - [ ] Do not attach the gitignored PPTX unless editable slides are requested - [ ] Do not include private workspace data, `.env` files, real tickets, or real credentials diff --git a/docs/demo/portfolio-handoff-bundle.md b/docs/demo/portfolio-handoff-bundle.md index e681a0f..1941a53 100644 --- a/docs/demo/portfolio-handoff-bundle.md +++ b/docs/demo/portfolio-handoff-bundle.md @@ -84,6 +84,8 @@ Outbound-ready copy lives in [outbound-share-package.md](./outbound-share-package.md). Record published URLs or sent-channel notes in [publication-log.md](./publication-log.md). +Use [external-channel-playbook.md](./external-channel-playbook.md) for +channel-specific publish/send steps. Use this order when sending or posting the public portfolio package: @@ -200,7 +202,9 @@ Publication dry run, in reader order: 5. Open the [case study](../case-study.md), [rehearsal kit](../deck/REHEARSAL.md), and [demo video script](../deck/DEMO-VIDEO.md). Confirm they use the same Jordan/Northstar story and the current fictional gap labels. -6. Treat `docs/deck/AssistSupport-LinkedIn-Live.pptx` as a local editable +6. Open the [external channel playbook](./external-channel-playbook.md) and + choose the exact runbook for the channel being published or sent. +7. Treat `docs/deck/AssistSupport-LinkedIn-Live.pptx` as a local editable rebuild output only. Share the committed PDF preview unless rebuilding the deck for a live presentation. diff --git a/docs/demo/publication-log.md b/docs/demo/publication-log.md index b740c3d..e2b5085 100644 --- a/docs/demo/publication-log.md +++ b/docs/demo/publication-log.md @@ -8,6 +8,8 @@ handles, workspace exports, credentials, or real ticket details here. Source package: [outbound-share-package.md](./outbound-share-package.md) +Channel runbooks: [external-channel-playbook.md](./external-channel-playbook.md) + ## Status | Channel | State | Published URL or sent-channel note | Date | Follow-up |