Rebuild skill templates with hand-authored workflows

apps/web/app/components/templates/skill-template-gallery.tsx

@@ -72,10 +72,14 @@ function templateMatches(template: SkillTemplate, query: string): boolean {
     template.category,
     template.outcome,
     template.autonomy,
+    template.userUseCase,
     ...template.personas,
     ...template.triggerModes,
     ...template.requiredApps.map((app) => app.name),
-    ...template.interviewTopics,
+    ...template.interviewQuestions.map((question) => question.prompt),
+    ...template.interviewQuestions.flatMap((question) =>
+      question.options?.map((option) => `${option.label} ${option.description ?? ""}`) ?? [],
+    ),
   ]
     .join(" ")
     .toLowerCase()

apps/web/lib/skill-templates.test.ts

@@ -47,22 +47,27 @@ describe("skill templates", () => {
     expect(prompt).toContain("SKILL.md");
     expect(prompt).toContain("Do not create or edit any files until");
     expect(prompt).toContain("manual trigger and cron/scheduled agent messages");
-    expect(prompt).toContain("send rules");
+    expect(prompt).toContain("explicit send rules");
+    expect(prompt).toContain("Which buyer personas should DenchClaw");
+    expect(prompt).toContain("Who this skill is for");
     expect(prompt).toContain("idempotency checks");
     expect(prompt).toContain("Required external setup");
   });
 
-  it("marks every template with UI metadata", () => {
+  it("marks every template with hand-authored UI and prompt metadata", () => {
     const categories = new Set(SKILL_TEMPLATE_CATEGORIES);
     const personas = new Set(SKILL_TEMPLATE_PERSONAS);
     const ids = new Set<string>();
+    const instructionFingerprints = new Set<string>();
 
     for (const template of SKILL_TEMPLATES) {
       expect(ids.has(template.id)).toBe(false);
       ids.add(template.id);
       expect(categories.has(template.category)).toBe(true);
       expect(template.outcome).toBeTruthy();
       expect(template.summary).toBeTruthy();
+      expect(template.userUseCase).toBeTruthy();
+      expect(template.userUseCase.length).toBeGreaterThan(80);
       expect(template.autonomy).toBeTruthy();
       expect(template.personas.length).toBeGreaterThan(0);
       for (const persona of template.personas) {
@@ -73,14 +78,39 @@ describe("skill templates", () => {
         expect(app.name).not.toBe("Apollo");
       }
       expect(template.triggerModes.length).toBeGreaterThan(0);
-      expect(template.interviewTopics.length).toBeGreaterThan(3);
-      expect(template.skillInstructions.length).toBeGreaterThan(3);
+      expect(template.interviewQuestions.length).toBeGreaterThanOrEqual(4);
+      expect(template.interviewQuestions.length).toBeLessThanOrEqual(5);
+      for (const question of template.interviewQuestions) {
+        expect(question.id).toMatch(/^[a-z0-9-]+$/);
+        expect(question.prompt.length).toBeGreaterThan(24);
+        expect(typeof question.required).toBe("boolean");
+        if (question.options) {
+          expect(question.options.length).toBeGreaterThan(1);
+          for (const option of question.options) {
+            expect(option.id).toMatch(/^[a-z0-9-]+$/);
+            expect(option.label).toBeTruthy();
+          }
+        }
+      }
+      expect(template.skillInstructions.length).toBeGreaterThanOrEqual(6);
+      const allTemplateText = [
+        template.userUseCase,
+        ...template.interviewQuestions.map((question) => question.prompt),
+        ...template.skillInstructions,
+      ].join("\n");
+      expect(allTemplateText).not.toContain("The exact ");
+      expect(allTemplateText).not.toContain("for this workflow");
+      expect(allTemplateText).not.toContain("A clear trigger description");
+      expect(allTemplateText).not.toContain("Step-by-step instructions to achieve this outcome");
+      const fingerprint = template.skillInstructions.join("|");
+      expect(instructionFingerprints.has(fingerprint)).toBe(false);
+      instructionFingerprints.add(fingerprint);
     }
 
     expect(ids.size).toBe(SKILL_TEMPLATES.length);
   });
 
-  it("keeps each template definition in its own tiny file", () => {
+  it("keeps each template definition in its own file", () => {
     for (const template of SKILL_TEMPLATES) {
       const templateFile = fileURLToPath(
         new URL(`./skill-templates/${template.id}.ts`, import.meta.url),

apps/web/lib/skill-templates.ts

@@ -53,7 +53,9 @@ export {
   type SkillTemplateAutonomy,
   type SkillTemplateCategory,
   type SkillTemplateId,
+  type SkillTemplateInterviewQuestion,
   type SkillTemplatePersona,
+  type SkillTemplateQuestionOption,
   type SkillTemplateTriggerMode,
 } from "./skill-templates/types";
 

apps/web/lib/skill-templates/account-health-monitor.ts

@@ -1,13 +1,89 @@
-import { createSkillTemplate, externalApps } from "./create-template";
+import { defineSkillTemplate, externalApps } from "./create-template";
 
-export const accountHealthMonitor = createSkillTemplate({
+export const accountHealthMonitor = defineSkillTemplate({
   id: "account-health-monitor",
   title: "Account Health Monitor",
   summary: "Monitor accounts for risk, expansion signals, and missing next steps.",
   category: "Grow Customers",
   outcome: "Scores account health from CRM, email, meeting, and relationship signals, then alerts owners with recommended actions.",
+  userUseCase: "Use this when a founder or customer success owner wants a manual or scheduled monitor that turns scattered account activity into a reliable health view. The skill should synthesize CRM activity, enrichment, email, meetings, HubSpot, Slack, Notion, files, and web context into risk, expansion, relationship, and next-step signals.",
   personas: ["Customer Success", "Founder"],
   requiredApps: [externalApps.hubspot, externalApps.gmail, externalApps.slack],
   triggerModes: ["scheduled", "manual"],
-  focusAreas: ["account segments", "health signals", "risk thresholds", "owner alerts"],
+  autonomy: "Updates CRM",
+  interviewQuestions: [
+    {
+      id: "account-scope",
+      prompt: "Which accounts should the health monitor cover?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "all-customers", label: "All customers" },
+        { id: "strategic-accounts", label: "Strategic accounts" },
+        { id: "paid-customers", label: "Paid customers" },
+        { id: "implementation", label: "Implementation accounts" },
+        { id: "at-risk", label: "Known at-risk accounts" },
+      ],
+      freeformHint: "Include segment, lifecycle stage, ARR threshold, owner, or exclusion rules.",
+    },
+    {
+      id: "health-signals",
+      prompt: "Which signals should affect account health?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "engagement", label: "Engagement" },
+        { id: "support-issues", label: "Support/issues" },
+        { id: "executive-relationship", label: "Executive relationship" },
+        { id: "usage-adoption", label: "Usage/adoption" },
+        { id: "commercial-risk", label: "Commercial risk" },
+        { id: "expansion-signal", label: "Expansion signal" },
+      ],
+    },
+    {
+      id: "scoring-model",
+      prompt: "How should account health be reported?",
+      required: true,
+      options: [
+        { id: "red-yellow-green", label: "Red/yellow/green" },
+        { id: "numeric-score", label: "Numeric score" },
+        { id: "ranked-risk-list", label: "Ranked risk list" },
+        { id: "narrative-only", label: "Narrative only" },
+      ],
+    },
+    {
+      id: "alert-thresholds",
+      prompt: "When should the skill alert an account owner?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "health-drops", label: "Health drops" },
+        { id: "no-next-step", label: "No next step" },
+        { id: "exec-silent", label: "Executive silent" },
+        { id: "renewal-near", label: "Renewal near" },
+        { id: "expansion-opportunity", label: "Expansion opportunity" },
+      ],
+    },
+    {
+      id: "crm-write-policy",
+      prompt: "What CRM updates may the monitor make?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "health-note", label: "Add health note" },
+        { id: "health-field", label: "Update health field" },
+        { id: "owner-task", label: "Create owner task" },
+        { id: "no-write", label: "Read-only digest" },
+      ],
+    },
+  ],
+  skillInstructions: [
+    "Use CRM, enrichment, web search, and files as the default source set; optionally incorporate Gmail, Calendar, HubSpot, Notion, and Slack when connected for recent activity and relationship context.",
+    "Support manual review runs and cron/scheduled health checks only; do not design around real-time triggers or webhook events.",
+    "Make scheduled runs idempotent by recording the account, run window, health outcome, alert reason, and created task IDs so unresolved alerts are not duplicated.",
+    "Apply the agreed scoring model consistently and include evidence, source links, confidence, and missing-data caveats for every health change.",
+    "Respect the CRM write policy: additive notes and attributed score updates are preferred; never overwrite owner-entered fields or lifecycle stages without explicit permission.",
+    "Alert account owners only when thresholds are met, with a short diagnosis, why it matters, the recommended next action, and whether the alert is urgent or informational.",
+    "Produce audience-specific outputs: owner action lists, founder-level portfolio summaries, CRM notes, and optional Slack or email digests in a direct founder-ops tone.",
+  ],
 });

apps/web/lib/skill-templates/board-meeting-prep.ts

@@ -1,13 +1,85 @@
-import { createSkillTemplate, externalApps } from "./create-template";
+import { defineSkillTemplate, externalApps } from "./create-template";
 
-export const boardMeetingPrep = createSkillTemplate({
+export const boardMeetingPrep = defineSkillTemplate({
   id: "board-meeting-prep",
   title: "Board Meeting Prep",
   summary: "Assemble board prep packets, open questions, risks, and follow-up actions.",
   category: "Run Founder Ops",
   outcome: "Gathers metrics, narrative updates, decisions needed, risks, and prior commitments into a board-ready brief.",
+  userUseCase:
+    "Use this when a founder or operator needs a repeatable way to assemble board prep from files, Notion, CRM, metrics, inbox context, meeting history, and prior commitments. The skill should create board-ready materials while keeping private founder notes separate from board-safe output.",
   personas: ["Founder", "Operator"],
   requiredApps: [externalApps.googleCalendar, externalApps.gmail, externalApps.notion],
   triggerModes: ["manual", "scheduled"],
-  focusAreas: ["meeting date", "required sections", "metrics source", "sensitive topics"],
+  autonomy: "Updates CRM",
+  interviewQuestions: [
+    {
+      id: "meeting-context",
+      prompt: "What board meeting should this prep target?",
+      required: true,
+      freeformHint: "Include meeting date, board members, observers, format, and prep deadline.",
+    },
+    {
+      id: "packet-sections",
+      prompt: "Which sections should the board packet include?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "metrics", label: "Metrics" },
+        { id: "wins", label: "Wins" },
+        { id: "risks", label: "Risks" },
+        { id: "decisions-needed", label: "Decisions needed" },
+        { id: "hiring", label: "Hiring" },
+        { id: "fundraising", label: "Fundraising" },
+        { id: "customer-pipeline", label: "Customer/pipeline" },
+      ],
+    },
+    {
+      id: "source-priority",
+      prompt: "Which sources should be treated as authoritative?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "files", label: "Files" },
+        { id: "notion", label: "Notion" },
+        { id: "crm", label: "Dench CRM" },
+        { id: "hubspot", label: "HubSpot" },
+        { id: "gmail-calendar", label: "Gmail/Calendar" },
+        { id: "slack", label: "Slack" },
+      ],
+    },
+    {
+      id: "audience-versions",
+      prompt: "Which audience-specific versions should be created?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "founder-private", label: "Founder private" },
+        { id: "board-packet", label: "Board packet" },
+        { id: "exec-team", label: "Exec team" },
+        { id: "follow-up-list", label: "Follow-up list" },
+      ],
+    },
+    {
+      id: "write-policy",
+      prompt: "What may be written back after prep?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "no-write", label: "No writes" },
+        { id: "customer-risk-notes", label: "Customer risk notes" },
+        { id: "owner-tasks", label: "Owner tasks" },
+        { id: "board-followups", label: "Board follow-ups" },
+      ],
+    },
+  ],
+  skillInstructions: [
+    "Use Dench files, CRM, enrichment, and web search as default context; use Gmail, Calendar, Notion, HubSpot, and Slack for prior commitments, meeting logistics, source docs, and sensitive context when connected.",
+    "Support manual packet prep and scheduled prep reminders only; do not rely on calendar webhooks or automatic document callbacks.",
+    "Tie scheduled outputs to the board meeting date and packet version, updating the same draft or checklist instead of creating duplicates.",
+    "Keep private founder prep, exec-team action lists, and board-safe packets separate so sensitive working notes do not leak into external materials.",
+    "Respect the write policy: add sourced notes or tasks only when allowed, avoid overwriting CRM fields, and keep board-sensitive commentary out of customer-visible records.",
+    "Alert owners for missing metrics, unresolved prior board commitments, unclear decision owners, or customer/revenue risks that need executive input before the meeting.",
+    "Use a board-ready tone: clear, candid, numbers-aware, and explicit about decisions, tradeoffs, risks, and asks.",
+  ],
 });

apps/web/lib/skill-templates/candidate-research-brief.ts

@@ -1,13 +1,75 @@
-import { createSkillTemplate, externalApps } from "./create-template";
+import { defineSkillTemplate, externalApps } from "./create-template";
 
-export const candidateResearchBrief = createSkillTemplate({
+export const candidateResearchBrief = defineSkillTemplate({
   id: "candidate-research-brief",
   title: "Candidate Research Brief",
   summary: "Research candidates before outreach, interviews, or hiring debriefs.",
   category: "Hire People",
   outcome: "Creates candidate briefs with background, evidence, fit hypotheses, risks, and interview questions.",
+  userUseCase:
+    "Use this when a recruiter or founder needs a fair, cited candidate brief for outreach, interview prep, or debriefs. The skill should evaluate role-relevant evidence from candidate records, resumes, portfolios, public professional sources, and connected apps while avoiding protected-class and privacy-sensitive analysis.",
   personas: ["Recruiter", "Founder"],
   requiredApps: [externalApps.linkedin, externalApps.github],
   triggerModes: ["manual"],
-  focusAreas: ["role requirements", "source links", "privacy rules", "brief format"],
+  autonomy: "Creates drafts",
+  interviewQuestions: [
+    {
+      id: "candidate",
+      prompt: "Which candidate should be researched?",
+      required: true,
+      freeformHint:
+        "Provide candidate name, CRM record, LinkedIn URL, resume, portfolio, GitHub profile, or uploaded files.",
+    },
+    {
+      id: "role",
+      prompt: "What role, level, and hiring criteria should the brief evaluate against?",
+      required: true,
+      freeformHint:
+        "Paste the job description, scorecard, must-haves, nice-to-haves, and interview stage.",
+    },
+    {
+      id: "allowed-sources",
+      prompt: "Which candidate sources may be used?",
+      required: true,
+      allowMultiple: true,
+      options: [
+        { id: "crm", label: "Candidate record" },
+        { id: "files", label: "Resume/files" },
+        { id: "web", label: "Public web" },
+        { id: "linkedin", label: "LinkedIn" },
+        { id: "github", label: "GitHub/portfolio" },
+      ],
+    },
+    {
+      id: "brief-purpose",
+      prompt: "What should the brief be used for?",
+      required: true,
+      options: [
+        { id: "outreach", label: "Outreach" },
+        { id: "interview-prep", label: "Interview prep" },
+        { id: "debrief", label: "Debrief" },
+        { id: "sourcing-fit", label: "Sourcing fit" },
+      ],
+    },
+    {
+      id: "output-format",
+      prompt: "What output format should the candidate brief use?",
+      required: true,
+      options: [
+        { id: "manual-brief", label: "Manual brief" },
+        { id: "scorecard-prep", label: "Scorecard prep" },
+        { id: "email-draft", label: "Outreach draft" },
+        { id: "notion-note", label: "Notion note" },
+      ],
+      freeformHint: "Include destination, audience, and whether outreach hooks should be included.",
+    },
+  ],
+  skillInstructions: [
+    "Use only job-relevant, candidate-provided, public, or authorized internal information from Dench CRM, enrichment, files, and connected apps.",
+    "Do not infer, mention, score, or use protected-class or sensitive attributes such as age, race, religion, health, family status, gender identity, national origin, disability, veteran status, or photos.",
+    "Cite role-relevant claims with source references such as resume lines, portfolio pages, public work, CRM notes, or interview feedback.",
+    "Separate evidence from hypotheses and phrase fit as role-related observations or questions to validate.",
+    "Prefer primary candidate materials, work samples, public professional profiles, and authorized internal notes over low-quality web results.",
+    "Format the output as Candidate Snapshot, Role-Relevant Evidence, Fit Hypotheses, Risks/Unknowns, Suggested Interview Questions, Outreach Hooks if requested, and Sources.",
+  ],
 });