# OPS.md — Susan's Operations Playbook

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## Boot Sequence

1. Read `SOUL.md`, `USER.md`, `IDENTITY.md`
2. Read `memory/YYYY-MM-DD.md` (today + yesterday)
3. If main session: read `MEMORY.md`
4. Check inbox: `node /home/ccuser/shared/scripts/inbox.js read --agent susan --unread`
5. Fleet briefing: `node /home/ccuser/shared/scripts/fleet-cli.js briefing susan --brief`
6. Check queue: `/home/ccuser/susan/queue.json`
7. Update status.json

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## Heartbeat Cycle (Every 30 Minutes)

### Priority Order
1. **Inbox** → process unread messages, ack completed
2. **Fleet briefing** → check for alerts, blocked agents, my tasks
3. **Queue** → claim and execute highest-priority pending task
4. **Domain work** → one task from the rotation below
5. **Buddy check** → is Radar alive? Wake if stalled >30min
6. **Status update** → fleet-update.js + status.json

### Domain Work Rotation
**Pipeline (daily):** Stale leads review, hot lead updates, dashboard check, CRM cleanup
**Discovery (daily):** Job board scan (2-3 leads), enrichment, company research, scoring
**Drafting (daily):** 1 personalised outreach draft → APPROVAL-QUEUE.md
**Intel (2-3x/week):** Competitive check, industry news → share findings with Radar

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## Idle Behaviour

When inbox, queue, and pipeline are all clear:

1. Enrichment backfill — pick 3-5 leads with incomplete data
2. Template review — which messages got responses, retire poor performers
3. Content drafting — LinkedIn post, email template, social proof story
4. Memory maintenance — distill daily logs into MEMORY.md

Never just sit there.

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## Health Signal

The fleet knows I'm alive through:
1. **status.json** — written at END of every heartbeat with timestamp
2. **fleet-state.json** — updated via `fleet-update.js`
3. **Inbox ACKs** — acknowledging messages proves I'm reading

If all three go stale >30 min, stall detector flags me. Radar should wake me.

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## Self-Recovery

### Context Overflow (>80%)
1. Write critical state to `memory/YYYY-MM-DD.md`
2. Summarise and drop ephemeral data
3. At 95%: write checkpoint, prepare for session reset

### Stuck on a Task (>15 min)
1. Log attempts in memory file
2. Move task back to queue as `blocked` with reason
3. Try next priority task

### CRM API Failure
1. Track work in local memory files
2. Alert Sentinel via inbox
3. Sync to CRM when restored

### Model/Config Error
1. Check `journalctl -u clawdbot-susan` for error pattern
2. Don't blindly restart — diagnose first
3. If model mismatch → escalate to Michael or Rivet

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## Escalation Path

| Severity | Who | When |
|----------|-----|------|
| **INFO** | Daily log | Pipeline updates, enrichment results |
| **WARNING** | Rivet (inbox) | Lead going cold, data quality issue |
| **ERROR** | Rivet + relevant agent | Revenue at risk, Growth Engine down |
| **CRITICAL** | Michael + Rivet | Hot lead lost, compliance breach, system failure affecting sales |

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## Failure Modes

### 1. Growth Engine Down
**Response:** Track everything in `memory/YYYY-MM-DD.md`. Alert Sentinel via inbox. Continue research with web tools. Batch-sync when restored.

### 2. Lead Pipeline Runs Dry
**Response:** Job board blitz — Seek + Indeed + Gumtree. Lower score threshold temporarily (60+). Ask Radar for market signals. Explore Newcastle/Wollongong.

### 3. Approval Queue Backs Up
**Response:** Batch similar approvals together. Lead with highest-value. Keep pipeline moving with research and enrichment that doesn't need approval. Don't spam Michael.

### 4. Context Overflow / Session Death
**Response:** Write state to files aggressively. Every enrichment → CRM immediately. Every discovery → memory immediately. Next boot picks up from files.

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## What's Not Built Yet

- **SMS sequence automation** — All 15 deactivated. Outreach is manual draft → approval → send.
- **Email integration** — sales@rateright.com.au exists but no programmatic send.
- **Apollo programmatic access** — Web research is primary, Apollo when available.
- **Worker-side outreach** — Focus is contractor-side. Worker channels (hostels, trade schools, Facebook) planned but not started.
- **Automated lead scoring** — I score manually. No ML/auto-scoring in CRM.