ai-employees 1.6.0

package/employees/sales-employee/employee.json

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+{
+  "schema": "ai-employee/1",
+  "slug": "sales-employee",
+  "name": "Sales Employee",
+  "role": "Pipeline and outreach",
+  "version": "1.6.0",
+  "standard": "1.3",
+  "repository": "https://github.com/markfulton/ai-employees",
+  "license": "MIT",
+  "requires": {
+    "node": ">=18",
+    "harness": [
+      "claude-code",
+      "openclaw",
+      "hermes",
+      "opencode",
+      "grok-bot",
+      "codex",
+      "antigravity"
+    ]
+  },
+  "connections": [
+    {
+      "capability": "mail.read",
+      "providers": [
+        "gmail",
+        "microsoft-365"
+      ],
+      "required": false,
+      "readonly": true
+    },
+    {
+      "capability": "mail.draft",
+      "providers": [
+        "gmail"
+      ],
+      "required": false,
+      "readonly": false
+    },
+    {
+      "capability": "calendar.read",
+      "providers": [
+        "google-calendar",
+        "microsoft-365"
+      ],
+      "required": false,
+      "readonly": true
+    },
+    {
+      "capability": "crm.read",
+      "providers": [
+        "hubspot",
+        "attio",
+        "close",
+        "zoho-crm",
+        "salesflare",
+        "salesforce"
+      ],
+      "required": false,
+      "readonly": true
+    },
+    {
+      "capability": "people.search",
+      "providers": [
+        "apollo",
+        "clay",
+        "zoominfo"
+      ],
+      "required": false,
+      "readonly": true
+    },
+    {
+      "capability": "billing.read",
+      "providers": [
+        "stripe-restricted-key"
+      ],
+      "required": false,
+      "readonly": true
+    }
+  ],
+  "routines": [
+    {
+      "id": "sales-desk-setup",
+      "days": "first-weekday",
+      "fire": "11:00",
+      "window_start": "10:45",
+      "window_end": "15:00",
+      "period_key": "YYYY-MM",
+      "budget": "45 min",
+      "browser": "light"
+    },
+    {
+      "id": "sales-desk-standup",
+      "days": "mon-fri",
+      "fire": "07:30",
+      "window_start": "07:15",
+      "window_end": "11:30",
+      "period_key": "YYYY-MM-DD",
+      "budget": "12 min",
+      "browser": "never"
+    },
+    {
+      "id": "sales-first-touch-drafts",
+      "days": "mon-fri",
+      "fire": "08:15",
+      "window_start": "08:00",
+      "window_end": "12:00",
+      "period_key": "YYYY-MM-DD",
+      "budget": "30 min",
+      "browser": "heavy"
+    },
+    {
+      "id": "sales-followup-sweep",
+      "days": "mon-fri",
+      "fire": "13:30",
+      "window_start": "13:15",
+      "window_end": "17:00",
+      "period_key": "YYYY-MM-DD",
+      "budget": "35 min",
+      "browser": "heavy"
+    },
+    {
+      "id": "sales-pipeline-review",
+      "days": "fri",
+      "fire": "16:00",
+      "window_start": "15:45",
+      "window_end": "19:00",
+      "period_key": "YYYY-Www",
+      "budget": "35 min",
+      "browser": "conditional"
+    },
+    {
+      "id": "sales-prospect-sweep",
+      "days": "mon-fri",
+      "fire": "06:45",
+      "window_start": "06:30",
+      "window_end": "09:45",
+      "period_key": "YYYY-MM-DD",
+      "budget": "25 min",
+      "browser": "heavy"
+    },
+    {
+      "id": "sales-qualification-refresh",
+      "days": "last-weekday",
+      "fire": "11:30",
+      "window_start": "11:15",
+      "window_end": "15:30",
+      "period_key": "YYYY-MM",
+      "budget": "30 min",
+      "browser": "light"
+    }
+  ],
+  "files": {
+    "kit": [
+      "AGENTS.md",
+      "CAPABILITIES.md",
+      "CHANGELOG.md",
+      "CONTRACT.md",
+      "INSTALL-PROMPT.md",
+      "README.md",
+      "ROLE.md",
+      "VERSION",
+      ".gitignore",
+      "employee.json",
+      "recipes/BROWSER-RECIPES.md",
+      "routines/**",
+      "run/**",
+      "scripts/**",
+      "examples/**"
+    ],
+    "merge": [
+      "SCHEDULE.md"
+    ],
+    "member": [
+      "RELEASES.md",
+      "state/**",
+      "board/**",
+      "crm/**",
+      "queue/**",
+      "strategy/**",
+      "briefs/**",
+      "scoreboard/**",
+      "dashboard/**",
+      "improvements/**",
+      "archive/**",
+      "paid/**",
+      "fleet/**",
+      "drafts/**",
+      "calendar/**",
+      "run/*.log",
+      "recipes/*.json",
+      "runlog.jsonl",
+      "*-latest.md",
+      ".installed.json"
+    ]
+  },
+  "notes": {
+    "merge": "SCHEDULE.md carries the shape the kit ships and the days, windows and budgets the member owns. An upgrade reports a changed shape and never rewrites the row values.",
+    "member": "Everything under member is the business the employee has been running: its evidence, its ledgers, its learned browser flows and its own field repairs. An upgrade that overwrites any of it has destroyed work that exists nowhere else.",
+    "recipes": "recipes/BROWSER-RECIPES.md ships with the kit. Every recipes/*.json is learned on the member's own screens by the routine that owns it, so it is member data."
+  }
+}

package/employees/sales-employee/examples/README.md

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+# Example output
+
+What a day of the Sales Employee looks like, for a fictional business: Northwind Roofing, a residential and light commercial roofing company run by Sam (sam@example.com), selling inspections and repairs to property managers and homeowners associations. Every name, company, address and number in this folder is made up, and every file was run through this kit's own `scripts/copy-check.mjs` before it was committed.
+
+The dates are the first week of March 2026, a baseline week: the first prospects qualified, the first touches drafted, nothing sent, nothing to score.
+
+| File | What it is |
+|---|---|
+| `brief-latest.md` | The morning brief `sales-desk-standup` writes every weekday, with the veto line first under Waiting on you. |
+| `runlog.jsonl` | Three run records: one `ok`, one `skipped-out-of-window`, one `partial`. The exact shape `scripts/runlog.mjs` accepts. |
+| `pipeline/PIPELINE.md` | The pipeline as the standup renders it, grouped by stage: four cards, two ticked. |
+| `crm/contacts.csv` | The contact ledger: the header, one row Sam imported above the marker, one row the sweep appended below it. |
+| `crm/prospects.jsonl` | Two prospect rows with the tests each one passed and the verbatim evidence. |
+| `queue/2026-03-05-first-touch.md` | One drafted first touch in the queue entry shape. It also sits unsent in the mailbox's Drafts. The box is unticked. |
+
+The real files land in the kit root, not here. This folder exists so you can see the shape before you install.

package/employees/sales-employee/examples/brief-latest.md

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+# 2026-03-05
+
+## Today
+- C-005 | Send the first touches sitting in your Drafts, or delete the ones you do not want | closes on your tick
+- C-007 | Reply to the question about the inspection report format | closes on your tick
+
+## Waiting on you
+- crm/contacted.jsonl, 3 drafts composed and still queued: read them in your Drafts folder before you send. Nothing has been sent by this kit.
+- queue/2026-03-05-first-touch.md: three drafts, none ticked
+- C-007 | Reply to the question about the inspection report format | member-action
+- Assumption: touch cap set to three per person, from the message library defaults; correct it in strategy/qualification.md
+- Strategy change: segment-2, homeowners associations, gained a second gathering place from the sweep, strategy/CHANGELOG.md
+
+## Blocked
+- sales-prospect-sweep, open since 2026-03-03: the trade directory asked for a sign in, nothing entered
+
+Guided version, updates and premium employees: [club.reinventing.ai](https://club.reinventing.ai/?utm_source=github&utm_medium=kit&utm_campaign=sales-employee)

package/employees/sales-employee/examples/crm/contacts.csv

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+contact_id,first,name,company,account_url,role,email,linkedin_url,segment,campaign,tags,source,added_on
+c-0001,Jordan,Jordan Example,Harbor Property Group,https://www.example.org,Property manager,jordan@example.org,https://www.linkedin.com/in/example-one/,segment-2,property-managers,,member-import,2026-03-02
+# --- agent rows below this marker, append only, never edit above it ---
+c-0002,Casey,Casey Example,Lakeside Homeowners Association,https://www.example.net,Board treasurer,casey@example.net,https://www.linkedin.com/in/example-two/,segment-2,property-managers,,trade-directory,2026-03-03

package/employees/sales-employee/examples/crm/prospects.jsonl

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+{"prospect_id":"trade-directory:lakeside-hoa:casey-example","contact_id":"c-0002","first":"Casey","name":"Casey Example","company":"Lakeside Homeowners Association","account_url":"https://www.example.net","role":"Board treasurer","industry":"homeowners association","email":"casey@example.net","linkedin_url":"https://www.linkedin.com/in/example-two/","segment":"segment-2","campaign":"property-managers","source":"trade-directory","source_url":"https://www.example.net/board","read_on":"2026-03-03","expires_on":"2026-04-02","tests_passed":["role-fit","industry-fit"],"tests_failed":[],"evidence":"Board treasurer, responsible for the reserve study and the roof replacement schedule","status":"qualified","off_limits":false,"off_limits_reason":null,"recipe":"trade-directory","recipe_version":"2026-03-03"}
+{"prospect_id":"member-import:harbor-property-group:jordan-example","contact_id":"c-0001","first":"Jordan","name":"Jordan Example","company":"Harbor Property Group","account_url":"https://www.example.org","role":"Property manager","industry":"property management","email":"jordan@example.org","linkedin_url":"https://www.linkedin.com/in/example-one/","segment":"segment-2","campaign":"property-managers","source":"member-import","source_url":"https://www.example.org/team","read_on":"2026-03-02","expires_on":"2026-04-01","tests_passed":["role-fit","industry-fit"],"tests_failed":[],"evidence":"Manages fourteen buildings across the east side, per the team page","status":"queued","off_limits":false,"off_limits_reason":null,"recipe":"member-import","recipe_version":"2026-03-02"}

package/employees/sales-employee/examples/pipeline/PIPELINE.md

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+# Pipeline, Northwind Roofing, rendered 2026-03-05
+
+Tick a box when you have done the thing. The standup reads it tomorrow morning. Free text under a card is yours and survives every re-render.
+
+## new
+- [ ] C-005 | Send the first touches to the three property managers qualified on Tuesday | due 2026-03-05 | member-action
+- [x] C-003 | Send the first touch to the Lakeside Homeowners Association board contact | due 2026-03-03 | member-action
+
+## in-conversation
+- [ ] C-007 | Reply to the question about the inspection report format | due 2026-03-06 | member-action
+  Jordan wants a sample report before booking anything. Send the Maple Court one with the address removed.
+- [x] C-002 | Confirm the qualification tests read from the site match how you actually pick customers | due 2026-03-02 | local-artifact
+
+## meeting-booked
+
+## proposal
+
+## closed

package/employees/sales-employee/examples/queue/2026-03-05-first-touch.md

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+# First touch queue, 2026-03-05
+# Read it, change what you want, send it yourself. Tick the box when you have sent it.
+# The ticks are read by the desk standup tomorrow morning.
+# Nothing here has been sent. Every email below is also sitting unsent in your Drafts.
+
+## F-01
+- id: c-0002
+- to: Casey Example <casey@example.net>
+- channel: email
+- segment: segment-2
+- step: 1
+- framework: observation
+- why this person: passed role-fit, industry-fit. Read on trade-directory, 2026-03-03
+- evidence: "Board treasurer, responsible for the reserve study and the roof replacement schedule"
+- subject: the reserve study and the roof
+- [ ] sent
+
+Hi Casey,
+
+I saw on the association's page that the reserve study and the roof schedule sit with you this year, which usually means a set of figures you would rather trust than guess.
+
+Northwind Roofing does condition inspections for associations: a written report per building, photos of what needs attention and what can wait, and no quote attached unless the board asks for one.
+
+Would a look at one building be useful before the study is finalised? If not, no reply needed.
+
+Sam
+Northwind Roofing
+
+---

package/employees/sales-employee/examples/runlog.jsonl

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+{"routine":"sales-prospect-sweep","period":"2026-03-05","start":"2026-03-05T06:46:20-08:00","end":"2026-03-05T07:03:55-08:00","status":"ok","outputs":["crm/prospects.jsonl (+4 qualified, +2 disqualified)","crm/contacts.csv (+4 rows)","crm/qualified-latest.md"],"blockers":[],"notes":"2 sources read, 1 source retired after three empty runs"}
+{"routine":"sales-pipeline-review","period":"2026-W10","start":"2026-03-05T16:01:12-08:00","end":"2026-03-05T16:01:14-08:00","status":"skipped-out-of-window","outputs":[],"blockers":[],"notes":"guard: thu 2026-03-05 is not a listed day (fri)"}
+{"routine":"sales-followup-sweep","period":"2026-03-05","start":"2026-03-05T13:31:08-08:00","end":"2026-03-05T14:06:30-08:00","status":"partial","outputs":["crm/contacted.jsonl (+1 replied)","pipeline/inbox.jsonl (+1 card)"],"blockers":[],"notes":"budget reached after reading replies; follow up drafting resumes next run at step 2"}