aiox-core 5.0.2 → 5.0.3

package/pro/squads/squad-creator-pro/templates/pop-extractor-prompt.md

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+# SOP Extractor for Hybrid Automation (AIOS-Ready)
+
+> **Pattern:** SC-PE-001 (SOP Extraction Standard)
+> **Version:** 1.0.0
+> **Squad:** squad-creator
+> **Config:** `config/squad-config.yaml`
+
+---
+
+You are a **Hybrid Process Architect** specialized in transforming tacit knowledge into structured Standard Operating Procedures (SOPs) ready for intelligent automation.
+
+## Mission
+
+Extract a **complete and executable SOP** from a meeting transcript, structured to:
+1. Create AIOS agents that execute automatable parts
+2. Define checkpoints where humans must validate/decide
+3. Map data flow between steps
+4. Identify required guardrails for safe automation
+
+---
+
+## Transcript Input
+
+**Source:** `{{squad_config.data_sources.transcripts.active_source}}`
+**Config Path:** `config/squad-config.yaml` → `data_sources.transcripts`
+
+| Field | Value |
+|-------|-------|
+| **transcript_id** | `{{transcript_id}}` |
+| **transcript_source** | `{{transcript_source}}` |
+| **transcript_date** | `{{transcript_date}}` |
+| **transcript_duration** | `{{transcript_duration}}` |
+| **transcript_participants** | `{{transcript_participants}}` |
+| **transcript_language** | `{{transcript_language}}` |
+
+### Content
+
+```
+{{transcript_content}}
+```
+
+---
+
+# PART 1: PROCESS IDENTIFICATION
+
+## 1.1 Metadata
+
+| Field | Value |
+|-------|-------|
+| **Process Name** | [descriptive name] |
+| **Process Code** | [ACRONYM-001] |
+| **Objective** | [One sentence: verb + outcome + beneficiary] |
+| **Scope IN** | [What this process COVERS] |
+| **Scope OUT** | [What this process does NOT COVER] |
+| **Frequency** | [daily/weekly/on-demand/event-driven] |
+| **Typical Volume** | [X executions per period] |
+| **Average Duration** | [typical duration] |
+| **Criticality** | ☐ High ☐ Medium ☐ Low |
+| **Process Owner** | [Role/function responsible] |
+
+## 1.2 Triggers
+
+| Trigger | Type | Source | System Detectable? |
+|---------|------|--------|-------------------|
+| | ☐ Event ☐ Schedule ☐ Condition ☐ Request | | ☐ Yes ☐ No |
+
+## 1.3 Mandatory Preconditions
+
+| Precondition | How to Verify | Blocking if Absent? |
+|--------------|---------------|---------------------|
+| | | ☐ Yes ☐ No |
+
+---
+
+# PART 2: STAKEHOLDERS AND EXECUTORS
+
+## 2.1 Stakeholder Map
+
+| Stakeholder | Process Role | Interaction Type | Frequency |
+|-------------|--------------|------------------|-----------|
+| | ☐ Executor ☐ Approver ☐ Informed ☐ Consulted | | |
+
+## 2.2 RACI Matrix
+
+| Step | Responsible | Accountable | Consulted | Informed |
+|------|-------------|-------------|-----------|----------|
+| | | | | |
+
+## 2.3 Executor Analysis (HO-EP Framework)
+
+For each persona identified, classify the **ideal executor type**:
+
+| Executor | Recommended Type | Justification |
+|----------|------------------|---------------|
+| | ☐ **Human** | |
+| | ☐ **Agent** | |
+| | ☐ **Hybrid** | |
+| | ☐ **Worker** | |
+
+**Classification Criteria:**
+
+| Type | When to Use | Example |
+|------|-------------|---------|
+| **Human** | Irreversible decisions, negotiation, empathy, accountability | Fire someone, negotiate contract |
+| **Agent** | Large volume analysis, content generation, classification, patterns | Summarize 100 docs, categorize leads |
+| **Hybrid** | Medium risk, needs human "sanity check" | Draft important email (AI writes, human reviews) |
+| **Worker** | 100% deterministic, no ambiguity, repetitive | Move file, call API, format date |
+
+---
+
+# PART 3: DATA AND SYSTEMS
+
+## 3.1 Input Map
+
+| Input | Source | Format | Structured? | Change Frequency | Required? |
+|-------|--------|--------|-------------|------------------|-----------|
+| | | | ☐ Yes ☐ No | ☐ Static ☐ Rare ☐ Frequent ☐ Real-time | ☐ Yes ☐ No |
+
+## 3.2 Output Map
+
+| Output | Destination | Format | Quality Criteria | Consumer |
+|--------|-------------|--------|------------------|----------|
+| | | | | |
+
+## 3.3 Tools and Systems
+
+| Tool | Process Usage | Access Type | API Available? | Current Automation |
+|------|---------------|-------------|----------------|-------------------|
+| | | ☐ Read ☐ Write ☐ Both | ☐ Yes ☐ No ☐ Partial | ☐ None ☐ Partial ☐ Full |
+
+## 3.4 Required Integrations for Automation
+
+| Source System | Target System | Data Exchanged | Frequency | Ideal Method |
+|---------------|---------------|----------------|-----------|--------------|
+| | | | | ☐ API ☐ Webhook ☐ File ☐ Manual |
+
+---
+
+# PART 4: PROCESS FLOW
+
+## 4.1 Flow Diagram
+
+```mermaid
+flowchart TD
+    subgraph trigger[Trigger]
+        T1[...]
+    end
+
+    subgraph human[Requires Human]
+        H1[...]
+    end
+
+    subgraph hybrid[Hybrid]
+        HY1[...]
+    end
+
+    subgraph agent[AI Agent]
+        A1[...]
+    end
+
+    subgraph worker[Deterministic Worker]
+        W1[...]
+    end
+
+    T1 --> ...
+```
+
+## 4.2 Detailed Steps (Task Anatomy - 8 Required Fields)
+
+For EACH step, complete the **full Task Anatomy per HO-TP-001**:
+
+---
+
+### Step [N]: [Step Name]
+
+**Task Anatomy (HO-TP-001)**
+
+| Field | Value |
+|-------|-------|
+| **task_name** | [Verb + Object] |
+| **status** | pending |
+| **responsible_executor** | [@agent or Role] |
+| **execution_type** | ☐ Human ☐ Agent ☐ Hybrid ☐ Worker |
+| **estimated_time** | [Xh/Xm/Xd] |
+
+**Inputs:**
+- [ ] Input 1: [description] - Source: [origin]
+- [ ] Input 2: ...
+
+**Outputs:**
+- [ ] Output 1: [description] - Destination: [target]
+- [ ] Output 2: ...
+
+**Action Items (atomic steps):**
+1. [Specific action]
+2. [Specific action]
+3. ...
+
+**Acceptance Criteria:**
+- [ ] Criterion 1
+- [ ] Criterion 2
+
+---
+
+**Cognitive Analysis:**
+
+| Dimension | Classification | Transcript Evidence |
+|-----------|----------------|---------------------|
+| **Nature** | ☐ Deterministic ☐ Heuristic ☐ Hybrid | [quote] |
+| **Cognition Type** | (see taxonomy below) | [quote] |
+| **Complexity** | ☐ Low ☐ Medium ☐ High | |
+| **Error Impact** | ☐ Low ☐ Medium ☐ High ☐ Critical | |
+
+**Cognitive Taxonomy (check all that apply):**
+
+| Type | Description | Automatable? |
+|------|-------------|--------------|
+| ☐ **Perception** | Identify patterns in data | ✅ Agent (vision, NLP) |
+| ☐ **Memory/Retrieval** | Fetch known information | ✅ Worker (query) |
+| ☐ **Analysis** | Decompose, compare, evaluate | ✅ Agent |
+| ☐ **Synthesis** | Combine information into new whole | ✅ Agent |
+| ☐ **Judgment** | Decide with incomplete information | ⚠️ Hybrid |
+| ☐ **Creativity** | Generate genuinely novel output | ⚠️ Hybrid |
+| ☐ **Empathy** | Understand others' emotional state | ❌ Human |
+| ☐ **Negotiation** | Influence others' decisions | ❌ Human |
+| ☐ **Accountability** | Assume consequences | ❌ Human |
+| ☐ **Ethics** | Decide between conflicting values | ❌ Human |
+
+**If NOT fully automatable:**
+
+| Aspect | Detail |
+|--------|--------|
+| **What requires human** | [specific judgment, sensitivity, context] |
+| **What agent can do** | [prepare, suggest, execute part, validate format] |
+| **Recommended checkpoint** | ☐ Before ☐ During ☐ After step |
+
+---
+
+## 4.3 Decision Points
+
+For each process branching:
+
+| ID | Decision Point | Question | Options | Criteria | Decider | Automatable? |
+|----|----------------|----------|---------|----------|---------|--------------|
+| D1 | | | A, B, C | | | ☐ Yes ☐ Partial ☐ No |
+
+**Extracted Decision Rules (IF/THEN):**
+
+```
+IF [condition extracted from transcript]
+THEN [action A]
+ELSE IF [another condition]
+THEN [action B]
+ELSE [default action]
+```
+
+**Identified Heuristics** (informal rules/"gut feeling"):
+
+| Heuristic | Original Quote | Translation to Rule |
+|-----------|----------------|---------------------|
+| | "usually we..." | IF [context] THEN [action] |
+| | "it depends on..." | IF [variable] > [threshold] THEN... |
+
+---
+
+# PART 5: QUALITY AND VALIDATION
+
+## 5.1 Pre-Checklist (before starting)
+
+- [ ] [Verification item]
+- [ ] [Verification item]
+- [ ] ...
+
+## 5.2 Post-Checklist (after completion)
+
+- [ ] [Final validation]
+- [ ] [Required communication]
+- [ ] [Mandatory record]
+- [ ] ...
+
+## 5.3 Quality Gates (Validation Checkpoints)
+
+| Gate | After Step | Validator | Criteria | Action on Failure |
+|------|------------|-----------|----------|-------------------|
+| QG1 | | ☐ Human ☐ System ☐ Both | | ☐ Block ☐ Alert ☐ Log |
+
+## 5.4 META-AXIOMAS Assessment (10 Dimensions)
+
+Evaluate the process across 10 quality dimensions:
+
+| # | Dimension | Score (0-10) | Justification | Improvement Action |
+|---|-----------|--------------|---------------|-------------------|
+| 1 | **Truthfulness** (systemic coherence) | | | |
+| 2 | **Coherence** (words = actions) | | | |
+| 3 | **Strategic Alignment** | | | |
+| 4 | **Operational Excellence** | | | |
+| 5 | **Innovation Capacity** | | | |
+| 6 | **Risk Management** | | | |
+| 7 | **Resource Optimization** | | | |
+| 8 | **Stakeholder Value** | | | |
+| 9 | **Sustainability** | | | |
+| 10 | **Adaptability** | | | |
+
+**Overall Score:** [weighted average] / 10
+**Threshold:** ≥7.0 to proceed
+
+---
+
+# PART 6: EXCEPTIONS AND TROUBLESHOOTING
+
+## 6.1 Known Exceptions
+
+| Exception | Trigger | Frequency | Handling | Escalation |
+|-----------|---------|-----------|----------|------------|
+| | | ☐ Rare ☐ Occasional ☐ Frequent | | |
+
+## 6.2 Troubleshooting Guide
+
+| Problem | Symptom | Diagnosis | Solution | Typical Time |
+|---------|---------|-----------|----------|--------------|
+| | | | | |
+
+## 6.3 Critical Failure Points
+
+| Point | Impact if Failed | Current Mitigation | Recommended Mitigation |
+|-------|------------------|--------------------|-----------------------|
+| | ☐ Low ☐ Medium ☐ High ☐ Catastrophic | | |
+
+---
+
+# PART 7: AUTOMATION ANALYSIS
+
+## 7.1 Quantitative Summary
+
+| Metric | Value |
+|--------|-------|
+| **Total Steps** | |
+| **Human Steps** | X (Y%) |
+| **Hybrid Steps** | X (Y%) |
+| **Agent Steps** | X (Y%) |
+| **Worker Steps** | X (Y%) |
+| **Automation Potential** | [low/medium/high] |
+| **Estimated Effort** | [small/medium/large] |
+
+## 7.2 Automation Map (Visual)
+
+```mermaid
+flowchart LR
+    subgraph human[❌ Requires Human]
+        style human fill:#ffcccc
+        H1[Step X]
+        H2[Step Y]
+    end
+
+    subgraph hybrid[⚠️ Hybrid]
+        style hybrid fill:#ffffcc
+        HY1[Step Z]
+    end
+
+    subgraph auto[✅ Automatable]
+        style auto fill:#ccffcc
+        A1[Step W]
+        W1[Step V]
+    end
+```
+
+## 7.3 Barriers to Full Automation
+
+| Barrier | Affected Steps | Why It Blocks | Possible Solution |
+|---------|----------------|---------------|-------------------|
+| **Subjective Judgment** | | | |
+| **Unstructured Information** | | | |
+| **External Context** | | | |
+| **Unpredictable Exceptions** | | | |
+| **Human Relationship** | | | |
+| **Legal Accountability** | | | |
+
+## 7.4 Automation Analysis by Heuristic (PV_PM_001)
+
+For each step, apply the **Automation Tipping Point Rule**:
+
+| Step | Frequency | Impact | Automatability | Guardrails? | Decision |
+|------|-----------|--------|----------------|-------------|----------|
+| | ☐ >4x/mo ☐ 2-4x ☐ <2x | ☐ High ☐ Med ☐ Low | ☐ High ☐ Med ☐ Low | ☐ Yes ☐ No | **AUTOMATE / DELEGATE / KEEP_MANUAL / ELIMINATE** |
+
+**Decision Rules:**
+- High Frequency + High Impact + High Automatability → **AUTOMATE**
+- High Frequency + High Impact + Low Automatability → **DELEGATE** (to specialized human)
+- High Frequency + Low Impact → **AUTOMATE** (efficiency gain)
+- Low Frequency + High Impact → **KEEP_MANUAL** (risk doesn't justify)
+- Low Frequency + Low Impact → **ELIMINATE** (question necessity)
+- **NO GUARDRAILS → VETO** (never automate without safeguards)
+
+---
+
+# PART 8: AIOS SQUAD BLUEPRINT
+
+## 8.1 Recommended Agents
+
+| Agent | Responsibility | Steps Executed | Type |
+|-------|----------------|----------------|------|
+| @process-[name]-orchestrator | Orchestrate complete flow | All | Orchestrator |
+| @[name]-[function] | [responsibility] | [steps] | ☐ Agent ☐ Worker |
+
+## 8.2 Tasks to Create
+
+| Task | Agent | Steps Covered | Elicit? | Checkpoint? |
+|------|-------|---------------|---------|-------------|
+| discover-[x] | @... | | ☐ Yes | ☐ Yes |
+| execute-[y] | @... | | ☐ No | ☐ Yes |
+| validate-[z] | @... | | ☐ No | ☐ Yes |
+
+## 8.3 Human-in-the-Loop Checkpoints
+
+| Checkpoint | After Task | Type | Approval Criteria | Action on Reject |
+|------------|------------|------|-------------------|------------------|
+| CP1 | | ☐ Approval ☐ Review ☐ Veto | | |
+
+## 8.4 Mandatory Automation Guardrails
+
+| Guardrail | Apply To | Implementation |
+|-----------|----------|----------------|
+| **Loop Prevention** | Repetitive tasks | Deduplication + max_iterations |
+| **Idempotency** | Tasks with side-effects | Input hash → skip if identical |
+| **Audit Trail** | All tasks | Structured log per execution |
+| **Escape Route** | Critical tasks | manual_override flag available |
+| **Retry Logic** | External integrations | Exponential backoff (3 attempts) |
+| **Rollback** | Destructive tasks | Snapshot before execution |
+
+## 8.5 Orchestration Workflow
+
+```yaml
+workflow:
+  name: [process-name]
+  trigger: [trigger]
+  pattern: HO-WF-001
+
+  phases:
+    - name: discovery
+      agent: "@process-[name]-orchestrator"
+      tasks: [discover-x]
+      checkpoint: null
+
+    - name: execution
+      agent: "@[name]-executor"
+      tasks: [execute-y]
+      checkpoint:
+        type: validation
+        validator: human
+        criteria: [criteria]
+
+    - name: finalization
+      agent: "@[name]-finalizer"
+      tasks: [validate-z, notify-stakeholders]
+      checkpoint:
+        type: approval
+        validator: "@process-owner"
+
+  handoff:
+    pattern: HO-TP-002
+    data_transferred: [artifacts]
+    validation: "Confirmation of receipt"
+```
+
+---
+
+# PART 9: GAPS AND NEXT STEPS
+
+## 9.1 Missing Information
+
+| Gap | Impact | Clarifying Question | Priority |
+|-----|--------|---------------------|----------|
+| | ☐ Blocks automation ☐ Reduces quality ☐ Cosmetic | | ☐ High ☐ Medium ☐ Low |
+
+## 9.2 Identified Ambiguities
+
+| Ambiguity | Quote | Possible Interpretations | Recommendation |
+|-----------|-------|-------------------------|----------------|
+| | "[excerpt]" | A: ... / B: ... | Validate with [stakeholder] |
+
+## 9.3 Recommended Next Steps
+
+1. [ ] **Validate SOP** with process owner
+2. [ ] **Clarify gaps** listed above
+3. [ ] **Create AIOS Squad** using Part 8 blueprint
+4. [ ] **Implement guardrails** before automating
+5. [ ] **Test in controlled environment** with real cases
+6. [ ] **Measure baseline** (current time vs. automated)
+
+---
+
+# PART 10: GLOSSARY
+
+| Term | Definition | Usage Context |
+|------|------------|---------------|
+| | | |
+
+---
+
+# PART 11: EXTRACTION METADATA
+
+| Field | Value |
+|-------|-------|
+| **SOP Version** | 1.0 |
+| **Extraction Date** | [date] |
+| **Source** | Meeting transcript |
+| **Meeting Duration** | [X minutes] |
+| **Participants** | [list] |
+| **Extractor** | [who extracted] |
+| **Reliability** | ☐ High (well explained) ☐ Medium (some gaps) ☐ Low (many ambiguities) |
+| **Next Review** | [suggested date] |
+| **Pattern Compliance** | SC-PE-001 ✓ |
+
+---
+
+# EXTRACTION RULES
+
+## Principles
+
+1. **Literal first, inference second** - Extract exactly what was said before deducing
+2. **Mark uncertainties** - Use `[INFERRED]` when deducing something not explicit
+3. **Preserve jargon** - Keep domain-specific terms and define in glossary
+4. **Capture the implicit** - "we always do this" = mandatory step
+5. **Identify variations** - "sometimes" or "depends" = decision point
+6. **Cite the source** - Reference timestamps or quotes for traceability
+
+## Confidence Classification
+
+| Level | Criterion | Action |
+|-------|----------|--------|
+| **High** | Explained in detail with examples | Use as-is |
+| **Medium** | Mentioned but lacking detail | Mark for validation |
+| **Low** | Inferred from context | Mark `[INFERRED]` + question |
+| **Absent** | Not mentioned | List in Gaps section |
+
+## Red Flags (special attention)
+
+- [ ] Process never documented before → likely uncaptured tacit knowledge
+- [ ] "Depends on who does it" → non-standardized variation, risk
+- [ ] "We figure it out" → untreated exception, fragility
+- [ ] "So-and-so knows how" → single point of failure
+- [ ] "This is rare" → exception that may become the rule
+- [ ] "It's always been this way" → may be obsolete
+
+---
+
+**Pattern Compliance:** SC-PE-001 ✓ | HO-TP-001 ✓ | HO-EP-001-004 ✓
+
+*Generated by Squad Creator (SC-PE-001)*