dreamcontext 0.5.0

package/dist/skill-packs/brand-voice/references/confidence-scoring.md

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+# Confidence Scoring Methodology
+
+How to assign and interpret confidence scores for generated brand guidelines.
+
+## Scoring Levels
+
+### High Confidence
+The guideline section is well-supported and actionable.
+
+**Criteria (must meet at least 3):**
+- 3+ corroborating sources
+- Explicit guidance found in at least one AUTHORITATIVE source
+- Consistent across document and conversation analysis
+- Specific, actionable instructions (not just vague principles)
+- No unresolved conflicts
+
+**Example:** Voice attribute "Confident but not arrogant" appears in the official style guide, is demonstrated in email templates, and matches patterns in top performer calls.
+
+### Medium Confidence
+The section is reasonable but could benefit from more data or team confirmation.
+
+**Criteria (must meet at least 2):**
+- 1-2 corroborating sources
+- Inferred from patterns rather than explicit instruction
+- Minor inconsistencies resolved via recency or authority
+- Actionable but some interpretation was required
+- May have one unresolved conflict
+
+**Example:** Tone for social media inferred from email templates and one Slack thread, but no official social media guidelines exist.
+
+### Low Confidence
+The section is a best-effort recommendation. Team review strongly recommended.
+
+**Criteria (must meet at least 2):**
+- Single source only
+- Primarily inferred from indirect evidence
+- Significant interpretation required
+- Unresolved conflicts between sources
+- Limited specificity
+
+**Example:** Competitive positioning derived from a single sales call where a competitor was discussed, with no supporting documentation.
+
+## Section-Level Scoring Guide
+
+### Voice Attributes
+- **High**: Attributes appear in official brand guide AND are demonstrated in templates or calls
+- **Medium**: Attributes appear in one document type only, or are inferred from multiple conversations
+- **Low**: Attributes inferred from a single source or from indirect evidence
+
+### Messaging Framework
+- **High**: Value propositions documented in official materials AND used consistently in sales conversations
+- **Medium**: Documented but not observed in practice, OR observed but not documented
+- **Low**: Extracted from a single pitch deck or single call
+
+### Tone Matrix
+- **High**: Explicit tone guidance exists for the context AND matches observed behavior
+- **Medium**: Tone inferred from 3+ examples of content in that context
+- **Low**: Tone inferred from 1-2 examples, or extrapolated from similar contexts
+
+### Terminology
+- **High**: Terms explicitly listed in a style guide or glossary
+- **Medium**: Terms consistently used in templates and calls (pattern-based)
+- **Low**: Terms observed in a single document or inferred from brand personality
+
+### Language Patterns (from transcripts)
+- **High**: Pattern observed in 5+ calls across multiple speakers
+- **Medium**: Pattern observed in 3-4 calls or from a single top performer
+- **Low**: Pattern observed in 1-2 calls only
+
+### Transcript-Primary Scenarios
+
+When guidelines are generated primarily from conversational sources (no AUTHORITATIVE documents available):
+- Voice Attributes derived from 5+ transcripts = **Medium** (not Low)
+- Messaging Framework from consistent patterns across 5+ calls = **Medium**
+- Language Patterns weight increases from 10% to 20% in aggregate calculation (subtract 10% from Voice Attributes)
+
+Note this in the guideline metadata: "Guidelines generated primarily from conversational sources — team review recommended to formalize."
+
+## Aggregate Confidence
+
+Calculate overall guideline confidence as the weighted average of section scores:
+
+| Section | Weight |
+|---------|--------|
+| Voice Attributes | 30% |
+| Messaging Framework | 25% |
+| Tone Matrix | 20% |
+| Terminology | 15% |
+| Language Patterns | 10% |
+
+Convert scores: High = 1.0, Medium = 0.6, Low = 0.3
+
+**Example:**
+- Voice Attributes: High (1.0 x 0.30 = 0.30)
+- Messaging: Medium (0.6 x 0.25 = 0.15)
+- Tone: Medium (0.6 x 0.20 = 0.12)
+- Terminology: High (1.0 x 0.15 = 0.15)
+- Language: Low (0.3 x 0.10 = 0.03)
+- **Overall: 0.75 = Medium-High confidence**
+
+**Aggregate score thresholds:**
+- 0.85–1.0 = High
+- 0.60–0.84 = Medium
+- Below 0.60 = Low
+
+## Presentation
+
+Present confidence alongside each section header:
+
+```markdown
+## Voice Attributes (Confidence: High)
+[content]
+
+## Tone Matrix (Confidence: Medium)
+[content — note: no official social media guidelines found, tone inferred from email patterns]
+```
+
+For Medium and Low confidence sections, include a brief note explaining why confidence is limited and what would raise it.
+
+## Relationship to Open Questions
+
+Low confidence sections should generate corresponding open questions:
+
+- **Low confidence + conflict** = High Priority open question
+- **Low confidence + gap** = Medium Priority open question
+- **Medium confidence + minor inconsistency** = Low Priority open question
+
+Every open question includes a recommendation that, if confirmed, would raise the section's confidence score.

package/dist/skill-packs/brand-voice/references/guideline-template.md

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+# Brand Guidelines Output Template
+
+The complete structure for generated brand voice guidelines. Fill each section based on discovered and analyzed sources. The following is a raw markdown template — copy and fill the sections below. Omit sections with no data rather than including empty placeholders.
+
+# [Company Name] Brand Voice Guidelines
+
+## Generation Metadata
+- Created: [date]
+- Version: [N] (incremented from previous if updating)
+- Replaces: [previous version date, if applicable]
+- Sources: [list of documents and/or conversations analyzed]
+- Documents processed: [N]
+- Conversations analyzed: [N]
+- Discovery report used: [Yes/No]
+- Overall confidence: [High/Medium/Low]
+
+---
+
+## Executive Summary
+
+[2-3 paragraph overview of the brand voice. What makes this brand distinctive?
+What is the core personality? How should content feel to the reader?]
+
+---
+
+## We Are / We Are Not
+
+The foundational brand identity anchor. Voice is constant — it doesn't change by channel or audience.
+
+| We Are | We Are Not |
+|--------|------------|
+| **[Attribute 1]** — [brief description] | **[Counter 1]** — [what to avoid] |
+| **[Attribute 2]** — [brief description] | **[Counter 2]** — [what to avoid] |
+| **[Attribute 3]** — [brief description] | **[Counter 3]** — [what to avoid] |
+| **[Attribute 4]** — [brief description] | **[Counter 4]** — [what to avoid] |
+| **[Attribute 5]** — [brief description] | **[Counter 5]** — [what to avoid] |
+
+### Voice Attributes Detail
+
+For each "We Are" attribute:
+
+#### [Attribute 1]: [Name]
+- **What it means**: [detailed description]
+- **How it shows up**: [specific behaviors in content]
+- **What to avoid**: [the "We Are Not" counterpart, expanded]
+- **Evidence**: [source quote or pattern, with citation]
+- **Confidence**: [High/Medium/Low]
+
+[Repeat for each attribute]
+
+---
+
+## Brand Personality
+
+- **Archetype**: [e.g., "The Expert Friend" — technically deep but never condescending]
+- **If our brand were a person**: [brief personality sketch]
+- **Core values expressed in voice**: [list]
+
+---
+
+## Messaging Framework
+
+### Primary Value Proposition
+[Core value statement — one sentence]
+
+Variations observed:
+- "[Variation 1]" (Source: [doc])
+- "[Variation 2]" (Source: [doc])
+
+### Key Message Pillars
+
+1. **[Pillar Name]**
+   - Core idea: [one sentence]
+   - When to use: [contexts]
+   - Example phrasing: "[quote]"
+   - Frequency in conversations: [X]% (if transcript data available)
+   - Effectiveness: [High/Medium/Low] (if outcome data available)
+
+2. **[Pillar Name]**
+   [same format]
+
+3. **[Pillar Name]**
+   [same format]
+
+### Competitive Positioning
+- vs. [Competitor A]: [how we differentiate]
+- vs. [Competitor B]: [how we differentiate]
+- vs. Status Quo: [why change is worth it]
+
+---
+
+## Tone-by-Context Matrix
+
+Voice is constant. Tone flexes by context. These three dimensions adjust:
+
+| Context | Formality | Energy | Technical Depth | Key Principle |
+|---------|-----------|--------|-----------------|---------------|
+| Cold outreach | Medium | High | Low | Hook fast, earn attention |
+| Discovery calls | Medium | Medium-High | Medium | Ask more than tell |
+| Demo / presentation | Medium-High | High | High | Show, don't just describe |
+| Enterprise proposal | High | Medium | High | ROI and precision |
+| Follow-up email | Medium | Medium | Low-Medium | Add new value each touch |
+| Social media | Low-Medium | High | Low | Brevity and personality |
+| Customer success | Medium | Warm | Medium | Empathy and competence |
+| Internal comms | Low | Medium | Varies | Authentic, less polished |
+
+### Context-Specific Guidelines
+
+#### Cold Outreach
+- **Overall tone**: [description]
+- **Opening approach**: [what works]
+- **Do's**: [list]
+- **Don'ts**: [list]
+- **Example**: "[sample opening line]"
+
+#### Discovery Calls
+[same structure]
+
+#### Proposals & RFPs
+[same structure]
+
+#### Social Media
+[same structure]
+
+---
+
+## Terminology Guide
+
+### Must-Use Terms
+| Term | Usage | Instead Of | Example |
+|------|-------|------------|---------|
+| [term] | [when/how to use] | [what it replaces] | "[in a sentence]" |
+
+### Preferred Terms
+| Term | Usage | Example |
+|------|-------|---------|
+| [term] | [guidance] | "[in a sentence]" |
+
+### Avoid These Terms
+| Term | Reason | Alternative |
+|------|--------|-------------|
+| [term] | [why to avoid] | [what to use instead] |
+
+### Never-Use Terms
+| Term | Reason |
+|------|--------|
+| [term] | [why this is prohibited] |
+
+---
+
+## Language That Works
+
+Ranked by effectiveness (from conversation analysis, if available):
+
+### Top Phrases
+1. **"[Phrase]"** — Context: [when to use], Why it works: [analysis]
+2. **"[Phrase]"** — Context: [when to use], Why it works: [analysis]
+
+### Questions That Engage
+1. **"[Question]"** — Leads to: [typical outcome]
+2. **"[Question]"** — Leads to: [typical outcome]
+
+### Objection Handling Patterns
+1. **Objection**: "[common objection]"
+   **Response pattern**: "[how top performers respond]"
+   **Why it works**: [analysis]
+
+---
+
+## Language to Avoid
+
+### Anti-Patterns
+1. **"[Phrase/pattern]"** — Problem: [what happens], Better: "[alternative]"
+2. **"[Phrase/pattern]"** — Problem: [what happens], Better: "[alternative]"
+
+---
+
+## Content Examples
+
+### Excellent Examples
+[Full example with annotation explaining what makes it on-brand]
+
+### Examples to Avoid
+[Full example with annotation explaining what's off-brand and how to fix it]
+
+---
+
+## Confidence Scores
+
+| Section | Confidence | Basis | Sources |
+|---------|------------|-------|---------|
+| Voice Attributes | [H/M/L] | [why] | [N sources] |
+| Messaging Framework | [H/M/L] | [why] | [N sources] |
+| Tone Matrix | [H/M/L] | [why] | [N sources] |
+| Terminology | [H/M/L] | [why] | [N sources] |
+| Language Patterns | [H/M/L] | [why] | [N sources] |
+
+---
+
+## Open Questions for Team Discussion
+
+### High Priority (blocks guideline completion)
+1. **[Question Title]**
+   - What was found: [description of ambiguity]
+   - Agent recommendation: [suggested resolution]
+   - Need from you: [specific decision]
+
+### Medium Priority (improves quality)
+[same format]
+
+### Low Priority (nice to have)
+[same format]
+
+---
+
+## Data Gaps & Recommendations
+
+[What's missing and specific actions to fill gaps]
+
+- [ ] [Gap 1]: [recommendation to fill it]
+- [ ] [Gap 2]: [recommendation to fill it]
+
+---
+
+## Appendix: Sources
+
+| # | Source | Platform | Type | Date | Key Sections Used | Confidence |
+|---|--------|----------|------|------|-------------------|------------|
+| 1 | [title] | [platform] | [AUTHORITATIVE/OPERATIONAL/etc.] | [date] | [sections] | [H/M/L] |
+
+---
+
+## Template Usage Notes
+
+- Omit sections with no data rather than including empty placeholders
+- If transcript data is unavailable, omit the "Language That Works" and "Language to Avoid" sections
+- If only documents are available (no transcripts), note this in metadata
+- "We Are / We Are Not" table should have minimum 4 rows, ideally 5-7
+- Tone matrix should cover at minimum: cold outreach, proposals, social media
+- All examples must have source attribution
+- Every open question must include an agent recommendation

package/dist/skill-packs/brand-voice/references/search-strategies.md

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+# Search Strategies by Platform
+
+Platform-specific query patterns and tips for maximizing brand material discovery.
+
+## Notion (Primary Discovery Engine)
+
+Notion AI Search federates across connected sources (Google Drive, SharePoint, OneDrive, Slack, Jira, Teams), making it the most valuable single search endpoint.
+
+### Query Patterns
+
+**Direct brand searches:**
+- "brand guidelines"
+- "style guide"
+- "brand voice"
+- "tone of voice"
+- "messaging framework"
+
+**Sales and marketing content:**
+- "pitch deck"
+- "sales playbook"
+- "email templates"
+- "value proposition"
+- "competitive positioning"
+
+**Operational brand content:**
+- "brand update"
+- "rebrand"
+- "launch messaging"
+- "press release template"
+- "social media guidelines"
+
+### Tips
+- Notion AI Search returns results from connected sources — one search covers multiple platforms
+- Search for the company name + "brand" to find company-specific guidelines
+- Check for databases titled "Brand Assets", "Marketing Resources", or "Content Library"
+- Look for pages tagged with "brand", "marketing", "style"
+
+## Atlassian Confluence
+
+Enterprises often store official brand documentation in Confluence spaces.
+
+### Query Patterns
+
+**Space-level search:**
+- Search spaces named: "Marketing", "Brand", "Communications", "Sales Enablement"
+- Check for spaces with labels: "brand", "style-guide", "guidelines"
+
+**Page-level search:**
+- "brand style guide"
+- "voice and tone guidelines"
+- "messaging framework"
+- "content standards"
+- "editorial guidelines"
+
+**Template search:**
+- "email template"
+- "proposal template"
+- "presentation template"
+
+### Tips
+- Confluence spaces often have hierarchical page trees — find the brand root page and explore children
+- Check for recently updated pages (brand guidelines evolve)
+- Look for pages with many watchers — indicates important shared content
+- Search attachments for PDF brand guides uploaded to Confluence pages
+
+## Box
+
+Cloud file storage — official brand documents, shared decks, and style guides frequently live here.
+
+### Query Patterns
+
+**Folder search:**
+- "Brand Guidelines"
+- "Marketing Assets"
+- "Brand Kit"
+- "Style Guide"
+- "Sales Collateral"
+
+**Document search:**
+- "brand guide" (PDF, DOCX, Word)
+- "style guide" (PDF, DOCX, Word)
+- "messaging document"
+- "brand standards"
+
+### Tips
+- Box often contains the "source of truth" brand guides as PDFs or Word docs
+- Check shared folders with company-wide access
+- Look for folders shared with the marketing or brand team
+- Search for recently modified brand documents to find the latest version
+- Use Box metadata search to filter by content type or custom attributes
+
+## Google Drive
+
+Google Drive stores shared brand documents, marketing materials, and official style guides.
+
+### Query Patterns
+
+**Folder search:**
+- "Brand Guidelines"
+- "Marketing"
+- "Brand Assets"
+- "Style Guide"
+
+**Document search:**
+- "brand guide" (PDFs, Google Docs, Google Slides)
+- "style guide"
+- "messaging framework"
+- "brand standards"
+- "brand voice"
+
+### Tips
+- Check shared drives — brand materials often live in team-wide shared drives
+- Look for recently modified brand documents to find the latest version
+- Search by owner (marketing team members) to surface brand-owned content
+- Google Docs and Slides are common formats for living brand documents
+- Check for Google Slides presentations with brand overview decks
+
+## Microsoft 365 (SharePoint / OneDrive)
+
+Enterprise organizations often centralize brand documentation on SharePoint sites.
+
+### Query Patterns
+
+**SharePoint site search:**
+- Search marketing or communications SharePoint sites
+- "brand guidelines"
+- "style guide"
+- "brand standards"
+- "messaging framework"
+
+**Document library search:**
+- Check document libraries in marketing/communications sites
+- "brand guide" (Word, PDF, PowerPoint)
+- "brand book"
+- "editorial guidelines"
+
+**OneDrive search:**
+- "brand" files in shared OneDrive folders
+- "style guide" shared with the organization
+
+### Tips
+- Check marketing/communications SharePoint sites first — most common location for brand docs
+- Search document libraries for PDF brand guides and PowerPoint brand decks
+- Look for brand-tagged content using SharePoint metadata
+- OneDrive shared folders may contain working drafts of brand materials
+- Use SharePoint search and document library tools when available
+
+## Slack
+
+Slack channels contain informal brand discussions, decisions, and evolving brand voice patterns.
+
+### Query Patterns
+
+**Channel search:**
+- Look for channels: #brand, #marketing, #brand-voice, #style-guide, #creative
+- Check channel topics and descriptions for brand-related content
+
+**Message search:**
+- "brand guidelines"
+- "brand voice"
+- "tone of voice"
+- "style guide"
+- "brand update"
+
+**Pinned messages:**
+- Check pinned messages in #brand and #marketing channels
+- Pinned items often contain approved brand resources or decisions
+
+### Tips
+- Search #brand and #marketing channels first — most likely to contain brand discussions
+- Look for pinned messages — teams often pin brand guidelines and decisions
+- Find brand discussion threads for context on brand evolution
+- Slack is a conversational source — ranks as CONVERSATIONAL tier in source triage
+- Recent messages may reveal brand changes not yet documented formally
+
+## Gong (Conversation Intelligence)
+
+Sales call transcripts reveal how the brand actually communicates in practice.
+
+### Query Patterns
+
+**Call search:**
+- Search for calls tagged: "won", "closed-won" (successful brand application)
+- Filter by top performers (their language patterns define implicit brand voice)
+- Look for calls tagged: "demo", "discovery", "closing"
+
+**Transcript search:**
+- Search transcripts for company-specific value propositions
+- Look for recurring phrases across successful calls
+- Find calls where competitors are discussed (reveals positioning)
+
+### Tips
+- Focus on successful calls — they represent brand voice that works
+- Compare top performer language with average performer language
+- Look for consistent opening lines and closing patterns
+- Note objection handling language — reveals brand positioning under pressure
+
+## Granola (Meeting Intelligence)
+
+Meeting notes and transcripts from the AI notepad for meetings.
+
+### Query Patterns
+
+**Meeting search:**
+- Query for meetings related to: "brand", "positioning", "messaging"
+- List recent meetings and filter for customer-facing calls
+- Search for strategy sessions and brand planning meetings
+
+**Transcript retrieval:**
+- Get full transcripts from high-signal meetings
+- Look for recurring themes in meeting notes
+- Find meetings with key stakeholders (marketing leads, executives)
+
+### Tips
+- Granola captures both meeting notes and transcripts — both are valuable
+- Meeting notes often contain summarized brand decisions and action items
+- Look for recurring meeting series (weekly brand syncs, marketing standups)
+- Cross-reference Granola meeting notes with Gong call transcripts when both are available
+
+## Figma (Brand Design Systems)
+
+Visual brand elements inform voice and tone indirectly.
+
+### Query Patterns
+
+**File search:**
+- "brand design system"
+- "design tokens"
+- "brand kit"
+- "style guide"
+- "component library"
+
+**Component search:**
+- Look for files with brand colors, typography scales
+- Find component documentation with usage guidelines
+- Check for content/copy guidelines in design system docs
+
+### Tips
+- Figma design systems often include writing guidelines alongside visual specs
+- Check file descriptions and comments for brand context
+- Look for "voice and tone" sections within design system documentation
+- Brand personality descriptions in design files reveal voice attributes
+
+## Cross-Platform Search Tips
+
+### Maximizing Coverage
+1. Start with Notion AI Search (broadest coverage via federation)
+2. Follow up with Confluence for enterprise documentation
+3. Check Google Drive for official brand documents
+4. Check Box for cloud-stored brand documents
+5. Search SharePoint/OneDrive for enterprise files
+6. Search Slack for brand discussions and decisions
+7. Search Gong for conversational brand patterns
+8. Search Granola for meeting transcripts and notes
+9. Review Figma for design-embedded brand guidelines
+
+### Avoiding Duplicates
+- Track source URLs to detect the same document across platforms
+- When the same content appears on multiple platforms, prefer the most recently updated version
+- Note when Notion federation returns results from other platforms to avoid double-searching
+
+### Recency Focus
+- Focus on content from the last 12 months for operational, conversational, and contextual sources
+- Only search further back when looking for explicit brand documents (style guides, brand books)
+- When results include older content, prefer the most recently updated version
+- Flag any non-AUTHORITATIVE source older than 12 months — it may reflect outdated positioning
+
+### Handling No Results
+- If a platform returns zero results, try broader queries ("marketing", "sales")
+- Check if the platform is actually connected and authenticated
+- Note the gap in the discovery report — the absence of content on a platform is itself useful information