beam-ai-team/dealroom-creation

Company Folder Creation

Quick folder setup for new sales prospects and clients.

Safety Contract

Before creating company folders or updating workspace-map.md, show the normalized company name, target directory, folder list, workspace-map changes, and overwrite risk. Require explicit user approval in the current turn before writing or overwriting local files. Do not send emails, create CRM records, or share dealroom contents externally from this skill.

Purpose

Creates a simple, organized folder structure for each company:

• 01-docs: Store SOWs, proposals, contracts, presentations
• 02-transcripts: Store call recordings and meeting notes
• 03-emails: Store email threads and communication drafts

Time Estimate: < 1 minute

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Workflow

Step 1: Get Company Name

Ask user for company name if not provided.

Format company name:

• Lowercase
• Replace spaces with hyphens
• Example: "Sunday Natural" → "sunday-natural"

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Step 2: Create Folder Structure

Create folders in 04-workspace/companies/:

mkdir -p 04-workspace/companies/{company-name}/01-docs
mkdir -p 04-workspace/companies/{company-name}/02-transcripts
mkdir -p 04-workspace/companies/{company-name}/03-emails

Result:

04-workspace/companies/
  └── {company-name}/
      ├── 01-docs/
      ├── 02-transcripts/
      └── 03-emails/

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Step 3: Update Workspace Map

Add the new company to 04-workspace/workspace-map.md:

1. Add company folder to structure diagram
2. Add brief description to folder descriptions section
3. Add navigation reference

Example entry:

├── {company-name}/           # [Brief description - e.g., "New prospect - AI automation"]

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Step 4: Confirm & Close

Confirm folder creation with user:

✅ Company folder created: {company-name}
   - 01-docs/
   - 02-transcripts/
   - 03-emails/

Then trigger close-session to save workspace map updates.

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Usage Examples

Simple creation:

User: "create company Acme Corp"
→ Creates: 04-workspace/companies/acme-corp/

With context:

User: "setup folder for new prospect Tesla"
→ Creates: 04-workspace/companies/tesla/

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Notes

• Keep company names lowercase with hyphens
• No complex permissions or access controls needed
• Add more folders manually later if needed (e.g., 04-contracts/, 05-demos/)
• Workspace map updated automatically for AI navigation