psquared-development/plan-campaign

Parameters

/plan-campaign [track] — optional. inbox → only opportunities with demoType: INBOX; chatbot → only demoType: CHATBOT or null (legacy). Omitted → both groups, planned as separate campaigns (see STEP 1).

Plan Outreach Campaign

Announce:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Campaign Planner started.
Checking environment...
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

---

STEP 0 — Check Environment

Read .env using the Read tool (do NOT source it — values may contain semicolons or special characters that break shell parsing). Extract token values by reading the file content directly.

Required:

• PSQUARED_CRM_TOKEN — for querying and updating CRM opportunities and creating campaigns

If the .env file is missing or the token is absent, stop immediately and ask the user to provide it.

Once verified, announce: Environment OK. Finding unassigned demos...

---

STEP 1 — Find Unassigned OK_TO_SEND Opportunities

Query CRM for InboxMate opportunities at SCREENING stage with demoStatus = OK_TO_SEND and no campaignId yet. Rules:

• outreachType: { eq: INBOXMATE } — campaigns here are InboxMate-only. Services opportunities use their own flow (/find-services-leads handles the drafts directly). Museum opportunities (INBOX_MATE_MUSEUM) are excluded automatically by this filter and have their own future flow.
• noOutreach: { eq: false } — never touch opportunities flagged do-not-contact (e.g. Austrian companies, unsubscribed).
• Post-fetch: also pull company { outreachFor } and drop any opportunity whose company contains PERSONAL_ONLY. PERSONAL_ONLY companies are Martin's private contacts and must never be put into a campaign, even if someone manually created an opportunity on them.

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $PSQUARED_CRM_TOKEN" \
  -d "{\"query\":\"{ opportunities(first: 200, filter: { stage: { eq: SCREENING }, demoStatus: { eq: OK_TO_SEND }, campaignId: { is: NULL }, noOutreach: { eq: false }, outreachType: { eq: INBOXMATE } }) { edges { node { id outreachType demoType company { id name outreachFor } } } totalCount } }\"}"

After the response lands, filter out any edge where node.company.outreachFor contains PERSONAL_ONLY. Announce how many were dropped for that reason.

Campaigns are single-type. Group the remaining opportunities by demoType (null counts as CHATBOT). If both CHATBOT and INBOX demos are waiting, plan SEPARATE campaigns — never mix types in one campaign, because /setup-email-drafts routes the email template per campaign batch and the offer copy differs (chatbot deal vs "Inbox-Test starten"). Present both groups to the user and run STEP 2–4 once per group.

Announce:

Found [totalCount] demos ready for campaign assignment:
  1. [Company A]
  2. [Company B]
  ...

If none found, announce "No demos ready — run /review-demos first." and stop.

---

STEP 2 — Confirm Campaign Details with User

Present the list and ask the user to confirm:

1. Which opportunities to include — default is all of them. The user may exclude specific companies by name.

2. Campaign name — suggest the format Week [N] — [Month YYYY] based on today's date (e.g. "Week 14 — April 2026").

3. Offer text (offerText) — the value proposition shown on demo pages. Must be in German and time-limited in nature. Examples:

   • "Jetzt starten und bis zu 50% Rabatt im ersten Jahr sichern"
   • "Ihren KI-Assistenten jetzt aktivieren — Sonderkonditionen sichern"
   • Never use generic text like "Kostenlose Erstberatung"

4. Offer deadline (offerExpiresAt) — suggest 14 days from today as ISO date (e.g. 2026-04-09T23:59:59.000Z).

Wait for the user's response before proceeding.

---

STEP 3 — Create Campaign in CRM

Once the user has confirmed all details, create the campaign:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $PSQUARED_CRM_TOKEN" \
  -d "{\"query\":\"mutation { createCampaign(data: { name: \\\"[name]\\\", offerText: \\\"[offerText]\\\", offerExpiresAt: \\\"[ISO date]\\\" }) { id name } }\"}"

Save the returned campaignId — you need it for the next step and the final report.

Announce: Campaign "[name]" created (ID: [campaignId])

---

STEP 4 — Link Opportunities to Campaign

For each selected opportunity, update its campaignId. Do this sequentially — Twenty CRM does not support batch mutations reliably.

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $PSQUARED_CRM_TOKEN" \
  -d "{\"query\":\"mutation { updateOpportunity(id: \\\"[oppId]\\\", data: { campaignId: \\\"[campaignId]\\\" }) { id } }\"}"

Announce after each: Linked: [Company Name]

---

STEP 5 — Report

Announce:

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Campaign planned.

Campaign: [name]
Deadline: [offerExpiresAt, human-readable]
Offer:    [offerText]

Linked opportunities ([N]):
  - [Company A]
  - [Company B]
  ...

Next step: /setup-email-drafts
→ Campaign ID: [campaignId]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━