skinnyandbald/eos-scorecard-autopull

eos-scorecard-autopull

Enhanced weekly scorecard entry that synthesizes data from daily L10 meetings, Attio CRM, Google Calendar, Gmail, and the filesystem. Walks through each metric one at a time with a pre-populated suggestion, letting the user confirm or tweak before proceeding to the next metric.

This skill wraps ceos-scorecard -- it does NOT replace it. After interactive confirmation, it writes the file using the same format as ceos-scorecard Mode: Log Weekly.

When to Use

This skill is invoked by the /eos router when the user says "scorecard" and the session was triggered by eos-ritual.sh (cron) OR anytime the user wants to log scorecard numbers.

Prerequisites

• CEOS data root at 02_Areas/eos/ (per CLAUDE.md)
• Daily L10 meetings in 02_Areas/eos/data/meetings/l10/ (primary data source)
• Attio MCP server connected (for CRM deal data)
• Google Calendar MCP connected (for calendar events and attendee data)
• Gmail MCP connected (for email context on deals)

Process

Step 1: Determine the Week

Calculate the current ISO week (YYYY-WNN). Check if 02_Areas/eos/data/scorecard/weeks/YYYY-WNN.md already exists. If so, tell the user and ask if they want to update it.

Determine the week's date range (Monday through Sunday) for filtering queries.

Step 2: Read Metric Definitions

Read 02_Areas/eos/data/scorecard/metrics.md to get the 7 metrics, their goals, and green/red thresholds.

Step 3: Synthesize from Daily L10s (PRIMARY SOURCE)

This is the most important data source. Read all L10 meeting files from 02_Areas/eos/data/meetings/l10/ that fall within the scorecard week's date range.

For each L10 file in the week:

1. Read the full file
2. Extract from Headlines section: deal closings, revenue mentions, pipeline movement, content published, episodes shipped
3. Extract from Scorecard Review section: any metric values already discussed
4. Extract from IDS section: context about what's working/not working
5. Extract from To-Do Review section: completed actions that map to metrics (e.g., "sent 15 DMs" = Warm DMs data)
6. Extract from Conclude / New To-Dos section: commitments that indicate activity

Build a synthesis per metric by scanning all L10s for the week:

| Metric | What to look for in L10s | |--------|--------------------------| | Warm DMs Sent | To-do completions mentioning DMs, pipeline block activity, specific counts | | Content Pieces Published | Headlines about published content, to-dos about posting | | Dear Ben Episodes | Headlines about episodes, to-dos about recording/publishing | | Discovery Calls Booked | Headlines about new calls, meeting mentions with prospects | | Proposals Sent | Headlines about proposals, deals moving to "In Progress" | | Pipeline Value (New) | Headlines about new deals, deal values mentioned | | Revenue Collected | Headlines about payments received, deals closed/won |

Step 4: Auto-Pull from External Sources (run in parallel)

Run these queries to supplement/validate the L10 synthesis. Run independent queries in parallel.

4a. Attio CRM Queries

Query Attio for deal activity during the scorecard week:

1. Discovery Calls Booked -- Search deals at stage "Booked" with activity this week.
2. Proposals Sent -- Search deals at stage "In Progress" with activity this week.
3. Pipeline Value (New) -- Sum values of deals that changed stage this week.
4. Revenue Collected -- Search deals at stage "Won" with activity this week, sum values.

Attio query pattern:

search_records_advanced(
  resource_type: "deals",
  filters: {
    filters: [
      { attribute: { slug: "stage" }, condition: "equals", value: "<stage>" }
    ]
  },
  limit: 50
)

Then filter results by date in the current week. For each matching deal, use get_record_details to get the full record including value.

4b. Google Calendar Query

gcal_list_events(
  calendarId: "primary",
  timeMin: "YYYY-MM-DDT00:00:00",
  timeMax: "YYYY-MM-DDT23:59:59",
  timeZone: "America/Los_Angeles",
  condenseEventDetails: false
)

Use calendar events to cross-reference with Attio deals and identify unmapped meetings.

4c. Gmail Context (optional enrichment)

For deals found in Attio, optionally search Gmail for related correspondence. Keep lightweight -- only query for contacts associated with active deals.

4d. Filesystem Scans

1. Content Pieces Published -- 02_Areas/content-creation/2 published/ files with date prefix matching this week. Also check 1 drafts/ for Status: Published.
2. Dear Ben Episodes -- /Users/ben/code/dear-ben/content/episodes/ files with date prefix matching this week.

Step 5: Merge Sources and Resolve Conflicts

For each metric, merge the L10 synthesis with external source data:

• L10 says X, external source says Y -- Present both, flag the discrepancy, let the user decide.
• L10 says X, no external data -- Use L10 value as the suggestion.
• No L10 data, external source says Y -- Use external value as the suggestion.
• Neither source has data -- Suggest 0, note "no data found -- manual entry needed."

Priority order: User's words in L10s > CRM data > Calendar data > Filesystem > Default to 0.

Step 6: Walk Through Each Metric (Sequential Questions)

This is the core interaction. Present ONE metric at a time using AskUserQuestion. Each question shows:

• The metric name and goal
• The synthesized suggestion with evidence
• The source(s) it came from
• Status based on the suggested value

Walk through all 7 metrics in order. For each metric:

1. Show a brief summary of what was found:

   ### Warm DMs Sent (Goal: 50/week)
   
   Suggested: 23
   Sources:
   - Mon L10: "sent 8 DMs during pipeline block"
   - Wed L10: "15 DMs sent, mostly Hampton connections"
   - No data for Tue/Thu/Fri
   
   Status: off_track (goal: 50, red threshold: < 30)
   

2. Ask using AskUserQuestion with the suggested value as the default option:

   • Option 1: "23 (suggested)" -- accept the synthesized number
   • Option 2: "Different number" -- user provides the correct number in notes
   • Option 3 (if applicable): "0 -- didn't track" -- explicit zero

3. Record the confirmed value before moving to the next metric.

Key principle: The pre-populated suggestion should save the user time. If the L10s captured good data, the user just confirms. If not, they override. Either way, they only deal with one metric at a time.

Metric walk-through order:

1. Warm DMs Sent (manual-heavy, ask first to get it out of the way)
2. Content Pieces Published (filesystem + L10 data)
3. Dear Ben Episodes (filesystem + L10 data)
4. Discovery Calls Booked (Attio + Calendar + L10 data)
5. Proposals Sent (Attio + L10 data)
6. Pipeline Value (New) (Attio + L10 data)
7. Revenue Collected (Attio + L10 data)

Step 7: Compile Notes

After all 7 metrics are confirmed, auto-generate the Notes section:

For each metric, create a note line:

• **[Metric]: [Value] ([status])** -- [source/context from L10s and external data]

Include a "L10 Context" subsection summarizing key themes from the week's daily L10s (IDS issues tackled, major headlines, patterns).

Include a "Calendar Context" subsection listing key meetings from Google Calendar.

Include a "Data Sources" line: *Synthesized from: daily L10 meetings ([N] this week), Attio CRM (deals/stages), Google Calendar (meetings/attendees), Gmail (deal correspondence), filesystem (content/episodes).*

Step 8: Show Final Scorecard and Write

Present the complete scorecard table:

| Metric | Owner | Goal | Actual | Status |
|--------|-------|------|--------|--------|
| ... | ... | ... | ... | ... |

Ask: "Save this week's scorecard?"

On confirmation, write to 02_Areas/eos/data/scorecard/weeks/YYYY-WNN.md using the standard CEOS template format:

---
week: "YYYY-WNN"
date: "YYYY-MM-DD"
---

# Scorecard -- YYYY-WNN

*Logged: YYYY-MM-DD (date range)*

| Metric | Owner | Goal | Actual | Status |
|--------|-------|------|--------|--------|
| ... |

## Notes

- **Metric: Value (status)** -- context
...

## L10 Context (synthesized from daily meetings)

Key themes this week:
- [theme from IDS discussions]
- [pattern across multiple L10s]

## Calendar Context (auto-pulled)

Key meetings this week:
- [contact] ([date]) -- mapped to [deal] / unmapped

## Data Sources

*Synthesized from: daily L10 meetings ([N] this week), Attio CRM (deals/stages), Google Calendar (meetings/attendees), Gmail (deal correspondence), filesystem (content/episodes).*

Step 9: Flag Off-Track Items

For any off_track metric, note: "Off-track items should be discussed during today's L10."

If 3+ metrics are off track, add: "Consider whether this week was an anomaly or a pattern worth investigating."

Offer to commit the scorecard file.

Guardrails

• Never write the scorecard without user confirmation. The whole point is interactive review.
• One metric at a time. Don't dump all 7 metrics in one question. Walk through them sequentially so the user can focus.
• Show sources for every suggestion. Don't just show a number -- show where it came from (which L10, which Attio deal, which file).
• L10s are the primary source. They capture what the user actually said happened. CRM and calendar are validation/supplementation.
• Graceful degradation. If no L10s exist for the week, fall back to external sources only. If Attio/Calendar/Gmail MCP is unavailable, skip those queries. Don't fail the whole flow.
• Don't modify upstream CEOS files. Only write to 02_Areas/eos/data/scorecard/weeks/.
• Respect metric definitions. Use thresholds from metrics.md for status calculation.
• Keep it conversational. This runs in an interactive Claude Code session. Talk to the user, don't just dump data.

Integration

• Called by /eos router when user says "scorecard", "numbers", "metrics", or "log"
• Replaces direct routing to ceos-scorecard for the "Log Weekly" mode
• ceos-scorecard is still available for "Define Metrics" and "Trend Analysis" modes
• After writing, suggest running today's L10 if one hasn't been done yet