Jess Implementation Roadmap

Full legacy body rendered for humans

Jess Implementation Roadmap

Phase 0: Confirm Source Of Truth

Goal: decide where Jess runtime state lives.

Tasks:

• inspect current B2BEA.org podcast tables and content model
• inspect old CCOS/OpenBrain podcast tables if still available
• decide canonical runtime database for podcast_guests, podcast_episodes, and podcast_handoffs
• map Google Drive Podcast/Public Podcast folder IDs and access rules
• confirm whether Slack digest remains the notification channel or moves to cockpit inbox

Exit criteria:

• one database/source-of-truth decision is recorded
• table ownership and write boundaries are clear

Phase 1: Rebuild Jess V1 Checker

Goal: reproduce the useful old behavior in the current RedKey/B2BEA environment.

Tasks:

• implement a read-only pipeline checker against canonical podcast tables
• port status grouping and alert rules from old pipeline_checker.py
• produce a structured JSON report plus human digest
• run manually in dry-run mode
• verify against seeded or live podcast rows

Exit criteria:

• daily digest can be generated without writing or sending anything
• urgent/stale logic is covered by tests or fixtures

Phase 2: Approval And Drafting Loop

Goal: turn flags into reviewable action drafts.

Tasks:

• add draft generation for booking, bio/headshot, follow-up, logistics, content-kit delivery
• route external drafts to Justin approval instead of sending
• create internal handoff notes for Mahesh and Mia
• log every draft/action recommendation with episode/guest linkage

Exit criteria:

• Jess can create drafts and handoff records
• no external send occurs without explicit approval

Phase 3: Asset And Folder Checks

Goal: make Jess aware of whether required files and links exist.

Tasks:

• connect Google Drive folder lookup
• detect headshots and guest assets
• validate Riverside/recording links and episode folders
• flag missing assets before recording date

Exit criteria:

• digest includes asset readiness
• missing required files generate precise action items

Phase 4: Publishing Enrichment

Goal: connect production outputs to B2BEA.org podcast pages.

Tasks:

• sync or ingest Buzzsprout episode metadata
• match YouTube videos to episodes
• write enriched episode metadata to the publishing source
• support Cloudflare-direct episode serving if still desired

Exit criteria:

• new podcast episodes can appear on B2BEA.org without manual rebuild dependency, if architecture confirms that direction

Phase 5: RedKey Role Queue Integration

Goal: move Jess from script/digest to coordinated agent work.

Tasks:

• register or use roles.podcast
• define task types: pipeline_check, draft_guest_email, check_assets, create_handoff, prepare_content_kit, publishing_enrichment
• connect Jess outputs to RedKey task completion and Studio artifact/readiness flow
• add completion contracts and blocked states

Exit criteria:

• Jess can claim podcast tasks and complete them through RedKey governance
• daily digest remains a view, not the only execution path

First Recommended Next Action

Start with Phase 0 as a short discovery pass. Do not build the new runner until the canonical runtime database is confirmed.

Phase 0A: Lock The Two Intake Automations

This project now has two primary triggers:

1. Calendar event titled or classified as Video Interview.

2. Justin names a person to invite.

Before rebuilding the runner, confirm:

• exact calendar title/classifier rules for video interviews
• scheduling link Jess should include when the guest has not scheduled yet
• whether Jess can auto-send the first guest email or must create Gmail drafts for Justin approval
• whether the guest Drive folder should be shared directly with the guest or only linked in email after sharing is configured
• canonical folder scaffold under Drive parent 1GFSuUmhMCHhGjBN7EcPrYDDzIUp35CGT

Phase 1A: Drive Scaffold And Prep Doc Generator

Goal: make the immediate scaffold the first operational feature, not a later asset check.

Tasks:

• create episode folder under the B2BEA podcast parent
• create subfolders: Headshots and Photos Here, Finished Videos, Content Kit, Shorts, Intro Recording
• create native Google Doc: Podcast Show Prep - {Guest Name}
• generate the reusable top/bottom prep sections
• fill the middle conversation threads from email/calendar/context/research
• store folder/doc IDs on the podcast record
• generate the immediate guest email

Exit criteria:

• from either intake path, Jess can produce a folder, prep doc, and email draft in one run

Phase 1B: One-Week Readiness Reminder

Goal: prevent guests from arriving unprepared or missing headshots/photos.

Tasks:

• find scheduled video interviews exactly or approximately one week out
• check Headshots and Photos Here for image files
• check the prep doc for guest review/edit/comment signal where available
• generate a reminder email if headshots or prep review are missing
• include folder link and prep doc link
• avoid duplicate reminders unless a separate 48-hour rule is approved

Exit criteria:

• every scheduled podcast has a one-week readiness check result
• missing headshots/prep review produces one clear reminder draft/send

Phase 2B: Post-Recording Lifecycle Recovery

Goal: recover the full approved CCOS Jess post-recording design.

Tasks:

• implement or map episode_recorded trigger with transcript path and Riverside URL
• extract best quotes, topic tags, and clip timestamps
• generate post-recording assets: Justin article, guest article, Justin/guest LinkedIn posts, teleprompter intro, YouTube metadata, Buzzsprout description
• create Justin calendar event for teleprompter intro
• notify Mahesh with Riverside link, episode folder, Finished Videos folder, and clip requests
• collect publish date and title selections from Justin
• build guest content kit once publish date is approved
• generate thumbnails/quote cards/carousels after title selection
• scan Finished Videos and Shorts folders during in_production
• advance to ready_for_approval when Mahesh/video assets are present
• show Justin a grouped asset approval summary once per day

Exit criteria:

• recorded episodes no longer just sit at recorded; Jess turns them into assets, handoffs, and approval-ready packages