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Simplify the research partner workflow - #32

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filmacedo merged 5 commits into
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codex/simplify-research-partner-workflow
Sep 19, 2026
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filmacedo merged 5 commits into
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codex/simplify-research-partner-workflow

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@filmacedo

@filmacedo filmacedo commented Sep 19, 2026 •

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The research-partner skills still modeled three fixed target profiles, separate hypothesis iterations, and an outreach management schema that no longer matches the live Notion workflow.

This change aligns all three skills with the simpler operating loop: Goal → Segment rules → List → Review → Learning → Refinement → Outreach. It makes Source list the attribution path from outreach to segment and goal, standardizes the seven Company Brain headings, removes the obsolete company-context companion template, and keeps one shared workflow/schema contract so the skills cannot drift.

The final audit removed duplicated schemas, brittle tool-level instructions, repeated safety prose, and the rigid three-draft outreach pattern. The three skills plus shared contract are 1,447 words, down from 2,584 in the first revision.

Evaluation:

  • six deterministic contract tests run in CI
  • five model-based fixture cases cover all three skills
  • the stabilized behavioral suite passed 5/5 in one clean run
  • the previously variable completed-review case then passed three consecutive runs
  • fixtures exercise canonical dashboard reuse, partial review continuation, completed-review refinement, Source-list attribution, and connector-versus-target outcomes
  • a live smoke used a disposable noticed team and duplicated Notion dashboard to verify the Company Brain, Segments, Lists, review configuration, and attributed unsent Outreach flow
  • no customer workspace was changed and no message was sent

Validation:

  • quick_validate.py passes for all three skills
  • relative references and plugin registration pass
  • python3 -m unittest discover -s tests -v passes
  • git diff --check passes

@chatgpt-codex-connector

chatgpt-codex-connector Bot commented Sep 19, 2026 •

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Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-09-19T08:50:46.769324Z 3dc7b7d PR opened
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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 3dc7b7d9df

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

Codex can also answer questions or update the PR. Try commenting "@codex address that feedback".

Comment thread skills/daily-opportunities/SKILL.md Outdated
Comment thread skills/daily-opportunities/SKILL.md Outdated
@filmacedo
filmacedo merged commit 0a67c7d into main Sep 19, 2026
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@filmacedo
filmacedo deleted the codex/simplify-research-partner-workflow branch September 19, 2026 14:25
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