Initial commit

This commit is contained in:
Zhongwei Li
2025-11-29 18:31:04 +08:00
commit f0923fb5f4
12 changed files with 421 additions and 0 deletions

View File

@@ -0,0 +1,24 @@
{
"name": "marketing-automation",
"description": "Lifecycle journey orchestration, workflow configuration, and automation governance",
"version": "1.0.0",
"author": {
"name": "GTM Agents",
"email": "opensource@intentgpt.ai"
},
"skills": [
"./skills/lifecycle-mapping/SKILL.md",
"./skills/workflow-testing/SKILL.md",
"./skills/data-governance/SKILL.md"
],
"agents": [
"./agents/journey-architect.md",
"./agents/nurture-operator.md",
"./agents/data-orchestrator.md"
],
"commands": [
"./commands/orchestrate-journey.md",
"./commands/configure-workflow.md",
"./commands/monitor-automation.md"
]
}

3
README.md Normal file
View File

@@ -0,0 +1,3 @@
# marketing-automation
Lifecycle journey orchestration, workflow configuration, and automation governance

View File

@@ -0,0 +1,27 @@
---
name: data-orchestrator
description: Ensures the right data, consent, and attribution signals power automation workflows end to end.
model: haiku
---
# Data Orchestrator Agent
## Responsibilities
- Map data contracts between product analytics, CDP, CRM, MAP, and warehouse.
- Define event/field requirements, transformation logic, and SLAs.
- Monitor data freshness, consent flags, and suppression policies.
- Coordinate with RevOps/Analytics to govern identities, lead routing, and scoring.
## Operating Flow
1. **Source Audit** inventory events, properties, schemas, retention rules.
2. **Transformation Plan** define enrichment, normalization, dedupe, and ID resolution steps.
3. **Delivery Blueprint** specify reverse ETL jobs, API/webhook payloads, failsafes.
4. **Compliance Check** consent management, regional policies, kill switches.
5. **Monitoring** dashboards + alerts for data delays, drift, schema changes.
## Outputs
- Data enablement spec for each journey (fields, sources, freshness, owners).
- Incident response runbook for data failures.
- Change log documenting schema/version updates.
---

View File

@@ -0,0 +1,27 @@
---
name: journey-architect
description: Designs multi-channel automation programs spanning email, in-app, SMS, and webhooks.
model: sonnet
---
# Journey Architect Agent
## Responsibilities
- Translate lifecycle goals into audience segmentation, trigger logic, and branching.
- Map orchestration patterns that reuse modular steps and integrate other GTM systems.
- Coordinate with campaign, ops, product, and legal teams to align SLAs and compliance.
- Maintain documentation and measurement frameworks for every automation track.
## Workflow
1. **Brief Intake** capture goal, personas, channels, success metrics.
2. **Data Audit** inventory events, fields, consent, suppression logic.
3. **Journey Blueprint** draft entry criteria, steps, waits, decision branches, fallbacks.
4. **Resource Plan** identify creative assets, API/webhook calls, engineering dependencies.
5. **QA & Measurement** define test plan, launch gates, dashboards, and experiment ideas.
## Outputs
- Journey diagram + configuration spec (JSON/YAML) for MA platforms.
- SLA + compliance checklist per channel and region.
- Experiment backlog and change-log for future iterations.
---

View File

@@ -0,0 +1,27 @@
---
name: nurture-operator
description: Configures automation workflows inside MAP/CRM tools, ensuring assets, personalization, and QA are production-ready.
model: haiku
---
# Nurture Operator Agent
## Responsibilities
- Build automation flows (HubSpot, Marketo, Iterable, Braze, Customer.io) per blueprint.
- Configure personalization tokens, dynamic content blocks, and conditional branches.
- Set up wait timers, throttling, re-entry logic, and suppression lists.
- Run QA (seed list tests, device/browser checks, accessibility, compliance).
## Implementation Flow
1. **Blueprint Intake** confirm triggers, branching, assets, and SLAs.
2. **Asset Wiring** attach emails/SMS/push, configure tracking, set UTMs.
3. **Logic Build** implement splits, scoring rules, webhook/API steps.
4. **QA & Approvals** run multi-channel tests, gather stakeholder approvals, document evidence.
5. **Launch + Monitoring** schedule go-live, set alerting, watch logs and performance.
## Deliverables
- Workflow configuration notes + screenshots.
- QA checklist results and sign-offs.
- Monitoring dashboard links and alert thresholds.
---

View File

@@ -0,0 +1,32 @@
---
name: configure-workflow
description: Produces implementation instructions for building the automation inside MAP/CRM tools, including QA steps.
usage: /marketing-automation:configure-workflow --journey onboarding --platform hubspot
---
# Command: configure-workflow
## Inputs
- **journey** reference journey ID or description.
- **platform** automation platform (hubspot, marketo, braze, iterable, customerio, etc.).
- **assets** optional list of email/SMS/push templates to wire.
- **qa_mode** true/false to include full regression suite.
## Workflow
1. **Blueprint Sync** pull orchestration diagram + requirements.
2. **Platform Mapping** translate logic into platform-specific objects (smart lists, workflows, campaigns, journeys).
3. **Configuration Steps** detailed instructions for triggers, branches, waits, webhook/API calls, personalization tokens.
4. **QA Matrix** build test plan (seed recipients, device/browser, fallback paths, compliance checkpoints).
5. **Launch Checklist** approvals, scheduling, monitoring, rollback plan.
## Outputs
- Step-by-step build guide with screenshots/snippets.
- QA checklist and evidence log template.
- Launch readiness form (owners, go-live date, monitoring links).
## Agent/Skill Invocations
- `nurture-operator` executes build tasks.
- `workflow-testing` skill ensures QA rigor.
- `data-orchestrator` validates data/suppression wiring.
---

View File

@@ -0,0 +1,32 @@
---
name: monitor-automation
description: Generates reporting + alerting plan to track automation health, experiment performance, and SLA compliance.
usage: /marketing-automation:monitor-automation --journey onboarding --window 14d --metrics "activation,retention"
---
# Command: monitor-automation
## Inputs
- **journey** automation identifier.
- **window** reporting cadence (7d, 14d, 30d, rolling).
- **metrics** comma-separated KPIs (activation, retention, revenue, NPS, pipeline).
- **experiments** optional list of A/B/C tests to track.
## Workflow
1. **KPI Mapping** align goals to metrics, data sources, attribution windows.
2. **Instrumentation Audit** confirm events/fields exist, dashboards, alerts, and experiment IDs.
3. **Insight Generation** highlight drop-offs, bottlenecks, fatigue, list growth, deliverability, suppression trends.
4. **Action Plan** recommend experiments, content refresh, cadence tweaks, or routing updates.
5. **Governance** log changes in journey changelog, assign owners, set follow-up dates.
## Outputs
- Dashboard spec (Looker/Tableau/GDS) plus SQL snippets.
- Weekly digest template with insights + recommended actions.
- Alert configuration guide (Amplitude/Braze/Husky) for SLA breaches.
## Agent/Skill Invocations
- `data-orchestrator` ensures accurate instrumentation.
- `workflow-testing` skill sets up regression tests/alerts.
- `lifecycle-mapping` skill contextualizes metrics by stage.
---

View File

@@ -0,0 +1,33 @@
---
name: orchestrate-journey
description: Generates an end-to-end automation blueprint with trigger logic, steps, and measurement.
usage: /marketing-automation:orchestrate-journey --goal onboarding --persona founders --channels "email,SMS,in-app"
---
# Command: orchestrate-journey
## Inputs
- **goal** lifecycle stage or desired outcome (onboarding, expansion, renewal, retention).
- **persona** audience segment with shared needs.
- **channels** comma-delimited list of active channels.
- **length** optional number of total steps.
- **constraints** legal, compliance, or SLA notes.
## Workflow
1. **Brief Parsing** gather goals, KPIs, constraints.
2. **Trigger & Entry Mapping** define events, qualification, suppression, re-entry rules.
3. **Journey Design** outline each step with channel, content objective, personalization, fallback logic.
4. **Data/Asset Plan** list required fields, APIs, assets, owners, and deadlines.
5. **Testing & Measurement** propose QA plan, launch gates, dashboards, experiments.
## Outputs
- Journey diagram (mermaid) with branching logic.
- Configuration spec (JSON/YAML) for MAP/CRM systems.
- Measurement plan with KPIs, alerts, and experiment backlog.
## Agent/Skill Invocations
- `journey-architect` drives strategy and blueprint.
- `lifecycle-mapping` skill enforces best-practice cadence and segmentation.
- `data-orchestrator` confirms data requirements.
---

77
plugin.lock.json Normal file
View File

@@ -0,0 +1,77 @@
{
"$schema": "internal://schemas/plugin.lock.v1.json",
"pluginId": "gh:gtmagents/gtm-agents:plugins/marketing-automation",
"normalized": {
"repo": null,
"ref": "refs/tags/v20251128.0",
"commit": "21e04f369e3ac47063b9693008ad189ec77f2db9",
"treeHash": "7f398218b59ef8838750337d3ba4f1100ff2d7f8ec423344eba0d2665a60cf71",
"generatedAt": "2025-11-28T10:17:08.974305Z",
"toolVersion": "publish_plugins.py@0.2.0"
},
"origin": {
"remote": "git@github.com:zhongweili/42plugin-data.git",
"branch": "master",
"commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
"repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data"
},
"manifest": {
"name": "marketing-automation",
"description": "Lifecycle journey orchestration, workflow configuration, and automation governance",
"version": "1.0.0"
},
"content": {
"files": [
{
"path": "README.md",
"sha256": "13c936f39920d56cab1f1fd3896303203a70b7db38a4fa90d02ee575432586ab"
},
{
"path": "agents/data-orchestrator.md",
"sha256": "ae49f9e8268c91ecfd1c3bde788499ee4a60385acef80a76998bd14a13497f9e"
},
{
"path": "agents/nurture-operator.md",
"sha256": "67ccfbc27621696cdcad5e2e9168ec5ab30586581e3e640db88f46e4b3c7b7ea"
},
{
"path": "agents/journey-architect.md",
"sha256": "427f3ec8a52247fed00fab9799eac2316db4a5f723f001d1c14b58dd1a8e7162"
},
{
"path": ".claude-plugin/plugin.json",
"sha256": "fb52e213a01bf75e0f038b23ec729b7844e3e69f9714543d2523a204d84dd3e9"
},
{
"path": "commands/monitor-automation.md",
"sha256": "8039eb31a15840175da56e0bf90dfd03f8e0458434e907a7de7d6569b4ebf955"
},
{
"path": "commands/configure-workflow.md",
"sha256": "04794c9b4961969a71634c795503964c3fc79b6c51dabdb3e2f10b16449da938"
},
{
"path": "commands/orchestrate-journey.md",
"sha256": "1d435fd09a5ef51b52d315e669efbe75d5102eca87accac946eb2461775751e3"
},
{
"path": "skills/workflow-testing/SKILL.md",
"sha256": "db6e9ded15543bf2b17a837a6ca6ad74bad1e6a7668f3951d09c42246d4d1b1a"
},
{
"path": "skills/data-governance/SKILL.md",
"sha256": "48a0783cc7e379bd22da218ea3560fa47742d4056969af0b64be2e5762e5ab3e"
},
{
"path": "skills/lifecycle-mapping/SKILL.md",
"sha256": "413bdbfbc0c1c034205eb708ca3799f27e80953cebd47b6d30e86d51399d1cee"
}
],
"dirSha256": "7f398218b59ef8838750337d3ba4f1100ff2d7f8ec423344eba0d2665a60cf71"
},
"security": {
"scannedAt": null,
"scannerVersion": null,
"flags": []
}
}

View File

@@ -0,0 +1,31 @@
---
name: data-governance
description: Use when defining data contracts, consent policies, and monitoring for
automation programs.
---
# Automation Data Governance Skill
## When to Use
- Launching new journeys requiring cross-system data sharing.
- Auditing consent/suppression logic across email/SMS/in-app.
- Investigating data quality incidents impacting automation.
## Framework
1. **Data Contracts** document required fields/events, owners, freshness SLAs, fallback behavior.
2. **Consent & Compliance** track opt-in types, regional consent, TTL, audit trails.
3. **Identity Resolution** ensure consistent IDs across product, CRM, MAP, CDP.
4. **Monitoring** dashboards/alerts for data latency, schema changes, null spikes.
5. **Change Management** versioning, rollback, and communication paths.
## Templates
- Data requirements matrix (journey → fields/events → source → owner → SLA).
- Consent policy doc (channel, region, legal basis, suppression rules).
- Incident log + RCA template.
## Tips
- Set automated kill switches when critical fields are stale or missing.
- Collaborate with security/legal on retention + privacy impact assessments.
- Align governance cadences with quarterly automation retros.
---

View File

@@ -0,0 +1,71 @@
---
name: lifecycle-mapping
description: Use when designing automation programs aligned to lifecycle stages, SLAs,
and GTM objectives.
---
# Lifecycle Mapping Frameworks Skill
## When to Use
- Blueprinting onboarding, expansion, renewal, or churn-prevention journeys.
- Aligning automation programs with account stages, ICP tiers, or health scores.
- Auditing existing programs for gaps or over-saturation.
## Framework
1. **Stage Definition** awareness, activation, adoption, expansion, advocacy (customize per business).
2. **Signal Library** activation events, product usage milestones, score thresholds, purchase behaviors.
3. **Touch Architecture** how many touches per stage, channel mix, personal vs automated.
4. **SLA Matrix** entry/exit criteria, owner, response time, success metrics.
5. **Experiment Layer** embed test slots to iterate hooks, cadences, or offers per stage.
## Templates
- Lifecycle heat map (stage vs metric vs automation coverage).
- SLA worksheet (stage, trigger, owner, time-to-response, fallback).
- Journey backlog board (ideas, prioritized, building, live, measuring).
- **GTM Agents Campaign Planning Checklist** captures marketing director playbook @puerto/README.md#183-212.
- **KPI Guardrails Sheet** track reach, engagement, SQL impact, CAC payback with min/max thresholds.
- **Status Packet Template** weekly single-slide update mirroring GTM Agents project-manager format @puerto/TEAM-STRUCTURE.md#193-204.
## Tips
- Limit simultaneous journeys per contact; define prioritization rules.
- Include manual checkpoints (CSM/AE) for high-touch segments.
- Document every assumption so experiments can deliberately challenge them.
- Lock KPIs before build starts and refuse scope creep until metrics + owners are confirmed.
- Borrow GTM Agents's cadence: **Plan → Build → QA → Launch → Inspect** so reporting lines know when to approve or intervene.
- Pair every automation change with a "rip-cord" procedure the Sales Director or Ops Lead can trigger if leading indicators degrade.
## GTM Agents Campaign Blueprint (Adopted)
Use this five-stage blueprint when large GTM initiatives require orchestration across demand gen, lifecycle, and RevOps teams:
1. **Stage 1 Briefing & Alignment**
- Confirm objective, ICP, offer, timeline, and budget.
- Capture cross-functional stakeholders (Marketing Director, Sales Director, RevOps Lead) and escalation paths.
2. **Stage 2 Architecture**
- Map lifecycle stages to channels + automations.
- Define entry/exit criteria, personalization logic, and compliance constraints.
- Assign data availability checks (Serena) + documentation pulls (Context7) if needed.
3. **Stage 3 Build & QA**
- Break work into swimlanes (journey build, content, data, QA) and track in backlog.
- Require Playwright or similar browser QA for every externally facing experience.
4. **Stage 4 Launch & Monitor**
- Set Day 0/Day 7 KPI guardrails (e.g., form conversion ≥ 4%, unsubscribe ≤ 0.4%).
- Route anomalies to the Operations Lead with a rollback procedure.
5. **Stage 5 Inspect & Iterate**
- Use Sequential Thinking to run structured retros (what worked, what failed, hypotheses for next wave).
- Feed learnings back into lifecycle heat map + SLA matrix.
## Status Reporting Template
```
Campaign: <Name>
Week Ending: <Date>
1. Highlights (wins, blockers, escalations)
2. KPI Snapshot (target vs actual vs guardrail)
3. Journey Coverage (stage, channel, live %)
4. Next 5 Actions (owner, due date)
5. Risks & Decisions Needed (include GTM Agents-style RAG)
```
Use this template to sync with Sales Director, Partnership Manager, and Project Manager counterparts each week.
---

View File

@@ -0,0 +1,37 @@
---
name: workflow-testing
description: Use when validating automation builds before launch or after significant
changes.
---
# Workflow Testing & QA Skill
## When to Use
- Any new automation or major revision prior to go-live.
- Regression testing after data, asset, or logic changes.
- Investigating deliverability, conversion, or routing anomalies.
## Framework
1. **Unit Tests** confirm each branch, wait step, and action path with seed contacts.
2. **Integration Tests** verify webhook/API calls, CRM updates, enrichment, scoring.
3. **Content QA** links, tracking, personalization tokens, accessibility, localization.
4. **Compliance** consent, suppression, GDPR/CASL/CCPA rules, regional requirements.
5. **Performance** throttle checks, concurrency, error handling, failover.
## Checklist
- Seed list matrix (personas, stages, regions, consent flags).
- Device/browser testing for email/SMS/push rendering.
- Logging + alerting validation.
- Rollback and kill switches documented.
## Templates
- QA evidence log (screenshot, recipient, status, owner).
- Incident runbook for automation failures.
- Release checklist referencing stakeholders.
## Tips
- Automate regression tests via APIs or synthetic users.
- Store test data separately and purge regularly to avoid reporting noise.
- Use feature flags to stage rollouts before full scale.
---