majiayu000 AI-Native Workflow Skill
"I can only show you the door. You're the one that has to walk through it."
Overview
Transform pipeline operations into AI-native workflows using Jeff Su's 4 Habits framework, fully integrated with the Nebuchadnezzar v3.4 infrastructure.
Core Principle: AI drafts, you decide timing and personal touches.
The 4 Habits
| Habit | Purpose | Integration Point |
|---|---|---|
| AI Breadcrumbs | Hyperlink AI chats to workspace | HubSpot Notes + Git _NOTES.md |
| AI Swipe Files | Provide examples of excellent work | references/swipe-files/ by stage + mode |
| AI-First Task Planning | Map tasks as Manual/AI before projects | references/task-templates.md |
| Prompts Database | Save working prompts by use case | references/prompt-library.md |
Mode System: Blue Pill vs Red Pill
Blue Pill Mode (Customer-Facing)
External communication that goes to prospects/customers.
| Stage | Swipe File | Content Type |
|---|---|---|
| [00→01] | discovery-outreach.md |
Cold outreach, follow-up cadence |
| [04] | proposal-followups.md |
Day 1/3/7/10/14 follow-ups |
| [08→09] | winbacks.md |
Re-engagement emails |
| All | patterns-summary.md |
Golden rules, quick diagnosis |
Red Pill Mode (Internal Analysis)
Internal work products that stay in the system.
| Analysis Type | Swipe File | Output |
|---|---|---|
| PLD Analysis | internal-analysis.md |
Customer Shipping Analysis |
| Transit Report | internal-analysis.md |
Transit Performance Summary |
| Brand Scout | internal-analysis.md |
Lead Intelligence Report |
| Discovery Prep | internal-analysis.md |
Call Prep Sheet |
| Meeting Debrief | internal-analysis.md |
HubSpot Note |
| Deal Snapshot | internal-analysis.md |
Pipeline Position |
Workflows
Swipe File Lookup
When user asks for "winning email" or "what worked" for a stage:
- Identify pipeline stage ([00], [02], [04], [09], etc.)
- Determine mode: Blue Pill (external) or Red Pill (internal)
- Load appropriate swipe file from
references/swipe-files/ - Present pattern + verbatim example
- Adapt to current prospect context
Quick Routing:
"Need to reach out cold" → discovery-outreach.md
"Proposal follow-up" → proposal-followups.md
"Win them back" → winbacks.md
"Analyze this data" → internal-analysis.md
"What's the pattern?" → patterns-summary.md
Task Mapping (YOU vs AI)
When user needs M/AI decisions for a task:
- Identify stage transition or activity type
- Load
references/task-templates.md - Present YOU vs AI grid with granular breakdown
- Suggest specific tools/commands for AI tasks
- Identify swipe file for reference
Example Output:
STAGE: [02]→[03] Discovery Complete → Rate Creation
YOU TASKS:
- Review discovery notes
- Submit rate request
- Follow up with pricing
AI TASKS:
- Draft data request email → /create-followup
- Run shipping analysis → analysis_skill.md
- Generate Customer Shipping Analysis → internal-analysis.md
SWIPE FILE: internal-analysis.md (PLD Analysis pattern)
Breadcrumb Anchoring
When user says "anchor this" or conversation produced reusable output:
- Primary anchor: HubSpot deal notes via
/log-activity - Secondary anchor: Git deal folder
_NOTES.mdorCustomer_Relationship_Documentation.md - Cross-link: Include "Full analysis: See [Deal]_Folder/_NOTES.md" in HubSpot
10-Minute Rule: If conversation >10 minutes OR produces reusable output → anchor immediately.
Anchor Destinations by Output Type:
| Output | Primary | Secondary |
|---|---|---|
| Email draft | — (it gets sent) | — |
| Meeting debrief | HubSpot Note | Deal folder |
| PLD analysis | Deal folder | HubSpot summary |
| Brand Scout | Brand Scout Reports/ |
HubSpot company |
| Deal snapshot | HubSpot Note | — |
Prompt Lookup
When user asks "what command for X" or needs a battle-tested prompt:
- Check
references/prompt-library.mdfor command - Provide usage syntax and reliability rating
- Match command to current stage
- Suggest alternatives if primary doesn't fit
Reference Files
| File | Load When | Mode |
|---|---|---|
references/swipe-files/discovery-outreach.md |
[00→01] cold outreach | Blue Pill |
references/swipe-files/proposal-followups.md |
[04] email follow-ups | Blue Pill |
references/swipe-files/winbacks.md |
[08→09] re-engagement | Blue Pill |
references/swipe-files/patterns-summary.md |
General "what works" | Both |
references/swipe-files/internal-analysis.md |
PLD, Brand Scout, Snapshots | Red Pill |
references/task-templates.md |
Task planning, YOU vs AI | Both |
references/prompt-library.md |
Command lookup | Both |
Quick Reference
Swipe File by Stage
| Stage | Blue Pill (External) | Red Pill (Internal) |
|---|---|---|
| [00] Lead Gen | discovery-outreach.md |
Brand Scout reports |
| [01] Discovery Scheduled | discovery-outreach.md |
Discovery Prep Sheet |
| [02] Discovery Complete | patterns-summary.md |
Meeting Debrief |
| [03] Rate Creation | patterns-summary.md |
Customer Shipping Analysis |
| [04] Proposal Sent | proposal-followups.md |
Deal Snapshot |
| [05] Setup Docs | patterns-summary.md |
— |
| [06] Implementation | — | — |
| [07] Closed Won | — | — |
| [08] Closed Lost | winbacks.md |
Loss analysis |
| [09] Win-Back | winbacks.md |
— |
Core Commands (High Reliability)
/brand-scout:scout [Company] # Lead research
/check-lead [Company] # HubSpot duplicate check
/add-lead [Company] # Create company + contacts
/cvm-goals weekly # Pipeline dashboard
/check-tasks # Daily task review
python unified_sync.py 9am # Morning sync
python unified_sync.py eod # End-of-day sync
Support Commands (Medium Reliability)
/create-followup # Draft follow-up email
/deal-snapshot [Deal] # Quick status
/update-deal # Stage change
/log-activity # Anchor breadcrumb
/meeting-summary # Summarize call
/pipeline-health # Stage analysis
Integration Points
HubSpot Stage IDs
Discovery Scheduled: 1090865183
Discovery Complete: d2a08d6f-cc04-4423-9215-594fe682e538
Rate Creation: e1c4321e-afb6-4b29-97d4-2b2425488535
Proposal Sent: d607df25-2c6d-4a5d-9835-6ed1e4f4020a
Setup Docs: 4e549d01-674b-4b31-8a90-91ec03122715
Implementation: 08d9c411-5e1b-487b-8732-9c2bcbbd0307
Closed Won: 3fd46d94-78b4-452b-8704-62a338a210fb
Closed Lost: 02d8a1d7-d0b3-41d9-adc6-44ab768a61b8
File Paths
Deal folders: [XX-STAGE]_Deal_Name/
Brand Scout: Brand Scout Reports/
Templates: Communication-Systems/Templates/
Daily log: _DAILY_LOG.md
Sync reports: sync_reports/
Existing Skills (Reference, Don't Duplicate)
| Skill | Purpose | When to Use Instead |
|---|---|---|
brand_scout_skill.md |
Lead research | Deep company research |
cvm-white-glove-sales-process |
Stages 02-07 process | 38 Questions framework |
december-pipeline-priming |
Q1 campaign templates | GRI-timed outreach |
analysis_skill.md |
PLD/shipping analysis | Full 9-tab Excel reports |
nate-jones-deliberate-practice |
Artifact evaluation | Self-scoring |
Daily Workflow Integration
Morning (9am):
1. Run sync: python unified_sync.py 9am
2. Review pipeline health
3. Pick 3 priority actions (YOU decision)
4. Load task-templates.md for YOU vs AI split
5. Execute micro-actions
Throughout Day:
- Before email: Check swipe file for stage
- After call: Anchor meeting debrief (10-min rule)
- When stuck: Check prompt-library.md
End of Day:
1. Run sync: python unified_sync.py eod
2. Anchor any unanchored outputs
3. Clear or reschedule remaining tasks
Anti-Patterns
NEVER:
- Send AI drafts without review
- Skip checking swipe file before writing
- Invent prompts when battle-tested ones exist
- Let AI outputs disappear (10-minute rule)
- Use Blue Pill patterns for internal analysis
- Use Red Pill patterns for customer emails
ALWAYS:
- Check swipe file BEFORE drafting
- Review and personalize AI drafts
- Anchor outputs within 10 minutes
- Map YOU vs AI before complex tasks
- Match command to current stage
Skill Version: 2.0 Last Updated: December 2025 Framework: Jeff Su's 4 Habits + Nebuchadnezzar v3.3