Files
ReachableCEO-AI-Homedir-Public/databank/collab/intake/workflows/PROCESSING_WORKFLOW.md

3.9 KiB

Intake Processing Workflow

Overview

This workflow describes the process for converting intake responses into synchronized human and LLM formats.

Workflow Steps

1. Response Collection

  • Receive completed intake templates
  • Validate completeness and basic formatting
  • Store in responses/ directory with timestamp and identifier
  • Create processing ticket/task in tracking system

2. Initial Processing

  • Parse structured response data
  • Identify sections requiring human review
  • Flag inconsistencies or unclear responses
  • Generate initial conversion drafts

3. Human Review and Validation

  • Review parsed data for accuracy
  • Validate against existing databank information
  • Resolve flagged issues and ambiguities
  • Approve or reject conversion drafts

4. Format Conversion

  • Convert validated data to human-friendly markdown
  • Convert validated data to LLM-optimized structured formats
  • Generate cross-references and links
  • Apply formatting standards and conventions

5. Synchronization

  • Update both ../human/ and ../llm/ directories
  • Maintain version history and change tracking
  • Update README and index files as needed
  • Validate synchronization integrity

6. Quality Assurance

  • Verify formatting consistency
  • Check cross-reference integrity
  • Validate change tracking accuracy
  • Confirm synchronization between formats

7. Documentation and Notification

  • Update processing logs and metrics
  • Notify stakeholders of updates
  • Archive processing artifacts
  • Close processing tickets/tasks

Automation Opportunities

Parsing and Validation

  • Automated YAML/JSON schema validation
  • Consistency checking against existing data
  • Completeness verification
  • Basic formatting normalization

Format Conversion

  • Template-driven markdown generation
  • Structured data serialization
  • Cross-reference generation
  • Index and navigation updating

Synchronization

  • Automated file placement and naming
  • Version tracking table updates
  • Conflict detection and resolution
  • Integrity verification

Manual Review Requirements

Complex Judgments

  • Interpretation of ambiguous responses
  • Resolution of conflicting information
  • Quality assessment of converted content
  • Approval of significant changes

Creative Tasks

  • Crafting human-friendly explanations
  • Optimizing LLM data structures
  • Designing intuitive navigation
  • Balancing detail and conciseness

Quality Gates

Gate 1: Response Acceptance

  • Response received and stored
  • Basic formatting validated
  • Completeness verified
  • Processing ticket created

Gate 2: Data Validation

  • Structured data parsed successfully
  • Inconsistencies identified and flagged
  • Initial drafts generated
  • Review tasks assigned

Gate 3: Human Approval

  • Manual review completed
  • Issues resolved
  • Conversion drafts approved
  • Quality gate checklist signed off

Gate 4: Format Conversion

  • Human-friendly markdown generated
  • LLM-optimized formats created
  • Cross-references established
  • Formatting standards applied

Gate 5: Synchronization

  • Both directories updated
  • Version tracking maintained
  • Integrity verified
  • Change notifications prepared

Gate 6: Quality Assurance

  • Formatting consistency verified
  • Cross-reference integrity confirmed
  • Change tracking accuracy validated
  • Final approval obtained

Metrics and Tracking

Processing Efficiency

  • Time from response receipt to completion
  • Automation vs. manual effort ratio
  • Error rate and rework frequency
  • Stakeholder satisfaction scores

Quality Measures

  • Accuracy of parsed data
  • Completeness of converted content
  • Consistency between formats
  • User feedback and adoption rates

Continuous Improvement

  • Bottleneck identification and resolution
  • Automation opportunity tracking
  • Process optimization initiatives
  • Skill development and training needs