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gooseworks-ai / client-package-local

create-client-package

Package all GTM work done for a client into a structured local delivery package with dated `.md` files and Google Sheets. The agent reads a client's workspace folder (strategies, campaigns, content, leads, notes) and builds a navigable directory of deliverables. Lead lists are up

agent claude-codemodel claude-sonnet-4-6snapshot python312-uveval programmatic10 stepsv1.0.0

Deploy create-client-package to your jetty.io

One-click installs this runbook into a collection on your Jetty account. You can run it from the Spot dashboard, schedule it, or pipe inputs in via the API.

Deploy on jetty.io →View source
The shape of the run

10 steps · start to finish.

  1. 1
    Step 1

    Environment Setup

    ▶

    Verify all required inputs and connectivity before proceeding.

    # Confirm client workspace exists
CLIENT_DIR="clients/${client_name}"
if [ ! -d "$CLIENT_DIR" ]; then
  echo "ERROR: Client directory not found at $CLIENT_DIR"
  exit 1
fi

# Set date if not provided
DATE="${date:-$(date +%Y-%m-%d)}"
echo "Using date: $DATE"

# Verify Rube MCP server is reachable (use RUBE_MANAGE_CONNECTIONS to check)
# If the MCP server is unavailable, proceed without Google Sheets and note in summary

mkdir -p "/app/results"
echo "=== Environment ready ==="
echo "Client: ${client_name}"
echo "Date: ${DATE}"
echo "Results: /app/results"

    If the Rube MCP server is unavailable, proceed through Step 2–4 to generate the directory structure, skip Step 3 (lead upload), and record a warning in /app/results/summary.md.

  2. 2
    Step 2

    Scan the Client Folder

    ▶

    Read `clients/<client_name>/` and build a complete asset inventory.

  3. 3
    Step 3

    Identify Strategies and Map Assets

    ▶

    Each strategy in `strategies/` is a top-level theme. For each strategy:

  4. 4
    Step 4

    Upload Lead Lists to Google Sheets

    ▶

    For each lead list file (`.csv` or `.json`) found in `leads/` (when `include_leads=true`):

  5. 5
    Step 5

    Create the Package Directory

    ▶

    Create the full output directory structure:

  6. 6
    Step 6

    Generate the Overview File

    ▶

    Create `clients/<client_name>/client-package/<date>/Overview - <date>.md`:

  7. 7
    Step 7

    Generate the Lead Lists File

    ▶

    Create `clients/<client_name>/client-package/<date>/Lead Lists - <date>.md`:

  8. 8
    Step 8

    Generate Strategy Subfolders

    ▶

    For each strategy identified in Step 3, create a subfolder under `Strategies - <date>/`:

  9. 9
    Step 9

    Iterate on Errors (max 3 rounds)

    ▶

    If any file creation fails or an asset cannot be mapped:

  10. 10
    Step 10

    Verify and Report

    ▶

    After all files are created, output a summary and write `/app/results/summary.md`: