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gooseworks-ai / playbooks-client-package-local

create-client-package

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

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 prerequisites before touching the filesystem.

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

# Confirm Rube MCP is available (if include_leads=true)
# The agent will detect missing MCP connectivity in Step 3 and surface the error there.

# Set date if not provided
DATE="${date:-$(date +%Y-%m-%d)}"
PACKAGE_DIR="${CLIENT_DIR}/client-package/${DATE}"
mkdir -p "${PACKAGE_DIR}"
mkdir -p "${PACKAGE_DIR}/Strategies - ${DATE}"

echo "Package directory created: ${PACKAGE_DIR}"
  2. 2
    Step 2

    Scan the Client Folder

    ▶

    Read `clients/<client_name>/` and inventory all available assets:

  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 (max 3 rounds)

    ▶

    For each lead list file (`.csv` or `.json`) found in `leads/` (skip if `include_leads=false`):

  5. 5
    Step 5

    Create the Package Directory

    ▶

    mkdir -p "clients/${client_name}/client-package/${date}" mkdir -p "clients/${client_name}/client-package/${date}/Strategies - ${date}"

  6. 6
    Step 6

    Create the Overview File

    ▶

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

  7. 7
    Step 7

    Create the Lead Lists File

    ▶

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

  8. 8
    Step 8

    Create Strategy Subfolders

    ▶

    For each strategy identified in Step 3, create `Strategies - <date>/<Strategy Name>/`:

  9. 9
    Step 9

    Verify and Report

    ▶

    After all files are created, verify the output and produce the run summary.

  10. 10
    Step 10

    Write Summary and Validation Report

    ▶

    Write `/app/results/summary.md` with the run overview, file counts, and any issues encountered.