feat: add YAML frontmatter to handoff skill

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2026-06-07 14:34:37 -05:00
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---
name: handoff
description: >
Builds a complete task order package for a subcontractor AI tool (ChatGPT, Gemini, etc.)
to analyze Gmail labels and propose classification rules. Use when the user says "create
the task orders", "set up the handoff", "build the task orders", "I want to hand this off
to ChatGPT", "prepare the handoff package", or "send this to another AI". Also invoked
automatically by the survey skill when inbox volume exceeds the inline sampling threshold.
Produces a Drive folder with prompt, context, label inventory, and output schema — the user
delivers it to the subcontractor and brings results back via the import skill.
Part of the Gmail Inbox Architect plugin.
---
# handoff — Gmail Inbox Architect
## What This Skill Does
@@ -191,24 +204,26 @@ You have direct access to the Gmail account. Use that access as you see fit to i
sender patterns, domain signals, subject patterns, and attachment types — whatever gives
you confident rule proposals.
Return your findings using the exact schemas in OUTPUT_FORMAT.md:
Return your findings using the schemas in OUTPUT_FORMAT.md. Preferred format is three CSVs,
but return whatever format works best for your tool — Claude's import skill can normalize
any reasonable structured output (CSV, XLSX, Markdown tables, JSON, etc.).
filter_rules.csv — rules Gmail can execute natively (domain, subject, participant)
apps_script_rules.csv — rules requiring attachment filename/extension inspection
taxonomy_notes.csv — taxonomy gaps, policy observations, and anything needing review
filter_rules — rules Gmail can execute natively (domain, subject, participant pattern)
apps_script_rules — rules requiring attachment inspection, body text signals, or multi-condition logic
taxonomy_notes — taxonomy gaps, policy observations, anything needing Claude's review
studio_candidates — (optional) fuzzy or semantic rules that don't fit filter or script logic
If the label inventory is large and you prefer to work in batches, propose a batching
plan and execute the first batch. Subsequent task orders will be prepared for remaining work.
Hard constraints that must be respected:
Constraints to respect:
- Participant-domain logic (from OR to OR cc) for client and reseller labels
- From-only logic for vendors, services, and financial senders
- No rules dependent on message body text — filters and Apps Script work from headers,
subjects, and attachment filenames only
- Document your basis for every proposed rule in the notes column
- Use taxonomy_notes.csv status "do_not_automate_yet" for anything you are not confident about
- Gmail native filters cannot inspect message body text — propose those as apps_script_needed rules
- Document your basis for every proposed rule in the notes field
- Use "do_not_automate_yet" status for anything you are not confident about
Return all three CSV files. Do not summarize — just return the files.
Return your results. Do not summarize — just return the data.
```
**PROMPT.md template (Generic / Unknown tool):**
@@ -360,13 +375,16 @@ notes — REQUIRED. Your basis: what emails triggered this proposal an
## File 2: apps_script_rules.csv
Rules that require attachment filename/extension inspection. Use ONLY for rules where
the trigger is an attachment file type or naming pattern.
Rules that require Apps Script to execute. Use for: attachment filename/extension patterns,
message body text signals, multi-condition logic beyond Gmail filter capabilities, or any
rule that requires reading the email content beyond headers and subjects.
Same columns as filter_rules.csv, with these differences:
rule_id — Format: AS-[CATEGORY]-[DESCRIPTION] e.g. AS-DOC-STEP-FILE
deployability — Always: apps_script_needed
notes — Must include: exact filename pattern (e.g. *.stp, *.step, inv-*.pdf)
notes — REQUIRED. Include the specific signal (filename pattern, body keyword,
logic condition) that requires Apps Script. e.g. "body contains 'PO#';
attachment *.stp; subject + sender combination not filterable natively"
---
@@ -392,10 +410,13 @@ notes — Additional context. For do_not_automate_yet: explain what wo
## Important Notes
- Return ALL THREE files even if one has zero rows (include header row only)
- Do not return the files as code blocks — attach them as actual CSV files
- Do not summarize or explain in chat — just return the files
- If you are unsure about something, put it in taxonomy_notes.csv with status do_not_automate_yet
- The CSV format above is preferred but not required — return whatever your tool handles best
- If returning CSVs: include header row even for empty files
- If returning another format (Markdown tables, JSON, XLSX): Claude's import skill will normalize it
- Do not summarize or explain in chat — just return the data
- If you are unsure about something, flag it with status "do_not_automate_yet" and explain why
- If a rule requires semantic or AI-based classification that filters and Apps Script can't handle,
flag it as a studio_candidate with a description of what signal you'd use
```
---
@@ -439,8 +460,6 @@ Notes: Batches created: [list batch names]. Each returns 3 CSV files to import.
---
---
## Embedded Template: Rule ID Format
```
@@ -474,5 +493,3 @@ FINANCE / VENDOR / CLIENT / OPS / DEV / SALES / TRAVEL / NOTIF / SUPPORT / DOC /
brings results back to Claude. Deploy skill executes. Nothing is automatic.
5. The subcontractor proposes. Claude decides. Always.