odoo-summarize-discovery

/odoo-summarize-discovery

Interactive command to synthesize raw discovery notes into a structured customer profile.

Use when you already want discovery synthesis and want to skip natural-language description matching - useful in long conversations where the router may not reliably fire the skill, or when you want a direct, explicit path.

Steps for the AI agent

1. Phase 0: Parse input

   • Check if $ARGUMENTS contains a customer label (e.g., /odoo-summarize-discovery Customer-A).
   • If a label is provided, store it. Otherwise, ask the user for one.
   • Resolve the raw notes yourself before asking: if they are already in the invocation context (e.g. passed by an orchestrator or earlier in the conversation), use them; if $ARGUMENTS or the context names a file path, Read it directly. Only ask the user to supply notes when none are available from context or a readable path.

2. Phase 1: Trigger skill

   • Construct a natural-language prompt that includes:
     • Customer label (name / org / context)
     • Raw notes (full text)
     • Request: "Synthesize these discovery notes into a structured customer profile. Include business context, pain points, goals, and recommended product fit."
   • The natural-language prompt auto-fires the odoo-discovery-summary skill.
   • The skill outputs a structured markdown profile with sections: summary, business context, pain points, goals, product fit, recommended next step.

3. Phase 2: Write and show output

   • Write the profile with the Write tool to the filename the user supplied, else to <ISOLATE_DIR>/discovery/<label>-<date>.md where <date> is YYYY-MM-DD (resolve <SHARE_DIR>/<ISOLATE_DIR> once per ${CLAUDE_PLUGIN_ROOT}/snippets/state-root-resolution.md; substitute the captured absolute path - never write the placeholder or a bare .odoo-ai/ into a Read/Write/Edit).
   • Display the skill's output to the user and report the saved path.

Hard rules