Step-by-Step Guide

Workflows · Internal (Equiforge)

10 workflows

Download DOCX
  1. Workflow 1

    Run the daily standup from Mission Brief

    1. Open Mission Brief.
    2. Read the four hero stats aloud.
    3. Walk the four workstream cards.
    4. Surface any amber/red status.
    5. Capture one decision per workstream.
    6. Post the decision log in Slack.
  2. Workflow 2

    Stress-test a Unit Economics scenario

    1. Open Unit Economics.
    2. Note current Mid inputs.
    3. Drop advertiser count by 30%.
    4. Recompute LTV/CAC.
    5. If <6×, identify the lever to restore it.
    6. Document the result in the financial model.
  3. Workflow 3

    Conduct a 90-Day Plan gate review

    1. Open 90-Day Plan.
    2. Locate the upcoming gate.
    3. Pull each criterion's evidence.
    4. Mark pass / partial / miss.
    5. If miss, draft a recovery plan.
    6. Communicate outcome to all principals.
  4. Workflow 4

    Promote a lead from Demo to Verbal

    1. Open Pipeline.
    2. Filter by Demo.
    3. Confirm verbal commitment in writing.
    4. Move card to Verbal.
    5. Set follow-up date for paperwork.
    6. Notify the account lead.
  5. Workflow 5

    Tune a Concierge prompt safely

    1. Open Concierge Demo.
    2. Reproduce the failure case.
    3. Edit the system prompt in a branch.
    4. Re-run the case + three control cases.
    5. Compare intent scores.
    6. Open a PR with diff + transcripts.
  6. Workflow 6

    Add a new Architecture component

    1. Open Architecture.
    2. Identify the owning layer.
    3. Add the component to the layer's children.
    4. Update Data flow notes.
    5. Sync the diagram in Documents.
    6. Brief Engineering.
  7. Workflow 7

    Publish a release

    1. Confirm Engineering shows green.
    2. Snapshot Mission Brief.
    3. Open Lovable publish dialog.
    4. Verify domain + SEO checks.
    5. Publish.
    6. Watch Concierge logs for 10 minutes.
  8. Workflow 8

    Rotate the Anthropic API key

    1. Generate new key in Anthropic console.
    2. Update secret in Lovable Cloud.
    3. Smoke test Concierge.
    4. Revoke old key.
    5. Log rotation date in Documents.
  9. Workflow 9

    Onboard a new engineer

    1. Add to repo + Lovable workspace.
    2. Walk Architecture view together.
    3. Pair on one Concierge round-trip trace.
    4. Assign Module 5 of internal training.
    5. Schedule 1:1 in week one.
  10. Workflow 10

    File a phase-gate slip

    1. Open 90-Day Plan.
    2. Mark gate as slipped.
    3. Open Mission Brief.
    4. Flag the workstream amber.
    5. Schedule a recovery review.
    6. Update investors if material.