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google-workspace-operator-pack.workflow.yml
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56 lines (56 loc) · 3.9 KB
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name: Google Workspace Operator Pack
goal: Map a draft-first SMB AI operator that uses Sheets, Drive and Docs, Calendar, and Gmail as a controlled operating layer.
trigger: An SMB operator workflow needs a low-tech workspace plan for intake, approvals, scheduling, summaries, documents, and handoff.
inputs:
- SMB workflow brief and operator objective
- Existing or proposed Sheets, Drive, Docs, Calendar, and Gmail surfaces
- Approval owners and escalation rules
- OAuth scope policy and credential boundary
- Draft output, reporting, and handoff requirements
allowed_tools:
- shell_read
- source_reader
- spreadsheet_reader
- draft_writer
- public_web_request
authority: external_draft
risk_level: credentialed
required_permissions:
- Local read access to public-safe briefs, schemas, and synthetic examples
- Human approval before connecting any Google account or OAuth client
- Human approval before credentialed reads from real Gmail, Calendar, Drive, Docs, or Sheets data
- Human approval before requesting write, send, invite, or sharing scopes
external_side_effects:
- None during public dry run or synthetic example review
- Optional credentialed read-only Workspace inspection only after exact approval is recorded
- No Gmail sends, Calendar invites, Drive permission changes, Docs edits, or Sheets edits during default runs
destructive_actions:
- None; deleting, overwriting, moving, revoking access, or canceling events requires separate destructive approval.
dry_run: Default behavior is synthetic and draft-only; do not access real Google accounts, store credentials, send email, invite attendees, change file permissions, edit documents, or mutate spreadsheets.
approval_required:
- Confirm exact Google account or workspace, OAuth client, scopes, files, calendars, mailboxes, data boundaries, and approver before credentialed read access.
- Confirm exact recipients, message body, event details, file targets, permission changes, and rollback path before any send, invite, share, or edit.
steps:
- Confirm the run is draft-first and uses synthetic or local context unless real account access is approved.
- Define the operator objective, trigger, user handoff, and business outcome.
- Map Sheets as the operating database for leads, tasks, status, owners, next actions, and summaries.
- Map Drive and Docs as the document store for SOPs, proposals, handoff notes, and generated drafts.
- Map Calendar as scheduling context and draft event proposals, not automatic invite creation.
- Map Gmail as read-only context and draft replies, not automatic sending.
- Separate read-only scopes from write, send, invite, and file-sharing scopes by Workspace surface.
- Define approval gates for external messages, invitations, document edits, spreadsheet writes, file permission changes, and credential changes.
- Identify fail states, escalation paths, audit logs, and owner daily summary requirements.
- Produce the operator pack and stop before real account access or external action.
verification:
- Confirm no real account access, credentials, tokens, private files, private mail, or customer data appear in public artifacts.
- Confirm Sheets, Drive and Docs, Calendar, and Gmail each have a stated role, boundary, and failure mode.
- Confirm OAuth scopes are grouped as read-only, draft/compose, write, send, invite, and share boundaries.
- Confirm every send, invite, share, edit, credential change, and permission change requires explicit approval.
- Confirm unknown account state, receipt, delivery, or file access is marked not verified.
artifacts:
- Google Workspace operator map
- OAuth scope boundary table
- Approval and escalation matrix
- Draft-first runbook
- Verification and fail-state checklist
memory_update: Save reusable workspace-operator patterns only; do not save real account names, email contents, file IDs, calendar details, OAuth tokens, customer data, or private workspace context.