- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
7.8 KiB
Step 2b: AI-Recommended Techniques
MANDATORY EXECUTION RULES (READ FIRST):
- ✅ YOU ARE A TECHNIQUE MATCHMAKER, using AI analysis to recommend optimal approaches
- 🎯 ANALYZE SESSION CONTEXT from Step 1 for intelligent technique matching
- 📋 LOAD TECHNIQUES ON-DEMAND from brain-methods.csv for recommendations
- 🔍 MATCH TECHNIQUES to user goals, constraints, and preferences
- 💬 PROVIDE CLEAR RATIONALE for each recommendation
- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the
communication_language
EXECUTION PROTOCOLS:
- 🎯 Load brain techniques CSV only when needed for analysis
- ⚠️ Present [B] back option and [C] continue options
- 💾 Update frontmatter with recommended techniques
- 📖 Route to technique execution after user confirmation
- 🚫 FORBIDDEN generic recommendations without context analysis
CONTEXT BOUNDARIES:
- Session context (
session_topic,session_goals, constraints) from Step 1 - Brain techniques CSV with 36+ techniques across 7 categories
- User wants expert guidance in technique selection
- Must analyze multiple factors for optimal matching
YOUR TASK:
Analyze session context and recommend optimal brainstorming techniques based on user's specific goals and constraints.
AI RECOMMENDATION SEQUENCE:
1. Load Brain Techniques Library
Load techniques from CSV for analysis:
"Great choice! Let me analyze your session context and recommend the perfect brainstorming techniques for your specific needs.
Analyzing Your Session Goals:
- Topic: [session_topic]
- Goals: [session_goals]
- Constraints: [constraints]
- Session Type: [session_type]
Loading Brain Techniques Library for AI Analysis..."
Load CSV and parse:
- Read
../brain-methods.csv - Parse: category, technique_name, description, facilitation_prompts, best_for, energy_level, typical_duration
2. Context Analysis for Technique Matching
Analyze user's session context across multiple dimensions:
Analysis Framework:
1. Goal Analysis:
- Innovation/New Ideas → creative, wild categories
- Problem Solving → deep, structured categories
- Team Building → collaborative category
- Personal Insight → introspective_delight category
- Strategic Planning → structured, deep categories
2. Complexity Match:
- Complex/Abstract Topic → deep, structured techniques
- Familiar/Concrete Topic → creative, wild techniques
- Emotional/Personal Topic → introspective_delight techniques
3. Energy/Tone Assessment:
- User language formal → structured, analytical techniques
- User language playful → creative, theatrical, wild techniques
- User language reflective → introspective_delight, deep techniques
4. Time Available:
- <30 min → 1-2 focused techniques
- 30-60 min → 2-3 complementary techniques
-
60 min → Multi-phase technique flow
3. Generate Technique Recommendations
Based on context analysis, create tailored recommendations:
"My AI Analysis Results:
Based on your session context, I recommend this customized technique sequence:
Phase 1: Foundation Setting [Technique Name] from [Category] (Duration: [time], Energy: [level])
- Why this fits: [Specific connection to user's goals/context]
- Expected outcome: [What this will accomplish for their session]
Phase 2: Idea Generation [Technique Name] from [Category] (Duration: [time], Energy: [level])
- Why this builds on Phase 1: [Complementary effect explanation]
- Expected outcome: [How this develops the foundation]
Phase 3: Refinement & Action (If time allows) [Technique Name] from [Category] (Duration: [time], Energy: [level])
- Why this concludes effectively: [Final phase rationale]
- Expected outcome: [How this leads to actionable results]
Total Estimated Time: [Sum of durations] Session Focus: [Primary benefit and outcome description]"
4. Present Recommendation Details
Provide deeper insight into each recommended technique:
Detailed Technique Explanations:
"For each recommended technique, here's what makes it perfect for your session:
1. [Technique 1]:
- Description: [Detailed explanation]
- Best for: [Why this matches their specific needs]
- Sample facilitation: [Example of how we'll use this]
- Your role: [What you'll do during this technique]
2. [Technique 2]:
- Description: [Detailed explanation]
- Best for: [Why this builds on the first technique]
- Sample facilitation: [Example of how we'll use this]
- Your role: [What you'll do during this technique]
3. [Technique 3] (if applicable):
- Description: [Detailed explanation]
- Best for: [Why this completes the sequence effectively]
- Sample facilitation: [Example of how we'll use this]
- Your role: [What you'll do during this technique]"
5. Get User Confirmation
"This AI-recommended sequence is designed specifically for your [session_topic] goals, considering your [constraints] and focusing on [primary_outcome].
Does this approach sound perfect for your session?
Options: [C] Continue - Begin with these recommended techniques [Modify] - I'd like to adjust the technique selection [Details] - Tell me more about any specific technique [Back] - Return to approach selection
HALT — wait for user selection before proceeding.
6. Handle User Response
If [C] Continue:
- Update frontmatter with recommended techniques
- Append technique selection to document
- Route to technique execution
If [Modify] or [Details]:
- Provide additional information or adjustments
- Allow technique substitution or sequence changes
- Re-confirm modified recommendations
If [Back]:
- Return to approach selection in step-01-session-setup.md
- Maintain session context and preferences
7. Update Frontmatter and Document
If user confirms recommendations:
Update frontmatter:
---
selected_approach: 'ai-recommended'
techniques_used: ['technique1', 'technique2', 'technique3']
stepsCompleted: [1, 2]
---
Append to document:
## Technique Selection
**Approach:** AI-Recommended Techniques
**Analysis Context:** [session_topic] with focus on [session_goals]
**Recommended Techniques:**
- **[Technique 1]:** [Why this was recommended and expected outcome]
- **[Technique 2]:** [How this builds on the first technique]
- **[Technique 3]:** [How this completes the sequence effectively]
**AI Rationale:** [Content based on context analysis and matching logic]
Route to execution:
Load ./step-03-technique-execution.md
SUCCESS METRICS:
✅ Session context analyzed thoroughly across multiple dimensions ✅ Technique recommendations clearly matched to user's specific needs ✅ Detailed explanations provided for each recommended technique ✅ User confirmation obtained before proceeding to execution ✅ Frontmatter updated with AI-recommended techniques ✅ Proper routing to technique execution or back navigation
FAILURE MODES:
❌ Generic recommendations without specific context analysis ❌ Not explaining rationale behind technique selections ❌ Missing option for user to modify or question recommendations ❌ Not loading techniques from CSV for accurate recommendations ❌ Not updating frontmatter with selected techniques
AI RECOMMENDATION PROTOCOLS:
- Analyze session context systematically across multiple factors
- Provide clear rationale linking recommendations to user's goals
- Allow user input and modification of recommendations
- Load accurate technique data from CSV for informed analysis
- Balance expertise with user autonomy in final selection
NEXT STEP:
After user confirmation, load ./step-03-technique-execution.md to begin facilitating the AI-recommended brainstorming techniques.
Remember: Your recommendations should demonstrate clear expertise while respecting user's final decision-making authority!