Engineering & Automation

Technical build state for internal systems and client automation projects, plus open verification items.

Projects

From 05_CLIENT_PROJECT_REGISTRY (internal projects) · last updated 2026-09-02.

Custom TrueBuilt Agency OS
REPORTED — REQUIRES VERIFICATION
Reported prior Claude Code project: TrueBuilt_Agency_System. Prior context reports a schema/data layer, REST API, backup/Drive-sync, admin UI, and Google Sign-In — none independently verified. This exact rebuild (TrueBuilt_AgencyOS_v2) does not reuse or inspect that prior project by design.
Owning: Engineering & Automation (technical), CEO & Strategy (system-of-record decision)
Father's Company — Daily Sales Report Automation
IN PROGRESS
UiPath robot to run daily 6:30 PM: connects via Remote Desktop, logs into Shamel Pro ERP, extracts Accounting & Transaction Reports, emails a compiled analysis. 16-step manual process documented. Built directly with Nazem in UiPath Studio — no Claude Code project.
  • ✓RDP connection targeting (mstsc.exe via Selection Helper)
  • ✓Click 'Connect' activity, Simulate mode
  • ✓Windows Credential Manager generic credential created (target name unverified: possible typo)
  • •Get Secure Credentials activity placed, not yet wired to output variables
  • Steps 3–16 of 16 (Shamel Pro login through final email) — not built
  • Screen-readability test on Shamel Pro sales data (text vs. OCR)
  • Father's full report scope beyond sales — not yet specified
6:30 PM trigger must not be scheduled until the full flow is built and manually tested end-to-end.

Open items owned by Engineering & Automation

Filtered from 11_OPEN_DECISIONS_BLOCKERS · last updated 2026-09-09.

Verify Custom Agency OS technical state
HIGHREPORTED — REQUIRES VERIFICATION
Needs inspection of project folder, repository, schema, API, admin UI, auth, backups, deployment config, tests, and current blockers before any milestone is treated as complete.
Agency-wide secret storage
MEDIUMOPEN
No single permanent secret-storage platform is approved. Current rule: use secure platform-native/environment credential stores as appropriate.
Verify n8n environment
MEDIUMREPORTED — REQUIRES VERIFICATION
Prior MacBook setup (n8n MCP, Skills, project template) was reported verified previously; not yet re-checked in this Agency OS.
Verify GitHub connection
MEDIUMREPORTED — REQUIRES VERIFICATION
Prior CLI/auth setup is reported but not verified in this new Agency OS.
Verify UiPath environment
MEDIUMREPORTED — REQUIRES VERIFICATION
Installation/license/project state not established; verify when RPA project work resumes.
Migrate & verify Father's Company RPA project
MEDIUMREPORTED — REQUIRES VERIFICATION
Exact implementation phase confirmed via direct build history above; ongoing verification continues as steps 3–16 are built.
Sources: 00 Master Knowledge / 05_CLIENT_PROJECT_REGISTRY (modified 2026-09-02), 11_OPEN_DECISIONS_BLOCKERS (modified 2026-09-09). Read live from Google Drive; this page reflects the state at last build, not a live per-request fetch.