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This implements the "Automate The Company" initiative with comprehensive
Standard Operating Procedures for GitHub + Salesforce + Asana integration.
New directory: sop/
├── workflows/ - End-to-end process documentation
│ ├── new-client-kickoff.md - Flagship workflow from deal → repos → Asana
│ └── release-pipeline.md - Deploy → update Salesforce + Asana
├── playbooks/ - Human-friendly checklists
│ └── brenda-new-client-checklist.md - Non-technical operator guide
├── salesforce/ - Salesforce automation specifications
│ ├── flows/opp-automation-onstagechange.md - Trigger on Closed Won
│ └── orchestrations/new-client-kickoff-orchestration.md - Multi-stage process
├── integrations/ - API integration specifications
│ ├── salesforce-to-github.md - Create repos from Salesforce
│ ├── github-to-salesforce.md - Update Salesforce after deploy
│ └── salesforce-to-asana.md - Create Asana projects from Salesforce
└── templates/ - Reusable templates
├── github-actions/ - CI/CD workflows (ci.yml, deploy.yml, safety.yml)
└── repo-template/ - Standard repo config (PR template, labels, branch protection)
Key Features:
- Event-driven automation (Closed Won → repos + Asana creation)
- GitHub Actions templates for CI/CD baseline
- Salesforce Flow & Orchestration specs
- Complete API integration documentation
- Operator-friendly playbooks
- Two-view approach (operator + engineer)
- No manual status syncing across systems
This provides the complete backbone for next-gen ERP automation.
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name, about, title, labels, assignees
| name | about | title | labels | assignees |
|---|---|---|---|---|
| Bug Report | Report a bug or unexpected behavior | [BUG] | type:bug, priority:p2 |
Description
Steps to Reproduce
Expected Behavior
Actual Behavior
Environment
- Environment: (production / staging / local)
- Browser/Client: (if applicable)
- OS: (if applicable)
- Version/Commit:
Screenshots/Logs
Paste error logs here
Possible Fix
Additional Context
Impact
- Blocks production users
- Blocks internal users
- Minor inconvenience
- Nice to have fix
Related
- Asana Task: [link]
- Salesforce Case: [link]
- Related Issues: #