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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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1.1 KiB
name, about, title, labels, assignees
| name | about | title | labels | assignees |
|---|---|---|---|---|
| Feature Request | Suggest a new feature or enhancement | [FEATURE] | type:feature, priority:p3 |
Problem/Need
Proposed Solution
Alternatives Considered
User Stories
As a [user type], I want [goal] so that [benefit].
Success Criteria
- Criterion 1
- Criterion 2
- Criterion 3
Technical Considerations
Mockups/Designs
Priority Justification
- Business Value: (High / Medium / Low)
- Technical Complexity: (High / Medium / Low)
- User Impact: (High / Medium / Low)
Related
- Asana Epic: [link]
- Salesforce Opportunity: [link]
- Related Issues: #