Content Operations

Enablement Pipeline

How we generate, validate, and maintain enablement content using AI-assisted pipelines connected to live Salesforce data.

The Vision

The Enablement Pipeline is a Slack-driven workflow where @Kai mentions trigger content creation aligned with a strict artifact stack. Every request flows through research, planning, review, and publicationβ€”ensuring consistent, high-quality output.

πŸ’¬

Signal

@Kai mention in Slack

πŸ”¬

Research

Gather context from sources

βš–οΈ

Jury Review

Fact-check before publish

πŸš€

Publish

Deploy and notify Slack

The goal: Every piece of content aligns with the artifact stack, passes skeptical review, and resolves a real signal. No orphan content, no unvalidated claims.

The 9-Phase Workflow

Every @Kai signal flows through a structured workflow. This ensures consistent quality and traceability from request to publication.

Kai Enablement Pipeline

Input
1 Queue Review

Fetch pending @Kai mentions from Slack

2 Acknowledge

Let the user know it's in the queue

3 Triage

Decide: dismiss, backlog, or work?

Process
4 Research

Gather context from repos, docs, CSDs

5 Plan

Propose artifact-aligned changes

6 Execute

Create/update content

Output
7 Jury Review

Fact-check, completeness, consistency

8 Publish

Deploy and reply to Slack thread

9 Iterate

Handle feedback (high trust)

Artifact Stack (Content Outputs)
🎯
Outcomes
🎬
Showcases
πŸ“–
Guides
βš™οΈ
Golden Configs
🎯
Playbooks
πŸ—ΊοΈ
Schema

How to Execute the Workflow

The pipeline is operationalized through Cursor rules in the kaptio-gallery repository. Team members (Ragnar, Ivan, etc.) use natural language triggers to execute each phase.

⚑ Trigger Phrases

Say this... To do this...
"kai work queue" Display pending @Kai mentions
"work on signal 1" Start research for a specific signal
"acknowledge signal 1" Send queue notification to Slack
"bring in the jury" Trigger skeptical review before publish
"publish" Commit, deploy, and notify Slack
"quick fix: [desc]" Fast iteration on feedback
πŸ“œ

kai-enablement-pipeline.mdc

Master workflow rule. Covers all 9 phases from queue to iteration.

πŸ—οΈ

artifact-stack.mdc

Reference for all artifact types. Templates and schemas for each.

βš–οΈ

jury-review.mdc

Skeptical review workflow. Fact-check, completeness, consistency.

Data Sources

πŸ₯

Core Health API

Provides secure access to customer Salesforce orgs via KTAPI. Decrypts stored tokens and proxies metadata/query requests.

POST /api/salesforce-metadata/:env/:clientId/describe
POST /api/salesforce-metadata/:env/:clientId/query
POST /api/salesforce-session/:env/:clientId
Schema metadata SOQL queries Report definitions
πŸ“

Google Drive (CSDs)

Capability Solution Designs from customer implementations. Accessed via rclone with team drive configuration.

rclone lsf "gdrive,team_drive=0AG1xQTBwBJrNUk9PVA:" --recursive
rclone copy "gdrive,team_drive=...:path" ./research/
Implementation patterns Customer requirements
🎫

Jira (KHELP)

Support tickets from the KHELP project. Source for understanding common questions and identifying content gaps.

Ticket patterns Content gap signals
πŸ“

Notion (via kaptio-grep)

Internal documentation and process guides. Searchable via the kaptio-grep CLI tool.

kaptio-grep lsf | grep -i "keyword"
kaptio-grep search "pricing"
kaptio-grep cat <page-id>
Process docs Internal guides

The Artifact Stack

All content MUST align with this hierarchy. Plans that don't map to these artifact types are rejected.

# Artifact Type Purpose Location Status
1-2
πŸ“ Layer / Sub-Layer
Top-level categorization Property in Outcome Done
3
🎯 Outcome
Business capability src/content/outcomes/ Done
4
πŸ”· Feature
Specific capability productMarketing.features[] Done
5
🎬 Showcase
Marketing/positioning src/content/showcases/ Done
6
πŸ“– Guide
User + admin documentation src/content/guides/ Done
7
βš™οΈ Golden Config
Deployable Salesforce config public/salesforce/golden-configs/ Done
8
🎯 Playbook NEW
Demo script / smoke test src/content/playbooks/ Done

πŸ’‘ Key Insight: Golden Config + Playbook = Testable Solution

Every golden config should have a corresponding playbook. Deploy the config, run the playbook, prove the solution works. This is the "working software" that validates product-market fit.

Golden Config Extractor

First pipeline completed!

The Golden Config Extractor pulls real configuration patterns from customer orgs and transforms them into deployable, teachable configurations. This is our first pipeline because it:

  • βœ“ Exercises the full stack (Core Health β†’ Salesforce β†’ Content)
  • βœ“ Delivers immediate value (deployable configs for customers)
  • βœ“ Reusable pattern (describe + query + transform) for other artifact types
  • βœ“ Validates content connectivity (every config links to an Outcome)

Pipeline Steps

1

Fetch Schema

Call Core Health /describe endpoint for target objects

2

Extract Sample Data

Query representative records via /query endpoint

3

Anonymize Data

Remove customer-specific identifiers and sensitive data

4

Generate Manifest

Create deployment-ready manifest.json with requirements

5

Generate Documentation

Create teaching-focused .mdx file with explanations

6

Link to Outcome

Update related Outcome's goldenConfigs array

πŸ“₯ Input Specification

{
  "sourceOrg": {
    "ktapiEnv": "production",
    "clientId": "tauck"
  },
  "targetObjects": [
    "KaptioTravel__Item__c"
  ],
  "relatedOutcome": "build-service-catalog",
  "configId": "hotel-with-rooms",
  "title": "Hotel with Room Types",
  "description": "Standard hotel setup..."
}

πŸ“€ Output Files

salesforce/golden-configs/hotel-with-rooms/
manifest.json - Deployment metadata
src/content/golden-configs/
hotel-with-rooms.mdx - Teaching doc

The Jury Review (Phase 7)

No content publishes without passing jury review. This is a mandatory skeptical review that challenges assumptions and verifies facts.

πŸ” Fact-Check

  • β€’ Verify field names against codebase
  • β€’ Check API endpoints exist
  • β€’ Confirm object relationships
  • β€’ Validate version claims

βœ… Completeness

  • β€’ Does it resolve the signal?
  • β€’ Artifact stack alignment?
  • β€’ Prerequisites listed?
  • β€’ Related content linked?

🎨 Consistency

  • β€’ Terminology matches existing?
  • β€’ Style follows patterns?
  • β€’ Links work correctly?
  • β€’ Tone is appropriate?
Verdict: PASS or NEEDS WORK
If NEEDS WORK β†’ fix and re-review

Live Example: Hotel with Room Types

Our first golden config demonstrates the standard hotel accommodation pattern, created using this pipeline:

🏨

Hotel Service with Room Types

Standard hotel setup with room type variations, seasonal pricing, and availability tracking.

KaptioTravel__Item__c KaptioTravel__ItemContent__c KaptioTravel__ItemContentPriceRule__c

Content Health

Current status of content connectivity in the enablement hub. Run npx tsx scripts/audit-content.ts to generate a fresh report.

49
Outcomes
59
KB Articles
5
Guides
9%
Linked to Outcomes

⚠️ Priority Gaps

  • β€’ 57 KB articles need outcome links
  • β€’ 5 guides are orphaned (not linked to outcomes)
  • β€’ More golden configs needed (target: 1-3 per core outcome)

Related Resources