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Agents & Services

3 agents · 1 service · 3 MCP servers · Background automation powered by Claude Agent SDK

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Not deployed to EC2

Lightfield CRM Sync, Slack Approval Bot — needs deployment to run automatically.

Automation Pipelines· 3 pipelines
Click a step for details
Transcript PipelineAuto-processes meeting recordings into structured notes, then routes to Slack for human approval before creating tasks.Daily BriefingMorning summary of priorities, overdue items, and action items — delivered via email at 7 AM ET on weekdays.CRM SyncWeekly Lightfield API pull — compares CRM accounts/contacts/opportunities against OS directories, flags gaps, emails report.Drive Polltrigger · Google DriveTranscript ProcessorAI agent · Claude SonnetPost to Slackoutput · SlackApprove / RejectyouCreate Tasksservice · LinearLinear Issuesoutput · LinearOS Filesinput · MarkdownDaily Ops AgentAI agent · Claude SonnetMorning Emailoutput · GmailSet PrioritiesyouLightfield APItrigger · LightfieldCRM Sync AgentAI agent · Script (no AI)Sync Report Emailoutput · GmailReview Gapsyou
MCP Servers
Neon Postgresconfigured
httphttps://mcp.neon.tech/mcp
Linearconfigured
httphttps://mcp.linear.app/mcp
Google Workspaceconfigured
stdiouvx workspace-mcp
30-Day Cost Estimate$0.35
3 total runs·~$0.115/run avg
Daily Ops Summary
$0.35
Agent Source
src/agents/

Daily Ops Summary

Healthy
▶

Scans hot-board, objectives, investor files, and recent huddles to produce a daily briefing with priorities, overdue follow-ups, and suggested focus areas.

Modelsonnet-4-6Cost$0.50/runTurns30
ToolsReadGlobGrep
Source →System Prompt →
Recent Runs
2026-03-09Mar 9
View →
2026-03-04Mar 4
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2026-03-03Mar 3
View →
2026-03-02Mar 2
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Transcript Processor

Never Run
▶

Polls Google Drive every 15 minutes for new Meet transcript documents. Fetches transcripts, classifies them (huddle/investor/external), extracts decisions and action items, saves to Neon Postgres and markdown.

Modelsonnet-4-6Cost$1.00/runTurns50Google DriveNeon Postgres
ToolsReadGlobGrepWrite
Source →System Prompt →

No runs recorded yet

Lightfield CRM Sync

Never Run
▶

Weekly comparison of Lightfield CRM data (accounts, contacts, opportunities) against the OS directory structure. Identifies gaps in both directions — accounts Lightfield captured that the OS doesn't track, and OS entries with no Lightfield presence.

ModelnoneCost$0.00/runTurns0Lightfield REST API
Tools
Source →System Prompt →

No runs recorded yet

Slack Approval Bot

ServiceBuilt
▶

Listens for reactions on transcript summaries in #daisy-agents. ✅ creates Linear issues from action items. ❌ rejects. Runs as a persistent WebSocket connection via Bolt Socket Mode.

RuntimeNode.js + @slack/boltConnectionSocket Mode (WebSocket)PM2daisyai-slack-botSlack (Bolt)Linear API
EnvSLACK_BOT_TOKENSLACK_APP_TOKENLINEAR_API_KEY
Approval Flow
Approve: ✅ or 👍 reactionReject: ❌ or 👎 reactionChannel: #daisy-agents
Source: src/services/slack-bot.ts →

Daisy

v1

What do you need?

I can pull up the fundraise pipeline, CRM accounts, hot board, meeting notes — anything in the OS.

Sonnet · read-only