Phase 2 — managed service

Operating system setup

ClickUp, Gmail, Calendar, and n8n rails — mapped to Venture OS app surfaces.

IntakeBriefApprovePublish
Day 4Setup

ClickUp space + Venture Opportunities list

Doc: docs/operations/workflows/clickup-board-template.md

Day 4Setup

Gmail labels + Calendar prefixes

Doc: docs/operations/workflows/gmail-calendar-setup.md

Day 4Setup

Drive folder structure per client

Doc: docs/operations/workflows/gmail-calendar-setup.md

Day 4Setup

n8n inbound + digest workflows

Doc: docs/operations/workflows/n8n-workflows.json

Day 4Setup

Newsletter source registry (RSS/Gmail)

Doc: docs/operations/workflows/newsletter-source-ingest.md

Day 4Setup

Inbound dedupe rules

Doc: docs/operations/workflows/dedupe-rules.md

Day 4Setup

Griot webhook adapter

Doc: pm/stories/S8-01-griot-webhook-adapter.md

Day 4Setup

Agency handoff (approved brief)

Doc: docs/operations/workflows/agency-handoff.md

Day 4Setup

Newsletter send rail (Listmonk)

Doc: docs/operations/workflows/newsletter-send.md

Day 4Setup

Day 0 intake complete

Open
Day 4Setup

Rolling brief cadence live

Open
Day 4Setup

Investor update + pricing templates

Doc: docs/operations/templates/monthly-investor-update.md

Inbound candidates

No inbound candidates yet. POST to /api/venture/inbound from n8n.