diff --git a/memory/2026-02-28-ig-dm-wholesale-automation-deliverable-validation.md b/memory/2026-02-28-ig-dm-wholesale-automation-deliverable-validation.md new file mode 100644 index 000000000..4cf35ad78 --- /dev/null +++ b/memory/2026-02-28-ig-dm-wholesale-automation-deliverable-validation.md @@ -0,0 +1,31 @@ +# 2026-02-27 Session Notes + +## IG DM Wholesale Automation — Deliverable Validation + +Nicholai reviewed and validated the IG DM Wholesale Automation project against the client brief. The project implements a 7-step buyer journey with automation across Make scenarios, Airtable, ManyChat, and Shopify. + +## Deliverables Status + +All primary deliverables are complete and meet brief requirements: + +**Airtable Base** — 5 tables (Retailers, Orders, Message Log, Follow-up Queue, Automations Log) with 7 pipeline stages matching brief exactly. Views include kanban board, follow-up queue, draft order readiness, error tracking. + +**Make Scenarios** — 5 scenarios implement the full flow: (1) reply processing with intent classification, (2) email/shipping info extraction, (3) Shopify draft order creation with starter pack templates, (4) payment detection and pipeline update, (5) follow-up engine with daily reminders and reorder nudges. + +**Shopify Integration** — Draft order automation with 3 starter pack templates (Best Sellers, New Arrivals, Full Range Sample). Webhook detection for payment completion. Invoice generation and DM/email sending. + +**ManyChat Flows** — Inbound reply routing with keyword triggers, quick-reply buttons, 24-hour automation pause on live chat takeover. 14 response templates covering all buyer journey stages. + +**Documentation** — SETUP.md (6-step setup + testing checklist), architecture.md (ASCII flow diagram, 6-step journey, tech stack), README.md. + +## Gaps Identified + +1. Loom walkthrough not in repo (expected as separate deliverable) +2. Placeholder values in starter-pack-templates.json need real Shopify variant IDs/SKUs/prices before deployment +3. No explicit error alerting configured (Automations Log captures but doesn't notify) +4. Brandboom link is static/hardcoded, not dynamically looked up +5. No fallback for messages outside Instagram's 24-hour window (acknowledged but not implemented) + +## Testing Plan + +End-to-end testing requires 3 phases: OpenAI prompt validation, component integration, edge cases. Detailed test cases documented for all 4 AI components (intent classifier, info extractor, DM drafter, recommendation engine). \ No newline at end of file diff --git a/memory/memories.db-shm b/memory/memories.db-shm index ef8abb70b..5d5ee2d49 100644 Binary files a/memory/memories.db-shm and b/memory/memories.db-shm differ diff --git a/memory/memories.db-wal b/memory/memories.db-wal index 099f64018..b5be83505 100644 Binary files a/memory/memories.db-wal and b/memory/memories.db-wal differ