🎯 Commands cheat sheet
Per-deal flow — 5 daily drivers
| Step | Command | When | What happens |
|---|
| 1 | /start <client> | After dropping docs in 01_INBOX/ | ATC creates the deal folder, routes files into per-skill subfolders, fires S1+S2+S3 in parallel |
| 2 | /review | When auto-cascade S5/S6 finishes | S7 Phase 1 — read & tweak the auto-generated Compliance + Submission Notes (versioned _v2, _v3...) |
| 3 | /approve | When you're satisfied with the notes | (a) Layman sanity check — fresh agent reads with no broker knowledge → (b) builds <channel>.txt → (c) Channel Creator webhook → Slack channel + bot invited + welcome → (d) auto-cascades to /pdf |
| 4 | /pdf | If you need to RE-render the PDF | Renders the FAF-branded SOCA PDF (S8). Not normally needed — /approve already runs it. |
| 5 | /settled <client> | When the loan settles | Archives feedback log + chatbot transcript + consolidated KB to 04_FEEDBACK/<deal>/, digests pattern-worthy items into _REFINE_LOG.csv, retires the channel name |
Information & escape hatches
| Command | What it does |
|---|
| /status [client] | Multi-deal dashboard, or single-deal report if you pass a client |
| /help | Lists every command |
| /skills | Lists every skill with one-line description |
| /run <skill-name> | Manually re-runs one skill (escape hatch — rarely needed) |
Plugin self-update
| Command | What it does |
|---|
| /refine | Reads pending rows from _REFINE_LOG.csv (or whatever you paste in chat) → classifies → proposes plugin file diffs → self-validates → independent audit agent reviews → iterates if needed → bumps version + commits + pushes + creates GitHub release. Marks every absorbed CSV row as processed with the version it shipped in. |
📋 Print-friendly cheat sheet
NEW DEAL
drop docs in 01_INBOX/ → /start <client>
(auto-runs S1+S2+S3)
click S4 pills dashboard
(auto-runs S5 → S6)
/review → apply tweaks, /approve
(layman sanity check → channel creation → bot live → PDF render)
/settled <client> → feedback archived; pattern-worthy items
digested to _REFINE_LOG.csv
QUICK CHECKS
/status ← multi-deal view
/status STOCKL ← single deal
/help ← list commands
/skills ← list skills
ESCAPE HATCHES
/run skill-5 ← regenerate Compliance Notes
/run skill-6 ← regenerate Submission Notes
/pdf ← re-render PDF after a tweak
PLUGIN SELF-UPDATE
/refine ← absorb CSV pending rows into plugin via audited release
/refine "<feedback>" ← OR add a new row first, then process
AD-HOC FEEDBACK
open _REFINE_LOG.csv → add a row → save
next /refine run picks it up
🌊 Per-deal pipeline
5 broker touchpoints (yellow), everything in between auto-cascades:
┌─ 01_INBOX/ raw docs ─┐
│ │
│ 🖱️ /start <client> │
│ ↓ │
│ S0 ATC — routes files
│ ↓ │
│ ┌─────┬─────┬─────┐ ← parallel
│ S1 S2 S3
│ Quickli Banking Other docs
│ └─────┴─────┴─────┘
│ ↓ │
│ S4 Coordinator ── pills dashboard
│ ↓ │
│ 🖱️ click pills │
│ ↓ │
│ S5 Compliance Writer
│ ↓ │
│ S6 Submission Writer
│ ↓ │
│ 🖱️ /review │
│ ↓ │
│ S7 Phase 1 — review + tweaks
│ ↓ │
│ 🖱️ /approve │
│ ↓ │
│ 🔍 Layman sanity check (NEW v0.6.1)
│ ↓ │
│ ┌────┴────┐ │
│ S7 Phase 2 S8 PDF Designer
│ Slack chatbot live FAF-branded SOCA PDF
│ FreshBot 🤖
│ ↓ │
│ 🖱️ /settled <client>
│ ↓ │
│ 04_FEEDBACK/ archive
│ _REFINE_LOG.csv ← pattern-worthy digest
│ ↓
│ /refine reads from here
└────────────────────────┘
🧩 Feedback model — single CSV, four sources
Inputs (anyone can write):
👤 Rob (manual) — open _REFINE_LOG.csv, add a row, save
👤 Rob via /refine "..." — pasted feedback becomes a new row
⚙️ /settled digest — auto-appends pattern-worthy items
⚙️ Chatbot Path B — Make.com tag-based append (deferred)
↓
📊 _REFINE_LOG.csv (workspace root, opens in Excel/Sheets)
↓
🔧 /refine command — reads pending+pattern-worthy rows
10-phase audit-gated workflow
↓
📚 GitHub: rob568/soca-stack (audit-gated push + release)
CSV schema
id,date,source,deal,tags,severity,pattern_worthy,notes,status,released_in
| Column | What goes here |
|---|
id | Auto-increment integer |
date | YYYY-MM-DD |
source | Rob (manual) · settled-digest · chatbot-PathB |
deal | Deal folder name if relevant, else empty |
tags | Comma-separated; use ; for internal commas |
severity | low · medium · high |
pattern_worthy | YES / NO (only YES rows trigger plugin changes) |
notes | Free-form, ≤500 chars; wrap in "..." if it contains commas |
status | pending · processed · rejected · deal-specific |
released_in | Auto-stamped by /refine, e.g. v0.6.2 |
💰 Cost reference
| Volume | With caching | Without caching |
|---|
| 30 turns/month | ~$3 | ~$14 |
| 50 turns/month (typical) | ~$5–8 | ~$22 |
| 100 turns/month | ~$10–15 | ~$45 |
| 200 turns/month | ~$25–30 | ~$90 |
Caching enabled by default since v0.5.1. Anthropic billing flows direct to your account.
🔑 Key IDs
| Item | ID / URL |
|---|
| Channel Creator webhook | https://hook.eu1.make.com/k0jbg634nssd0wsdsbqlszhd9ldfab3g |
| Chatbot Brain webhook | https://hook.eu1.make.com/v6gjisi6fg4ogvhk32jeha2y6rrnvwr3 |
| Channel Creator scenario | Make.com 5570327 |
| Chatbot Brain scenario | Make.com 5571203 |
| Slack app (SOCA Chatbot Guru) | App ID A0B1HQXAPHQ |
Bot user (soca_chatbot_guru) | U0B1EGPGA69 |
| Constant KB file (Drive) | 14cUcgpKmyMoT8LppMydH13bugkkBzJi7 |
| Workspace folder (Drive) | 1O69kmQrsmEfWv_25zO8bDs2Ia2qOKZxQ |
| Feedback CSV | _REFINE_LOG.csv at workspace root |
| GitHub repo | https://github.com/rob568/soca-stack |
| Plugin auth env var | SOCA_MAKE_API_KEY |
🚨 Quick troubleshooting
| Symptom | First thing to check |
|---|
/approve works but Slack channel didn't appear | SOCA_MAKE_API_KEY env var set? Channel Creator scenario active in Make? |
| Layman sanity check times out | Was the agent prompt sent the actual notes content? Re-run /approve. |
| Layman flagged 3 questions and I addressed them but it fired again | Expected — the check re-runs after Phase 1 tweaks. Should pass second time. |
Bot doesn't reply when I post in a soca-* channel | Bot user invited to that channel? Chatbot Brain scenario active? |
| Bot replies but says "I don't have the deal context loaded" | Per-deal <channel_name>.txt exists in Drive workspace folder? Filename matches channel name exactly? |
/settled didn't append rows to _REFINE_LOG.csv | Check <deal>_S7_review_log.md — it may genuinely have no pattern-worthy items |
/refine says "no pending rows" but I added one | Did you set status=pending AND pattern_worthy=YES in the new row? |
For 31 documented gotchas with full diagnoses, see docs/PITFALLS.md in the SOCA Stack repo.