Dossier

Dossier

Generates a complete, self-contained HTML briefing by (1) interviewing the user or parsing their data, (2) constructing and validating a JSON document, then (3) rendering that JSON into HTML using assets/dossier-template.html. The JSON is the authoritative source of truth; the HTML is fully determined by it.

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Step 1: Determine the Data Source

Check what the user has already provided before asking anything:

• SharePoint lists: Call list_items on the relevant lists. Read all needed columns before proceeding.
• Uploaded documents or tables pasted in chat: Parse all content. Do not ask for data you already have.
• Verbal description only: Proceed to Step 2.

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Step 2: Interview the User

If the data or intent is not fully clear, ask these questions in a single message — not one at a time:

1. Subject type: What are you profiling? (competitors, accounts/prospects, candidates, SharePoint sites, board members, speakers, partners, vendors — or something else)
2. Subject count: How many subjects? This determines the rendering mode.
3. Purpose and audience: What decision does this briefing support? Who reads it? This determines detail level and which key facts matter most.
4. Key facts: What are the 3–6 structured facts most important for each subject? Examples for competitors: HQ, founded, ARR, headcount. For candidates: current role, tenure, location, skills. For sites: owner, content type, last activity.
5. Narrative emphasis: Should the summary emphasize product/capabilities, financials, relationships, risks, or something else?
6. Palette: Warm paper (cream/terra-cotta), deep ink (dark/gold), clean white (white/green), or slate (gray/blue)? Default to warm paper.
7. Mode override (only ask if count is 1 or user seems to want detail): Do you want a full one-pager briefing or a compact card?

Confirm your understanding before building the JSON.

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Step 3: Choose the Rendering Mode

Auto-detection rule:

• 2–8 subjects → grid mode
• 1 subject → one-pager mode
• User explicitly says "one-pager" or "full briefing" → one-pager mode regardless of count
• User explicitly says "grid" or "landscape" → grid mode

Do not ask about mode unless the count is exactly 1 and the user has not indicated a preference.

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Step 4: Decide What Goes Where

Key facts hold structured, scannable, low-word-count data — the kind of facts a reader needs in 5 seconds. Rules:

• 3–6 pairs. No sentences. Values should be short (under 6 words).
• Good: "HQ | Austin, TX", "ARR | ~$40M est.", "Founded | 2019"
• Bad: "Company description | This is a company that..." (belongs in summary)

Tags are the fastest signal — 2–5 short labels that classify the subject. Use for: industry vertical, stage, geography, product category, or any grouping the reader uses for orientation.

Summary is 2–5 sentences of prose. Write in third person. Lead with the most important fact. No bullet points. This is the editorial paragraph — what an analyst would write.

Activity holds the 2–5 most recent, most relevant developments — in most-recent-first order. Each item gets a short date prefix (e.g., "Apr 2026") and a one-sentence description. For competitors: product launches, fundraises, acquisitions, executive changes. For candidates: recent projects, promotions, publications. For sites: content updates, ownership changes, traffic milestones.

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