COS Pipeline — After Install

1

Open your dashboard

The URL was printed at the end of the installer

Your dashboard is running locally. Open it in your browser:

Log in with the username and password you set during the installer. If your port is different, the installer printed it — look for the line that says Dashboard : http://localhost:XXXX.

On iPhone or another device: use the Tailscale URL printed at the end of Step 3 during install (http://100.x.x.x:7777).

2

Find your Drive folder IDs

You'll need these to connect your recording service

Run this command in Terminal. It reads your config and prints every folder ID the pipeline is watching:

Terminal

python3 -c "
import yaml, os
cfg = os.environ.get('COS_CONFIG_DIR', os.path.expanduser('~/cos-pipeline-config'))
ctx = yaml.safe_load(open(f'{cfg}/firm_context.yaml'))
for src in ctx.get('transcript_sources', []):
    print(f\"\n{src['name']}\")
    for fid in src.get('folder_ids', []):
        print(f\"  https://drive.google.com/drive/folders/{fid}\")
"

This prints one clickable Drive URL per folder. Open each one to confirm it exists in your Google Drive, then copy the folder ID (the long string at the end of the URL) to paste into your recording service in the next step.

Can't find the folder? The installer creates these folders automatically. If one is missing, re-run ./setup.sh --instance=<your-slug> --validate to diagnose.

3

Your Google Docs — where everything gets written

Created automatically during install — start empty, fill up over time

Run this to print direct links to all three of your shared docs:

Terminal

python3 -c "
import yaml, os
cfg = os.environ.get('COS_CONFIG_DIR', os.path.expanduser('~/cos-pipeline-config'))
docs = yaml.safe_load(open(f'{cfg}/config/drive-docs.yaml'))
for k, v in docs.get('docs', {}).items():
    print(f\"{k}: https://docs.google.com/document/d/{v}\")
"

Follow-ups

Action items from every email and call, tagged by owner

Written by pipeline

Pipeline / Deal Intel

Full investor memos from every processed call

Written by pipeline

People / CRM

Contacts extracted from calls and emails

Written by pipeline

Bookmark all three. The pipeline writes to them automatically — you read, it writes.

4

Connect your recording service to Drive

One-time setup — after this, every call is processed automatically

Paste the folder ID from Step 2 into whichever service you use. Only need to do this once.

Otter AI

Requires Zapier

Go to zapier.com → Create a new Zap
Trigger: Otter AI — New Recording
Action: Google Drive — Upload File
Set the destination folder to your Otter AI folder ID from Step 2
Turn the Zap on — every new Otter recording deposits automatically

Beside AI

Native Drive sync

In Beside AI, open Settings → Integrations → Google Drive
Connect your Google account
Set the export folder to the folder ID from Step 2
Enable Auto-sync after each meeting

Fireflies

Native Drive sync

In Fireflies, go to Integrations → Google Drive
Connect your Google account
Select the transcript folder from Step 2 as the export destination

Grain

Native Drive sync

In Grain, go to Workspace Settings → Integrations → Google Drive
Enable Drive export and select your folder from Step 2

Read AI

Native Drive sync

In Read AI, go to Settings → Integrations → Google Drive
Enable sync and point at your folder ID from Step 2

Fathom

Native Drive sync

In Fathom, go to Settings → Integrations
Enable Google Drive sync and select your folder from Step 2

Manual transcript

No setup needed

Paste your transcript text into a new file and save it as Call Title.txt
Upload it to any of your configured Drive folders from Step 2
The pipeline picks it up at 7:22am or immediately via the real-time webhook

5

What runs and when

All automatic — nothing to trigger manually

6:45am — Market intelligence fetch 7:22am — Transcript backfill 7:51am — Personal briefing Every 2h — Email triage Always on — Dashboard server Real-time — New transcript in Drive

To trigger any pipeline manually or check when it last ran, go to your dashboard admin panel:

http://localhost:7777/admin/routines