COS Pipeline — Get Started (New Firm)

1

Configure your identity first

Before you touch a terminal — shapes every memo the pipeline produces

~10 min

START HERE — Open the configuration wizard

The wizard asks you about your investment focus, analytical style, email voice, and active deals. Your answers are woven into every memo, briefing, and action item the pipeline produces.

Open the wizard →

The wizard generates your CLAUDE.md, firm_context.yaml, and firm_config.json. Keep the browser tab open — you'll paste the output into files in Step 3.

What is Claude Code CLI? It's Anthropic's terminal tool that runs AI-powered pipeline scripts on a schedule. Required only for the daily briefing feature — email triage and the dashboard work without it.

2

Create your accounts

Set these up before running the installer — takes ~20 min

~20 min

① Claude Max subscription — start here

https://claude.ai/upgrade

Choose Max ($100/mo). This gives you the Claude Code CLI for interactive analysis — the part you'll use most. After subscribing, install the CLI:

npm install -g @anthropic-ai/claude-code
claude  # opens browser auth — sign in with your Claude account

② Anthropic API key — for automated pipelines

https://console.anthropic.com/settings/keys

The scheduled pipelines (briefings, transcripts, email triage) call the API directly — separate from your Max subscription. The installer prompts you for this key and stores it in macOS Keychain. Sign in with the same Anthropic account you used above.

③ GitHub account

https://github.com/signup

Send your GitHub username to whoever is granting you access to the Dashboard repo. They'll add you as a read-only collaborator so you can clone it in Step 3.

④ AssemblyAI — for podcast & call transcription

https://www.assemblyai.com/dashboard

Sign up (credit card required). ~$0.009/min of audio — a few dollars/month typical. The installer prompts for this key automatically. Press Enter to skip if you don't need transcription yet.

Google Cloud OAuth is handled automatically by the installer in Step 3 — you don't need to do anything in the Google Cloud Console manually.

3

Run the installer

One command — everything else is automatic

~20 min

Terminal

curl -fsSL https://ygontownik.github.io/Invite-Chief-of-Staff/bootstrap.sh | bash

Asks for your GitHub username and token → clones the repo ✓ automatic
Installs Python packages (pyyaml, google-auth, anthropic, assemblyai…) ✓ automatic
Opens Anthropic console → paste your key, stored in macOS Keychain ✓ automatic
Opens AssemblyAI dashboard → paste your key (or Enter to skip) ✓ automatic
Opens Google OAuth in your browser — sign in, click Allow ✓ automatic
Creates all Google Drive folders and Docs ✓ automatic
Installs background LaunchAgents, validates, opens your dashboard ✓ automatic

Safe to re-run if anything goes wrong — skips steps that are already done.

4

Access your dashboard from iPhone & anywhere

Tailscale — private remote access, no port forwarding

~3 min

Run this to install Tailscale on your Mac and get your remote dashboard URL:

Terminal

curl -fsSL https://ygontownik.github.io/Invite-Chief-of-Staff/setup_tailscale.sh | bash

The script installs Tailscale, connects your Mac, and prints a URL like http://100.x.x.x:7777. That URL works from your iPhone or any device.

iPhone setup — 3 steps

1

Open the App Store on your iPhone → search Tailscale → install the app by Tailscale Inc.

2

Open Tailscale on iPhone → tap Log in → sign in with the same account you used on Mac → tap Allow on the VPN screen. Connects automatically.

3

In Safari on iPhone, open the URL the script printed. Tap Share → Add to Home Screen to pin it.

5

Connect your transcript app

Paste two folder IDs — takes two minutes

~2 min

The setup_new_firm.py script printed two folder IDs at the end. Paste them into your transcription app now:

Otter AI

Paste the Otter AI folder ID printed by the setup script.

Settings → Integrations → Google Drive → Connect → paste folder ID

Firefly

Paste the Firefly folder ID printed by the setup script.

Settings → Sync → Google Drive → paste folder ID

From now on, any transcript saved by Otter or Firefly will be picked up by the pipeline automatically within 24 hours. No manual action needed.

Set up your pipeline

START HERE — Open the configuration wizard

Otter AI

Firefly

Your firm is set up.