COS Pipeline — Team Onboarding

Pipeline Setup

New machine onboarding  ·  3 steps  ·  ~10 minutes

Joining an existing team Subscriber onboarding — your admin sends you a link Setting up for a new firm First install, starting from scratch, you are the admin
You need first
✓ A Mac (macOS 13+)
✓ Python 3.11+  → python.org
Your admin gives you
✓ Access to this GitHub repo
✓ Google OAuth credentials file (via secure channel)
Before starting
✓ Tell your admin your GitHub username and the Gmail address you'll use
✓ Wait for confirmation that you've been added as a Google OAuth test user (without this, Step 2's Google sign-in will be blocked)
1
Create a GitHub access token
2 minutes  ·  one-time

The TCIP config repo is private. You need a token to download it. This is a one-time step — you can revoke it later if you want.

https://github.com/settings/tokens/new
  1. Note: TCIP pipeline
  2. Expiration: 1 year
  3. Scopes: check repo (the top checkbox under that heading)
  4. Scroll down → Generate token
  5. Copy the token that appears (starts with ghp_) — you'll paste it in the next step
Save it now. GitHub only shows the token once. Paste it somewhere safe before moving on.
2
Run the installer
~10 minutes  ·  one command does everything

Open Terminal (Spotlight → Terminal) and run this one command:

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

The installer will guide you through these in order — no extra commands:

  1. Asks for your GitHub username and the token from Step 1 → clones the repo
  2. Opens the Anthropic console in your browser → create a key, paste it back
  3. Sets a dashboard username and password — write it down
  4. Waits while your admin sends you gdrive_credentials.json → save it to ~/Downloads/, the installer picks it up automatically
  5. Opens Google sign-in in your browser → sign in with the Gmail you provided, click Allow, return to Terminal. If you see "This app isn't verified" with no "Advanced" link, contact your admin — your Gmail probably hasn't been added as a test user yet.
  6. Validates everything and opens your dashboard
If anything goes wrong, just re-run the same command. It's safe to run again — skips steps that are already done.
3
Access your dashboard from iPhone & anywhere
~3 minutes  ·  Tailscale

Run this to install Tailscale 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, laptop, or anywhere.

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. Tailscale connects automatically.
3
In Safari on iPhone, open the URL the script printed (http://100.x.x.x:7777). Tap Share → Add to Home Screen to bookmark it.

You're set up.

Three background tasks are now running on your machine:

7:22am Mon–Fri — intelligence capture  ·  7:51am Mon–Fri — personal briefing  ·  Every 2h — email triage  ·  Always on — dashboard server

http://localhost:7777

Log in with the username and password you set during the installer. Use the Tailscale URL from Step 3 on your iPhone.

First steps in your dashboard
What to do after the installer finishes — takes 5 minutes
1
Open the dashboard and log in
Use the username and password you set during the installer. The URL is on this machine:
http://localhost:7777
2
Tour the main tabs
The dashboard has four areas:
Chief of Staff — follow-ups, action items, and the daily briefing extracted from your emails and calls
Deal Pipeline — active deals, targets, and IC memos sourced from market intel and call transcripts
Market Intelligence — podcast summaries, Jefferies/GS/RBN research digests, and sector memos
People / CRM — contacts and firms extracted from calls and emails, auto-merged daily
3
Check your scheduled routines
All pipelines are managed from the admin tab. You can see when each last ran, trigger a manual run, or pause one.
http://localhost:7777/admin/routines
4
What to expect on day one
Pipelines run on schedule — the dashboard will show data after the first automatic runs tomorrow morning. If you want to see output now, go to /admin/routines and trigger the Intelligence Capture or Email Triage run manually. Each takes 2–5 minutes.

Common questions

Who pays for the API?
Your firm has one Anthropic account. All team members use the same API key stored in their own Keychains. Charges go to one bill regardless of whose machine runs a pipeline job. The admin can see per-model usage in ~/dashboards/logs/anthropic-usage.jsonl.
Will my pipeline duplicate what others already processed?
No. Each script checks the shared Google Docs before writing. If an email thread or transcript is already there (written by any team member's machine), it skips it. Email dedup runs by subject line; transcript dedup runs by a PROCESSED: header written to the source doc.
Where does the TCIP config live?
In ~/cos-pipeline-config/ — cloned from the private GitHub repo. Shared team config (deal keywords, Doc IDs, peer firms) lives there. Your personal podcast feeds go in your local copy only and are never committed.
How do I update the config when the admin pushes changes?
Terminal
git -C ~/cos-pipeline-config pull
Something broke. How do I debug?
Logs are in ~/dashboards/logs/claude-tasks/. Each pipeline has a .stdout.log and .stderr.log. Send the relevant log to your admin.
How it all works →  ·  TCIP internal — not indexed by search engines