ForgeFX Simulations
Skill preview · proposal-channel-setup

ForgeFX Proposal Operations

One command to provision a private proposal channel.

The proposal-channel-setup skill standardizes every new {company}_proposals Slack channel: channel creation, default team access, Salesforce pairing, SharePoint and proposal deck bookmarks, social links, and verification.

Source: .forgebot/skills/comms/subskills/proposal-channel-setup/SUBSKILL.md Template: #template_robotics_proposals Primary owner in flow: Sara Golling

Provisioning Checklist

  1. Create a private Slack channel named {account_name}_proposals.
  2. Set topic to {Company} — Proposal Tracking & Coordination.
  3. Invite ForgeBot, Sara, Adam, Mary, Greg, Dave, plus @proposals-team.
  4. Add Salesforce Account and Opportunity bookmarks.
  5. Add SharePoint folder and actual PowerPoint proposal-file bookmarks.
  6. Create the Salesforce Opportunity note containing the SharePoint viewer link.
  7. Add Fireflies plus company website and social bookmarks from real source pages.
  8. Pair the Slack channel back to the Salesforce Account.
  9. Verify bookmark order against #template_robotics_proposals.

Naming Rules

Channel names are lowercase, underscore-separated, and always end in _proposals. Strip legal suffixes, convert ampersands to and, and follow the Salesforce Account naming rules.

CompanyChannel slug
Blue Originblue_origin_proposals
Con Edisoncon_edison_proposals
TaskUstaskus_proposals
H&K Grouph_and_k_group_proposals
Never guess social URLs. Start from the company’s real website and extract footer/header/contact-page links.

Default Team

RoleNameSlack ID
Automation ParticipantForgeBotU0B9SM7MVB5
Lead Proposal SpecialistSara GollingU06DRG2E268
CSO & Co-FounderAdam KaneU0J1D5G87
Exec. Dir. Enterprise PartnershipsMary PierceU049GDTM069
CEO & Co-FounderGreg MeyersU0J1THQEP
COODave VaillancourtU0JEWS1RB

ForgeBot must be in every proposal channel. If ForgeBot did not create the channel, explicitly invite U0B9SM7MVB5 and verify membership before adding bookmarks.

Bookmark Structure

Project-Specific

  • Account Salesforce — Salesforce Account link
  • Opportunity {Opp Name} — Salesforce Opportunity link
  • SharePoint Folder — SharePoint proposals folder
  • {Proposal File Name} — actual PPTX filename, not generic “Proposal PPT”
  • Fireflies {Account Name} — Fireflies notebook or placeholder

Company Info

  • Website
  • Facebook
  • YouTube
  • LinkedIn
  • Twitter/X

Salesforce Pairing

Each _proposals channel maps to exactly one Salesforce Account.

  1. Create Slack_Channel__c with channel name, Account ID, and Slack channel ID.
  2. Update the Account’s Slack_Channel__c lookup.
  3. Verify the generated Slack_Channel_URL__c and Slack_Channel_ID__c.
Account lookup starts with SOQL: SELECT Id, Name FROM Account WHERE Name LIKE '%{company}%' LIMIT 1.

Skeptic Verification Protocol

Every setup step needs evidence. The skill treats “I did it” as insufficient; each claim is challenged before moving on.

1 · CreatePrivate channel, correct name, creator recorded, ForgeBot membership known.
2 · InviteDefault team plus @proposals-team confirmed through conversations.members.
3 · LinkSalesforce, SharePoint, PowerPoint, Fireflies, and company URLs checked against live systems.
4 · PairSalesforce Account updated and bookmark order compared to the template channel.
StepProof required
Channel creationconversations.info confirms private status, name, creator, and membership.
Team invitesconversations.members includes all default user IDs and proposal-team IDs.
SharePoint + PPTSharePoint API confirms folder/file exists; bookmark title matches real filename.
Social linksEach URL loads and points to the company’s actual page, not guessed naming patterns.
Salesforce pairingSOQL verifies both Slack_Channel__c and Account lookup update.