Austin CG - AI Investor Engagement Platform

A 4-system AI-driven platform for investor engagement, content processing, and multi-channel distribution.

Project Overview

Built for Austin / CQ Marketing. Transforms calls and workshops into segmented, automated outreach.

The 4 Systems

1. AI Setter & Investor Intelligence Engine - Parse notes, detect intent, segment contacts, personalized check-ins
2. Content Intelligence & Processing Pipeline - Slack intake, AI extraction, hook/clip identification
3. Multi-Channel Distribution Engine - Route content to 9 audience segments across email, SMS, social
4. GHL Orchestration & Prompt Architecture - Workflow foundation, prompt library, testing

Tech Stack

Layer	Technology
Orchestration	n8n (cloud.n8n.io)
CRM/Delivery	GoHighLevel
Database	Supabase
Custom UI	Next.js (optional dashboard)
AI	Claude API

Project Structure

austin-cg-investor-engine/
├── .taskmaster/
│   └── docs/
│       └── prd.txt              # Full PRD document
├── apps/
│   └── dashboard/               # Next.js admin dashboard (TBD)
├── ghl/                         # GHL configuration docs
├── n8n-workflows/               # Exported n8n workflow JSONs
├── prompts/
│   └── PROMPT_LIBRARY.md        # All AI prompts
├── supabase/
│   └── migrations/
│       └── 001_initial_schema.sql
├── TASKS.md                     # Task breakdown
└── README.md

Quick Start

1. Supabase Setup

# Create project at supabase.com
# Run migration
psql -h <host> -U postgres -d postgres -f supabase/migrations/001_initial_schema.sql

2. n8n Setup

• Create workspace at cloud.n8n.io
• Configure credentials:
  • Supabase
  • GoHighLevel
  • Slack
  • Anthropic (Claude)

3. GHL Setup

• Create custom fields (see PRD)
• Create tags (9 segments + statuses)
• Configure API access

4. Slack Setup

• Create Slack App
• Enable reaction events
• Set webhook URL to n8n

Documentation

• PRD: .taskmaster/docs/prd.txt
• Tasks: TASKS.md
• Prompts: prompts/PROMPT_LIBRARY.md
• Schema: supabase/migrations/001_initial_schema.sql

Environment Variables

# Supabase
SUPABASE_URL=
SUPABASE_KEY=

# GoHighLevel
GHL_API_KEY=
GHL_LOCATION_ID=

# Slack
SLACK_BOT_TOKEN=
SLACK_SIGNING_SECRET=

# AI
ANTHROPIC_API_KEY=

# Optional
CREATIFY_API_KEY=
INSTAGRAM_ACCESS_TOKEN=

Open Questions for Austin

Before full implementation:

1. Call recording source? (GHL phone, Zoom, other?)
2. Workshop recording storage? (YouTube, Vimeo, local?)
3. Instagram Business API access?
4. Creatify subscription level?
5. Expected volume (contacts, content pieces)?
6. GHL account - new or existing?
7. Who is "Ashley" for tagging?
8. Timeline for Phase 1?

Timeline

Phase	Scope	Est. Hours
1	Foundation	40-60
2	AI Processing	30-40
3	Distribution	20-30
4	Social/Cross-Promo	15-25
5	AI Setter	20-25
6	Testing/QA	15-20
7	White-Label (opt)	10-15

Total: 150-215 hours

Contact

• Agency: Vixi Agency
• Lead: Carlos
• Client: Austin / CQ Marketing

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Created: December 2024