Stripe deposit to project kickoff automation: deal closed, plan built, kickoff doc ready

The relay checks the Stripe signature on the paid event, drops duplicates and turns it into one record on the paid queue.

Stripe webhook relay, Upstash queue

The poller confirms the payment is live, finds the one proposal run whose manifest carries exactly this proposal id and stamps its intake record as paid.

run_proposal_queue.py

Moves the payer's deal to Closed Won in the sales pipeline, with no hand on the CRM.

GoHighLevel CRM, crm_move.py

Turns the accepted proposal into a project plan: a kickoff call, one task per scope item, one milestone per timeline phase and a final invoice, each dated from the day the deposit landed.

proposal_to_clickup_spec.py

Creates one Project task and its subtasks in ClickUp from the spec file. Matching is by name, so a re-run updates in place.

ClickUp, clickup_sync.py

Sends the payer a welcome email with the next steps and a link to book the kickoff call. It is sent once per proposal.

Gmail

A paid deposit makes a client: the poller creates the client folder and writes the first work log line.

log_client_work.py

Builds the task that tells a fresh session to write the kickoff document from the proposal manifest.

Jarvis inbox

One message lists every step with its result. A failed step shows FAILED with the reason and does not block the others.

Telegram

Reads the proposal manifest and writes the kickoff plan: a personal note, the deposit line, which access sections apply, the decisions to lock on the call and the timeline.

create-kickoff-doc skill

Composes the document from the plan and the reusable section library, compiles the checklist at the top and stops if any placeholder is unfilled.

generate_kickoff_doc.py

Uploads the document as a shareable Google Doc, turns the checklist into real checkboxes and exports the PDF.

Google Docs (here: pandoc, Chrome)