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Update to Simplified for AI

Snapshot Nov 3, 2026 · 18:19 UTC · version 2.1.0

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WHAT CHANGED

Instructions updated for manage-projects

Full description — Now says: creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for...

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Full description

Before

Sep 30, 2026 · 22:54 UTC

marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retri...

After

Nov 3, 2026 · 18:19 UTC

creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and nativ...

Skill instructions

Before

Sep 30, 2026 · 22:54 UTC

marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retri...

After

Nov 3, 2026 · 18:19 UTC

creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and nativ...

Supporting files

Before

Sep 30, 2026 · 22:54 UTC

[{"relative_path":"agents/openai.yaml","size_in_bytes":495},{"relative_path":"references/project-operations.md","size_in_bytes":1818}]

After

Nov 3, 2026 · 18:19 UTC

[{"relative_path":"agents/openai.yaml","size_in_bytes":495},{"relative_path":"references/project-operations.md","size_in_bytes":3523}]

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SKILL.md text changes

− removed · + added

--- before
+++ after
@@ -1,6 +1,6 @@
 ---
 name: manage-projects
-description: Organize marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retrieve, prioritize, reorder, assign, export, or remove project items; or turn an approved content plan into trackable work.
+description: Organize creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and native dependencies are not handled here; they need the simplified-project-management skill and the full connector, where available.
 ---
 
 # Manage Projects
@@ -13,19 +13,19 @@
 - Use the same `resourcetype` for every operation on a project. Prefer `Project` for ordinary marketing work and `AdCreativeProject` only for specialized ad-creative projects.
 - Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.
 - Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.
-- Confirm the target and consequences before soft-deleting a project/item, assigning an execution agent, or exporting to a partner integration.
+- Resolve the exact target and consequences before soft-deleting, assigning an execution agent, or exporting. A user request that specifies the action and scope is authorization; ask only when the target, destination, or execution scope is unclear.
 - Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.
 
 ## Workflow
 
 1. Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.
-2. Call `api_listProjects` with the chosen `resourcetype` and search term. Reuse a unique match or show choices when several projects could apply.
+2. Resolve named or uncertain workspace/teamspace scope with `simplified-workspace` and carry numeric `space_id` on every call. Kanban boards, team task ownership, subtasks, and native dependencies are a different resource served only by the full connector (`simplified-project-management`, where installed); if it is not available, say so rather than approximating with project items. Call `api_listProjects` with the chosen `resourcetype` and `search`. Reuse a verified unique match or show choices when several projects could apply. `expand: "items"` can include deliverables and avoid separate listings.
 3. If creation is requested, call `api_createProject` with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.
-4. Call `api_listProjectItems` before adding work to understand existing deliverables and avoid duplicates.
+4. Inspect the returned items, or call `api_listProjectItems` on an existing project, before adding work to avoid duplicates. A newly created empty project does not need another inventory call.
 5. Convert the plan into outcome-oriented items. Each item should have one deliverable, owner or owner-needed flag, status, priority, start/due date, dependencies in the description or data, and a measurable definition of done.
 6. Call `api_createProjectItem` for authorized items. Use `data.assets` for known permanent asset UUIDs; never store signed URLs as durable references.
-7. Use `api_reorderProjectItem` only when the user requests or approves a new sequence. Use `api_assignAgentToItem` only with a resolved agent ID and explicit execution scope.
-8. Use `api_exportProjectItems` only after confirming the partner integration and exact item IDs. Report export initiation separately from export completion.
+7. Revise existing work with `api_updateProject` or `api_updateProjectItem`; read first and send the complete merged `data` object when changing it. Use `api_reorderProjectItem` within the requested organization scope. Use `api_assignAgentToItem` only with a resolved agent UUID and authorized execution scope; Resolve agents through the separately configured automation/full connection when enabled; follow `simplified-workflows` for discovery and capability checks. Assignment alone does not establish completion.
+8. Use `api_exportProjectItems` with the resolved numeric `partner_id` and exact `item_ids` within the authorized destination scope. There is no dedicated partner-discovery tool in the current public schema; use a known configured ID or verified supported discovery, and ask when the destination is unresolved. Report export initiation separately from completion.
 
 Read [references/project-operations.md](references/project-operations.md) for field and lifecycle rules.
 
Full technical diff · 3 changed fields

changed /description

BEFORE
"Organize marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retrieve, prioritize, reorder, assign, export, or remove project items; or turn an approved content plan into trackable work."
AFTER
"Organize creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and native dependencies are not handled here; they need the simplified-project-management skill and the full connector, where available."

changed /included_files

BEFORE
[
  {
    "relative_path": "agents/openai.yaml",
    "size_in_bytes": 495
  },
  {
    "relative_path": "references/project-operations.md",
    "size_in_bytes": 1818
  }
]
AFTER
[
  {
    "relative_path": "agents/openai.yaml",
    "size_in_bytes": 495
  },
  {
    "relative_path": "references/project-operations.md",
    "size_in_bytes": 3523
  }
]

changed /skill_md_contents

BEFORE
"---\nname: manage-projects\ndescription: Organize marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retrieve, prioritize, reorder, assign, export, or remove project items; or turn an approved content plan into trackable work.\n---\n\n# Manage Projects\n\nTranslate a marketing plan into accountable, sequenced work without confusing project organization with publishing authorization.\n\n## Guardrails\n\n- Inspect before mutating. Reuse an existing project when it clearly matches the user's initiative.\n- Use the same `resourcetype` for every operation on a project. Prefer `Project` for ordinary marketing work and `AdCreativeProject` only for specialized ad-creative projects.\n- Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.\n- Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.\n- Confirm the target and consequences before soft-deleting a project/item, assigning an execution agent, or exporting to a partner integration.\n- Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.\n\n## Workflow\n\n1. Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.\n2. Call `api_listProjects` with the chosen `resourcetype` and search term. Reuse a unique match or show choices when several projects could apply.\n3. If creation is requested, call `api_createProject` with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.\n4. Call `api_listProjectItems` before adding work to understand existing deliverables and avoid duplicates.\n5. Convert the plan into outcome-oriented items. Each item should have one deliverable, owner or owner-needed flag, status, priority, start/due date, dependencies in the description or data, and a measurable definition of done.\n6. Call `api_createProjectItem` for authorized items. Use `data.assets` for known permanent asset UUIDs; never store signed URLs as durable references.\n7. Use `api_reorderProjectItem` only when the user requests or approves a new sequence. Use `api_assignAgentToItem` only with a resolved agent ID and explicit execution scope.\n8. Use `api_exportProjectItems` only after confirming the partner integration and exact item IDs. Report export initiation separately from export completion.\n\nRead [references/project-operations.md](references/project-operations.md) for field and lifecycle rules.\n\n## Marketing Operations Standard\n\n- Organize work around deliverables and approvals, not vague activity such as “work on social.”\n- Separate strategy, copy, creative, channel adaptation, compliance, review, scheduling, and reporting when different owners or gates apply.\n- Put the decision deadline before the publish deadline. Include contingency time for legal, customer, or executive review where relevant.\n- Use priorities to express business consequence and sequencing, not urgency theater.\n- Do not create a bloated project for a one-step request; perform the direct task unless the user wants tracking.\n\n## Output\n\nLead with project status and the critical path. Then report created or changed items, owners, dates, dependencies, approval gates, IDs needed for follow-up, and any action awaiting confirmation.\n"
AFTER
"---\nname: manage-projects\ndescription: Organize creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and native dependencies are not handled here; they need the simplified-project-management skill and the full connector, where available.\n---\n\n# Manage Projects\n\nTranslate a marketing plan into accountable, sequenced work without confusing project organization with publishing authorization.\n\n## Guardrails\n\n- Inspect before mutating. Reuse an existing project when it clearly matches the user's initiative.\n- Use the same `resourcetype` for every operation on a project. Prefer `Project` for ordinary marketing work and `AdCreativeProject` only for specialized ad-creative projects.\n- Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.\n- Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.\n- Resolve the exact target and consequences before soft-deleting, assigning an execution agent, or exporting. A user request that specifies the action and scope is authorization; ask only when the target, destination, or execution scope is unclear.\n- Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.\n\n## Workflow\n\n1. Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.\n2. Resolve named or uncertain workspace/teamspace scope with `simplified-workspace` and carry numeric `space_id` on every call. Kanban boards, team task ownership, subtasks, and native dependencies are a different resource served only by the full connector (`simplified-project-management`, where installed); if it is not available, say so rather than approximating with project items. Call `api_listProjects` with the chosen `resourcetype` and `search`. Reuse a verified unique match or show choices when several projects could apply. `expand: \"items\"` can include deliverables and avoid separate listings.\n3. If creation is requested, call `api_createProject` with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.\n4. Inspect the returned items, or call `api_listProjectItems` on an existing project, before adding work to avoid duplicates. A newly created empty project does not need another inventory call.\n5. Convert the plan into outcome-oriented items. Each item should have one deliverable, owner or owner-needed flag, status, priority, start/due date, dependencies in the description or data, and a measurable definition of done.\n6. Call `api_createProjectItem` for authorized items. Use `data.assets` for known permanent asset UUIDs; never store signed URLs as durable references.\n7. Revise existing work with `api_updateProject` or `api_updateProjectItem`; read first and send the complete merged `data` object when changing it. Use `api_reorderProjectItem` within the requested organization scope. Use `api_assignAgentToItem` only with a resolved agent UUID and authorized execution scope; Resolve agents through the separately configured automation/full connection when enabled; follow `simplified-workflows` for discovery and capability checks. Assignment alone does not establish completion.\n8. Use `api_exportProjectItems` with the resolved numeric `partner_id` and exact `item_ids` within the authorized destination scope. There is no dedicated partner-discovery tool in the current public schema; use a known configured ID or verified supported discovery, and ask when the destination is unresolved. Report export initiation separately from completion.\n\nRead [references/project-operations.md](references/project-operations.md) for field and lifecycle rules.\n\n## Marketing Operations Standard\n\n- Organize work around deliverables and approvals, not vague activity such as “work on social.”\n- Separate strategy, copy, creative, channel adaptation, compliance, review, scheduling, and reporting when different owners or gates apply.\n- Put the decision deadline before the publish deadline. Include contingency time for legal, customer, or executive review where relevant.\n- Use priorities to express business consequence and sequencing, not urgency theater.\n- Do not create a bloated project for a one-step request; perform the direct task unless the user wants tracking.\n\n## Output\n\nLead with project status and the critical path. Then report created or changed items, owners, dates, dependencies, approval gates, IDs needed for follow-up, and any action awaiting confirmation.\n"
Full snapshot data
{
  "description": "Organize creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and native dependencies are not handled here; they need the simplified-project-management skill and the full connector, where available.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 495
    },
    {
      "relative_path": "references/project-operations.md",
      "size_in_bytes": 3523
    }
  ],
  "name": "manage-projects",
  "skill_md_contents": "---\nname: manage-projects\ndescription: Organize creative marketing projects and their deliverable items in Simplified, including collections, ordering, asset handoffs, assignments, and exports. Use for marketing project/item records. Kanban boards, tasks, subtasks, statuses, and native dependencies are not handled here; they need the simplified-project-management skill and the full connector, where available.\n---\n\n# Manage Projects\n\nTranslate a marketing plan into accountable, sequenced work without confusing project organization with publishing authorization.\n\n## Guardrails\n\n- Inspect before mutating. Reuse an existing project when it clearly matches the user's initiative.\n- Use the same `resourcetype` for every operation on a project. Prefer `Project` for ordinary marketing work and `AdCreativeProject` only for specialized ad-creative projects.\n- Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.\n- Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.\n- Resolve the exact target and consequences before soft-deleting, assigning an execution agent, or exporting. A user request that specifies the action and scope is authorization; ask only when the target, destination, or execution scope is unclear.\n- Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.\n\n## Workflow\n\n1. Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.\n2. Resolve named or uncertain workspace/teamspace scope with `simplified-workspace` and carry numeric `space_id` on every call. Kanban boards, team task ownership, subtasks, and native dependencies are a different resource served only by the full connector (`simplified-project-management`, where installed); if it is not available, say so rather than approximating with project items. Call `api_listProjects` with the chosen `resourcetype` and `search`. Reuse a verified unique match or show choices when several projects could apply. `expand: \"items\"` can include deliverables and avoid separate listings.\n3. If creation is requested, call `api_createProject` with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.\n4. Inspect the returned items, or call `api_listProjectItems` on an existing project, before adding work to avoid duplicates. A newly created empty project does not need another inventory call.\n5. Convert the plan into outcome-oriented items. Each item should have one deliverable, owner or owner-needed flag, status, priority, start/due date, dependencies in the description or data, and a measurable definition of done.\n6. Call `api_createProjectItem` for authorized items. Use `data.assets` for known permanent asset UUIDs; never store signed URLs as durable references.\n7. Revise existing work with `api_updateProject` or `api_updateProjectItem`; read first and send the complete merged `data` object when changing it. Use `api_reorderProjectItem` within the requested organization scope. Use `api_assignAgentToItem` only with a resolved agent UUID and authorized execution scope; Resolve agents through the separately configured automation/full connection when enabled; follow `simplified-workflows` for discovery and capability checks. Assignment alone does not establish completion.\n8. Use `api_exportProjectItems` with the resolved numeric `partner_id` and exact `item_ids` within the authorized destination scope. There is no dedicated partner-discovery tool in the current public schema; use a known configured ID or verified supported discovery, and ask when the destination is unresolved. Report export initiation separately from completion.\n\nRead [references/project-operations.md](references/project-operations.md) for field and lifecycle rules.\n\n## Marketing Operations Standard\n\n- Organize work around deliverables and approvals, not vague activity such as “work on social.”\n- Separate strategy, copy, creative, channel adaptation, compliance, review, scheduling, and reporting when different owners or gates apply.\n- Put the decision deadline before the publish deadline. Include contingency time for legal, customer, or executive review where relevant.\n- Use priorities to express business consequence and sequencing, not urgency theater.\n- Do not create a bloated project for a one-step request; perform the direct task unless the user wants tracking.\n\n## Output\n\nLead with project status and the critical path. Then report created or changed items, owners, dates, dependencies, approval gates, IDs needed for follow-up, and any action awaiting confirmation.\n"
}

SHA-256 of public snapshot: d042c26cc179f8ef5eebdef0283af8fd797029c7a7c216fb8bfbb88a55ef4305