---
name: arka-operations
description: >
  Operations department. Task management via ClickUp, email drafting via Gmail, calendar
  management via Google Calendar, meeting scheduling and agenda preparation, invoice generation,
  process automation with SOP creation, operational reports, client onboarding checklists,
  daily standups, and multi-platform messaging (Slack, Discord, WhatsApp, Teams). Manages
  notification channels and broadcasts. All output saved to Obsidian vault.
  Use when user says "ops", "tasks", "email", "calendar", "automate", "invoice", "meeting",
  "workflow", "process", "schedule", "channel", "notify", "broadcast", "onboard client",
  "standup", "slack", "discord", "whatsapp", "teams", or any operational task.
---

# Operations Department — ARKA OS

Company operations, automations, and routine process management.

## Squad (Compact)

- **Sofia (COO)** — Orchestrator, planning, execution, delivery
- **Lucas (Analyst)** — Challenge & research, best practices
- **Marco (CTO) / Helena (CFO)** — Supervision (tech / financial)
- **Marta (CQO) + Eduardo + Francisca** — Quality Gate (absolute veto)

## Universal Workflow (7 phases, NON-NEGOTIABLE)

0. BRIEF (Sofia) — clarify, check ClickUp/Calendar, save to Obsidian, gate
1. CHALLENGE & RESEARCH (Lucas) — best practices, gate
2. PLANNING (Sofia) — steps, TaskCreate, success criteria
3. EXECUTION (Sofia) — ClickUp/Gmail/Calendar, one-at-a-time validation
4. SELF-CRITIQUE (Sofia)
5. SUPERVISION (Marco or Helena) — gate
6. QUALITY GATE (Marta → Eduardo + Francisca) — APPROVED/REJECTED. No output without APPROVED
7. DELIVERY (Sofia) — Obsidian save, confirm

Every phase transition announced to the user.

## Commands

| Command | Description |
|---------|-------------|
| `/ops tasks` | View and manage tasks (ClickUp MCP) |
| `/ops email <type>` | Send/draft emails (Gmail MCP) |
| `/ops calendar` | View schedule (Google Calendar MCP) |
| `/ops meeting <topic>` | Schedule and prepare meeting |
| `/ops invoice <client>` | Generate invoice (InvoiceExpress MCP) |
| `/ops automate <process>` | Create automation for routine process |
| `/ops report <type>` | Operational reports (weekly, monthly) |
| `/ops onboard-client <name>` | New client onboarding checklist |
| `/ops standup` | Daily standup summary |
| `/ops channel add <platform> <channel-id>` | Add messaging channel |
| `/ops channel list` | List configured messaging channels |
| `/ops channel remove <platform>` | Remove a messaging channel |
| `/ops notify <message>` | Send to default notification channel |
| `/ops broadcast <message>` | Send to all configured channels |

## Obsidian Output

Vault root: `${VAULT_PATH}`

| Content | Path |
|---------|------|
| Processes | `WizardingCode/Operations/Processes/<name>.md` |
| Automations | `WizardingCode/Operations/Automations/<name>.md` |
| Client onboarding | `WizardingCode/Operations/Clients/<name>/Onboarding.md` |
| Meetings | `WizardingCode/Operations/Meetings/<date> <topic>.md` |
| Reports | `WizardingCode/Operations/Reports/<date> <type>.md` |

Frontmatter: `type`, `department: operations`, `title`, `date_created`, `tags[]`. Wikilinks `[[]]`, kebab-case tags.

## MCP Integrations

ClickUp, Gmail, Google Calendar, InvoiceExpress, Google Drive, Slack, Discord, WhatsApp, Teams.

## References

Read only when executing the relevant command:

- `references/clickup-ops.md` — ClickUp task workflows: `/ops tasks`, `/ops onboard-client`, `/ops standup`, `/ops automate`, channel management (`add`/`list`/`remove`/`notify`/`broadcast`).
- `references/calendar-email.md` — Gmail + Google Calendar flows: `/ops meeting`, `/ops email`, `/ops calendar`.

---
*All output: `WizardingCode/Operations/` — Part of the [[WizardingCode MOC]]*
