Custom Collectives

.genie/
└── collectives/
    └── your-collective/
        ├── agents/               # Specialized agents
        │   ├── agent1.md
        │   ├── agent2.md
        │   └── agent3.md
        │
        ├── spells/               # Behavioral protocols
        │   ├── spell1.md
        │   ├── spell2.md
        │   └── spell3.md
        │
        ├── workflows/            # Repeatable processes
        │   ├── workflow1.md
        │   ├── workflow2.md
        │   └── workflow3.md
        │
        └── teams/                # Advisory councils
            └── council.md

# Agent Name

## Purpose
Clear statement of what this agent does

## Specialties
- Specialty 1
- Specialty 2
- Specialty 3

## Shape-Shifts Into (optional)
Different forms this agent can take based on context

## When to Use
Situations where this agent is the right choice

## Usage Examples
genie summon agent-name "Example task"

## Behavioral Protocols
- Protocol 1
- Protocol 2
- Protocol 3

## Output Format (optional)
Expected output structure

## Tools & Integrations (optional)
External tools this agent uses

# Financial Analyst Agent

## Purpose
Analyze financial data, identify trends, and provide actionable insights

## Specialties
- Financial statement analysis
- Trend identification
- Ratio calculation and interpretation
- Forecasting and projections
- Risk assessment
- Investment analysis

## Shape-Shifts Into
- Balance sheet analyst
- Income statement analyst
- Cash flow analyst
- Investment analyst
- Risk analyst

## When to Use
- Analyzing financial statements
- Evaluating investment opportunities
- Assessing financial health
- Creating financial forecasts
- Identifying financial risks

## Usage Examples
```bash
# Analyze financial health
genie summon analyst "Analyze Q4 financial statements"

# Investment evaluation
genie summon analyst "Evaluate investment in Company X"

# Risk assessment
genie summon analyst "Assess financial risks in expansion plan"

---

## Creating Spells (Behavioral Protocols)

Spells define how agents should behave and make decisions:

### Spell Template

```markdown
# Spell Name

## Purpose
What this spell guides agents to do

## Protocol
Step-by-step behavioral guidelines:
1. Step 1
2. Step 2
3. Step 3

## Decision Rules
- Rule 1
- Rule 2
- Rule 3

## Quality Criteria
How to validate the work meets standards:
- Criterion 1
- Criterion 2
- Criterion 3

## Examples
Concrete examples of applying this spell

## Anti-Patterns
What NOT to do

# Financial Risk Assessment Spell

## Purpose
Guide systematic evaluation of financial risks in business decisions

## Protocol

### 1. Identify Risk Categories
- Market risk
- Credit risk
- Liquidity risk
- Operational risk
- Regulatory risk

### 2. Quantify Each Risk
- Probability of occurrence (%)
- Potential impact ($)
- Risk score = Probability × Impact

### 3. Prioritize Risks
- Critical: Risk score > $1M
- High: Risk score $100K-$1M
- Medium: Risk score $10K-$100K
- Low: Risk score < $10K

### 4. Develop Mitigation Strategies
For each critical/high risk:
- Prevention measures
- Detection mechanisms
- Response plans
- Recovery procedures

### 5. Document Findings
- Risk register
- Mitigation plan
- Monitoring protocols

## Decision Rules

### When to Escalate
- Any critical risk identified
- Multiple high risks in same category
- New risks outside expected categories
- Risk trends worsening

### When to Deep Dive
- Risk score > $500K
- Low-probability but catastrophic impact
- Regulatory or compliance implications
- Affects multiple business units

### When to Accept
- Risk score < $10K
- Cost of mitigation > risk impact
- Risk is temporary and declining
- Already covered by insurance

## Quality Criteria

### Complete Risk Assessment
- All risk categories evaluated
- Quantitative and qualitative analysis
- Industry benchmarks considered
- Historical data analyzed

### Actionable Mitigation
- Specific, not generic recommendations
- Cost-benefit analysis included
- Implementation timeline defined
- Responsibility assigned

### Clear Communication
- Executive summary (1 page)
- Risk matrix visualization
- Plain language (avoid jargon)
- Action items prioritized

## Examples

### Good Risk Assessment

### Poor Risk Assessment

## Anti-Patterns

### ❌ Analysis Paralysis
Don't spend months analyzing risks - make reasonable estimates and iterate

### ❌ Risk Theater
Don't create risk assessments just to check boxes - focus on actual risk reduction

### ❌ Ignoring Low-Probability/High-Impact
Don't dismiss risks just because they're unlikely - catastrophic risks need attention

### ❌ Static Risk Assessment
Don't treat risk assessment as one-time - risks change, reassess regularly

# Workflow Name

## Purpose
What this workflow accomplishes

## Trigger
When this workflow should run

## Steps

### Step 1: [Name]
**Agent**: agent-name
**Task**: What the agent does
**Input**: What it receives
**Output**: What it produces
**Validation**: How to check quality

### Step 2: [Name]
[Same structure]

## Validation Gates
Quality checks before proceeding:
- Gate 1
- Gate 2
- Gate 3

## Rollback Procedures
What to do if something fails:
- Scenario 1: Response
- Scenario 2: Response

## Success Criteria
How to know the workflow succeeded:
- Criterion 1
- Criterion 2

# Quarterly Financial Report Workflow

## Purpose
Generate comprehensive quarterly financial reports with analysis and insights

## Trigger
- End of each quarter
- Manual request for ad-hoc analysis
- Board meeting preparation

## Steps

### Step 1: Data Collection
**Agent**: data-collector
**Task**: Gather all financial data for the quarter
**Input**: Quarter to analyze (e.g., Q4 2024)
**Output**:
- Raw financial data
- Transaction records
- Account balances
**Validation**:
- All accounts included
- Data reconciled with bank statements
- No missing months

### Step 2: Financial Statement Preparation
**Agent**: accountant
**Task**: Prepare standard financial statements
**Input**: Raw financial data from Step 1
**Output**:
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Statement of Changes in Equity
**Validation**:
- All statements balance
- GAAP compliant
- Prior quarter included for comparison

### Step 3: Financial Analysis
**Agent**: analyst
**Task**: Analyze financial statements and identify trends
**Input**: Financial statements from Step 2
**Output**:
- Key financial ratios
- Trend analysis
- Variance analysis (actual vs. budget)
- Industry benchmark comparison
**Validation**:
- All major ratios calculated
- Trends explained
- Significant variances identified

### Step 4: Risk Assessment
**Agent**: risk-analyst
**Task**: Identify financial risks using risk-assessment spell
**Input**: Financial data and analysis
**Output**:
- Risk register
- Risk scores
- Mitigation recommendations
**Validation**:
- All risk categories evaluated
- Critical risks identified
- Mitigation plans actionable

### Step 5: Visualization Creation
**Agent**: visualizer (from Create collective)
**Task**: Create charts and graphs
**Input**: Financial data and analysis
**Output**:
- Revenue trends chart
- Expense breakdown chart
- Cash flow visualization
- Ratio comparison charts
**Validation**:
- All key metrics visualized
- Charts clearly labeled
- Data accurate

### Step 6: Report Writing
**Agent**: writer (from Create collective)
**Task**: Write executive summary and detailed report
**Input**: All outputs from previous steps
**Output**:
- Executive summary (2 pages)
- Detailed financial report (10-15 pages)
- Appendices with detailed statements
**Validation**:
- Clear and concise writing
- Key insights highlighted
- Actionable recommendations

### Step 7: Review & Refinement
**Agent**: financial-controller
**Task**: Review entire report for accuracy and completeness
**Input**: Draft report
**Output**: Final report with approval
**Validation**:
- All numbers verified
- Statements reconciled
- Report meets standards

### Step 8: Distribution
**Agent**: distributor
**Task**: Format and distribute report to stakeholders
**Input**: Final report
**Output**:
- PDF formatted report
- Email distribution
- Portal upload
**Validation**:
- All stakeholders received report
- Access permissions correct
- Archive copy saved

## Validation Gates

### After Step 2: Financial Statement Validation
- All statements balance
- Previous quarter comparison included
- GAAP compliance verified
**If Fails**: Return to Step 1 for data validation

### After Step 6: Content Quality Gate
- Executive summary is clear and actionable
- Report is free of errors
- Visualizations are accurate
**If Fails**: Return to appropriate step for corrections

### After Step 7: Final Approval Gate
- Financial controller approval
- CFO review completed
- Board-ready quality
**If Fails**: Refine based on feedback

## Rollback Procedures

### Data Issues Discovered Late
1. Halt workflow immediately
2. Identify scope of incorrect data
3. Return to Step 1 with corrections
4. Restart from affected step

### Analysis Errors Found
1. Preserve original report (timestamped)
2. Correct analysis
3. Re-run from Step 3 forward
4. Document corrections made

### Missed Deadline
1. Prepare interim summary report
2. Complete full workflow in parallel
3. Replace interim with full report
4. Add explanatory note

## Success Criteria

### Report Completeness
- All required sections included
- All financial statements present
- Analysis covers all key areas
- Risks identified and assessed

### Report Quality
- Accuracy: All numbers verified
- Clarity: Easy to understand
- Insights: Actionable recommendations
- Timeliness: Delivered on schedule

### Stakeholder Satisfaction
- Questions answered proactively
- Meets board requirements
- Supports decision-making
- No revisions needed

## Automation Triggers

### Automated Quarterly Run
Schedule workflow to run automatically:
- April 15 (Q1)
- July 15 (Q2)
- October 15 (Q3)
- January 15 (Q4)

### Alert Conditions
Send alerts if:
- Critical risks identified
- Significant budget variances (>15%)
- Cash flow concerns
- Regulatory compliance issues

## Metrics & Monitoring

### Workflow Performance
- Total time to complete
- Time per step
- Error rate
- Revision count

### Report Quality
- Stakeholder satisfaction score
- Number of follow-up questions
- Action item completion rate
- Forecast accuracy (measured next quarter)

# Team Name

## Purpose
What this team advises on

## Members
- **Agent 1**: Perspective they provide
- **Agent 2**: Perspective they provide
- **Agent 3**: Perspective they provide

## When to Convene
Situations requiring team consultation

## Decision Process
How the team reaches decisions:
1. Step 1
2. Step 2
3. Step 3

## Output Format
Structure of team recommendations

## Examples
Example consultations and decisions

# Finance Council

## Purpose
Provide collaborative financial decision-making and strategic advisory

## Members

- **CFO Agent**: Overall financial strategy and governance perspective
- **Analyst Agent**: Data-driven analysis and trend insights
- **Risk Agent**: Risk assessment and mitigation strategies
- **Auditor Agent**: Compliance and control perspective
- **Forecaster Agent**: Future projections and scenario planning

## When to Convene

### Major Financial Decisions
- Capital investments > $500K
- New business ventures
- Debt financing decisions
- M&A opportunities

### Strategic Planning
- Annual budget approval
- Long-term financial strategy
- Resource allocation decisions
- Growth vs. profitability trade-offs

### Crisis Management
- Liquidity concerns
- Major customer loss
- Regulatory issues
- Market disruptions

### Performance Issues
- Multiple quarters of declining performance
- Significant budget variances
- Cash flow problems
- Profitability concerns

## Decision Process

### 1. Context Setting (CFO Agent)
- Present the decision or question
- Provide background and constraints
- Set decision criteria

### 2. Analysis Phase (All Members)
Each agent provides their perspective:

**Analyst Agent**:
- Historical data analysis
- Trend identification
- Quantitative assessment

**Risk Agent**:
- Risk identification
- Risk quantification
- Mitigation strategies

**Auditor Agent**:
- Compliance requirements
- Control implications
- Regulatory considerations

**Forecaster Agent**:
- Future scenarios
- Projections
- Sensitivity analysis

### 3. Discussion Phase (Facilitated by CFO)
- Identify areas of agreement
- Discuss areas of disagreement
- Explore alternatives
- Debate trade-offs

### 4. Recommendation Phase
- Synthesize perspectives
- Develop recommendation
- Document dissenting views
- Identify action items

### 5. Documentation
- Decision summary
- Supporting analysis
- Risk factors
- Implementation plan

## Output Format

### Executive Summary
**Decision Question**: [One sentence]

**Recommendation**: [Clear recommendation with confidence level]

**Key Factors**:
- Factor 1
- Factor 2
- Factor 3

**Risks**: [Top 3 risks]

**Action Items**: [Next steps with owners]

### Detailed Analysis

#### Financial Analysis (Analyst)
[Data, trends, quantitative assessment]

#### Risk Assessment (Risk Agent)
[Risks, scores, mitigation plans]

#### Compliance Review (Auditor)
[Regulatory requirements, control needs]

#### Future Scenarios (Forecaster)
[Best case, base case, worst case projections]

### Recommendations
- **Primary Recommendation**: [Detailed recommendation]
- **Alternative Options**: [Other viable options]
- **Dissenting Views**: [If any council members disagree]

### Implementation Plan
- Timeline
- Resources needed
- Responsibilities
- Success metrics

## Examples

### Example 1: Capital Investment Decision

**Question**: Should we invest $2M in new manufacturing equipment?

**Council Process**:

**CFO**: "We're considering $2M investment in equipment to increase capacity by 40%. Need council input."

**Analyst**:
- Current capacity utilization: 85%
- Projected demand growth: 30% over 3 years
- Equipment payback period: 4 years at current prices
- ROI: 18% over 7-year equipment life

**Risk Agent**:
- Market risk: Demand projections uncertain (Medium risk, $400K)
- Technology risk: Equipment could become obsolete (Low risk, $200K)
- Execution risk: Installation disruption (Medium risk, $300K)
- Overall risk score: $900K (Medium-High)
- Mitigation: Phased purchase, lease options, demand guarantees

**Auditor**:
- Requires board approval (>$1M)
- Depreciation impacts taxes
- Financing covenants allow this investment
- Environmental permits needed

**Forecaster**:
- Best case: 35% demand growth, payback 3.2 years
- Base case: 30% demand growth, payback 4 years
- Worst case: 20% demand growth, payback 6.5 years
- Sensitivity: Most sensitive to demand growth rate

**Recommendation**:
✅ **APPROVE with conditions**

Proceed with investment BUT:
1. Phase purchase: $1M now, $1M in Year 2
2. Secure demand commitments from top 3 customers
3. Evaluate lease vs. buy options
4. Set up monthly monitoring of capacity utilization

**Confidence Level**: 75%

**Dissenting Views**: None

**Action Items**:
1. CFO: Get board approval (2 weeks)
2. Operations: Secure customer commitments (3 weeks)
3. Finance: Evaluate lease options (2 weeks)
4. Operations: Plan installation schedule (4 weeks)

### Example 2: Pricing Strategy

**Question**: Should we increase prices by 15% to offset cost increases?

**Council Process**:

**Analyst**:
- Costs increased 12% due to supply chain
- Current margin: 35%
- With 15% price increase: 42% margin
- Competitor prices 8% higher than us currently

**Risk Agent**:
- Customer loss risk: HIGH (30% probability, $1.5M impact)
- Competitor response risk: MEDIUM (Need to monitor)
- Brand perception risk: MEDIUM (seen as expensive)

**Forecaster**:
- Best case: 15% increase, lose 5% customers = +$850K profit
- Base case: 15% increase, lose 15% customers = +$200K profit
- Worst case: 15% increase, lose 30% customers = -$400K profit

**Recommendation**:
⚠️ **DO NOT APPROVE 15% increase**

**Alternative**: Tiered approach
1. Immediate: 5% across-the-board increase
2. Month 3: Additional 3-5% for specific product lines
3. Month 6: Evaluate and adjust

This reduces customer shock and allows monitoring of response.

**Confidence Level**: 85%

**Dissenting Views**:
- Analyst believes we can do 10% immediately

**Action Items**:
1. Implement 5% increase (1 month)
2. Communicate value justification to customers
3. Monitor churn rates weekly
4. Re-evaluate at Month 3

## Best Practices

### Preparation
- Share background materials in advance
- Provide clear decision criteria
- Set time expectations

### Facilitation
- Ensure all voices heard
- Focus on data and reasoning
- Avoid groupthink
- Welcome disagreement

### Documentation
- Record all perspectives
- Document dissenting views
- Clear action items
- Follow-up schedule

### Follow-Up
- Track implementation
- Measure outcomes
- Learn and improve
- Update decision frameworks

.genie/collectives/finance/
├── agents/
│   ├── analyst.md          # Financial analysis
│   ├── accountant.md       # Bookkeeping and statements
│   ├── auditor.md          # Compliance and controls
│   ├── forecaster.md       # Projections and scenarios
│   ├── risk-analyst.md     # Risk assessment
│   └── cfo.md              # Strategic financial leadership
│
├── spells/
│   ├── risk-assessment.md      # Risk evaluation protocol
│   ├── gaap-compliance.md      # Accounting standards
│   ├── forecasting-method.md   # Forecasting methodology
│   ├── variance-analysis.md    # Budget vs. actual analysis
│   └── investment-criteria.md  # Investment evaluation
│
├── workflows/
│   ├── quarterly-report.md     # Quarterly reporting
│   ├── budget-planning.md      # Annual budget creation
│   ├── cash-flow-mgmt.md       # Cash flow management
│   └── investment-review.md    # Investment evaluation
│
└── teams/
    └── finance-council.md      # Financial advisory team

# Financial analysis
genie summon analyst "Analyze Q4 financial performance"

# Run quarterly report workflow
genie forge .genie/collectives/finance/workflows/quarterly-report.md

# Get Finance Council input on major decision
genie council finance "Should we acquire Company X for $5M?"

# Risk assessment
genie summon risk-analyst "Assess risks in expansion to Europe"

# Budget planning
genie forge .genie/collectives/finance/workflows/budget-planning.md

# Create new collective
genie collective create <name>

# List all collectives
genie collective list

# Add agent to collective
genie collective add-agent <collective> <agent-name>

# Add spell to collective
genie collective add-spell <collective> <spell-name>

# Add workflow to collective
genie collective add-workflow <collective> <workflow-name>

# Test collective
genie collective test <name>

# Export collective (for sharing)
genie collective export <name> --output collective.tar.gz

# Import collective
genie collective import collective.tar.gz

# Validate collective structure
genie collective validate <name>

# Export to tarball
genie collective export finance --output finance-collective.tar.gz

# Export to git repo
genie collective export finance --git https://github.com/you/finance-collective

# Finance Collective

Domain-specific collective for financial analysis and reporting.

## Installation

```bash
genie collective import finance-collective.tar.gz

---

## Advanced Topics

### Dynamic Agent Creation

Create agents on-the-fly for unique situations:

```bash
# Create temporary specialized agent
genie agent create-temp "M&A deal evaluator" \
  --collective finance \
  --lifetime "1 week" \
  --specialties "M&A, due diligence, valuation"

.genie/collectives/
├── finance/              # Base finance collective
└── finance-startup/      # Extends finance for startups
    ├── extends: finance
    ├── agents/
    │   └── vc-analyst.md    # Additional agent
    └── spells/
        └── startup-metrics.md  # Additional spell

# Product Launch Workflow

## Steps

### 1. Build Feature (Code Collective)
**Agent**: implementor
**Task**: Build the feature

### 2. Create Documentation (Create Collective)
**Agent**: writer
**Task**: Document the feature

### 3. Financial Analysis (Finance Collective)
**Agent**: analyst
**Task**: Project revenue impact

### 4. Launch (Create Collective)
**Agent**: announcements
**Task**: Multi-platform launch