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projectbluefinprojectbluefin/finpilot/.agents/skills/onboarding/SKILL.md

onboarding

Skill131 starsChanged 18 days agoApache-2.0View on GitHub

Bootstrap a new image from this template: rename the project, enable Actions and Renovate, protect the branch, and reach a first green build. Use when forking the template or when setup has stalled.

  • Commits and pushes

100 other projects use a version of this.

Adopted by

Most recently taken up by

Used with

Projects with it also use paywalls, popups and 10 more.

Other files people use alongside this one.

Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
  • CesarjoquinSkill

    paywalls

    When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates. Also use when the user mentions "paywall," "upgrade screen," "upgrade modal," "upsell," "feature gate," "convert free to paid," "freemium conversion," "trial expiration screen," "limit reached screen," "plan upgrade prompt," "in-app pricing," "free users won't upgrade," "trial to paid conversion," or "how do I get users to pay." Use this for any in-product moment where you're asking users to upgrade. Distinct from public pricing pages (see cro) — this focuses on in-product upgrade moments where the user has already experienced value. For pricing decisions, see pricing.

    Also in 19 projects that use this

  • CesarjoquinSkill

    popups

    When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes. Also use when the user mentions "exit intent," "popup conversions," "modal optimization," "lead capture popup," "email popup," "announcement banner," "overlay," "collect emails with a popup," "exit popup," "scroll trigger," "sticky bar," or "notification bar." Use this for any overlay or interrupt-style conversion element. For forms outside of popups, see cro. For general page conversion optimization, see cro.

    Also in 18 projects that use this

  • coreyhaines31Skill

    marketing-council

    When the user wants multiple expert perspectives on a marketing question — a simulated board of advisors staffed by legendary marketers (Seth Godin, David Ogilvy, Eugene Schwartz, April Dunford, Rory Sutherland, Alex Hormozi, Byron Sharp, and more). Also use when the user mentions 'marketing council,' 'board of advisors,' 'advisory board,' 'what would Seth Godin say,' 'what would Ogilvy think,' 'channel Hormozi,' 'get multiple perspectives,' 'debate this,' 'have the council review,' 'marketing mentors,' or asks how a famous marketer would approach their problem. The council gives each advisor's take through their documented frameworks, surfaces where they disagree, and synthesizes a recommendation. For executing the winning direction, hand off to positioning, offers, copywriting, ads, or the relevant skill.

    Also in 13 projects that use this

  • roerohanSkill

    prospecting

    When the user wants to find, qualify, and build a list of prospects to reach out to — across B2B SaaS, general B2B, or local small businesses. Also use when the user mentions "prospecting," "build a prospect list," "find prospects," "find leads," "lead gen list," "find SaaS companies that," "find B2B companies," "find local businesses," "ICP-fit accounts," "who should we go after," "outbound list," "target account list," "find clients near me," "businesses without websites," "prospect research," "qualified leads," "find my first customers," "early adopters," "design partners," "beta users," or "who has this problem." Use this for the list-building and qualification phase. For writing the outbound copy after the list is built, see cold-email. For deep competitive research on specific accounts, see competitor-profiling.

    Also in 16 projects that use this

  • roerohanSkill

    emails

    When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," "lifecycle emails," "trigger-based emails," "email funnel," "email workflow," "what emails should I send," "welcome series," or "email cadence." Use this for any multi-email automated flow. For cold outreach emails, see cold-email. For in-app onboarding, see onboarding.

    Also in 18 projects that use this

  • +7 more from Cesarjoquin

The file

We split this skill into the rules it gives an agent

5 rules. 0 are common, 3 are distinctive, and 2 are very specific to this project.

  • 0

    Common

    Most of the 85 edited versions we read keep these.

  • 3

    Distinctive

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Every step has two routes: a gh command and a by-hand walkthrough through the GitHub website (or git).

    line 13
  2. Distinctive:

    Only step 5 has no shortcut, because only you can mint a personal access token.

    line 26
  3. Very specific:

    Never commit to stable directly.

    line 132
  4. Distinctive:

    Leave Required approvals at 0.

    line 220
  5. Distinctive:

    Run every check and compare against the values in this skill:

    line 267

“Common” is measured: kept by at least 6 in 10 of the 85 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Onboarding

Take a fresh fork from "Use this template" to a green build on main.

Every step has two routes: a gh command and a by-hand walkthrough through the GitHub website (or git). They do the same thing, so use whichever suits you — the by-hand route is written for someone who has never opened these settings before. Substitute your own {owner}/{repo} throughout.

Before you start

  • You need admin on the repository for every step below.
  • For the gh route, run gh auth login and authenticate as that admin.
  • Two different Settings pages are involved. Most steps are in the repository's settings — open your repository and click Settings in the top bar. The token in step 5 is in your account's settings — click your profile picture, top right. They look similar; check the sidebar heading.
  • Only step 5 has no shortcut, because only you can mint a personal access token.

1. Rename the project

See the Quick start in README.md. Three identity sites, and just test-contract fails when they disagree.

2. Enable Actions

Without this no workflow runs at all, including the first build.

  • gh — gh api -X PUT repos/{owner}/{repo}/actions/permissions -F enabled=true -f allowed_actions=all
  • By hand:
    1. Open your repository and click the Actions tab.
    2. GitHub shows "Workflows aren't being run on this repository" with a green button. Click I understand my workflows, go ahead and enable them.
    3. To set the broader permission, go to Settings → Actions → General. Under Actions permissions, select Allow all actions and reusable workflows, then click Save.

3. Allow auto-merge

Renovate merges low-risk updates on its own, and it cannot without this.

  • gh — gh api -X PATCH repos/{owner}/{repo} -F allow_auto_merge=true
  • By hand:
    1. In your repository, click Settings.
    2. In the left sidebar, click General.
    3. Scroll down to Pull Requests.
    4. Tick Allow auto-merge. This section has no Save button; it applies immediately.
    5. Automatically delete head branches is optional. The template does not depend on it.

4. Workflow permissions

Two settings on one screen. The first lets workflows write — push images, open pull requests. The second is what lets the promotion workflow approve the check runs GitHub holds for its own pull request.

  • gh — gh api -X PUT repos/{owner}/{repo}/actions/permissions/workflow -f default_workflow_permissions=write -f can_approve_pull_request_reviews=true
  • By hand:
    1. Settings → Actions → General.
    2. Scroll down to Workflow permissions.
    3. Select Read and write permissions.
    4. Tick Allow GitHub Actions to create and approve pull requests.
    5. Click Save.

5. Create the Renovate token

The one step with no shortcut. Renovate uses this token to push branches and open pull requests, so it needs to act as you.

Skip this step if you do not want Renovate. Without the secret the workflow logs a skip and the run stays green; nothing else in the image depends on it.

Create the token

  1. On any GitHub page, click your profile picture in the top right, then Settings.
  2. In the left sidebar, click Developer settings.
  3. Under Personal access tokens, click Tokens (classic).
  4. Click Generate new token, then Generate new token (classic).
  5. Give it a Note, for example renovate-your-repo.
  6. Set an Expiration. The default is 30 days. When it lapses, Renovate stops opening pull requests until you replace the secret, so pick a date you will notice.
  7. Under Select scopes, tick:

    • repo — read and write the repository
    • workflow — update the files under .github/workflows/
  8. Click Generate token.
  9. Copy the token now. GitHub shows it once. If you lose it, generate another and replace the secret.

A classic token carries every permission you have, on every repository you can reach. If you would rather not, create a fine-grained token instead, scoped to this repository, with Contents: Read and write and Workflows: Write.

Store it as a secret

  • gh — gh secret set RENOVATE_TOKEN --repo {owner}/{repo}, then paste the token when prompted.
  • By hand:
    1. Back in your repository, go to Settings → Secrets and variables → Actions.
    2. Click New repository secret.
    3. Name it exactly RENOVATE_TOKEN.
    4. Paste the token into Secret, then click Add secret.

6. Create stable

Promotion opens a pull request into stable, so the branch has to exist before the first promotion can run. Create it from main.

  • git — from a clone: git push origin main:stable
  • gh — gh api -X POST repos/{owner}/{repo}/git/refs -f ref=refs/heads/stable -f sha="$(gh api repos/{owner}/{repo}/git/ref/heads/main --jq .object.sha)"
  • By hand:
    1. In your repository, click the branch dropdown in the file list — it reads main.
    2. Click View all branches, then New branch.
    3. Name it stable and set the source to main.
    4. Click Create new branch.

Never commit to stable directly. It only ever receives the promotion.

7. Protect main

Require the validate check, so nothing lands without passing shellcheck and hadolint.

  • gh:

    gh api -X PUT repos/{owner}/{repo}/branches/main/protection --input - <<'JSON'
    {
      "required_status_checks": {"strict": false, "contexts": ["validate"]},
      "enforce_admins": false,
      "required_pull_request_reviews": null,
      "restrictions": null
    }
    JSON
  • By hand:
    1. Settings → Branches (newer repositories keep this under Rules).
    2. Click Add branch protection rule, or Add classic branch protection rule.
    3. Branch name pattern: main.
    4. Tick Require status checks to pass before merging.
    5. In the search box, type validate and select the validate check. It must be exactly validate. A check that has never run does not appear in the list — push something first if it is missing.
    6. Require a pull request before merging is optional. The template's convention is that main takes no direct pushes, but the setting is what enforces it.
    7. Click Create, or Save changes.

8. Protect stable

The same check, and zero required approvals so promotion merges the moment checks pass.

  • gh — the same call against stable, with:

    "required_pull_request_reviews": {"required_approving_review_count": 0}
  • By hand:
    1. Settings → Branches → Add branch protection rule.
    2. Pattern: stable.
    3. Tick Require status checks to pass before merging and select validate.
    4. Tick Require a pull request before merging, then set Required approvals to 0. Zero is deliberate — with one or more, every promotion waits for a human.
    5. Click Create.

9. Restrict stable to squash merges

Promotion is a squash PR, so the branch should accept nothing else.

  • gh:

    gh api -X POST repos/{owner}/{repo}/rulesets --input - <<'JSON'
    {
      "name": "stable — squash-only promotion",
      "target": "branch",
      "enforcement": "active",
      "conditions": {"ref_name": {"include": ["refs/heads/stable"], "exclude": []}},
      "rules": [{"type": "pull_request", "parameters": {
        "allowed_merge_methods": ["squash"],
        "required_approving_review_count": 0,
        "dismiss_stale_reviews_on_push": false,
        "require_code_owner_review": false,
        "require_last_push_approval": false,
        "required_review_thread_resolution": false
      }}]
    }
    JSON
  • By hand:
    1. Settings → Rules → Rulesets, then New branch ruleset.
    2. Ruleset name: stable — squash-only promotion.
    3. Enforcement status: Active.
    4. Under Target branches, click Add target, choose Include by pattern, and enter stable.
    5. Tick Require a pull request before merging.
    6. Under Allowed merge methods, tick Squash and untick the rest.
    7. Leave Required approvals at 0.
    8. Click Create.

10. Create the labels

The release gate applies release/ready and release/blocked, and the shared label workflow uses the lifecycle set. When a label is missing, the step that applies it fails, and the failure is easy to miss.

  • gh — one call per label: gh label create <name> --repo {owner}/{repo} --color <hex> --force (--force updates a label that already exists, so the block is safe to re-run.)
  • By hand — Issues → Labels → New label, then name, colour, and description, one at a time. Twelve labels is tedious; the gh route is worth it here even if you did everything else by hand.

Required:

LabelColour
release/ready0e8a16
release/blockedb60205
1-triageFBCA04
2-discussingD876E3
3-human-queue1D76DB
3-clanker-queue0E8A16
4-review0052CC
blockedB60205
hold6E7781

Optional: area/ci, kind/bug, priority/p1 (all ededed), and GitHub's defaults.

11. Enable issues

The issue templates in .github/ISSUE_TEMPLATE/ only appear when issues are on.

  • gh — gh api -X PATCH repos/{owner}/{repo} -F has_issues=true
  • By hand:
    1. Settings → General.
    2. Scroll to Features.
    3. Tick Issues.
    4. Click Save.

Verify

Run every check and compare against the values in this skill:

gh api repos/{owner}/{repo} --jq '{auto_merge: .allow_auto_merge, issues: .has_issues}'
gh api repos/{owner}/{repo}/actions/permissions
gh api repos/{owner}/{repo}/actions/permissions/workflow
gh api repos/{owner}/{repo}/branches --jq '.[].name'
gh api repos/{owner}/{repo}/branches/main/protection --jq '.required_status_checks.contexts'
gh api repos/{owner}/{repo}/branches/stable/protection --jq '.required_status_checks.contexts'
gh api repos/{owner}/{repo}/rulesets --jq '.[].name'
gh secret list --repo {owner}/{repo}

Done when main and stable both exist and both require validate, the squash ruleset is active, RENOVATE_TOKEN is set, and a push to main that changes more than documentation produces a green Build and Push Image run and a :stable-testing image. Documentation-only pushes are skipped by paths-ignore.

Failure modes

  • The first build never starts — Actions were never enabled (step 2).
  • validate is not offered as a check — it has never run. Push something that is not documentation-only and try again.
  • Renovate opens no pull requests — the token is missing, expired, or lacks the workflow scope (step 5).
  • The promotion PR never opens — stable does not exist (step 6).
  • The promotion PR cannot merge — stable requires an approval, or the check name is not exactly validate (steps 7–8).
  • The promotion PR is merged by hand — expected on a personal repository. A merge queue needs an organization, so enrollment is off.
  • The release gate reports release/blocked — the labels in step 10 are missing, or the candidate image is unsigned.

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