rpa-bot-handoff: email To the developer with their manager in CC, and hand ops a PDF
- Section 5 of the SOP now names a real "To" (the developer) and "CC" (the developer's manager, not the operator's), and the email block to copy starts with To: and CC: lines. The skill asks for both addresses. - to_docx.py --pdf also writes the PDF (Word through PowerShell on Windows, LibreOffice elsewhere) and prints the real page count against MAX_PAGES. The PDF is what ops gets. - Tebra reference and README updated; new test for the To/CC lines. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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@@ -3,12 +3,12 @@
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A Claude skill that writes a short **Handover SOP** for an RPA bot that is being handed over to an ops team.
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## What you get
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**`<Project Name> Handover SOP.docx`** (and `HANDOVER-SOP.md`): at most 4 pages, in plain words, for operators who don't read code:
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**`<Project Name> Handover SOP.pdf`** (plus the `.docx` and `HANDOVER-SOP.md`): at most 4 pages, in plain words, for operators who don't read code:
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1. How to run: the URL or shortcut, what to click, and what a new click does to the previous results
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2. What you see while it runs: what shows where, a normal run, how long each step may take
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3. Result: how a good run ends, where the report is, what each status means
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4. When something goes wrong: how it shows, each message (E01, E02...) with what to do, the don'ts, how to stop it
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5. Email us: the address, when to email, and the email to copy
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5. Email us: To the developer, CC their manager, when to email, and the email to copy
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Problems the scan finds for the dev team are listed in the chat, not in the SOP.
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@@ -18,9 +18,9 @@ Copy this folder to `~/.claude/skills/rpa-bot-handoff/`.
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## Use
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In your bot project, ask Claude: *"write the handover SOP for this bot"* or *"document this bot for handover"*. The skill:
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1. Scans the code with a subagent. It never runs the bot.
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2. Asks up to two things: the email group ops writes to, and where ops runs the bot.
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2. Asks up to two things: the developer's and the manager's email (To and CC), and where ops runs the bot.
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3. Writes the SOP, checks every quoted message and label against the code, and keeps it under 1,400 words.
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4. Turns it into the Word file you give to ops.
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4. Turns it into Word and PDF; you give the PDF to ops.
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## Files
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| File | What it is |
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@@ -29,4 +29,4 @@ In your bot project, ask Claude: *"write the handover SOP for this bot"* or *"do
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| `templates/HANDOVER-SOP.md` | The SOP skeleton |
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| `templates/failure-classes.md` | 12 failure classes from Tebra's first months with ops, used as a scan checklist |
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| `templates/reference/tebra-auto-post.md` | The SOP filled in for Tebra, scrubbed |
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| `templates/to_docx.py` | Turns the SOP into Word and prints the word count (`--selfcheck` tests it) |
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| `templates/to_docx.py` | Turns the SOP into Word, and with `--pdf` into PDF; prints word and page counts (`--selfcheck` tests it) |
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