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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@@ -1,6 +1,6 @@
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# {{PROJECT_NAME}} Handover SOP
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Version {{VERSION}} · {{DATE}} · Problems: email {{EMAIL_GROUP}} (section 5)
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Version {{VERSION}} · {{DATE}} · Problems: email {{DEV_EMAIL}}, CC {{MANAGER_EMAIL}} (section 5)
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{{ONE_LINE: what the bot does, from which app or portal, and what it produces}}
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@@ -58,9 +58,11 @@ Version {{VERSION}} · {{DATE}} · Problems: email {{EMAIL_GROUP}} (section 5)
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## 5. Email us
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Email **{{EMAIL_GROUP}}** when section 4 says "email us", or when the same error comes back after one re-run. Answer: {{RESPONSE_TIME}}.
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Email **{{DEV_EMAIL}}** with **{{MANAGER_NAME}}** ({{MANAGER_EMAIL}}) in CC when section 4 says "email us", or when the same error comes back after one re-run. Answer: {{RESPONSE_TIME}}.
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```
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To: {{DEV_EMAIL}}
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CC: {{MANAGER_EMAIL}}
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Subject: {{PROJECT_NAME}} - E<number> - <date>
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Run started: <time from the screen>
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@@ -1,12 +1,12 @@
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# Worked example: Tebra Auto Post (v2.5.3), scrubbed
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What the SOP looks like for a real bot: about 2.5 pages. Client names, IDs, amounts, credentials and server addresses are removed, and the email address is an example. **Copy the length and the plain wording, not the content.**
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What the SOP looks like for a real bot: about 2.5 pages. Client names, IDs, amounts, credentials and server addresses are removed, and the email addresses are examples. **Copy the length and the plain wording, not the content.**
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---
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# Tebra Auto Post Handover SOP
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Version 2.5.3 · 28 Oct 2026 · Problems: email rpa-support@example.com (section 5)
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Version 2.5.3 · 28 Oct 2026 · Problems: email dev@example.com, CC manager@example.com (section 5)
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Posts insurance ERA payments into the Tebra desktop app, company by company and practice by practice, from the input Excel, then turns each ERA into a PDF.
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@@ -83,9 +83,11 @@ Posts insurance ERA payments into the Tebra desktop app, company by company and
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## 5. Email us
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Email **rpa-support@example.com** when section 4 says "email us", or when the same error comes back after one Resume. Answer: same working day.
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Email **dev@example.com** with **the RPA manager** (manager@example.com) in CC when section 4 says "email us", or when the same error comes back after one Resume. Answer: same working day.
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```
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To: dev@example.com
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CC: manager@example.com
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Subject: Tebra Auto Post - E<number> - <date>
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Batch ID: <from the Dashboard>
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@@ -1,16 +1,18 @@
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"""Turn the Handover SOP (HANDOVER-SOP.md) into a Word document ops can open, print and pass around.
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"""Turn the Handover SOP (HANDOVER-SOP.md) into a Word document, and a PDF, ops can open, print and pass around.
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python to_docx.py HANDOVER-SOP.md # writes HANDOVER-SOP.docx next to it
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python to_docx.py HANDOVER-SOP.md -o "<Project Name> Handover SOP.docx"
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python to_docx.py HANDOVER-SOP.md -o "<Project Name> Handover SOP.docx" --pdf # + the .pdf next to it
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python to_docx.py --selfcheck
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Prints the word count: the SOP must stay at or under MAX_WORDS (about 4 pages).
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Prints the word count (at most MAX_WORDS) and, with --pdf, the real page count (at most MAX_PAGES).
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The PDF is made by Word on Windows (through PowerShell) or by LibreOffice (soffice) elsewhere.
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Handles what the template uses: # headings, paragraphs, - bullets, - [ ] checkboxes, 1. steps,
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| tables |, ``` blocks, **bold**, *italic* and `code`. Needs python-docx (pip install python-docx).
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"""
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import argparse
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import re
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import subprocess
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import sys
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import tempfile
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from pathlib import Path
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@@ -19,6 +21,7 @@ from docx import Document
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from docx.shared import Cm, Pt
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MAX_WORDS = 1400 # about 4 pages with the margins and table font below
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MAX_PAGES = 4
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INLINE = re.compile(r"(\*\*[^*]+\*\*|\*[^*\s][^*]*\*|`[^`]+`)")
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@@ -96,6 +99,26 @@ def words(md_text):
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return len(re.findall(r"[A-Za-z0-9][\w'’.-]*", re.sub(r"^\|[\s:|-]+\|\s*$", "", md_text, flags=re.M)))
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def to_pdf(docx_path):
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"""Write the PDF next to the docx. Returns (pdf path, page count or None); pdf path is None on failure."""
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docx_path = Path(docx_path).resolve()
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pdf = docx_path.with_suffix(".pdf")
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pages = None
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if sys.platform == "win32":
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q = lambda p: str(p).replace("'", "''") # PowerShell single-quote escape
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ps = (f"$w = New-Object -ComObject Word.Application; $w.Visible = $false; "
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f"$d = $w.Documents.Open('{q(docx_path)}', $false, $true); "
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f"Write-Output ('pages=' + $d.ComputeStatistics(2)); $d.SaveAs2('{q(pdf)}', 17); "
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f"try {{ $d.Close(0) }} catch {{}}; try {{ $w.Quit() }} catch {{}}")
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r = subprocess.run(["powershell", "-NoProfile", "-Command", ps], capture_output=True, text=True)
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if m := re.search(r"pages=(\d+)", r.stdout):
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pages = int(m[1])
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else:
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subprocess.run(["soffice", "--headless", "--convert-to", "pdf", "--outdir", str(pdf.parent), str(docx_path)],
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capture_output=True)
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return (pdf if pdf.exists() else None), pages
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def selfcheck():
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example = Path(__file__).parent / "reference" / "tebra-auto-post.md"
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sop = "# " + example.read_text(encoding="utf-8").split("\n---\n", 1)[1].split("\n# ", 1)[1]
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@@ -116,6 +139,7 @@ if __name__ == "__main__":
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ap = argparse.ArgumentParser()
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ap.add_argument("md", nargs="?")
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ap.add_argument("-o", "--out")
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ap.add_argument("--pdf", action="store_true", help="also write the PDF next to the docx")
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ap.add_argument("--selfcheck", action="store_true")
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a = ap.parse_args()
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if a.selfcheck:
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@@ -129,3 +153,9 @@ if __name__ == "__main__":
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convert(text, out)
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n = words(text)
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print(f"wrote {out} ({n} words{'' if n <= MAX_WORDS else f', OVER the {MAX_WORDS}-word limit: cut it'})")
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if a.pdf:
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pdf, pages = to_pdf(out)
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if not pdf:
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sys.exit("no PDF: needs Word (Windows) or LibreOffice (soffice). Hand over the docx instead.")
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over = pages and pages > MAX_PAGES
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print(f"wrote {pdf} ({pages or '?'} pages{f', OVER the {MAX_PAGES}-page limit: cut it' if over else ''})")
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