BlueForest Intelligence

Blair

All of BlueForest's data, stitched into one brain you can ask in plain English.

The Code
A unique identifier for every BlueForest project, system or team member
XXX-YYYY-NNN
VIDvideo
SYSsystems
MKTmarketing
EMPpeople

The Architecture

Connected Systems
HubSpotdeals · CRM
Xerofinance
Streamtimetime
Gmailthreads
Calendarmeetings
Drivefiles
GitHub NEWrepos · CLAUDE.md
M4 agentNAS archive
ingest · dedupe · normalize
The Librarianingest & normalize
Workers + Cronscheduled API pulls
WebhooksCLAUDE.md on commit
raw_ingestthe inbox · kept verbatim
unify on the XXX-YYYY-NNN code
The heartSupabase Postgres
registry
one row per entity, keyed by its Project ID: the hub everything joins on
project_codetypenamegithub_repostatusclaude_md
New entities are born here: BlueLaunch mints the code, the GitHub repo & the standard files
four Divisions hang off the Project ID
VIDprojects · deals · invoices · time · reviews
SYSsystems · finance docs
MKTcampaigns · sites · GA4
EMPprofiles · owner-private
+ shared store tables
entity_links data_freshness media_assets bv_* (BlueView) v_project_pnl
document · summarize · embed
Semantic layermake it AI-readable
Data dictionaryevery column explained
Short CLAUDE.mdper-entity context
Vector indexnotes · docs
ask in plain English
The payoffBlair the Analyst

“What's our cash runway against committed project costs, and where are the masters for every open job?”

Querywrites the SQL for you
Chatask anything
Briefingsscheduled
Alertsfreshness

One Project ID threads every system

The whole point: VID-2026-030 stitches a single job's slice across tools that today can't see each other.

HubSpot
deal · quoted $
Streamtime
budget · time
Xero
invoiced $
BlueView
reviews
NAS archive
masters

What each Division captures

Every entity shares one shape (name · repo · status · CLAUDE.md) plus Division-specific fields.

VID · Video production
VID-2026-030
ClientQuoted $BudgetHoursInvoiced $MarginStageReview statusShoot dateMaster location
SYS · Systems & internal
SYS-2026-001
RepoStatusTech stackOwnerMonthly costDependenciesDocs summaryBudget
MKT · Sales & marketing
MKT-2026-004
ChannelGoalSpendLeadsConversionsTraffic (GA4)Launch dateROI
EMP · People / personal
EMP-2026-001
RoleStart dateSkillsTraining / certsAssessmentsPreferencesHistoryGoals

Where the foundation stands

Live data (HubSpot + Xero)

Deals are clean & Project-ID-tagged; companies/contacts are junk-heavy → hygiene is an early win. Invoices live in Xero, not HubSpot.

Deals (valuable)1,728
Companies14,712
Contacts22,328
HubSpot invoices0

Phased roadmap

Foundation first: store & links before dashboards & AI.

Phase 1 · Business spineHubSpot · Xero · Streamtime → Project P&L
Now
Phase 2 · Media & archiveshared M4 agent; BlueView native
Next
Phase 3 · Comms + vectorGmail · Calendar · Drive
Later
Phase 4 · Analyst surfacesdashboards · GA4 · Gusto
Later