Civalent Operations
Collaboration
Setup
Everything needed to get the team operational. Checkbox state persists in your browser.
Dev Team
Leo + James
Founding
George, Jose, Luis, Vanessa
Both
Joint decision
Decision
Needs agreement
Setup Progress
0 / 0
0
dev tasks
0
founding tasks
0
decisions
1
Slack Workspace
~10 min
▾
Create Slack workspace "Civalent"
Dev Team
Create channel
#general
Announcements, company-wide decisions
Dev Team
Create channel
#product
Deploy notifications, feature discussions, Claude digest, video changelog
Dev Team
Create channel
#bugs
Testing feedback, bug reports from founding team
Dev Team
Create channel
#sales
Client intros, pipeline updates, sales conversations
Dev Team
Invite all 6 team members
Dev Team
2
Jira Project
~20 min
▾
Create Jira project "CT" (Civalent)
Kanban board, not Scrum — no sprints, continuous flow
Dev Team
Agree on custom issue types
Proposed: Task, Bug, Doc Upload, Sales Intro, Feature Request
Decision
Create custom issue types in Jira
Dev Team
Set up board columns
Backlog → To Do → In Progress → Review → Done
Dev Team
Connect Jira + GitHub integration
PR with CT-123 auto-transitions tickets. Install GitHub for Jira app.
Dev Team
Connect Jira + Slack integration
Ticket updates post to #product automatically
Dev Team
Invite founding team to Jira
Dev Team
Create initial tickets for founding team
First batch: 5-10 doc upload tasks, testing tasks, sales intro tasks
Dev Team
3
Coolify + Integrations
~10 min
▾
Verify Coolify app is deployed and building via Nixpacks
Already running — confirm auto-deploys on push to main
Dev Team
Configure Coolify deploy webhook → Slack
Deploy success/failure notifications to #product
Dev Team
Configure Coolify preview apps for branches
Founding team clicks preview app URLs to test features
Dev Team
Share Coolify preview app URL format with founding team
Explain how to access and test preview apps
Both
4
Claude Auto-Standup
~20 min
▾
Provision Anthropic API key
Store in Doppler under CT project
Dev Team
Create Slack incoming webhook
For posting to #product channel
Dev Team
Generate Jira API token
Read-only access to CT project for task summaries
Dev Team
Build cron job (Coolify scheduled task or system cron)
scripts/cron/standup.ts or Coolify scheduled task — GitHub + Jira + Claude + Slack
Dev Team
Configure Coolify scheduled task or crontab
Every Friday at 3pm CT
Dev Team
Test with a dry run and verify Slack post
Dev Team
5
Remotion Video Changelog
~45 min
▾
Agree on video branding and template
Logo animation, color palette, slide layout, duration (~20-30s)
Decision
Scaffold Remotion project
React composition with Sequences: Title → Shipped → Metrics → Next → Outro
Dev Team
Build changelog JSON schema
Define input props: shipped[], inProgress[], metrics{}, needsFromTeam[]
Dev Team
Deploy Remotion Lambda function
AWS Lambda for serverless video rendering
Dev Team
Wire cron → Lambda → Slack pipeline
Cron generates JSON → triggers Lambda → uploads MP4 → posts to #product
Dev Team
Test end-to-end with sample changelog
Dev Team
6
Notion (Docs & Wiki)
~15 min
▾
Agree on documentation structure
Where does each type of doc live? Proposed structure below:
Decision
Regulatory docs + domain knowledge → Notion wiki
Founding team is the author — needs to be non-technical friendly
Meeting notes + decisions → Notion
Weekly sync notes, recorded decisions, action items
Sales pipeline + contacts → Notion database
Track leads, intro status, follow-up dates
Technical docs + architecture → GitHub repo
Lives with the code, version-controlled
Legal + equity docs → Cloudflare Pages (private)
Formatted HTML versions already deployed at civalent.pages.dev
Create Notion workspace "Civalent"
Dev Team
Set up page structure: Wiki, Meetings, Sales, Resources
Dev Team
Create Sales Pipeline database
Columns: Company, Contact, Status, Next Action, Introduced By
Dev Team
Invite founding team to Notion workspace
Dev Team
7
Team Onboarding
~15 min
▾
Walk founding team through Jira board
Show how to view assigned tickets, move cards, add comments
Both
Walk founding team through Slack channels
When to use each channel, how deploy notifications look
Both
Show founding team how to click Coolify preview app URLs
Explain Coolify preview app links and what to test
Both
Show founding team how to report bugs
Post in #bugs with screenshot, or create Jira ticket directly
Both
Show founding team Notion workspace
Where to add regulatory docs, meeting notes, sales leads
Both
Agree on weekly sync time
Proposed: Fridays 3:30pm CT, 15 minutes, after Claude digest + video post
Decision
Agree on video call tool
Google Meet (free), Zoom, or Slack Huddle?
Decision