exec-aide/README.md

# Exec Aide

Personal AI agent that monitors Adam Moussa's Gmail inbox, classifies emails by urgency using Claude Haiku (Bedrock), and delivers Slack alerts and daily digests.

## Architecture

```
EventBridge (15 min) → fetch-classify Lambda → Gmail API → Bedrock Haiku → DynamoDB + Slack DM
EventBridge Scheduler (5 PM ET M-F) → daily-digest Lambda → DynamoDB + Gmail API → Slack DM
```

- **exec-aide-fetch-classify**: Polls Gmail via History API, classifies each new message, sends immediate Slack DM for HIGH priority items, tracks thread state for unanswered detection.
- **exec-aide-daily-digest**: Summarizes the day's high-priority items, bypassed work orders (emails not CC'ing work-orders@), and unanswered threads older than 24h.
- **DynamoDB table `exec-aide`**: Single-table design with message records, thread tracking, and sync metadata. 90-day TTL.

## Classification Rules

| Category | Trigger |
|---|---|
| **HIGH** | VIP sender, urgency keywords, escalation language, financial/legal matters |
| **NORMAL** | Standard business correspondence |
| **LOW** | Newsletters, automated notifications, marketing |
| **Bypassed WO** | Email to Adam without work-orders@ in TO/CC |
| **Unanswered** | Thread where Adam hasn't replied in 24h+ |

## Prerequisites

- AWS CLI + SAM CLI
- Python 3.12
- Gmail API enabled in Google Cloud Console
- Slack app with `chat:write` + `im:write` scopes

## One-Time Setup

### 1. Gmail OAuth

```bash
# Install the setup dependency (not needed in Lambda)
pip install google-auth-oauthlib

# Download OAuth client JSON from Google Cloud Console, then:
python scripts/get_gmail_token.py --client-secrets-file path/to/client_secret.json
# Authorize as adam@seahavenind.com in the browser
# Copy the output into Secrets Manager
```

### 2. Secrets Manager

```bash
# Gmail OAuth (output from step 1)
aws secretsmanager create-secret --name exec-aide/gmail-oauth --secret-string '...'

# Slack bot token
aws secretsmanager create-secret --name exec-aide/slack-bot-token --secret-string 'xoxb-...'
```

### 3. SSM Parameters

```bash
aws ssm put-parameter --name /exec-aide/adam-email --value adam@seahavenind.com --type String
aws ssm put-parameter --name /exec-aide/adam-slack-user-id --value U01XXXXXXXX --type String
aws ssm put-parameter --name /exec-aide/vip-senders --value '["ceo@example.com"]' --type String
aws ssm put-parameter --name /exec-aide/vip-domains --value '["example.com"]' --type String
aws ssm put-parameter --name /exec-aide/work-order-addresses --value '["work-orders@seahavenind.com","work-orders@seahaven.com"]' --type String
aws ssm put-parameter --name /exec-aide/unanswered-threshold-hours --value 24 --type String
```

## Deploy

```bash
cp samconfig.toml.example samconfig.toml  # edit if needed
sam build
sam deploy
```

## Manual Testing

```bash
# Trigger a poll
aws lambda invoke --function-name exec-aide-fetch-classify /dev/stdout

# Trigger the daily digest
aws lambda invoke --function-name exec-aide-daily-digest /dev/stdout
```

## Updating VIP List or Keywords

Edit the SSM parameters directly — changes take effect on the next Lambda cold start (or within ~15 minutes):

```bash
aws ssm put-parameter --name /exec-aide/vip-senders --value '["new@example.com"]' --type String --overwrite
```