04 Procedure: Drive & GitHub Navigation Guide
DraftSOP · Procedure · KQ-SOP-4 — Digital-Stack Navigation Guide · 2025-05-15-r1§
First full draft – replaces the earlier “Drive & GitHub Navigation” placeholder with a hands-on tour of the entire Solo-Team tool stack (Drive, Trello, Clockify, Insightful, Telegram, Ops Sheet).
Big-Picture Overview§
| Block | Content |
|---|---|
| Purpose & Scope | Hand newcomers a one-stop atlas that answers three questions: ① Where do I click? (boards, drives, sheets, chats) ② What lives there? (rules, tasks, evidence, approvals) ③ How do the pieces snap together? (daily loops & data hand-offs) The guide is read-only training material referenced by onboarding checklists, /map and /drivepath bot commands, and the Self-Help Checklist. |
| Map / Flow | Start here → skim Digital-Stack Map (ASCII) → jump to the tool section you need (Drive · Trello · Telegram · Clockify · Insightful · Ops Sheet) → use quick-nav tips & “What to store / NOT store” tables → follow cross-links back into live SOPs. |
| Roles / RACI | Freelancer Operator R · Systems-Ops Lead A · Ops Manager C · GPT Assistant I |
| KPIs | 100 % operators complete atlas during Day-0 onboarding · < 2 support questions per operator in Week 1 about “where do I find …?” |
| Tools | Google Drive (Shared Drives) · Trello workspaces & boards · Telegram folders & bots · Clockify · Insightful · Ops Google Sheet |
| Risks | Docs drift from reality · Sensitive folders exposed by mistake · Operators save files in wrong Drive branch |
| Controls | • Quarterly System-Retro verifies atlas diagrams (SOP SYS07-Retro). • Drive ACL & GPT /drivepath lookup exclude 00-ADMIN & HR. |
Quick ASCII Map of the Digital Stack§
┌───────────────────┐ ┌───────────────────┐
│ 01-SYSTEMS Drive │<─SOPs──┐ │ 02-OPERATIONS │
│ (Markdown LIVE) │ │ │ Drive (assets) │
└─────────┬─────────┘ │ └─────────┬─────────┘
│ │ │ (png proof, reports)
│ │ │
▼ │ ▼
┌──────────────┐ cards │ ┌───────────────────┐
│ Trello Boards│──────────┘ │ Ops Google Sheet │
│ • Personal │ (row evidence) │
│ • Ops Team │<──────────reports───────────────┘
└──────┬───────┘
│ 🔴 / ✅
▼
┌────────────────┐
│ Telegram bots │
│ & channels │
└────────────────┘
(a cleaner SVG lives in the repo; bot /map shows this diagram)
Section Cheat-Sheet§
| Tool | Where it lives / how to open | What you store / do here | What never lives here | Quick-nav / pro-tip |
|---|---|---|---|---|
| Google Drive Shared Drives |
Chrome → drive.google.com → “Shared Drives” | • LIVE Markdown SOPs (01-SYSTEMS/01-SOPs-&-Playbooks/) • Reference diagrams & templates |
Finance PDFs (→ 00-ADMIN) | Star the folders you visit daily (Shift+S). |
| Personal Trello board | Operators Hub workspace → board named OP-<Name> |
Inbox / Q1-Q3 lists, Daily Hygiene, Blocked | Channel tasks (they stay on Ops board) | B key → instant board switcher. |
| Operations Trello board | Channel Ops workspace (<Channel> Ops) |
Ready ⏳ cards to copy into Personal | Personal backlog | Right-click card → “Copy → My Board”. |
| Ops Google Sheet | Link inside Ops board Read-Me card | Row-level process data, auto KPI formulas | Personal notes | Ctrl+/ opens sheet search by named range. |
| Clockify | Desktop app / web dashboard | Timers tagged with card link or SOP step | Idle 1 h+ chunks (split & label) | Alt+C hotkey → quick start. |
| Insightful | Agent in taskbar | 30-sec screenshots (idle guard 1 min desktop / 5 min mobile) | Personal browsing | Green status = recording ok; red ▶ restart agent. |
| Telegram folders | Ops, Reports, Systems | 🔴 alerts, Daily Digest, approvals, system updates | Long discussions (use Slack or call) | Pin /help bot message for command list. |
Detailed SOP — Navigation & Best-Practice Walk-through§
(6 bullet sections; ≤ 7 bullets each)
-
Drive Orientation (Markdown SSOT)
-
Open
01-SYSTEMS→01-SOPs-&-Playbooks. - Use 🔍 Drive search with
type:markdown SOP04. - Copy path (
⇧Z) to reference in PRs. - View-only outside
OP-<Name>and02-OPERATIONS. -
NEVER drag files out of shared drive (breaks links).
-
Personal & Ops Boards
-
Personal board WIP caps; Ops board is the source of truth for team work.
- Copy flow: Ops card → Personal Inbox → Q1 Doing.
- Butler mirrors 🔴 cards to Blocked list.
-
Archive done cards Monday 08:00 (auto).
-
Ops Google Sheet
-
Tabs: Input, KPI, Exceptions.
- Row status drives badge on Ops card.
-
If sheet row needs follow-up → paste link in Trello comment, not a new card.
-
Clockify + Insightful … (existing TT-SOP-1 rules condensed)
-
Telegram Traffic Rules … (Digest, Blocker, Kaizen, Systems Kitchen)
-
Troubleshooting & Gap Escalation … (points to Self-Help Checklist & Gap-Patch PR)
WGLL (Navigation)§
| ❌ Miss | ✅ Meets | ⭐ Exceeds (shareable win) |
|---|---|---|
| Saves files in wrong drive / asks mgr | Uses guide → finds correct spot unaided | Posts new /drivepath suggestion PR |
| Copies Ops card but leaves link broken | Card copied with back-link & moved to Q1 | Adds "Copied-by:<name>" label for metrics |
| Time entry w/out link | 100 % timers include card/SOP link | Proposes Clockify workspace tag automation |
ArchitectureSnapshot JSON (excerpt, new r1)§
{
"version_id": "2025-05-15-r1",
"system_level": "Procedure",
"lifecycle_state": "DraftSOP",
"target_name": "KQ-SOP-4 – Drive & Digital-Stack Navigation Guide",
"parent_name": "Knowledge Query & Self-Learning",
"last_updated": "2025-05-15T01:20:00Z",
"overview": {
"purpose": "Give operators a single atlas of all tools (Drive, Trello, Telegram, Clockify, Insightful, Ops Sheet) and show how data flows between them.",
"flow": [
"Open atlas (markdown)",
"Review ASCII map then jump to needed tool section",
"Follow quick-nav table and rules of what to store / avoid",
"If location unclear run /drivepath or /map in GPT",
"If still lost escalate via Self-Help Checklist & Knowledge-Gap tag"
],
"roles": ["Freelancer Operator","Systems-Ops Lead","Ops Manager"],
"kpis": [
"Day-0 atlas completion 100%",
"Week-1 'where is X' questions <2 per operator"
],
"tools": [
"Google Drive Shared Drives",
"Trello workspaces",
"Telegram channels",
"Clockify",
"Insightful",
"Ops Google Sheet"
],
"risks": [
"Docs drift from stack changes",
"Misplaced evidence",
"Exposure of admin paths"
],
"controls": [
"Quarterly Doc ↔ Stack audit",
"drive_paths.yml whitelists safe directories"
],
"doc_link": "Drive:/01-SYSTEMS/Knowledge/KQ-SOP-4_Digital_Stack_Navigation_v0.1.md"
}
}
(procedure_core to be authored after sign-off on content outline.)
— End of KQ-SOP-4 r1