Pipeline Overview
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Phase 1: Initialization
Validates input, extracts metadata, loads state files, detects duplicates
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Phase 2: Chunking
Breaks content into semantic segments (~300 words each)
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Phase 3: Entity Resolution
Canonicalizes person names, themes, and concepts
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Phase 4: Insight Extraction
Extracts frameworks, heuristics, and actionable insights
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Phase 5: Narrative Synthesis
Creates coherent narratives by person and theme
The complete pipeline takes 2-5 minutes per material depending on length.
Starting the Pipeline
Basic Processing
Process a single file:Auto-Process on Ingest
Combine ingestion and processing:Phase 1: Initialization
What Happens in Initialization
What Happens in Initialization
1.1 Input Validation
1.2 Metadata Extraction
From the file path:- SOURCE_PERSON: “Cole Gordon”
- SOURCE_COMPANY: “Cole Gordon”
- SOURCE_TYPE: “MASTERCLASS”
- SOURCE_ID: “CG003” (auto-generated)
- SCOPE: “company” or “personal”
- CORPUS: “closers_io”
1.3 State Files Loading
Loads or creates:CHUNKS-STATE.json- All semantic chunksCANONICAL-MAP.json- Entity normalizationINSIGHTS-STATE.json- Extracted insightsNARRATIVES-STATE.json- Synthesized narratives
1.4 Duplicate Detection
6-level check prevents reprocessing: ✓ MD5 hash comparison ✓ Content hash (ignores formatting) ✓ Partial content matching ✓ YouTube ID lookup ✓ File registry check ✓ Chunk fingerprint analysisPhase 2: Chunking
Semantic Segmentation
Content is broken into ~300-word semantic chunks preserving:- Timestamps
- Speaker labels
- Formatting
- Context boundaries
Phase 3: Entity Resolution
Canonicalization Process
Normalizes variations of the same entity:- Person Names
- Themes
- Concepts
Problem: Multiple variationsSolution: Canonical form
Merge Thresholds
- ≥ 0.95: Auto-merge (high confidence)
- 0.85-0.94: Add to review queue
- < 0.85: Keep separate
Phase 4: Insight Extraction
Insight Classification
Extracts structured knowledge with priority levels:Priority Levels Explained
Priority Levels Explained
HIGH Priority - Impacts money, structure, risk, critical decisionsMEDIUM Priority - Improves process/clarity but not urgentLOW Priority - Contextual or peripheral information
Insight Structure
Knowledge Layers (DNA Schema)
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L1: Philosophies
Core beliefs and worldview
- Appear 3+ times in different contexts
- No numeric thresholds
- Example: “Philosophy beats tactics”
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L2: Mental Models
Thinking frameworks and lenses
- Generate specific questions
- Change how you see problems
- Example: “3 Audience Buckets (YES/NO/MAYBE)”
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L3: Heuristics
Rules with numeric thresholds (MOST VALUABLE)
- Format: “If X then Y”
- Contains numbers
- Example: “If show rate < 75%, fix confirmation system”
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L4: Frameworks
Structured methodologies
- Named components
- No rigid order
- Example: “NEPQ Framework (Situation, Problem, Implication, Need-Payoff)”
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L5: Methodologies
Step-by-step processes
- Rigid order required
- Success criteria per step
- Example: “7-Step Closing Process”
Phase 5: Narrative Synthesis
Creating Coherent Stories
Synthesizes insights into executive memory format:- By Person
- By Theme
Aggregates all insights from a person:
Incremental Updates
Merge rules:narrative: CONCATENATE with separatorinsights_included[]: APPEND chunk_idstensions[]: APPEND new tensionsopen_loops[]: APPEND new, mark RESOLVED for answerednext_questions[]: REPLACE (only exception)
Phase 6: Dossier Compilation
Generates Markdown dossiers:Complete Pipeline Output
Troubleshooting
Common Issues & Solutions
Common Issues & Solutions
Issue: “File not found”Issue: “Duplicate detected”Issue: “Review queue has entries”Issue: “Low insight extraction (< 5 insights)“
Next Steps
Extract DNA
Create expert mind clones from processed materials
Use Agents
Query agents enriched with new knowledge
Run Conclave
Multi-agent deliberation on strategic decisions
Manage Sessions
Save and resume processing sessions
