Zerf home

6 · Setup checklist

In order. Each line is one thing to do.

  1. In your Google Drive, create one folder for the demo with these 8 folders inside:

    Folder Who writes here Who reads it
    OPERA exports You drop the OPERA export here Routine 1
    Outputs Routine 1 (report), routine 2 (insights) Apps Script, routine 3
    Validated Apps Script, only reports that passed its check Routines 2, 3 and rates review
    Outbox Routine 3 (deck text) Apps Script builds the deck and the draft
    Notes Rates review (rate options) Apps Script drafts the email to revenue
    Rates You (the rates the review may use) Rates review
    Processed Apps Script moves handled files here Nobody
    Config You (owners.json) Apps Script, to know who gets which hotel
  2. Make your own copies of the Monday report sheet and the owner deck template into that folder.

  3. Drag hotel-001.json into your OPERA exports folder.

  4. Apps Script: follow 3.

  5. Create the 4 routines with the prompts in 4. Copy each web address and token into the script properties.

  6. Click "Run now" on the Monday report routine. Wait for the report in Outputs.

  7. Wait 15 minutes, or run importReport by hand. Check the sheet.

  8. Run the insights routine, then the deck routine.

  9. Run buildDecksAndDrafts and draftRateNotes. Check the drafts in Gmail.

  10. Download what each run produced from Drive into one folder, then export it to this vault (see 5).

  11. Open "Start here" in this vault and check that every note says Done.