What we want to build, who it is for, and how to ship it as a self-contained Django app inside adapttoai-academy.
More professional for learners and their sponsor. Company-specific use cases in IT, ES and EN that other trainers don't offer.
What people want to automate, by area. Feeds upsells (AI Roadmap, Implementation) and adoption metrics for renewals.
Something companies may eventually pay for on its own.
Pre-seeded per org and per area before anyone signs up.
Why AI fits, which solution is right, what context to bring, how to iterate.
Prompt, Claude Project, skill file or agent spec. Or an honest "no AI this time".
Reopen it, level it up, mark it tried. The facilitator sees it.
Create the org, review its company context and per-area use cases.
Any company, any area, in Italian, Spanish or English.
See who built what, at which level; feature the best cases in live sessions.
Company context and candidate use cases per area are set up when the org is created in Academy Admin.
Sales, operations, finance, HR, marketing, customer service, leadership, purchasing. Any industry.
UI copy is i18n'd in IT, ES and EN. Switch from the top bar; output follows the UI language.
Prompt, then Claude Project, skill file, agent spec, unlocked as the learner completes sessions.
The admin creates the org and cohort, as today, and links the client's pipeline folder.
Reads b2b/pipeline/<client> in AdapttoAI-Master: status, call transcripts, notes, proposal. Pre-fills about_company and sales notes.
Reads the imported files; 2 to 4 cases per area in IT, ES and EN. Saved as drafts.
Admin reviews the context, edits or adds cases. Approve publishes to the org.
"Suggested for you" on entry; area tabs show each area's cases.
Lands here from Use cases. One "Suggested for you" list, area tabs, or start your own. No profile step.
Based on your profile · Edit
2 to 4, only for missing info slots. Type follows the slot.
One moment, I'm preparing a few questions…
Why AI, the right solution, context needed, how to iterate.
The right AI solution
Copy button, 3-step plan, tips, "Open in Claude".
Check the text in [BRACKETS]: your information goes there
Name and sharing. Later: level up, mark as tried.
Only me · My cohort · My company
10 info slots. Known from onboarding, the objective or the Academy Admin pre-seed: skipped. Never a language question. Demo below: the open-quotes follow-up.
Multiple for scope · Single for the one framing decision · Yes/No for "do you already have X"
→ Yes: [OPEN QUOTES EXPORT] + plan step 1. No: plan starts with building the list.
→ each pick becomes a line in the Task section.
→ sets the Rules: output format.
Every answer maps to a section or placeholder in the output. No answer, no question.
You are a sales coordinator at [YOUR COMPANY NAME]. I will paste the list of quotes we sent that are still open.
Task: 1) Flag quotes older than 10 days. 2) Group them by account owner. 3) Draft a short, friendly follow-up email for each client.
Rules: don't invent prices, dates or names; if something is missing, mark it as pending. Return a table plus one email per client.
Now I'll paste: 1) [OPEN QUOTES EXPORT] 2) [PREFERRED TONE]
"Now sort the emails by quote value." If they sound generic, paste a real follow-up that worked.
One-off task, inputs pasted each time.
Recurring task that reuses the same context and documents.
Repeatable procedure with file inputs and outputs, run in Cowork or Claude Code. Cites official API docs for any system it touches.
Multi-step, triggered by an event or schedule, touches email, CRM or ERP. A spec, not code. Includes an IT sign-off step before build.
Needs exact accuracy, a legal or HR call, or a spreadsheet already solves it.
RUNG_UNLOCKS). MVP ships L1 and L2.job_title, about_role, + area
course, sessions completed
name, sector, default_language
Filled from b2b/pipeline/<client>; feeds P6.
Per-org rows carry an org FK, read via scoped_qs.
Real worked examples: few-shot in P1, P3, P4, and inspiration.
| Method + path | Returns | LLM |
|---|---|---|
| GET /taxonomy · /seeds?scope=org|global&area= | Facets in request language; ranked seeds, org layer first | No |
| POST /suggest/objectives | 3 × {suggestion, name}, biased to org cases for the area | P1 |
| POST /suggest/questions | 2-4 questions for missing slots, each tagged with its slot | P2 |
| POST /recommend | rung, ideal_rung, rung_locked, unlocks_at_session, guides; creates draft | P3 |
| POST /{uuid}/finalize | payload per rung schema, plan, refinement; writes a version | P4 |
| POST /{uuid}/name | Name a typed objective | P5 |
| PATCH · GET · DELETE /{uuid} · /mine · /shared | Save, share, rate; first save sets status=saved | No |
| POST …/orgs/{id}/import · PUT …/context | Import b2b/pipeline/<client>, pre-fill; edit OrgContext | No |
| POST /api/admin/orgs/{id}/preseed | Draft 2 to 4 seeds per area from OrgContext + pipeline files | P6 |
| PATCH /api/admin/seeds/{uuid} | Edit, approve or reject an org seed | No |
| GET /api/admin/cohort/{id}/usecases (.csv) | Facilitator table; PATCH featured | No |
OrgContext, onboarding profile, UI language, unlocked rungs, AI policy. Admin-written company text can't be spoofed by a learner.
IsAuthenticated + scoped_qs everywhere. Admin routes: Academy Admin staff only; pipeline read is read-only and limited to b2b/pipeline/. Throttle usecases_llm 20/hour. Errors: limit_reached, llm_error, invalid.
Shaded rows: Academy Admin actions.
Admin side. Reads the client's pipeline folder.
MAIN · 90 SPhase 2: 1 or 2 ExampleUseCases as few-shot in P1, P3, P4.
NO LLM · RETRIEVAL3 objectives from role, area, org cases.
FAST · 20 S2-4 questions for unfilled slots.
MAIN · 30 SIdeal rung on fit, rationale, 4 guides.
MAIN · 60 SRung schema, plan, tips, locked previews.
MAIN · 60 S6 words or fewer, verb first.
FAST · 20 Sllm.call(step, variables, schema) → dict: structured output, 1 retry, an LLMCall row per call. Versioned prompt files, never sent to the client.<learner_input> is data.anthropic SDK). Model ids only in settings: USECASES_MODEL_FAST, _MAIN.# P6 org_preseed (excerpt, our own wording)
You prepare an AI training cohort for one company.
Company: {{about_company}} | sector: {{sector}}
Sales-call notes: {{sales_notes}}
Pipeline files ({{pipeline_path}}): {{pipeline_excerpts}}
For each area in {{areas}}, propose 2-4 recurring
tasks this company's people could hand to AI.
Concrete to this business; never invent figures.
Write title + description in it, es and en.
Return JSON {seeds:[{area, min_rung, title{}, description{}}]}
Approved org seeds come first, then the global library. Weekly rotation; weights in settings.
USECASES.ENABLED per orglist_my_use_casesRead the pipeline folder via GitHub API at org creation, a sync job, or manual paste? Who grants repo access? P6 drafts + admin approve (plan)?
Default sharing: cohort or private? Can client HR (cohort admins) read learners' cases?
Anthropic direct (plan) or OpenRouter for model swapping and one bill? Which models? Whose key?
Sessions 2, 3, 4 right for every course? Can facilitators unlock all rungs?
Is the 8-area list right? Who writes and approves the global library seeds?
Builder for self-signup members in Phase 3 (global library, 3 saved, prompt only)?
Per-org policy text injected into prompts and shown as a banner? Store it in OrgContext?
Do use-case counts or "tried" feed certificates or the completion dashboard?
Who curates them (Adaptto, org admins)? Can one client's worked example inspire another org, anonymized?
Full teardown available separately (findings.md). The prompt templates in this deck are our own.