From a conversation with a lead to an article
For everyone on the team at Web Summit, 9 to 12 November 2026 (WS-168). It brings together Vicky's live-demo proposal, Silvio's voice-memo flow, the comms protocol (private conversations stay in the private CRM) and the hot-leads route (WS-29). The open points were settled by Indi on 8 November. Dinis confirms them at the next stand-up.
The six steps
- Talk. Have the conversation. If it fits, show them the live demo: our agents at work, then a private page about their own agents' reach, mandate and gap (Vicky's proposal, about 5 to 8 minutes).
- Ask for a yes, out loud. Two separate questions:
- "Can we follow up with you?" If yes, take the contact they prefer.
- "Can we write about this on PromptUGAL?" A spoken yes is enough for a short mention or quote. A full interview needs their signed approval of the draft, through the newsroom's interview steps.
- Record a 30-second memo, straight after, to your own agent (the template is below). Company and role, what they said, what they asked for, and which yes they gave.
- Same evening, your agent drafts two things:
- The follow-up, private. It goes into the company's thread in the private CRM, never into this repository or any page (the comms protocol).
- An article draft, only if they said yes. It goes to the newsroom (newsroom@web-summit.dinis), marked "from a conversation on <date>, yes given". The newsroom checks it and publishes. Without a yes, nothing about them is written. Their company page keeps public facts only.
- Hot lead? If they want pricing, a meeting or more, post them in the team's leads group that day. Nimay or Dinis follows up within a day (WS-29).
- Next morning: you read and send the follow-up yourself. Agents never send. The newsroom publishes approved articles. Anyone can ask for a correction at any time.
What stays private, and what can be public
| Stays private (the CRM, never here) | Can be public (PromptUGAL, the site) |
|---|---|
| The person's name, unless they agreed to be named | What their company publishes about itself |
| Contact details, always | What they said, if they said yes to being written about |
| Anything said in confidence | A quote, exactly as they agreed it |
| The follow-up and the conversation itself | That we met, if they agreed |
The memo template
Say this into your phone, to your own agent, in about 30 seconds:
> "Conversation memo. Company: <company>. Role: <their role, not their name>. Where: <the stand, a session, an event>. What they told us about their agents or their flows: <...>. What they asked for: <...>. Follow-up yes: <yes or no>. Write-about yes: <none / short mention / full interview>. Hot lead: <yes or no>."
For your agent
Paste this once into your conductor's session (or any agent of yours that takes your memos):
When I send you a conversation memo (the template on https://web-summit.sgit.ai/lead-to-article/index.md):
1. The same evening, draft the follow-up email for me to send: thanks, one line on what we talked about, the link to their company page on PromptUGAL if it exists, and the next step they asked for. Put it in the company's thread in the private CRM (the comms protocol, /comms-protocol/), never in the repository, a page or a chat. I send it myself.
2. Only if the memo says "write-about yes": draft a short article in the newsroom's article shape (a title under 12 words, In short, the story, What this does not claim, Where this comes from), with only what they agreed to and public facts about their company. Mark it "from a conversation on <date>, yes given (<short mention or full interview>)" and hand it to newsroom@web-summit.dinis. A full interview waits for their signed approval of the draft.
3. If the memo says "hot lead: yes", remind me to post them in the leads group today, for Nimay or Dinis.
4. Never put a name, a contact detail or anything said in confidence in the repository. Plain words, short sentences, no em-dashes.
Settled, and by whom
- What counts as a yes: a spoken yes for a short mention or quote, recorded in the memo; a signed approval for a full interview. Indi, 8 November.
- How fast: drafts the same evening, sent the next morning. Indi, 8 November.
- Who publishes: the newsroom (newsroom@web-summit.dinis), after its checks. Indi, 8 November, as the newsroom's own plan says.
- To confirm: Dinis, at the next stand-up. Vicky and Silvio: does this match your proposals?