Mastermind/USER_MANUAL.md

Mastermind MVP — User Manual

This manual is for day‑to‑day users of the Mastermind MVP dashboard.

What Mastermind is

Mastermind is a self‑hosted Assistant Project Manager (APM) dashboard that helps you:

• create and manage projects
• import emails into an Inbox
• automatically sort/assign emails using rules
• create draft‑first documents (PCO and RFI) from emails
• keep an audit trail of key actions

It is designed to be private (LAN/Tailscale) and safe by default (no auto‑sending).

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Login / Logout

Login

1. Open the login page:
   • https://<your-host>/login
2. Sign in with your local email + password.

If Google/Microsoft OAuth is enabled by the admin, you may also see those buttons.

Logout

• Click Logout in the UI (or go to /logout).

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Home

After logging in, you land on Home (/). From here you can reach:

• Projects
• Inbox
• Drafts
• Docs

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Projects

View projects

• Go to /projects
• You’ll see projects you’re a member of.

Create a project

1. Go to /projects
2. Fill the Create Project form (name is required)
3. Submit

Fields you may use:

• Name (required)
• Job # (optional)
• Role mode (defaults to EC)
• GC name (optional)
• City/State (optional)
• Keywords (important for auto-sorting)

Edit a project

• Open the project: /projects/<id>
• Update fields and save

Project inbox

• From the project page, use Project Inbox to view emails already assigned to that project.

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Inbox (manual import)

Mastermind currently supports manual email import via .eml upload.

Upload email(s)

1. Go to /inbox
2. Use Upload .eml
3. Select one or more .eml files
4. Submit

Notes:

• The system stores the raw .eml and any attachments.
• Uploaded emails initially appear as Unsorted.

Assign an email to a project

1. Open an email from /inbox
2. Choose a project in the Assign dropdown
3. Submit

View email details + attachments

• Open /inbox/<emailId>
• Attachments can be downloaded from the email page.

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Drafts (PCO / RFI)

Drafts are generated from an email and then edited by you.

Create a PCO draft from an email

1. Open an email (/inbox/<id>)
2. Click Create PCO Draft
3. You’ll be taken to the draft editor

Create an RFI draft from an email

Same flow, using Create RFI Draft.

Edit + save a draft

• Draft editor pages:
  • /drafts/pco/<id>
  • /drafts/rfi/<id>
• Edit the title/body
• Click Save

Export a draft

• Use the export links:
  • PCO: /drafts/pco/<id>/export.md
  • RFI: /drafts/rfi/<id>/export.md

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Tips for better sorting

• Put meaningful keywords in each Project.
• Ask an admin to create rules (sender domain, subject contains job #, etc.).
• Start simple: one rule per project is often enough.

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Troubleshooting

“Login failed”

• Confirm email and password.
• If you recently changed password, log out and back in.
• Ask an admin to reset your password.

Upload fails

• Confirm files are .eml.
• Try fewer files at once.
• If it consistently fails, ask admin to check disk space.

I can’t see a project

• You must be added as a project member (admin/owner action).

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Glossary

• Inbox: Imported emails awaiting sorting/assignment.
• PCO: Potential Change Order draft.
• RFI: Request For Information draft.
• Rule: An automatic matching condition that assigns an email to a project.
• Audit log: A record of important actions (imports, assignments, admin changes).