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iOS SHORTCUTS BUILD — SAM TREITEL / HOOK STREET

docs/legacy/SETUP_GUIDE.md · last changed (pre-VM history) · rendered from GitHub master

iOS SHORTCUTS BUILD — SAM TREITEL / HOOK STREET

Purpose: Mobile entry points for capturing thoughts, routing them through Claude, and jumping to OneDrive folders — all from the home screen.

Action: Deploy 2 Apps Script webhooks, build 4 shortcuts on iPhone, pin to home screen.

Threshold: Tier 1 working in 15 min. Tier 2 in 30 min. File shortcuts in 5 min each.

Default if you stall: Build Tier 1 + the OneDrive shortcuts today. Skip Tier 2 until you have an Anthropic API key in hand.


WHAT YOU'RE BUILDING

# Shortcut What it does Tier
1 Quick Capture Tap → dictate/type → row in BOS Quick_Capture tab 1
2 Claude Router Tap → dictate → Claude categorizes → logs + suggests action 2
3 Open OneDrive Folder Tap → jumps to specific folder in Files app 1
4 Open Specific File Tap → opens a specific file directly 1

STEP 1 — DEPLOY THE WEBHOOK (10 min)

You need this before any shortcut works.

1a. Get your Sheet ID

Open your hookstreet-bos-sheets Google Sheet. The URL looks like:

https://docs.google.com/spreadsheets/d/1aB2cD3eF4gH5iJ6kL7mN8oP/edit

The Sheet ID is the part between /d/ and /edit. Copy it.

1b. Deploy Tier 1 (Quick Capture)

  1. Go to script.google.com+ New project
  2. Name it: BOS Quick Capture Webhook
  3. Delete the default function myFunction() code
  4. Paste in the contents of 01_apps_script_quick_capture.gs
  5. Replace PASTE_YOUR_BOS_SHEET_ID_HERE with your Sheet ID
  6. Save (Cmd+S)
  7. Run → select function _testCapture → click ▶ Run
    - First time: it'll ask for permissions. Click ReviewAdvancedGo to (unsafe)Allow
    - This is your own script accessing your own Sheet — safe.
  8. Open your Sheet. There should now be a Quick_Capture tab with one test row.
  9. Now deploy as web app:
    - Top right: DeployNew deployment
    - Click gear icon ⚙ next to "Select type" → Web app
    - Description: Quick Capture v1
    - Execute as: Me
    - Who has access: Anyone ⚠ (required for shortcut to hit it)
    - Click Deploy
  10. COPY THE WEB APP URL. It looks like:
    https://script.google.com/macros/s/AKfycbz.../exec
    Save this — you'll paste it into the iOS Shortcut.

1c. (Optional, for Tier 2) Deploy the Claude Router

Repeat the above with 02_apps_script_claude_router.gs, plus:
- After step 6, before deploying:
- Click Project Settings (gear icon, left sidebar)
- Scroll to Script Properties
- Add property: ANTHROPIC_API_KEY = your sk-ant-... key
- Save
- Run _testRouter to verify the Claude call works
- Then deploy as web app, get the URL


STEP 2 — BUILD SHORTCUT #1: QUICK CAPTURE (5 min)

On your iPhone:

  1. Open Shortcuts app → tap + (top right)
  2. Tap "New Shortcut" name → rename to: Quick Capture
  3. Tap the icon (top) → pick a color + glyph (lightning bolt is good)
  4. Add actions in this order:

Action 1: Dictate Text (or "Ask for Input" if you prefer typing)
- Search "Dictate" → tap Dictate Text
- Tap "Stop Listening" → change to: On Tap

Action 2: Get Contents of URL (this is the POST)
- Search "URL" → tap Get Contents of URL
- Paste your Quick Capture webhook URL in the URL field
- Tap Show More
- Method: POST
- Request Body: JSON
- Tap Add new field → key: text → tap value field → tap Dictated Text (variable from action 1)
- Tap Add new field → key: source → value: iOS Shortcut

Action 3: Show Notification (confirms it landed)
- Search "Notification" → tap Show Notification
- Title: ✅ Captured
- Body: tap value → Dictated Text

  1. Tap Done (top right)
  2. Long-press the shortcut → Add to Home Screen → name it, pick icon → Add

Test it: Tap the home-screen icon, dictate "test capture from phone." Open your Sheet → should be a row in Quick_Capture.


STEP 3 — BUILD SHORTCUT #2: CLAUDE ROUTER (10 min)

Same flow as #1 with smarter handling. Use the Claude Router webhook URL instead.

  1. Shortcuts → + → name: Claude Router
  2. Action 1: Dictate Text (Stop on Tap)
  3. Action 2: Get Contents of URL
    - URL: your Claude Router webhook URL
    - Method: POST, Body: JSON
    - Field text = Dictated Text
    - Field mode = route
  4. Action 3: Get Dictionary from Input (parses JSON response)
  5. Action 4: Get Dictionary Value
    - Get Value for: summary
    - In: Dictionary (from action 3)
  6. Action 5: Get Dictionary Value (separate one)
    - Get Value for: category
    - In: Dictionary
  7. Action 6: Show Notification
    - Title: 🧠 [Category] (insert Dictionary Value from action 5)
    - Body: Dictionary Value from action 4 (the summary)
  8. Save → Add to Home Screen.

Test it: Dictate "remind me to email Huvie tomorrow about the invoice." You should get a notification: 🧠 reminder / "Email Huvie tomorrow about invoice." Sheet row will have category, summary, suggested destination.


STEP 4 — BUILD SHORTCUT #3: OPEN ONEDRIVE FOLDER (3 min each)

OneDrive folders open via web URL. The OneDrive iOS app handles the URL automatically if installed.

4a. Get the folder URL

  1. Open OneDrive on desktop or web
  2. Navigate to the folder
  3. Click ShareCopy link (or just copy the URL from the address bar if it's your own folder)
  4. The URL looks like https://onedrive.live.com/?cid=...&id=... or https://1drv.ms/f/...

4b. Build the shortcut

  1. Shortcuts app → + → name: e.g. Open BOS Workspace
  2. Add action: Open URLs
  3. Paste the OneDrive folder URL
  4. Save → Add to Home Screen

Repeat for each folder you use daily. Suggested set:
- Open BOS Workspace (your hookstreet-workspace OneDrive folder)
- Open Eden Gardens
- Open STR Property Docs
- Open Mom Wholesale OS

4c. Want it to open in the Files app instead of OneDrive app?


STEP 5 — BUILD SHORTCUT #4: OPEN SPECIFIC FILE (3 min)

For files you open daily — say CONTEXT.md or your master Sheet.

Google Sheet / Doc:

Specific file in OneDrive (synced to Files app):

  1. Shortcuts → + → name: e.g. Open CONTEXT.md
  2. Add action: Open File
  3. Tap "File" → Browse → OneDrive → navigate to the file → select it
  4. Save → Add to Home Screen.

TAKEAWAY

Once steps 1–4 are done, your home screen has 4–8 one-tap entry points:

[ Quick Capture ]  [ Claude Router ]  [ BOS Workspace ]  [ Eden Gardens ]
[ Open Sheet    ]  [ STR Docs      ]  [ Mom Wholesale ]  [ CONTEXT.md   ]

Voice or text → captured. Folders one tap away. No app-switching, no typing on glass.

Next-level upgrades (when you're ready):
- Add a Trade Log shortcut that hits a different Apps Script and writes to MIS
- Add a Send Mildred Update shortcut that fires a pre-templated email
- Add a Daily Brief shortcut that pulls today's tasks/calendar/STR bookings and reads them aloud
- Replace iCloud-based shortcuts with back-tap triggers (Settings → Accessibility → Touch → Back Tap → Run Shortcut) so you can fire Quick Capture by double-tapping the back of your phone.


TROUBLESHOOTING

Symptom Fix
Shortcut returns "401" or "permission denied" Web app deployed with "Anyone" access? Re-deploy if not.
Sheet stays empty Wrong Sheet ID, or the script doesn't have access. Run _testCapture from the Apps Script editor first.
Claude Router returns "API key not set" Set ANTHROPIC_API_KEY in Project Settings → Script Properties (NOT in the code).
"Get Dictionary Value" returns nothing Webhook returned an error JSON. Open Apps Script → Executions tab to see the error.
OneDrive shortcut opens browser instead of app Install the OneDrive iOS app, then re-tap; iOS will route to the app.
Want it silent (no notification) Delete the Show Notification action from the shortcut.
Source trail · docs/legacy/SETUP_GUIDE.md @ master · rendered 2026-07-02 7:23 PM EDT by scripts/build-docs.py · the .md in the repo is the truth; this page is the phone-readable view