Guides

Step-by-step operational playbooks. Each guide is a repeatable procedure with clear prerequisites, commands, and expected outcomes.

Index

Guide	When to use it
Bootstrap Setup	First-time Snowflake environment setup
New Client Onboarding	Onboarding a new client end-to-end
New Extractor Checklist	Adding a new data source extractor
Extractor Testing Workflow	Testing extractors locally before deploying
Schemachange Deployment	Deploying Bronze DDL migrations
Snowflake S3 Stage Setup	Configuring a Snowflake external S3 stage
dbt Development Workflow	Writing, testing, and deploying dbt models
Gold Layer Expansion	Adding fct_, dim_, agg_, or rpt_ models
Merge Checklist	Pre-merge verification checklist
xo-foundry Roadmap	DAG factory roadmap and planned phases

Writing a new guide

A guide belongs here when a procedure is repeated more than once. Write it the first time you do it — not after the third time someone asks how.

Structure every guide as: 1. Purpose — one sentence on what this achieves 2. Prerequisites — what must be in place before starting 3. Steps — numbered, imperative, include actual commands 4. Verification — how to confirm it worked 5. Troubleshooting — the two or three most common failure modes

Guides change when procedures change. Update the guide when you update the procedure — not six months later.