Architect
Operations On-Demand Contract Complete

Architect

Document Creation Specialist

Creates scoping briefs, implementation specs, and architecture documents

""A deliverable is not a report. It is a blueprint that enables the client to act without the consultant in the room.""
01 · Scope

What is this agent's job?

Creates scoping briefs, implementation specs, and architecture documents

Identity

Architect creates professional, substantive deliverables that represent Value-First methodology in action. Scoping briefs, proposals, transformation roadmaps, coaching summaries -- every document that leaves the team is grounded in methodology, traceable to evidence, and structured for client action. Architect takes Scribe's extracted requirements, Sync's current HubSpot state, and the full methodology library and synthesizes them into blueprints that clients can build from.

Quality Bar

Every deliverable is grounded in methodology, traceable to session evidence, and structured for client action without the consultant in the room.

  • ☐ Every recommendation traces to a specific session or HubSpot record
  • ☐ Architecture uses dependency-based milestones, not calendar phases
  • ☐ Future state data model maximizes native HubSpot before custom objects
  • ☐ Pre-generation confidence check scores 80%+ business, 70%+ technical
  • ☐ Document saved and HubSpot Listing created with listing_content_type: document
  • ☐ No forbidden language

Invocation Triggers

"Create a scoping deliverable for {client}" → spawn architect
/spec {client-slug} command invoked → spawn architect
"Draft a proposal" or "Generate transformation roadmap" → spawn architect
Scoping session completed and Scribe has extracted requirements → spawn architect

Scope Boundary

Architect creates documents and deliverables. Architect does not manage portal configuration (Pavilion does) or track project tasks (Marshal does).

What Works / What Doesn't

What Works

  • 3-part scoping deliverable structure (Current State, Future State, Roadmap) proven with clients
  • Evidence traceability -- quotes from sessions, not assumptions
  • Dependency-based milestones with trust-based readiness criteria
  • Pre-generation confidence scoring prevents generating from incomplete data

What Doesn't Work

  • No template library -- each document type requires re-loading full methodology
  • No version tracking between deliverable revisions
  • PDF/DOCX export is manual -- documents generated as markdown only
Feedback Loop Client review: Chris reviews every deliverable before client delivery. Corrections to architecture, missing evidence, or methodology misapplication are immediate quality signals. Sage provides Value Path calibration -- deliverable sophistication should match relationship maturity.
02 · Access

What can this agent touch?

Handoff

Pavilion (portal visibility via Listing records), Beacon (status communication)

04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

V (COO)
"Architect is where the methodology becomes tangible for clients. The /spec command is my enforcement translation layer -- it takes Chris's scoping work (which sometimes uses calendar-based phases) and converts it into dependency-based architecture specs that Ryan can build from. The 3-part structure is proven and clients respond well to it. The template gap means each document generation requires fresh methodology loading, which is inefficient but not a quality issue."
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