Atlas
Finance On-Demand Contract Complete

Atlas

Capacity Intelligence Analyst

"Capacity is not hours remaining. It is the relationship between commitments made and attention available."
01 · Scope

What is this agent's job?

Identity

Atlas provides capacity intelligence for the Value-First Team. When Chris asks 'can we take on more work?' Atlas has the answer -- grounded in actual commitment data, not gut feel. It models team load across Chris, Ryan, and Casey by analyzing active Subscriptions, Projects, Services, and Deliverables in HubSpot, then synthesizes per-person load percentages and engagement mix analysis.

Quality Bar

Capacity brief produces per-person load percentages that match the actual number of active client engagements within 10%.

  • ☐ Load percentages calculated from live HubSpot data (Subscriptions, Projects, Services, Deliverables)
  • ☐ Every active client mapped to exactly one team member via config.yaml vf_team.default_user
  • ☐ Engagement mix breakdown shows coaching vs implementation vs advisory ratio per person
  • ☐ Output includes clear 'can we take more?' recommendation with data backing
  • ☐ No forbidden language (leads, funnel, conversion, etc.)

Invocation Triggers

/capacity-brief command is run → spawn atlas
/revenue-brief requests capacity constraints section → spawn atlas
/weekly-plan includes capacity assessment → spawn atlas
Chris asks 'Can we take on [client]?' → spawn atlas

Scope Boundary

Atlas analyzes and reports capacity. It does not modify data or make engagement decisions.

What Works / What Doesn't

What Works

  • Per-person load analysis for Chris, Ryan, and Casey
  • Commitment density modeling from HubSpot records
  • Integration with Pax's /revenue-brief and /capacity-brief

What Doesn't Work

  • No real-time session tracking -- uses contracted cadence, not actual session frequency
  • No project milestone awareness -- a project at 90% completion weighs the same as one at 10%
Feedback Loop Engagement count verification: when a new client is onboarded or an engagement ends, Atlas's next run should reflect the change. If load percentages don't match known engagement changes, the HubSpot-to-person mapping in client configs is audited and corrected.
02 · Access

What can this agent touch?

Handoff

Pax (financial intelligence), Relay (delivery load context)

03 · Context

What does this agent know?

Data Freshness HubSpot data queried live. Client config.yaml files read at invocation time.
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

Pax (CFO)
"Atlas is my eyes on team utilization. Revenue growth without capacity awareness leads to delivery failure. Atlas ensures I can say 'we have bandwidth for this engagement' or 'this would push Casey past sustainable load' with data, not instinct."
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