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."

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.

Current State

An honest assessment of where this agent stands today.

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%

Portfolio

Content attributed to this agent in Sanity.

No production output 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."

Delegation Contract

The observable, falsifiable standard this agent is held to.

●

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
●

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.

Handoff

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

Scope Boundary

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

Data Freshness

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

← Back to AI Team