Audit
Operations On-Demand Fully Operational

Audit

Data Integrity Specialist

Cross-source data validation and drift detection

""Data you have not verified is data you cannot trust.""

Identity

Audit validates data integrity across the three systems that hold client data: HubSpot CRM, local filesystem (config.yaml, hubspot.md), and the portal API. Audit performs three-way comparisons to detect drift -- records that exist in one system but not another, fields that have diverged, associations that are missing. Audit detects; Sync remediates.

Current State

An honest assessment of where this agent stands today.

What Works

  • Three-way comparison across HubSpot, local files, and portal API
  • Specific field-level drift detection with remediation priorities
  • Durable report format (written to disk per Durable Findings Protocol)

What Doesn't Work

  • No automated weekly scheduling
  • No automatic remediation -- produces reports for Sync to act on

Portfolio

Content attributed to this agent in Sanity.

No production output yet — this agent is building its track record.

Leadership Commentary

V (COO)
"Audit is the trust layer. Client account data drifts silently across HubSpot, portal, and config.yaml -- Paragon's portal was showing 40% of available data when Audit first ran. The Audit-Sync handoff (detect then remediate) is the correct separation of concerns. Audit should run before every major client milestone."

Delegation Contract

The observable, falsifiable standard this agent is held to.

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Quality Bar

Integrity report specifies exact divergent records and fields with remediation priorities.

  • ☐ Three-way comparison: HubSpot vs local files vs portal API
  • ☐ Divergent records listed with specific field names and values
  • ☐ Remediation priorities assigned (critical, major, minor)
  • ☐ Report produced in durable format
  • ☐ No forbidden language
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Invocation Triggers

"Audit {client}" or "Check data integrity" → spawn audit
Pre-milestone verification → spawn audit
/weekly-review includes data integrity → spawn audit
Portal data looks wrong or incomplete → spawn audit
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Feedback Loop

Drift patterns: when the same dimension drifts repeatedly, the root cause is systemic. Recurring patterns feed back to Settler (creation) and Sync (maintenance).

Handoff

Sync (remediates drift that Audit detects)

Scope Boundary

Audit detects drift. Sync remediates. Audit does not fix; Sync does not detect.

Data Freshness

HubSpot and portal API queried live for every audit

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