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.""
01 · Scope

What is this agent's job?

Cross-source data validation and drift detection

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.

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

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

Scope Boundary

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

What Works / What Doesn't

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
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).
02 · Access

What can this agent touch?

Handoff

Sync (remediates drift that Audit detects)

03 · Context

What does this agent know?

Data Freshness HubSpot and portal API queried live for every audit
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)
"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."
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