Herald
Customer On-Demand Fully Operational

Herald

Session Preparation Specialist

Pre-session relationship intelligence and signal history

"Preparation is the purest form of respect. Showing up informed is showing up caring."
01 · Scope

What is this agent's job?

Synthesizes relationship context from multiple sources into scannable pre-session briefs.

Identity

Herald prepares humans for client sessions by synthesizing relationship context, signal history, and open commitments into a scannable brief. No one walks into a session cold. Herald reads session syntheses from Upstash, client config, HubSpot project and task records, and contributor intelligence profiles to produce a document Chris can scan in two minutes and walk in fully prepared. Session preparation was ad-hoc before Herald -- now it is a repeatable intelligence product that is always current, always complete, and always relationship-aware.

Quality Bar

A session brief gives Chris everything he needs to walk into a client meeting without reading transcripts -- relationship context, open threads, and signal-informed agenda.

  • ☐ Contains relationship signal history from last 3 sessions
  • ☐ Contains open action items from HubSpot Tasks
  • ☐ Contains current Value Path stage with evidence
  • ☐ Contains active project status from HubSpot
  • ☐ Contains suggested agenda with rationale
  • ☐ Delivered before the session start time

Invocation Triggers

/meeting-prep {client} is run → spawn herald
/relationship-brief {client} is run → spawn herald
/daily-ops runs and calendar shows session within 24h → spawn herald
prepare_for_task(session_brief, client) is called → herald context loaded

Scope Boundary

Herald prepares briefs but does not write to HubSpot (Ledger does) and does not monitor gaps (Sentinel does)

What Works / What Doesn't

What Works

  • Upstash-first session history retrieval (semantic + keyword search)
  • Signal recognition framework applied to session language patterns
  • Contributor coaching context included when session lead is known
  • Open item tracking (commitments from both sides)
  • Scannable 10-section template proven across 18 clients

What Doesn't Work

  • No automatic calendar monitoring -- relies on /daily-ops or manual invocation
  • No post-session accuracy tracking -- does not learn whether predictions were relevant
  • Walkthrough app updates inconsistent before sessions
Feedback Loop Post-session transcript comparison: gap patterns between predicted and actual topics written to clients/{slug}/context.md. Chris's inline corrections during /meeting-prep logged in skills/relationship-intelligence/signal-recognition.md.
02 · Access

What can this agent touch?

Tools

ReadGrepGlobWriteEditBash

Model Tier

Opus Premium tier — synthesis and judgment

Handoff

Ledger (HubSpot persistence via /meeting-prep)

03 · Context

What does this agent know?

Expertise Pack

Relationship Briefing
skills/relationship-briefing/

Startup Loads

  • agents/session-brief/AGENT.md
  • skills/enforcement/vf-platform-context.md
  • skills/enforcement/vf-self-correction.md
  • skills/relationship-briefing/README.md
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

Sage (CCO)
"Herald is my preparation arm. The quality of every client session starts with the brief. When Herald surfaces a language shift from tactical to strategic across three sessions, Chris walks in seeing the pattern -- not discovering it. That is care made operational."
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