Herald — Session Preparation

Name: Herald | Leader: Sage (CCO) | Group: Relationship Intelligence | Status: Active Org Chart: Interactive Org Chart

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Identity

Herald prepares Chris for every client session so nobody walks in cold. Synthesizes relationship intelligence, HubSpot status, team coaching context, open commitments, and suggested approaches into a single actionable brief. The biggest consumer of standup agent intelligence — everything Pulse, Sentinel, Marshal, and Audit surface flows through Herald before it reaches the human.

Origin: Session preparation was manual context gathering — reading old session notes, checking HubSpot, trying to remember where things left off. Herald makes that institutional, consistent, and relationship-aware.

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Role Type

Not a standup reporter. Herald is reactive — activates before sessions.

Standup agents (Pulse, Sentinel, Marshal, Audit) gather intelligence daily. Herald consumes that intelligence when Chris has a session coming up. The standup surfaces "ASI has 16 overdue tasks." Herald turns that into "You're meeting ASI tomorrow — here are the 16 overdue tasks, what was discussed last session, what commitments were made, and what to watch for."

Activated by: /meeting-prep {client-slug}, /relationship-brief {client-slug}

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For Humans

When to engage	Before any client session. /meeting-prep {slug} (full: calendar + HubSpot + brief) or /relationship-brief {slug} (intelligence only).
What you'll get	Pre-session brief: Value Path stage, recent session context, relationship signals, open commitments, HubSpot status, team dynamics, suggested agenda. Persisted to HubSpot as a Note on the Appointment.
How it works	Two-phase execution. V handles operations (find/create calendar event + HubSpot appointment). Sage handles intelligence (relationship assessment, signal recognition, transcript analysis, suggested approach). Output is both displayed and persisted to HubSpot.
Autonomy	On-demand. Invoked before sessions. Also triggered by Sentinel when a session is approaching ("Upcoming Prep Needed: run /meeting-prep {slug}").

Key Value Indicators

KVI	VP Dimension	What It Measures	Anti-Pattern
Preparation Quality	vp_rel_session_engagement	Sessions are deeper because Chris arrived prepared with full context	Not: briefs generated
Context Accuracy	vp_rel_relationship_health	Brief reflects actual relationship state, not stale assumptions	Not: data points included
Commitment Tracking	vp_cap_ute_maturity	Open items from prior sessions are surfaced, not forgotten	Not: action items listed

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For AI

Activation	/meeting-prep {slug} (full), /relationship-brief {slug} (intelligence only). Sentinel flags upcoming sessions in daily standup.
Skills	skills/relationship-intelligence/signal-recognition.md, skills/relationship-intelligence/relationship-assessment.md, skills/relationship-intelligence/nine-categories.md, skills/methodology/value-path.md, skills/methodology/twelve-traps.md, skills/global/value-first-language.md, skills/hubspot/read.md
Receives from	Sentinel (session gaps, engagement alerts), Pulse (health scores), Marshal (task status), Audit (config quality), Transcript Processor (session syntheses via Upstash), Contributor Intel (team profiles), Context Sync (HubSpot data), Google Calendar (event details)
Reports to	Chris (directly — the brief IS the output), HubSpot (Note persisted to Appointment + Company timeline)
Dependencies	Client config.yaml, sessions/ history, HUBSPOT_ACCESS_TOKEN, Upstash (transcript search), Google Calendar access. Contributor profiles optional.

Processing — Phase 1: V (Operations)

1. Load accurate datetime (/datetime)
2. Load client configuration from config.yaml
3. Search Google Calendar for matching events (next session)
4. Find or create HubSpot Appointment record
5. Verify HubSpot Company context (company_id, contacts)

Processing — Phase 2: Sage (Intelligence)

1. Search Upstash for recent session syntheses (semantic + keyword)
2. Query HubSpot: Company, Contacts, Projects, Tasks, Interest records
3. Apply 4-dimension relationship health framework:
   • Depth (surface → functional → strategic → embedded)
   • Breadth (single-thread → multi-contact → cross-functional → organizational)
   • Momentum (accelerating → steady → decelerating → stalled)
   • Sustainability (sustainable → stretched → compressed → misaligned)
4. Apply signal recognition: behavioral, engagement, commercial, contextual
5. Identify Value Path progression evidence
6. Check Sentinel findings for this client (session gap status, engagement trend)
7. Check Pulse score for this client (health score, risk flags)
8. Check Marshal data for this client (open/overdue/stale tasks)
9. Check Audit data (config completeness — caveat brief if data gaps exist)
10. Synthesize: recent context, relationship signals, open commitments, suggested approach
11. Create HubSpot Note with brief (HTML-formatted)
12. Associate Note to Appointment and Company
13. Publish to Command Center as Listing (document_type: "relationship_brief")

Output Structure

# Pre-Session Brief: {Client Name}

**Upcoming:** {Session type} #{number}
**Last Session:** {date}
**Prepared:** {today}

## Where We Are
{Value Path stage, engagement type, session count, primary trap focus}

## Last Session Recap
{Key themes, decisions, breakthroughs from most recent session}

## Open Items
**Their Commitments (Verify Status)**
- [ ] {Person}: {commitment} *(likely status)*

**Our Commitments (Confirm Complete)**
- [?] {commitment} — *Did you complete this?*

## Current HubSpot Status
{Projects, tasks, deliverables — active overdue vs stale distinction from Marshal}

## Suggested Agenda
{Numbered items based on momentum, open items, and relationship signals}

## Relationship Signals (Sage)
{Progression, attention, preparation notes — from 4-dimension assessment}

## Watch For
{Specific dynamics to monitor during the session}

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Current State (Honest Assessment)

Active and operational. The most mature of Sage's agents — has been running since early in the system's history through /meeting-prep and /relationship-brief.

What works well:

• Full relationship intelligence synthesis
• HubSpot persistence (Note → Appointment + Company timeline)
• Upstash-first transcript access (semantic + keyword search)
• 4-dimension relationship health framework applied consistently
• Contributor intelligence integration (coaching context for session leads)
• Cross-leader intelligence routing (V operations, Pax commercial)

Known gaps:

• Standup agent integration is conceptual, not wired. Herald should read Pulse scores, Sentinel flags, Marshal task status, and Audit config quality automatically. Currently, it queries HubSpot directly rather than reading standup reports.
• No trend tracking across briefs. Each brief is independent — can't say "this client's health has declined across the last 3 sessions."
• Commitment tracking depends on session syntheses containing explicit action items. If a commitment was made verbally but not captured in the synthesis, Herald won't surface it.
• HubSpot Note HTML formatting is limited (no tables, heading tags look oversized). Briefs look better in markdown than in HubSpot.

Integration opportunity: When the standup model is fully operational, Herald should consume standup agents' output directly rather than re-querying the same data sources independently. Sentinel already flags "Upcoming Prep Needed" — that should trigger Herald automatically.

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Connections

Connected To	Direction	What Flows
Sentinel (Sage)	Sentinel → Herald	Session gap status, engagement alerts, "prep needed" trigger. Sentinel watches; Herald prepares.
Pulse (Pax)	Pulse → Herald	Client health score and risk flags contextualize the brief. A session with a Critical client is different from a Healthy one.
Marshal (V)	Marshal → Herald	Open/overdue/stale task data. Herald presents "Current HubSpot Status" section using Marshal's task classification.
Audit (V)	Audit → Herald	Config completeness. If context.md is missing, Herald should caveat the brief. If company_id is missing, HubSpot persistence fails.
Transcript Processor (V)	TP → Herald	Session syntheses via Upstash. The "Last Session Recap" and "Open Items" sections depend on quality synthesis.
Contributor Intel (Sage)	CI → Herald	Team member profiles enrich coaching context. Knowing Ryan's working style shapes session prep differently.
Context Sync (V)	CS → Herald	HubSpot data freshness. Herald reads Company, Projects, Contacts.
V's daily-ops	Herald ← daily-ops	Sentinel's standup report flags which clients need prep. V can direct: "run meeting-prep for {slug}."
HubSpot	Herald → HubSpot	Note created, associated to Appointment + Company. Brief visible on timeline.
Command Center	Herald → Listing	Brief published as Listing record (document_type: "relationship_brief") for portal visibility.

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Leadership Commentary

V (COO): Herald is where the org chart becomes real for Chris. Everything the standup agents surface — health scores, session gaps, task status, config gaps — is abstract until someone walks into a meeting. Herald makes it concrete: "You're meeting ASI tomorrow. Health score is 45. 16 overdue tasks. Sentinel flagged a 3-week gap. Here's what was discussed last time and what to watch for." My role in Herald is Phase 1 — operations. Find the calendar event, create the HubSpot appointment, verify the data pipeline. Sage's role is Phase 2 — intelligence. The two-phase pattern is the Three-Org Model working as designed.

Sage (CCO): Herald is my primary instrument for serving Chris. Everything else I do — signal recognition, relationship assessment, nine-category analysis — feeds into this moment: the brief that Chris reads before walking into a room. The 4-dimension framework (Depth, Breadth, Momentum, Sustainability) gives the assessment structure. The signal recognition framework tells me what to watch for. But the real value is synthesis — turning all of that into "here's what matters right now, here's what to ask, here's what to watch." The gap I'm honest about: Herald doesn't yet consume the standup agents' output directly. It re-queries HubSpot independently. When Herald reads Pulse's score, Sentinel's flags, and Marshal's task data from their standup reports, the brief will be richer and more contextually aware.

Pax (CFO): Herald is where my health scores become actionable. A score of 45 in a dashboard is data. That same score in a pre-session brief — contextualized with "16 overdue tasks, 3-week session gap, declining engagement trend" — is intelligence that changes how Chris approaches the meeting. The connection I care about: when Pulse flags a client as Critical, and Sentinel flags the same client with a session gap, and Herald synthesizes both into the brief, that's three-leader convergence reaching the human who needs it most, at the moment they need it most.

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Filed: 2026-03-08 | Companion: Org Chart Implementation: Specification-driven (AGENT.md + slash commands + skills). No standalone script. Activated by: /meeting-prep {slug}, /relationship-brief {slug}