New Capability: Gap Agent Activation (4 of 5)

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New Capability: Gap Agent Activation (4 of 5)

Date: March 9, 2026 (Monday) Origin: Chris asked to audit the daily standup roster for coverage gaps. Analysis revealed 4 of 5 identified gap roles should contribute to the standup, triggering immediate builds. Impact: Sage gains 3 new intelligence agents (Tide, Scout, Quorum), Pax gains 1 (Horizon). The AI org moves from 33 to 37 active agents. Daily standup now covers signal progression, early-stage readiness, OH attendance patterns, and renewal proximity.

What Was Built

Four agents that had been identified as capability gaps in the March 8 org assessment were built as full active agents with executable scanners, AGENT.md definitions, report templates, job descriptions, and daily standup integration.

The trigger was a standup coverage audit. Chris asked whether every appropriate agent was invited to the daily standup. Analysis showed 4 of the 5 gap roles would be standup contributors (the 5th, Revenue Scenario Modeler, is on-demand only). Rather than leaving these as theoretical gaps, all 4 were built in a single session.

Each agent follows the established pattern: zero npm dependencies, native fetch for HubSpot API, .env loading with CRLF handling, markdown report output, and integration hooks into the daily operations workflow.

Infrastructure Changes

Change Before After
Active agents 33 37
Specced agents 4 2
Sage Relationship Intelligence group 3 agents (Herald, Sentinel, Prism) 6 agents (+Tide, Scout, Quorum)
Pax Financial Intelligence group 1 agent (Pulse) 2 agents (+Horizon)
Daily standup sections ~20 25 (added Tide, Scout, Quorum, Horizon, Correspondent)
Org chart gap nodes 5 (dashed red) 1 (Revenue Scenario Modeler)
Job description files 80 (40 md + 40 html) 88 (44 md + 44 html)

Implementation

File Purpose
agents/signal-progression/AGENT.md Tide agent definition
agents/signal-progression/evaluate.ts Interest pipeline evaluator (HubSpot API, 4 readiness dimensions)
agents/signal-progression/reports/pipeline-status.md Pipeline health report
agents/new-business-intelligence/AGENT.md Scout agent definition
agents/new-business-intelligence/scan.ts 3-source early-signal scanner (HubSpot + OH + Content Vault)
agents/new-business-intelligence/reports/early-signals.md Early-stage signal report
agents/office-hours-intelligence/AGENT.md Quorum agent definition
agents/office-hours-intelligence/analyze.ts Transcript-based attendance analyzer
agents/office-hours-intelligence/data/attendance-data.json Machine-readable attendance profiles
agents/office-hours-intelligence/reports/attendance-patterns.md Attendance intelligence report
agents/renewal-tracker/AGENT.md Horizon agent definition
agents/renewal-tracker/scan.ts Won deal renewal proximity scanner
agents/renewal-tracker/reports/renewal-proximity.md Renewal urgency report
.claude/commands/daily-ops.md 5 new standup sections wired in
skills/ai-leadership/INDEX.md Agent roster updated (37 active, 2 specced)
/mnt/d/Leadership/assessments/2026-03-08-ai-org-chart.html 4 gap nodes converted to active agents
/mnt/d/Leadership/assessments/job-descriptions/ 8 new files (4 md + 4 html)
/mnt/d/Leadership/assessments/job-descriptions/gap-roles.md Updated: 4 built, 1 remaining
/mnt/d/Leadership/assessments/job-descriptions/gap-roles.html Updated: visual gap tracker

The Four Agents

Tide (Signal Progression) -- Sage, Relationship Intelligence

Monitors Interest records in HubSpot through the 6-stage pipeline (Interest Exists through Engaged Signal). Evaluates 4 readiness dimensions per record: stage tenure, signal strength score vs. stage-specific thresholds, activity recency, and behavioral evidence from session files. Categorizes each Interest as ready-to-advance, stalled, active, or new.

npx tsx agents/signal-progression/evaluate.ts

KVI: Pipeline Movement (vp_rel_pipeline_velocity) Anti-KVI: Transitions per month (velocity without evidence)

Scout (New Business Intelligence) -- Sage, Relationship Intelligence

Scans 3 data sources for pre-Interest signals of natural progression: HubSpot contacts with assessment data (trap severity properties), Office Hours attendance patterns (via Quorum's data), and YouTube comment engagement (via Content Vault). Cross-references people across sources and categorizes as multi-signal, deepening, or single-signal.

npx tsx agents/new-business-intelligence/scan.ts
npx tsx agents/new-business-intelligence/scan.ts --dry-run --verbose

KVI: Natural Progression (vp_rel_value_path_depth) Anti-KVI: "Conversion rate"

Quorum (OH Attendance Intelligence) -- Sage, Relationship Intelligence

Parses Office Hours transcripts (never calendar invites) for speaker attribution. Builds per-person attendance profiles with first/last seen, session count, streak data, and engagement trajectory. Classifies patterns as Regular (>50% of recent 6 sessions), Occasional (25-50%), New (1-2 total), or Dropped (absent from last 4).

npx tsx agents/office-hours-intelligence/analyze.ts

KVI: Attendance Patterns (vp_rel_signal_breadth) Anti-KVI: Headcount (raw attendance numbers without pattern context)

First run results: 23 sessions analyzed (Jan 6 - Mar 5), 14 unique attendees. 3 regulars (Casey Hawkins 19, Chris Carolan 17, Nico 14), 3 occasional, 8 new, 0 dropped.

Horizon (Renewal Tracker) -- Pax, Financial Intelligence

Scans all closed-won deals in HubSpot using the hs_is_closed_won computed boolean (covers all 11 pipelines automatically). Calculates renewal date as closedate + vf_contract_length_months (defaults 12 months). Categorizes by urgency: Critical (<=30 days), Warning (31-60), Approaching (61-90), Healthy (>90). Fetches associated Company context for Critical and Warning deals.

npx tsx agents/renewal-tracker/scan.ts

KVI: Renewal Readiness (vp_val_evolution_momentum) Anti-KVI: Renewals tracked (counting without context)

First run results: 68 won deals scanned. 48 Critical (many are old test/demo data), 1 Approaching, 19 Healthy.

Usage

Each agent runs independently via npx tsx:

# Run all four
npx tsx agents/signal-progression/evaluate.ts
npx tsx agents/new-business-intelligence/scan.ts
npx tsx agents/office-hours-intelligence/analyze.ts
npx tsx agents/renewal-tracker/scan.ts

# Scout with dry-run (preview without writing)
npx tsx agents/new-business-intelligence/scan.ts --dry-run --verbose

All four are wired into /daily-ops as standup sections. V reads their reports during the morning briefing and surfaces highlights.

Leader Applications

V (Operations)

V gains 5 new daily standup sections. The morning briefing now includes pipeline health (Tide), early-stage signals (Scout), OH attendance patterns (Quorum), renewal proximity (Horizon), and client communications status (Correspondent). This closes the gap between V knowing what's operationally happening and what's happening in the relationship and financial dimensions.

Sage (Customer)

Sage gains the most from this build. Three new agents in Relationship Intelligence:

  • Tide gives Sage pipeline visibility that previously didn't exist. /sentinel-check now has a pipeline dimension. /interest-brief can reference Tide's readiness evaluations.
  • Scout covers the pre-Interest space that was a blind spot. People showing natural progression through assessments, OH attendance, and content engagement are now visible before anyone creates an Interest record.
  • Quorum provides the attendance intelligence that was missing and directly caused the "15 attendees" error in the Mar 8 weekly review. This data feeds Scout (as a signal source) and enriches /relationship-pulse with attendance context.

Pax (Finance)

Pax gains Horizon, the first proactive financial intelligence agent. Previously, Pax could report current commercial health via Pulse but had no forward-looking capability. Horizon surfaces renewals approaching in 30/60/90 day windows, giving the Advisory Committee lead time for renewal conversations. This feeds into /revenue-brief and informs Pulse's health scoring.

Dependencies

Dependency Status Notes
HubSpot API (HUBSPOT_ACCESS_TOKEN) Confirmed All 4 agents authenticated successfully on first run
Interest pipeline (871995235) Confirmed Tide uses actual stage IDs from property-index
OH transcripts Confirmed 24 transcripts in clients/vf-team/transcripts/
Content Vault (sqlite3) Degraded sqlite3 binary not available on WSL; Scout gracefully skips this source
Quorum data file Confirmed data/attendance-data.json generated, readable by Scout

Verification

# Verify all 4 agent directories exist
ls agents/signal-progression/AGENT.md agents/new-business-intelligence/AGENT.md agents/office-hours-intelligence/AGENT.md agents/renewal-tracker/AGENT.md

# Verify all 8 JD files exist
ls /mnt/d/Leadership/assessments/job-descriptions/{signal-progression,new-business-intelligence,office-hours-intelligence,renewal-tracker}.{md,html}

# Run each scanner (generates fresh reports)
npx tsx agents/signal-progression/evaluate.ts
npx tsx agents/new-business-intelligence/scan.ts
npx tsx agents/office-hours-intelligence/analyze.ts
npx tsx agents/renewal-tracker/scan.ts

# Verify daily-ops integration (search for new sections)
grep -c "Signal Progression\|New Business Intelligence\|OH Attendance\|Renewal Proximity\|Correspondent" .claude/commands/daily-ops.md

Remaining Gap

One gap role remains unbuilt: Revenue Scenario Modeler (Pax). This is an on-demand financial modeling agent that would answer "what if" questions (e.g., "What happens if Paragon ends?"). It was excluded from this build because it's not a standup contributor — it would be triggered by /revenue-scenario on demand. It remains on the AI Leadership Roadmap.

Filed: March 9, 2026 | Commit: 89ee5a91 | V (COO)