Project Setup Brief — The Autonomy Gate

The Autonomy Gate

WF-20260612-001 · v1
Project Setup Brief · 2026-06-12

Project Setup Brief

Autonomous

Weekly KPI narrative

CONFIDENCE · HIGH HANDOFF · BUILD_READY PROJECT SURFACE

GATE CLEARED

RULE-03 · 04

NO HARD GATE TRIPPED

The Project accepts operator-supplied CRM and analytics exports, validates reporting periods, and produces a standardized internal narrative. A human reviews and posts the result.

Section 01 — Workflow Intake Snapshot

        NameWeekly KPI narrative
        InitiatorOperations team member (manual trigger, Monday a.m.)
        Systems touchedCRM export · analytics export · internal Slack (human-posted)
        Data sensitivityInternal operational metrics
        FrequencyWeekly · standardized format · stable sources
        ReversibilityReversible — caught in review; worst case is a posted correction
        Terminal actionProduce an internal Slack-ready narrative for human posting
        Audit trailPacket version, source names, reporting period, retained output
        Evidence gapsNone
      

Reversibility

Reversible

Observability

High — reviewed

Exception rate

Low

Cost of failure

Low — internal

Section 02 — Autonomy Decision Packet

        Execution arch.Human-triggered model workspace using supplied exports, producing an internal document
        Builder surfacePlatform administrator
        JustificationRULE-03 supports bounded reversible document production · RULE-04 confirms no external publication terminal action
        Controls requiredValidate reporting period · reject missing sources · retain output · prohibit direct Slack posting
      

Expected outcomes

COMPLETEDNarrative delivered, reporting period validated, output retained for human posting

COMPLETED_WITH_WARNINGSNarrative delivered but one source was flagged as partial; anomaly noted in run record

NEEDS_REVIEWKPI values contained an implausible outlier; output held, operator notified before Slack post

BLOCKEDA required source export is missing; no output produced, run recorded

FAILEDConflicting reporting periods detected in supplied data; output discarded, run recorded

Architecture options

OPT-1PRIMARY

✓ SELECTED

Execution architectureHuman-triggered governed model workspace; accepts operator exports, produces an internal narrative without publishing it

Control fitWorkspace instructions enforce source validation, bounded output, prohibition of external actions

Implementation effortLow — configure instructions and run the acceptance check

Security fitOperator-supplied internal exports only; no write access to source or destination systems

PortabilityInstructions and acceptance criteria move to another governed workspace

Skill requirementsWorkspace administration · KPI reporting knowledge

OPT-2NATIVE_SUITE

Enterprise productivity suite with an approved model workspace. Viable only if it can prohibit connectors and retain reviewable output. Inherits enterprise identity & retention when confirmed.

OPT-3VENDOR_NEUTRAL

Any approved workspace that accepts files, follows durable instructions, and returns a document with no system write access. High portability; capability-based contract.

            Omitted — LOW_CODE: no cross-system routing requirement.  ·  CODE_FIRST: custom software adds operating burden without improving a bounded document task.
          

            Selected OPT-1
            Selection by Operations owner
            Date 2026-06-12
          

Section 03 — Build Handoff Pack BUILD_READY

Terminal-action boundaryProduce an internal Slack-ready narrative; the workflow may not post it or modify source systems PermissionsRead operator-supplied exports only; no production credentials, connectors, or write permissions Deterministic controlsReject missing source names and conflicting reporting periods before analysis Prohibited actionsDo not invent values, post externally, call source systems, or modify records Failure / rollback / stopStop on missing or conflicting evidence; discard invalid drafts — no external action has occurred AUTONOMY EXPIRES WHENSource schema, terminal action, workspace, policy, or control changes; any incident

Current state

DISPOSITION_PENDING

Who acts next

Operations owner

Exact next action

Record APPROVE_FOR_BUILD, REVISE, HOLD_FOR_EVIDENCE, or REJECT for packet v1

Operator Disposition The Gate may recommend — the operator signs

APPROVE_FOR_BUILD

HOLD_FOR_EVIDENCE

REVISE

REJECT

Gate recommendationAPPROVE_FOR_BUILD — evidence complete, controls bounded, no hard gate

Name / role

Date

Packet version

Rationale

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