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ConsultingintermediateHITL requiredupdated 2026-08-11
Deal → Kickoff Brief
Turn a signed SOW or email thread into a kickoff brief: scope, deliverables, budget, deadline, stakeholders, access, and open questions. Reds block approval.
#kickoff#handoff#agency#hitl
Tools in the pipeline
- llmcontract-parserExtract scope, budget, dates, stakeholders with confidence.
- validatorgap-flaggerRed any missing deadline, budget, or named owner.
- humanpm-reviewResolve reds before tasks are created.
- apitask-writerCreate project tasks only after approval.
Stack: LLM · project tool · email
What it does
Closes the sales-to-delivery handoff. Parses a signed contract, SOW, or email thread into a kickoff brief with confidence-scored fields. Red flags block approval. On approval, create project tasks and draft the client confirmation. Pattern from ARC's KickoffPilot portfolio candidate.
Pipeline
- Extract — scope, deliverables, budget, deadline, stakeholders, access, open questions.
- Score — confidence per field.
- Flag — reds (missing deadline/budget/owner) block; yellows need a note.
- HITL — PM resolves reds.
- Publish — tasks + drafted client confirmation. Never auto-create tasks on red.
Prompt skeleton
Extract a kickoff brief from the supplied contract / SOW / email thread. Return JSON with: scope[], deliverables[], budget, deadline, stakeholders[], access_needed[], open_questions[], and flags[] where each flag has field, severity (red|yellow), confidence (0-1), and evidence excerpt. Rules: - Do not invent a deadline, budget, or owner. - If a field is missing, set it null and add a red flag. - Evidence excerpts must be verbatim. - Reds block task creation.
Guardrails
Reds block approval. Never auto-create project tasks or send the client email. Do not fill gaps with guesses. This is a handoff tool, not a project manager.
Structural dry-run
No model call. Validates required fields only.Prefills the example payload for Agency kickoff. Edit it, then run.