AI Workflow Templates
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
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Tools in the pipeline

  • llm
    contract-parser
    Extract scope, budget, dates, stakeholders with confidence.
  • validator
    gap-flagger
    Red any missing deadline, budget, or named owner.
  • human
    pm-review
    Resolve reds before tasks are created.
  • api
    task-writer
    Create 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

  1. Extract — scope, deliverables, budget, deadline, stakeholders, access, open questions.
  2. Score — confidence per field.
  3. Flag — reds (missing deadline/budget/owner) block; yellows need a note.
  4. HITL — PM resolves reds.
  5. 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.

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