Phase 01 Discover Days 01–07
01 discovery.map
Discovery & loop inventory
Founder and ops interviews; a week of work walked end to end
Recurring loops inventoried across inbox, CRM, PM, and support
Each loop scored: frequency × attention drain × handoff risk
First loop selected, with a named owner attached
Constraints logged — access, compliance, review capacity
Ships Loop map + install charter
02 source.audit
Data & source audit
Systems of record ranked: CRM, inbox, calendar, PM, billing, docs
Auth mode per system — OAuth, API key, or service account
Field-level map of what each operator may read and write
PII flagged; redaction and retention rules set
Freshness windows and rate limits per source
Ships Source registry + access matrix
03 operator.design
Operator design
Role charter per operator: mandate, boundaries, tone — see the AI operator fleet definition
Input contracts — what each role is allowed to consume
Output schemas: brief, draft, flag, digest, report
Escalation thresholds: when to stop and ask a human
Failure rule: report the gap, never invent the answer
Ships Signed operator briefs
Gate A — scope, first loop, and success criteria signed
04 fleet.setup
Profile & fleet setup
One isolated profile per operator, with its own credentials
Permission scopes cut to the minimum each mandate needs
Model routing by task class — fast triage vs deep reasoning
Usage guardrails and escalation rules per operator
Fleet topology versioned in your repo
05 memory.skills
Memory & skill layer
Company context pack: offer, voice, clients, standards
Per-operator memory namespaces — no cross-contamination
Retrieval rules: what gets recalled, when, from where
Skill modules: brief format, QA checklist, enrichment recipe
Prompts and skills versioned like code, diffable
Ships Versioned skill library
06 integrations.io
Integration wiring
Read/write connectors: CRM, inbox, calendar, PM, support
Field mappings with idempotent writes — no duplicate records
Webhook subscriptions for event-driven loops
Sandbox first, then a backfill plan for history
Every connector proven against test fixtures
Ships Integration map + fixtures
07 gateway.guard
Gateway & guardrails
One egress point — every operator action passes through it
Per-operator action allowlists; the default is deny
Secrets vault; credentials never live in prompts
Rate limits and an audit log on every call
Kill switch that halts the whole fleet in one action
Ships Gateway config + audit stream
Gate B — end-to-end dry run passes on test fixtures
08 cron.jobs
Cron & job orchestration
Schedules per loop: 06:00 brief, hourly pipeline scan, weekly report
Job queue with retries and exponential backoff
Dependency order: enrich before draft, QA before queue
Timezone, weekend, and holiday rules
Dead-letter alerts when a job cannot complete
Ships Job schedule + runbook
09 qa.evals
QA & evals
Golden-set tasks built from your real work history
Scoring rubric for every output type
Regression evals on every prompt or skill change
Source checks: every claim traces to an input
Weekly calibration review against the rubric
Ships Eval suite + calibration log
10 human.gates
Human approval layer
Review queue wired into Slack and the command surface
Approval tiers: auto-file, review, dual sign-off
Customer-facing output held for explicit approval
Your edits feed back into skills — corrections become rules
Full decision trail: who approved what, and when
Ships Approval policy matrix
Gate C — shadow week clean against the signed criteria
11 launch.live
Launch
Loop promoted from shadow to live, one mandate at a time
First live sends supervised side by side with your team
Rollback path documented and tested before go-live
On-call window through the first live week
Ships Live loop + launch checklist
12 monitor.loop
Monitoring & iteration
Usage dashboards and health checks per operator
Drift alerts when output quality moves against the rubric
Weekly ops review cadence handed to your team
90-day roadmap: next loops, next operators
Findings feed back into operator design — stage 03
Ships Monitoring board + 90-day plan
Gate D — handoff accepted: your team runs the loop