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AI plan: Target Lists & Pipeline

Start stories, assign agents, and let workflows spin up managed terminal sessions. The AI planning agent expands every bottom-level issue so the team can execute inside a session and hand back review-ready work.

Sprint 1 - Target Lists & PipelineTeam-aware automationIn review gating on completion
Sprint goal
Implement target list management system and enhance fundraise pipeline functionality
Nov 29Dec 12
Default workflow
Planner → Builder → Tester → Reviewer
Terminal session links all steps + artifacts

AI plan hydration

Planning agent expands bottom-level stories with acceptance criteria, risks, data sources, and test hooks before any work starts.

Start + assign

Users start a story, pick agents or a saved team, and choose a workflow. If nothing is selected, the default delivery chain runs.

Autonomous session

Start spins up a managed terminal session bound to the story. Agents execute the workflow, stream outputs, and keep state attached to the session.

Review + visibility

When the team declares done, the story moves to In review with transcript, diffs, and test evidence for the user to inspect.

AI planning agent expands the stories

Each bottom-level story is hydrated with acceptance criteria, risks, dependencies, and test hooks. When a user starts a story, the selected agents and workflow spin up a terminal session to execute, and the story moves to In review only after the workflow declares completion.

Create Target List Management UI 13 pts • Ready
Awaiting start
AI-105Default delivery (plan → build → test → review)

Users can create/import target lists, dedupe contacts, and sync to the fundraise pipeline with audit trails.

AI planning agent adds
Expand UX + data edge cases
Planning agentStates for empty lists, CSV/CRM imports, dedupe rules, and pagination.
Acceptance criteria + analytics
Planning agentDefinition of done, latency/throughput targets, error messaging, and audit logging notes.
Test hooks
Planning agentSmoke scenarios for create/import/export, list reconciliation, and sync retries.
Assignment + workflow
Default agents
Planning agentFull-stack builderQA reviewer
Next action
Start story to spawn delivery session + terminal for builder/QA.
Workflow: Default delivery (plan → build → test → review)Terminal session on start
Critical Fundraising Workflow Completion 8 pts • Ready
Pending agent start
AI-118Resilient workflow (chaos checks + rollbacks)

Critical fundraise path runs end-to-end with guardrails and alerting on failure.

AI planning agent adds
Surface dependencies + secrets
Planning agentWebhook keys, CRM credentials, throttling limits, and retry schedule.
Workflow graph
Planning agentTriggers, branching on investor responses, and fallbacks to human review.
Verification matrix
Planning agentIntegration smoke plan and rollback checkpoints before marking done.
Assignment + workflow
Default agents
PlannerAutomation engineerOps reviewer
Next action
Start story with ops reviewer to monitor terminal output and approve promotion.
Workflow: Resilient workflow (chaos checks + rollbacks)Terminal session on start
Sprint Goal sync automation 5 pts • Ready
Ready for kickoff
AI-121Communication workflow (update → confirm → publish)

PM syncs sprint goals to project plans and pushes updates to the workspace feed.

AI planning agent adds
Goal diffusion
Planning agentMap sprint goals to downstream sessions and notify PM agent triggers.
Risk log auto-hydration
Planning agentRisks pulled into the roadmap with mitigation owners.
Announcement template
Planning agentPrepared broadcast copy and change log per session.
Assignment + workflow
Default agents
PlannerPM agent
Next action
Start story to broadcast sprint goal updates via PM agent.
Workflow: Communication workflow (update → confirm → publish)Terminal session on start
Pipeline signal mapping 7 pts • Ready
Awaiting start
AI-130Signal mapping workflow (ingest → score → alert → review)

Signals from target lists map to pipeline stages with confidence scoring and alerts.

AI planning agent adds
Signal taxonomy
Planning agentDefine inbound signals, scoring, and pipeline thresholds.
Data contracts
Planning agentAPI payloads for signal ingestion, normalization, and alerting.
QA probes
Planning agentSynthetic signals + regression assertions for mapping accuracy.
Assignment + workflow
Default agents
PlannerData/ML agentReviewer
Next action
Start story; spawn data/ML terminal session to validate scoring loop.
Workflow: Signal mapping workflow (ingest → score → alert → review)Terminal session on start

Workflows and managed terminal sessions

Start picks a workflow, spins a terminal session, and binds the chosen agents. Each workflow encodes guardrails and how the story moves to In review with evidence.

Default delivery workflow

Trigger: Start story (no overrides)
Agents: Planner → Builder → Tester → Reviewer
  • Spawn terminal session with repo + secrets context
  • Planner finalizes tasks; builder executes and updates transcript
  • Auto-run lint/tests; tester agent gates promotion
  • Reviewer moves status to In review with diffs and notes

Fundraise resilience workflow

Trigger: Start story with ops reviewer
Agents: Planner → Automation engineer → Ops reviewer
  • Chaos and retry checks enabled in terminal session
  • Ops reviewer can pause/resume; fallback to human review on failure
  • Observability hooks streamed back to plan and pipeline

Communication workflow

Trigger: Start story for goal broadcast
Agents: Planner → PM agent
  • Planner drafts announcements and risk updates
  • PM agent publishes to workspace feed and links back to session transcript

Story lifecycle into In review

Start story

User clicks Start; selects agents/workflow or accepts defaults.

Session spun up

Terminal session is created with repo + context; workflow binds agents.

Execute + log

Agents follow workflow, stream logs, attach artifacts, and update checklists.

Mark done → In review

Workflow signals completion; story status moves to In review for the user.

In review requires workflow completion signalTerminal transcript + artifacts stay attachedUser inspects, approves, or sends back