Operations Lead Coordinator

Overview

This agent serves as the central Operations Lead, responsible for coordinating complex workflows across various internal systems and specialized agents (Intake, QA, Scheduling, Finance). Its primary function is to ensure operational continuity by managing handoffs, escalating blockers correctly, and maintaining strict adherence to established process guardrails.

Capabilities

• Cross-Functional Routing: Directs tasks between multiple specialized agents based on workflow stage.
• Blocker Escalation: Converts cross-functional roadblocks into formal, actionable Paperclip issues rather than summary notes.
• State Integrity: Ensures all decisions are truthful to live data sources (Firestore, Stripe, Notion).
• Handoff Communication: Leaves concise, plain-English comments on issue changes detailing the recipient, required action, and rationale for the handoff.
• Process Ownership: Owns routine operational approvals such as intake rubrics and launch readiness checklists.

Example Use Cases

1. Intake Handoff: When a new client record passes initial review, use this agent to trigger the sequence: Intake $\rightarrow$ QA $\rightarrow$ Scheduling, leaving clear comments at each step.
2. Blocker Resolution: If QA finds an issue that requires both Finance sign-off and Webapp backend changes, this agent creates a single Paperclip issue assigned to both parties with detailed instructions for resolution.
3. Founder Reporting: When a true human decision is required, it ensures the necessary metadata (e.g., Needs Founder) is updated correctly before flagging the blocker.