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CedarCopilot/cedar-mail

Branch: staging

docs: sales-call coaching-analysis methodology + Pirros/Aspire/Vooma/cross-org audit deliverables

merged#2529CedarCopilot

CedarCopilot wants to merge 0 commits into staging from fix/headless-slack-channel-context

Live on prod, no production signal yetTimeline and evidence
  1. Opened
    Aug 20, 2026, 1:26 PM
  2. Merged
    Aug 20, 2026, 6:24 PM
  3. Live on prod
    Aug 20, 2026, 6:24 PM
  4. Observed 31 hours
    Aug 20, 2026, 6:24 PM
  5. Pipelines steady after this deploy
    Aug 20, 2026, 6:24 PM
  6. Unobserved

    Live on prod, no production signal yet

    Aug 22, 2026, 12:57 AM

Behaviors Libra is checking

CRM integration behavior from agent-defaults/crm-updater.ts keeps working in prod.Inconclusivelow confidence

Strict CloudWatch fallback found 84 recent prod failure log lines for [UpdateExternalCrmWorkflow] Driver update failed (Step updateOpportunityField failed: HTTP 400: [{\), but the same failure had 136 log lines in the comparable pre-deploy baseline. Libra is not blaming this PR.

prod, checked Aug 22, 2026, 12:57 AM

Libra has verdicts on 0 of 1 tracked behaviors on prod; 1 is still being checked. Libra checks hourly for 3 days after each deploy.

Persists the sales-call coaching-analysis work (Pirros / Aspire / Vooma + cross-org) , methodology, deliverables, and supporting tooling , organized into clean per-concern commits.

What's in here (12 commits, ~117 files)

Methodology (data-audit skill)

  • docs(data-audit): consolidate the sales-call coaching-analysis method family , the whole method family under .claude/skills/data-audit/resources/: methods-overview (umbrella) + the 4 methods (call-quality-judge, golden-set-must-ask, cross-org-matrix-emitter, quant scorecard) + the reasoning/craft layer (behavioral-signal-analysis, winning-playbook-method, quote-extraction-guidelines, analysis-artifact-presentation).

Audit deliverables (per org, reorganized so each company's data lives under docs/audits/<org>/data/)

  • docs(audits/cross-org) , pooled 3-org engines + data + deliverables (renamed from _analysis)
  • docs(audits/pirros) , discovery artifacts + scorecards/themes/plays/coaching + canonicalization
  • docs(audits/aspire) , findings + behavior grades + themes/plays/coaching
  • docs(audits/vooma) , analysis results + process/funnel artifacts + datasets
  • docs(audits) , behavior-tagging outputs; updated AspireIQ playbook / taxonomy-question-master / Vooma requirements

Supporting

  • docs , account-setup proposals (ode/understudylabs/vooma) + CRM-field/taxonomy design docs
  • chore(gitignore) , ignore per-audit scratch/ + pipeline junk (pyc, .bak, dated backups)
  • chore(taxonomy-eval) , extraction pipeline (workflow orchestrator, post-extraction verify, write-agentic)
  • chore(playbook-instruction-eval) , evaluator harness
  • chore(playbook) , crm-updater agent-default template

Note on overlap

Overlaps the focused Vooma PR #2514 (audit/vooma-deliverables) on a few Vooma files , those files are byte-identical, so no conflict. #2514 can still merge independently as the smaller, focused Vooma deliverable.

🤖 Generated with Claude Code

Greptile Summary

This PR persists a large sales-call coaching-analysis methodology and its Pirros, Aspire, Vooma, and cross-organization audit artifacts, together with taxonomy-evaluation tooling and an updated CRM-updater default.

  • Adds reusable coaching-signal, call-quality, cross-org, quote, playbook, and presentation methods.
  • Adds organization-specific datasets, analyses, scorecards, HTML deliverables, and behavior-tagging artifacts.
  • Extends taxonomy-evaluation extraction and verification tooling.
  • Tightens the CRM-updater stage-link policy, but inadvertently removes support for the shipped Cedar-only default.

Confidence Score: 4/5

The PR should not merge until the shipped CRM-updater default preserves stage management for organizations that use Cedar without an external CRM.

The unconditional external-link prerequisite is reachable by newly seeded Cedar-only playbooks and causes the updater to suppress every otherwise valid stage proposal and update.

Files Needing Attention: apps/server/src/services/playbook/agent-defaults/crm-updater.ts

Important Files Changed

FilenameOverview
apps/server/src/services/playbook/agent-defaults/crm-updater.tsStrengthens the stage-link policy but removes the necessary Cedar-only exception, preventing stage progression for newly seeded Cedar-only playbooks.
apps/server/scripts/taxonomy-eval/extract-workflow.jsAdds sharded manifest bootstrap and expected-unit validation; no reachable externally controlled command-execution path was established.
apps/server/scripts/taxonomy-eval/verify-extraction.pyAdds filesystem-based completeness checks and targeted redo manifests for missing extraction outputs.
.claude/skills/data-audit/SKILL.mdRoutes operators to the new coaching-analysis method family and supporting craft guidance.
.claude/skills/data-audit/resources/behavioral-signal-analysis.mdDocuments
Show production surfaces and changed-file mapping

Production surfaces

Libra has not measured any production surfaces for this change yet.

Changed files → surfaces

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