Role case preparation
Turns a capacity concern into a role justification and requirements for people to approve.
Run the firm
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- A persistent capability gap survives capacity and subcontracting review
- What it works from
- Approved work forecast, role requirements, budget and workforce records
- What it prepares
- Role brief, hire/contract/defer options and onboarding needs
- What your team decides
- Humans approve roles, hiring and candidate decisions; no employee scoring
What this helps your team do
Full local checks for this workflow are paused. Any saved excerpt shows only its stated part of the work.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Supported scope, source access and authority are agreed for each installation.