chapter.guide / swarm / run 027

Email Template Audit

2026-05-17  ·  PASS  · Bookmark this page: /swarm/027-email-template-audit.html

Assignment

Audit our 16 email templates against the last 50 Salesfinity calls >1min, using transcripts to identify what templates are actually needed for real rep-encountered situations.

Subset: Custom Ewing-specified roster. market-analyst role conductor-synthesized; architect role covered by Phase 0 DB probe; quarterback/draper/storyteller skipped — assignment is data→template gap analysis, not strategic positioning.

Roster

data-architectlistenerwriteraudit-quality

What we found

No findings recorded.

Signal Deployment Status

SignalOriginStatusAction
`[upgrade-signal:gap]` — Phase 0 missing `selection_owner` fieldRun #017EXPLICITLY-DEFERThis run produces single synthesized doc, not multi-section content page; signal still applies to future multi-content runs
`[upgrade-signal:gap]` — Disposition is unreliable routing signalThis run #027NEWFuture routing logic must use transcript content > disposition tag
`[upgrade-signal:gap]` — `transcript_extractions` empty across the platformThis run #027NEWBuild extraction job before next template-generation work
`[upgrade-signal:gap]` — Cross-campaign contamination in `call_log` (RevsUp + NC mixed)This run #027NEWAdd `campaign` field; backfill RevsUp rows
`[upgrade-signal:audit]` — All 16 templates have `status: test`; no rendered fixtures in `_revisions/` to audit againstThis run #027NEWGenerate 5 real renders per template before promoting to `live`
AgentCurrency built (from→to)Why
listener → writerIdentified that 18% of sample is wrong-campaign — writer's voice analysis would have been polluted otherwiseCurrency: data-integrity flagging
writer → editor buildSurfaced 5 optional-field-in-required-shape bugs that the editor saves would persistCurrency: production-bug prevention
data-architect → allIdentified empty `transcript_extractions` / `call_outcomes` tablesCurrency: infra-gap surfacing
Conductor → allPre-fetched 50 transcripts to `/tmp/swarm027_calls.json` so listener didn't need DB credentialsCurrency: data plumbing