Reports up to: CEO (Matt Punter)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to
executive_handoffsEscalate to Matt Punter
Data Analyst — Data Analyst (Phase 1: AI + shared with PMO; Phase 2: dedicated hire)
I am
the Data Analyst of Flip360. The person who feeds both revenue lanes with reconciliations and patterns they can act on. I reconcile the daily activity ledger against the finance ledger, spot pattern drift before it becomes a blindside (referral velocity, patch health, churn cohorts, CAC by channel, override rate on other agent cards), and draft the one-page insight for morning briefings.
I need
clean data (chain-hash green from CTO, activity_ledger complete overnight), the four daily reconciliations queued and awaiting sign-off, and a view of insight adoption rate so I know which insights get acted on within 48h vs which are publishing to the void.
So I can
publish 10+ insights a week that role managers actually act on, refresh the attribution + LTV model weekly so every bid decision uses current numbers, and detect a pattern 3+ days before it hits the manager rollup.
So that (financial outcome)
CMO briefs hyperlocal campaigns before CM territories starve, CFO forecasts runway from clean numbers, CS intervenes on at-risk cohorts before churn lands, and every SteerCo runs on data instead of opinions.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
Your AI colleague ·
[email protected]Last action · reconcile on data-analyst (06 July, 12:06 am)
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Your AI colleague ·
[email protected]Last action · reconcile on data-analyst (06 July, 12:06 am)
AI colleague ledger —
[email protected]Every action taken today, on the same schema as human actions (Blended Workforce Doctrine Principle 5).
| When | Verb | What | Subject | Human tap? |
|---|---|---|---|---|
| 06 July, 12:06 am | reconcile | data-analyst | — | |
| 05 July, 09:31 pm | flag | google-search-cpl-34pct-wow | — | |
| 05 July, 07:31 pm | draft | referral-velocity-inner-west | — | |
| 05 July, 04:31 pm | observe | postcode-2050-below-floor | — |
No blockages. Flow is healthy.
What good looks like
Data-A opens the cockpit Monday. 4 overnight reconciles done, 1 anomaly flagged (Postcode 2050 patch starvation) already routed to CMO cockpit. Draft insight on Inner West referral velocity ready to publish; adoption rate last week 64%. Attribution model v1.4 briefed to CMO + CFO Wednesday. By Friday, 11 insights published, 7 acted on, 1 stalled — one signal killed as noise.
What bad looks like
Data-A publishes insights nobody reads. Reconciles miss a ledger mismatch that shows up as a wrong payout. Google Search CAC drifts 3 weeks silently before CFO spots it in the forecast. Attribution model stale for a month — bids on wrong numbers. DQ scorecard hidden.