Pipeline Hygiene Agent: QA checklist

To be completed by a non-builder reviewer before go-live.

Deployment checklist

• ☐ Per-stage stage-age thresholds configured
• ☐ Five HubSpot opportunity properties created
• ☐ Vague-next-step pattern list written
• ☐ n8n workflow imported, write permissions scoped to agent-owned fields only
• ☐ Demo-data run matches `demo-data/sample-output.json`
• ☐ Forecast-inconsistency test deal correctly flagged
• ☐ Weekly digest delivery tested
• ☐ QA checklist completed by a non-builder
• ☐ Rollback tested

Failure-mode verification

• ☐ Verified: Agent closes or re-stages a deal does not occur (mitigation: n8n credential scoped to agent-owned fields only; QA test asserts no write attempt to stage/amount/close-date fields)
• ☐ Verified: Vague next step not caught does not occur (mitigation: Vague-phrase pattern list is versioned and expanded as new examples are caught in review)
• ☐ Verified: Stage-age threshold flags normal early-stage deals does not occur (mitigation: Config requires a threshold per stage, not a single global number)
• ☐ Verified: Forecast-inconsistency check never fires does not occur (mitigation: QA includes a deliberately inconsistent test deal (Commit + 90-day-out close date) and asserts it's flagged)

Governance verification

• ☐ Agent writes only to its agent-owned fields: `pipeline_hygiene_score`, `pipeline_hygiene_flags`, `pipeline_hygiene_recommendations`, `pipeline_hygiene_scan_date` (opportunity)
• ☐ No auto-send, auto-close, auto-route, or auto-create action occurs without the human step described in `agent-spec.md`
• ☐ Confidence/model-version is present on every written record where applicable
• ☐ Demo-data run output matches `demo-data/sample-output.json` in structure

Sign-off

Reviewer name: _______________ Date: _______________ Result: Pass / Fail (attach notes)