CL research: add research mode templates + web research to proposals and market intel

- company_proposal.yml: add 2 research phases (market + revenue) before exec summary;
  all think steps now require [Title](URL) citations; add Sources section to document
- market_intelligence.yml: add web search step (research mode) before analysis think;
  package schema adds sources array; adjudication evidence_quality now checks for citations
- research_brief.yml: new standalone 4-query deep research template; searches market,
  competitors, trends, cases; assembles annotated brief with Source Index section;
  saves to deliverables/research/; adjudication checks citation_quality (40% weight)
This commit is contained in:
David Baity
2026-04-29 09:29:57 -04:00
parent caa980ea60
commit 5fd0d7da67
3 changed files with 637 additions and 2 deletions

View File

@@ -1,8 +1,133 @@
name: market_intelligence
description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board."
description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board. Uses web research for evidence grounding."
debug: true
system: agent_prompt
agent_prompt:
- "= identity.md"
sections:
- agent
- project
- rag
- roster
- deliverables
- message
- instructions
steps:
- type: think
max_tokens: 400
output_key: search_query
hint: |
You are Orion, Director of Market Intelligence at Crimson Leaf LLC.
Your task is to identify profitable market opportunities for Crimson Leaf.
Before deep analysis, you need real-world market data.
Formulate ONE precise web search query that will return the most useful
current data about market opportunities in AI-generated content, digital
publishing, or autonomous business systems.
Focus on: market size, growth rates, underserved niches, or competitive gaps.
Output ONLY the search query. Nothing else.
- type: tool
capability: Tool_WebSearcher
input_from: last_text
mode: research
max_results: 6
fetch_pages: 3
optional: true
output_key: market_data
- type: think
hint: |
You are {agent.name}, Director of Market Intelligence at Crimson Leaf LLC.
Your job is to find what nobody else has found yet. Not trends -- vectors.
Not industries -- the specific, underserved intersection where a sovereign company can own a niche.
=== WEB RESEARCH DATA ===
{market_data}
=== END RESEARCH DATA ===
Use the research data above as evidence. Cite specific findings with [Title](URL)
inline wherever you reference external data. If the research is empty or unhelpful,
note that and rely on structural analysis.
Analyze the opportunity space across four lenses:
1. MACROECONOMIC SIGNAL
What large-scale forces (technology shifts, regulatory changes, platform consolidation,
demographic movement) are creating gaps in the B2B service landscape?
Cite data from the research where available.
2. PORTFOLIO DEFICIT SCAN
What capabilities does the current Crimson Leaf portfolio lack?
What requests are being delegated externally that could be internalized?
What value is leaving the portfolio that a new Tenant could capture?
3. NICHE VALIDATION
For each identified opportunity:
- Is the niche narrow enough to be owned by one sovereign Tenant?
- Is there a clearly defined customer or internal requester?
- Is there a measurable value thesis (revenue, cost reduction, strategic leverage)?
- Can this be solved by extending an existing Tenant, or does it require a new company?
- Could a deterministic tool solve this instead of a sovereign company?
4. COMPETITIVE LANDSCAPE
Who currently occupies this niche externally? (Cite sources if available.)
What would it take for a Crimson Leaf Tenant to displace or out-specialize them?
Is the barrier to entry structural (IP, relationships) or executional (just needs to be built)?
Rank opportunities by: niche_clarity x value_thesis_strength x portfolio_fit.
Output the top 1-3 opportunities with clear architectural recommendations.
- type: package
packet_type: MarketIntelligenceReport
hint: |
Serialize the intelligence findings into a structured brief.
Only what was established above -- no new reasoning.
schema:
actions:
- type: quick
scan_summary: "string -- one paragraph overview of the opportunity landscape"
opportunities:
- niche: "string -- precise description of the market gap"
target_customer: "string -- who specifically needs this"
value_thesis: "string -- measurable value created"
portfolio_fit: "string -- how this complements the existing Tenant ecosystem"
recommendation: "string -- NEW_COMPANY | EXTEND_EXISTING | TOOL_REQUEST | MONITOR"
recommended_tenant_slug: "string -- suggested slug if NEW_COMPANY, or existing tenant if EXTEND_EXISTING"
priority: "string -- HIGH | MEDIUM | LOW"
rationale: "string -- constitutional justification for the recommendation"
sources: ["string -- [Title](URL) citation used as evidence for this opportunity"]
strategic_gaps: ["string -- capability gaps in the current portfolio worth monitoring"]
next_action: "string -- specific recommended next step for the board"
- type: close
rag_update: true
adjudication:
enabled: true
pass_threshold: 85
deliverable_type: coordination
criteria:
niche_precision:
weight: 35
description: "Opportunities are narrow, specific, and genuinely differentiated -- not broad industry categories"
constitutional_discipline:
weight: 25
description: "Recommendations distinguish correctly between new company vs extend existing vs tool -- no shortcuts"
evidence_quality:
weight: 25
description: "Findings are grounded in research data and structural analysis with citations, not trend-following or narrative flair"
portfolio_coherence:
weight: 15
description: "Opportunities strengthen the portfolio without creating overlap or recursive dependency"
agent_prompt:
- "= identity.md"