ROLE / 01ORCHESTRATOR
Chief of Staff
Turns leadership priorities into owned plans, sequences specialist work, and escalates only the decisions that require judgment.
PRIMARY OUTPUTOperating brief
HARD LIMITNo external action
AI TeamSpecialists,
Specialists,
not personas.
02 / AI TEAMNARROW MANDATESEXPLICIT OUTPUTSHUMAN OWNERS
Core operating rolesOne role.
One role.
One responsibility.
The roles below are reference contracts, not claims of a live product. A real deployment would tailor authority, sources, and review rules to the company.
ROLE / 02SPECIALIST
Growth Lead
Finds demand signals, builds campaign briefs, prepares experiments, and keeps claims grounded in approved product evidence.
PRIMARY OUTPUTExperiment plan
HARD LIMITHuman publishes
ROLE / 03SPECIALIST
Revenue Lead
Segments pipeline, prepares account context, identifies next-best actions, and drafts outreach for owner review.
PRIMARY OUTPUTPrioritized account queue
HARD LIMITNo unapproved contact
ROLE / 04SPECIALIST
Finance Lead
Reconciles operating data, refreshes forecasts, flags anomalies, and explains the assumptions behind each scenario.
PRIMARY OUTPUTForecast + variance brief
HARD LIMITNo fund movement
ROLE / 05SPECIALIST
Operations Lead
Monitors recurring processes, routes exceptions, prepares SOP updates, and shows where handoffs are failing.
PRIMARY OUTPUTException queue
HARD LIMITNo destructive change
ROLE / 06SPECIALIST
Customer Lead
Summarizes account health, detects service risk, prepares response options, and preserves context across handoffs.
PRIMARY OUTPUTCustomer action brief
HARD LIMITHuman sends
ROLE CARDS ARE ILLUSTRATIVE OPERATING CONTRACTS. THEY DO NOT REPRESENT AUTONOMOUS EXECUTIVES OR LEGAL OFFICERS.
The contract behind every roleA role is a boundary,
A role is a boundary,
not a personality.
These four fields keep responsibility clear as work moves between people, agents, and tools.
Mandate
The business problem this role owns—and the problems it does not.
Approved context
The sources it may rely on, each with origin and freshness.
Output schema
A predictable deliverable that downstream roles can inspect.
Escalation rule
The uncertainty, risk, or action that must return to a person.
Human ownershipAgents can do the work.
Agents can do the work.
People own the result.
Each AI role maps to a real accountable owner. The agent prepares, coordinates, and explains; the human sets authority and carries responsibility.
AI ROLE
PREPARES
HUMAN OWNER DECIDES
Chief of Staff
Priorities, dependencies, escalations
Direction and trade-offs
Growth + Revenue
Segments, experiments, drafts
Claims, budget, and contact
Finance
Models, scenarios, anomaly evidence
Commitments and movement of funds
Operations + Customer
Exception and response options
Policy change and customer action
See the team applied to actual work.
Each use case shows the trigger, agent handoff, tool boundary, approval gate, and final output.