Agent Profiles

AI agent team powering the Windfield IO platform -- each agent has defined boundaries, escalation protocols, and human oversight

Showing 10 of 10
market-intelligence-agent.md
name:Market Intelligence Agent
category:intelligence
trigger:market_data_update | manual_request
behavior:analyze, score, summarize
output:market_report | signal_alert

Market Intelligence Agent

IntelligencePrimary

Continuously monitors market data feeds, identifies emerging trends, and generates structured market intelligence reports for the Windfield team. Operates across multiple CRE submarkets with configurable alert thresholds.

Capabilities

  • Real-time market data ingestion and normalization
  • Trend detection across vacancy, rental rates, and absorption
  • Comparative market analysis generation
  • Signal-based alert system with configurable sensitivity
market-datatrend-analysisalertsreports
property-scoring-agent.md
name:Property Scoring Agent
category:intelligence
trigger:new_property | enrichment_complete
behavior:evaluate, weight, rank
output:property_score | ranking_update

Property Scoring Agent

Intelligence

Evaluates commercial properties against a weighted scoring model incorporating location, financials, tenant quality, market position, and growth potential. Produces normalized scores for portfolio comparison.

Example Interaction

Input
"Score the Fulton District mixed-use property against current portfolio benchmarks"
Output
Composite score: 78/100 | Location: 85 | Financials: 72 | Tenant: 81 | Growth: 74
scoringevaluationranking
lead-qualification-agent.md
name:Lead Qualification Agent
category:operations
trigger:new_lead | form_submission
behavior:screen, classify, route
output:qualified_lead | routing_decision

Lead Qualification Agent

Operations

Screens inbound leads by matching contact data against company enrichment, deal history, and property interest signals. Routes qualified leads to the appropriate team member with context-rich summaries.

Capabilities

  • Company and contact enrichment via Clay integration
  • Intent signal matching against active listings
  • Automated ICP scoring and tier classification
  • CRM routing with enriched contact profiles
leadsqualificationroutingcrm
content-writer-agent.md
name:Content Writer Agent
category:content
trigger:content_brief | editorial_calendar
behavior:research, draft, refine
output:article_draft | content_asset

Content Writer Agent

Content

Produces long-form CRE content including market analyses, property spotlights, and thought leadership articles. Uses brand voice enforcement and the 12-layer article architecture to maintain consistency.

Example Interaction

Input
"Write a 2000-word analysis on suburban office market recovery trends"
Output
12-layer article draft with data citations, market context, and actionable insights
writingarticlesbrand-voice
social-publisher-agent.md
name:Social Publisher Agent
category:content
trigger:content_approved | schedule_time
behavior:format, schedule, publish
output:published_post | engagement_log

Social Publisher Agent

Content

Manages cross-platform content distribution across LinkedIn, Substack, and Medium. Adapts content format for each platform, schedules optimal posting times, and tracks engagement metrics.

Capabilities

  • Platform-specific content reformatting
  • Optimal time scheduling based on audience data
  • Cross-platform engagement tracking
  • A/B headline testing with performance feedback
linkedinpublishingscheduling
data-pipeline-agent.md
name:Data Pipeline Agent
category:analytics
trigger:cron_schedule | data_source_update
behavior:ingest, normalize, enrich
output:enriched_dataset | pipeline_log

Data Pipeline Agent

Analytics

Manages the ingestion, normalization, and enrichment of data from multiple CRE sources. Runs on configurable schedules, handles schema changes gracefully, and maintains data quality metrics.

Capabilities

  • Multi-source data ingestion (APIs, feeds, scraping)
  • Schema normalization and deduplication
  • Batch enrichment via Clay and custom sources
  • Data quality scoring and anomaly detection
datapipelineenrichmentetl
analytics-dashboard-agent.md
name:Analytics Dashboard Agent
category:analytics
trigger:daily_cron | dashboard_request
behavior:aggregate, visualize, alert
output:dashboard_data | pattern_alert

Analytics Dashboard Agent

Analytics

Analyzes platform-wide patterns across properties, deals, content performance, and agent activity. Generates daily dashboards and proactive alerts when metrics deviate from established baselines.

Example Interaction

Input
"Generate weekly performance dashboard for Q2 pipeline"
Output
Dashboard JSON: 12 deals active | 3 trending up | 2 risk flags | $47M pipeline value
analyticsdashboardspatterns
scheduling-coordinator-agent.md
name:Scheduling Coordinator Agent
category:operations
trigger:tour_request | meeting_request
behavior:coordinate, schedule, confirm
output:calendar_event | confirmation

Scheduling Coordinator Agent

Operations

Manages appointment and property tour scheduling by coordinating availability across team members, prospects, and property access windows. Sends confirmations and pre-tour briefing materials automatically.

Capabilities

  • Multi-party calendar coordination
  • Property access window management
  • Automated confirmation and reminder sequences
  • Pre-tour briefing packet generation
schedulingtourscalendar
newsletter-editor-agent.md
name:Newsletter Editor Agent
category:content
trigger:weekly_cron | editorial_trigger
behavior:curate, compile, format
output:newsletter_draft | send_ready

Newsletter Editor Agent

Content

Compiles the weekly Windfield Letter by curating top market signals, selecting featured content, and assembling the newsletter layout. Requires human approval before final send.

Example Interaction

Input
"Compile this week's Windfield Letter with top 3 market signals and featured property"
Output
Newsletter draft: 3 signals, 1 featured property, 2 articles, engagement prediction: 42% open rate
newslettercurationeditorial
report-generator-agent.md
name:Report Generator Agent
category:intelligence
trigger:report_request | monthly_cron
behavior:compile, format, deliver
output:formatted_report | pdf_asset

Report Generator Agent

Intelligence

Generates automated reports including market summaries, property performance reviews, deal pipeline updates, and economic indicator digests. Outputs in structured formats ready for client or internal distribution.

Capabilities

  • Template-based report generation
  • Dynamic data table and chart insertion
  • Multi-format output (PDF, HTML, Markdown)
  • Scheduled delivery with recipient management
reportsautomationformattingdelivery

Agent Governance

Every agent has defined boundaries, escalation protocols, and requires human approval for critical decisions. No agent operates autonomously on actions that affect external communications, financial transactions, or data deletions.