Operations RunbookWindfield Intelligence

How the intelligence gets made.

From Dropbox audit to AI-queryable artifact — the full operational breakdown of the Windfield Relationship Intelligence pipeline. Every phase, every prompt, every output artifact, every MCP surface. This is the runbook a new operator could use to re-produce the report from scratch.

T
Tommy Saunders
Founder, IntelligentOperations.ai
April 2026· 15 min read
4
Stages
8
MCP Tools
~48min
Total Runtime
200+
Documents
Table of Contents
  1. 01Why this workflow exists
  2. 02Four stages — End-to-end pipeline
  3. 03Eight year folders. Hundreds of documents
  4. 04Eight tools. Three confirmation tiers
  5. 05Phase-by-phase breakdown

Why this workflow exists.

The Windfield Relationship Intelligence Report is a structured document that maps every brokerage transaction, every counterparty relationship, every deal pattern, and every market positioning signal from eight years of commercial real estate activity. It is not a summary — it is a queryable intelligence artifact that the Targeting, Enrichment, and Outreach agents use as source material.

The raw material lives in Dropbox: eight year-folders containing deal files, contracts, correspondence, and financial documents. The workflow converts these unstructured documents into structured intelligence through a four-stage pipeline.

Four stages. End-to-end pipeline.

Stage 1
Enumerate
Stage 2
Extract
Stage 3
Assemble
Stage 4
Report
Why the separation matters
Stage boundaries are audit points. After Stage 2 processing, the raw extraction is checkpointed to Dropbox — meaning if Stage 3 assembly has a bug, we don't re-read every PDF. The pipeline is idempotent at stage boundaries. This is the single most important architectural decision in the workflow.

Eight year folders. Hundreds of documents.

The Dropbox corpus spans 2018 through 2026 — eight year folders containing every deal file, contract, commission statement, and correspondence from Windfield's brokerage operations. The total file count exceeds 200, with formats including PDF, DOCX, XLSX, and plain text.

Eight tools. Three confirmation tiers.

MCP Tool Inventory8 Tools · 3 Tiers
list_folderTier 1 — ReadEnumerate folder contents with cursor pagination
downloadTier 1 — ReadBinary file download with path resolution
get_metadataTier 1 — ReadFile metadata: size, modified date, content hash
searchTier 1 — ReadFull-text search across Dropbox with query syntax
create_folderTier 2 — WriteCreate output directories for processed artifacts
uploadTier 2 — WriteWrite processed artifacts back to Dropbox
get_temporary_linkTier 3 — ShareGenerate shareable links for report distribution
authenticateTier 3 — ShareOAuth token refresh and scope validation

Enumerate, then extract.

01
Phase 01The Enumeration~3 minutes

Dropbox API cursor pagination through /Tommy Saunders/Brokerage Transactions/. Produces a complete JSON manifest of 8 year folders, 200+ sub-files, all metadata.

Toolslist_folder with cursor paginationInputsRoot path /Tommy Saunders/Brokerage Transactions/OutputsJSON manifest: 8 year folders, 200+ sub-files, all metadataGateAll 8 year folders present (2018–2026), no broken pagination cursors
02
Phase 02The Extraction~15 minutes

Binary download of each document, conversion to text (PDF → text, DOCX → text, XLSX → structured JSON). Parallel processing with rate limiting to avoid Dropbox API throttling.

Toolsdownload, get_metadataInputsFile manifest from Phase 01OutputsRaw text extraction for every file, structured metadata JSONGate100% file coverage, no download errors, text quality check (min 50 chars per doc)
03
Phase 03The Assembly~20 minutes

AI-driven synthesis. Every extracted document is fed through Claude to produce structured intelligence: deal summaries, relationship mappings, timeline construction, and pattern analysis.

ToolsClaude API (Sonnet for bulk, Opus for synthesis)InputsRaw text extractions + metadata from Phase 02OutputsStructured deal records, relationship graph, timeline entries, pattern analysisGateCross-reference validation: every deal has counterparty, date, property, and value
04
Phase 04The Report~10 minutes

Final report generation from structured data. Produces the Relationship Intelligence Report with deal history, relationship mapping, market position analysis, and forward-looking signals.

ToolsClaude API (Opus for final composition)InputsStructured intelligence from Phase 03OutputsComplete Relationship Intelligence Report (markdown + PDF)GateReport completeness: all sections present, all data cross-referenced, citation trail intact