departments/Data

Data Platform

The substrate: schemas and migrations, ingest pipelines, data quality, CRM projections, identity resolution, warehouse queries.

Assistedlivehead · Data Platform Engineerescalates to Executive / Chief of Staff
SOPs live
6/6
declared functions with a playbook on disk
Agents
6· 6 active
Skills linked
111
464 enrollments across roster · session packs on each person
Events routed here
4
Shared in
0
functions owned elsewhere that this desk may run

Functions this department owns6

CRM projection

Project structured facts into Twenty as a VIEW. The CRM never originates money actions.

Assistedlive
operator
CRM Projectionist
playbook
playbook-crm-projection.md
twenty-crmconnector-to-twentynewleaf-operating-doctrinegraphifygraphify-querydata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationnewleaf-connectorsobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitch
nmi_from_twenty

Data quality audit

Find the gaps: unmatched identities, missing fields, stale projections, orphan records.

Autonomouslive
operator
Data Quality Analyst
playbook
playbook-data-ops.md
newleaf-operating-doctrinegraphifygraphify-querytwenty-crmconnector-to-twentydata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationnewleaf-connectorsobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitchScheduled data quality audit

Identity resolution

One human, one customer key, across every channel and alias.

Assistedlive
operator
Identity Analyst
playbook
playbook-identity-resolution.md
twenty-crmnewleaf-operating-doctrinegraphifygraphify-queryconnector-to-twentydata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationnewleaf-connectorsobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitchEvent could not be matched to a customer

Ingest pipeline maintenance

Every connector's raw events land, normalize, and project — with checkpoints and dead-letter handling.

Assistedlive
operator
Data Platform Engineer
playbook
playbook-data-ops.md
connector-to-twentynewleaf-connectorsnewleaf-operating-doctrinegraphifygraphify-querytwenty-crmdata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitchConnector went silentEvent landed in the dead-letter queue

Schema migration

Change a schema safely: forward migration, backfill plan, rollback, evidence.

Human gatelive
operator
Data Platform Engineer
playbook
playbook-schema-migration.md
newleaf-operating-doctrinegraphifygraphify-querytwenty-crmconnector-to-twentydata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationnewleaf-connectorsobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitch
destructive_migration_without_backup

Warehouse query service

Answer a data question with a reproducible query and a stated caveat.

Autonomouslive
operator
Data Quality Analyst
playbook
playbook-warehouse-query.md
newleaf-operating-doctrinegraphifygraphify-querytwenty-crmconnector-to-twentydata-quality-frameworksdbt-transformation-patternsairflow-dag-patternspostgresql-table-designsql-optimization-patternsdatabase-migrationschemaanalyticsdata-reportdata-storytellinggdpr-data-handlingdataset-curationnewleaf-connectorsobsidian-vaultuniversal-brainsqlite-database-expertnative-data-fetchingcqrs-implementationasync-python-patternsml-pipeline-workflowkpi-dashboard-designnewleaf-dashboardnewleaf-observabilitydistributed-tracinglifecycle-executeagent-xlsxsecrets-managementmicroservices-patternsembedding-strategiespython-performance-optimizationopenapi-spec-generationprometheus-configurationlifecycle-session-loopverification-before-completiondocs-to-wiki-graphknowledge-harvestcaptions-overlayembedded-captionsframe-data-chart-nytframe-logo-outrogsap-performancehyperframes-clinx-workspace-patternsarticle-magazinedata-science__jupyter-live-kernelfal-lip-syncfile-conversiongaming__pokemon-playergsap-corehelm-chart-scaffoldinghyperframes-registrylogin-flownodejs-backend-patternspublic-relationsrag-implementationremotion-best-practicesshellcheck-configurationspark-memory-thermal-opsstitch-upload-to-stitch

Roster6

CRM Projectionist

operator · glm · fast

Projects facts into Twenty as a VIEW. The CRM never originates a money action.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

DB Optimizer

specialist · cursor · default

Query and schema optimization for the event spine.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

DB Reliability

specialist · cursor · default

Spine/warehouse reliability — no CRM writes that charge.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Identity Analyst

specialist · glm · fast

One human, one customer key, across every channel and alias.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Data Platform Engineer

head · cursor · reasoning

Owns the spine: schemas, ingest adapters, checkpoints, dead letters.

64 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Data Quality Analyst

specialist · glm · fast

Finds the gaps before they become a customer problem.

80 enrolled4 packs · full 30
Open in Library (session packs) →
persona · agency-agents

Events that land here4

Connector went silentP1 Critical

A dead integration is caught by us, not by a customer complaining that nobody replied.

Event landed in the dead-letter queueP1 Critical

No customer fact is silently lost; every dead letter is replayed or explained.

Event could not be matched to a customerP2 High

Unmatched events get an owner instead of piling up as orphan rows.

Scheduled data quality auditP3 Normal

Gaps are found nightly rather than discovered during a charge run.

Never, from this desk

  • destructive_migration_without_backup
  • pii_export_without_gate

Works with

OperationsEngineering / DevelopmentIntelligence / ResearchBack Office / Billing

Coverage

6 of 6 declared SOPs have a playbook on disk. The rest are declared so routing never silently drops them — they land, and a human picks them up.