Test 158 for Morgan Chen

Request

Create a March 13, 2023 planning archive note listing the proposed Q3 workstreams and the cross-team operating lead I was considering.

Required memory

Fact 25

On March 13, Morgan Chen outlined three small, finishable workstreams for Q3 2023: retention instrumentation and cleanup, the account expansion path, and admin pain points recurring in customer calls.

Source evidence (1)

000232Mar 13, 2023 / 12:00 UTC-07:00

ok so Q3 2023 shape is finally pretty clear in my head. three workstreams, each small enough to actually finish: retention instrumentation/cleanup, the account expansion path, and the admin pain stuff that keeps showing up in calls. leaning Jake as lead across it -- not as a title thing, actually have him run the weekly and keep cuts moving. the only thing I really need to see before we lock it is the retention data in one place. if Anna Martinez + accounting get the cuts cleaned up, that's the proof point. otherwise we're still arguing from vibes

Message 000232 in history

Fact 26

Morgan Chen proposed that Jake run the weekly cadence and keep cuts moving across the Q3 2023 workstreams.

Source evidence (1)

000232Mar 13, 2023 / 12:00 UTC-07:00

ok so Q3 2023 shape is finally pretty clear in my head. three workstreams, each small enough to actually finish: retention instrumentation/cleanup, the account expansion path, and the admin pain stuff that keeps showing up in calls. leaning Jake as lead across it -- not as a title thing, actually have him run the weekly and keep cuts moving. the only thing I really need to see before we lock it is the retention data in one place. if Anna Martinez + accounting get the cuts cleaned up, that's the proof point. otherwise we're still arguing from vibes

Message 000232 in history

Expected tool calls

create_doc

Grading

1. field_equals / create_doc

{
  "type": "field_equals",
  "tool": "create_doc",
  "path": "result.ok",
  "value": true,
  "check_id": "morgan_158_00",
  "action_id": "morgan_158_create_doc"
}

2. field_llm_judge / create_doc

{
  "type": "field_llm_judge",
  "path": "result.document.body",
  "criterion": "Lists retention instrumentation/cleanup, account expansion, and customer admin pain points. Describes Jake as the considered lead across them, running the weekly and keeping work moving, not as already appointed or given a new title.",
  "tool": "create_doc",
  "check_id": "morgan_158_01",
  "action_id": "morgan_158_create_doc"
}

Complete grading specification

{
  "type": "tool_trace",
  "config": {
    "check_version": 2,
    "today": "2026-09-14",
    "assertions": [
      {
        "type": "field_equals",
        "tool": "create_doc",
        "path": "result.ok",
        "value": true,
        "check_id": "morgan_158_00",
        "action_id": "morgan_158_create_doc"
      },
      {
        "type": "field_llm_judge",
        "path": "result.document.body",
        "criterion": "Lists retention instrumentation/cleanup, account expansion, and customer admin pain points. Describes Jake as the considered lead across them, running the weekly and keeping work moving, not as already appointed or given a new title.",
        "tool": "create_doc",
        "check_id": "morgan_158_01",
        "action_id": "morgan_158_create_doc"
      }
    ]
  }
}