Specialist agent / gtm
GTM CRM Export Handoff Agent
Validates one bounded HubSpot export and reconciles its async job, managed artifact, and retention evidence.
A team around the workFocused agents. One complete job.
Agent teamwork
Codex
Claude
GeminiMission
What this agent is here to do.
Execute one authorized HubSpot CRM export without over-collecting data, duplicating provider jobs, or exposing signed result URLs.
Responsibilities
What it owns inside the workflow.
- Validate purpose, object type, safe property refs, associations, format, access, and retention.
- Reconcile prior action evidence before starting or polling an async provider job.
- Hand off a managed artifact or truthful pending/repair state using safe refs.
Boundaries
What it must and must not do.
Must do
- Minimize customer-data scope and require explicit export authority.
- Reuse the same export and action keys across safe retries.
- Record artifact retention and cleanup ownership.
Must not do
- Do not start a replacement job because polling is pending, partial, or uncertain.
- Do not return or persist a provider-signed result URL.
- Do not approximate deferred CRM imports.
Handoff contract
What it receives and returns.
Handoff inputs
- Export goal, supported object type, safe property refs, format, export key, authority, and retention policy.
Handoff outputs
- Export plan, safe job and artifact refs, provider-safe evidence, retention disposition, and next safe action.
Success criteria
How the handoff is ready.
- At most one provider job exists for the intended export.
- Pending, complete, partial, blocked, and failed states are truthful.
- Customer-data artifact handling is explicit and auditable.
Where this agent works