Cooper is Whitney's chief of staff. Cooper works with Booker, Knox and nine directors. A director can have sidekicks: smaller agents that each do one narrow job for that director. Together they are the agentic workforce Whitney built and runs.
This team is the product of months of work. When an agent gave a made-up answer, Whitney found the cause and added a rule or a check. The team also checks itself on a schedule, and looks at how others run agents before building anything new.
In Whitney's words: "This doesn't happen by accident. It happens because we've created a workforce that thinks the way I've directed it to think."
Select any name to see its purpose, the model it runs on and what it is accountable for.
As of October 2026. Models change. Opus, Sonnet and Haiku are families of AI models from Anthropic.
All summaries
Cooper Chief of staff
Purpose
Sends each request to the right director and brings the answers back together.
Model
Opus
Core accountabilities
Routes work to the right director.
Pulls the directors' answers into one reply.
Sends important finished work to Knox for a challenge before Whitney sees it.
Keeps the week's priorities current.
Booker Memory curator
Purpose
Keeps the workforce's shared memory: decisions, lessons, preferences and patterns.
Model
Opus
Core accountabilities
Files what directors flag as worth remembering.
Notes when other files need updating to match.
Informs. Whitney and Cooper decide.
Knox Challenger
Purpose
Reads finished work and asks where it could be better.
Model
Opus
Core accountabilities
One pass on each important deliverable.
Up to 200 words and one to three questions.
Asks questions. Whitney decides what happens next.
Says so plainly when the work is solid.
Alice Sales, business development and clients
Purpose
Takes a prospect from a serious conversation to signed work, runs active client engagements, and keeps what each one teaches as reusable know-how.
Model
Sonnet
Core accountabilities
Pipeline from the middle of the funnel to close.
Delivery on active client engagements.
Capturing reusable lessons from each engagement.
Works with Carlisle on paperwork and Charlie on pricing.
Jasper Marketing and market intelligence
Purpose
Owns the top of the funnel: awareness, positioning, market research and inbound interest.
Model
Sonnet
Core accountabilities
Positioning and public copy drafts.
Market and industry research.
Inbound interest.
Hands qualified prospects to Alice.
brand-author Brand standards
Purpose
Writes the brand standards and the briefs designers work from.
Model
Sonnet
Core accountabilities
Brand standards sections.
Designer briefs.
Mockups of brand options.
linkedin-post-review Post reviewer
Purpose
Reviews LinkedIn and social posts before they go out.
Model
Sonnet
Core accountabilities
Hook and voice.
Brand fit.
Reach.
institutional-problem-scout Problem scout
Purpose
Looks for named, funded problems at institutions that Heflin Group could help with.
Model
Sonnet
Core accountabilities
Finds problems that are named, live and funded.
Passes the strongest ones on for deeper research.
Carlisle Business administration
Purpose
Handles the back-office paperwork for Heflin Group: contracts, NDAs and filings.
Model
Opus
Core accountabilities
Contract and NDA templates.
Business registrations and filings.
Reminders ahead of deadlines.
annual-filing-reminder Filing reminders
Purpose
Reminds Whitney of the LLC's annual filings ahead of each deadline.
Model
Haiku
Core accountabilities
Says what is due and what to do.
Speaks up only when a filing is due.
imprint Print shop and filing clerk
Purpose
Turns finished content into branded Word, Excel, PowerPoint and PDF files. Any director can use it.
Model
Haiku
Core accountabilities
Applies the brand to the file.
Names and files each document the same way.
Runs a check on each file before release.
Charlie Finance
Purpose
Runs Heflin Group's financial planning and review.
Model
Opus
Core accountabilities
A forecast with three scenarios.
A monthly financial review.
Financial sections for business plans.
A KPI dashboard and quarterly variance notes.
Leah Data analysis
Purpose
Analyzes data for any job that needs it: a client's sales and inventory numbers, and the examples used in the Heflin Group course.
Model
Opus
Core accountabilities
Follows CRISP-DM, the Cross-Industry Standard Process for Data Mining: six steps that start with the business question and end with delivery.
Turns a client's numbers into the decisions the owner faces next.
A workbook with live formulas and a short decision memo.
Says what the data can and cannot support, in plain words, beside the findings.
Edward Product
Purpose
Builds Heflin Group's own product and runs the quality checks before anything ships.
Model
Sonnet
Core accountabilities
The product roadmap and fixes.
Security, usability and simplicity reviews before release.
Checks work against real conditions before it goes to a client.
Works with Carlisle on legal prerequisites.
security-weakness-evaluator Security review
Purpose
Reviews a build for security weaknesses.
Model
Opus
Core accountabilities
Ranks what it finds by severity.
Suggests a specific fix for each one.
ux-design-review Usability review
Purpose
Reviews anything a real person will use, from the user's side.
Model
Sonnet
Core accountabilities
Clarity and friction.
Trust and accessibility.
Suggests specific improvements.
simplification-auditor Simplification review
Purpose
Walks a finished build and asks what can be removed.
Model
Sonnet
Core accountabilities
Finds extras and repeated parts.
Recommends cuts.
ship-gate-reviewer Pre-delivery review
Purpose
Tries to break client-bound work against real conditions before it ships.
Model
Opus
Core accountabilities
Reports the problems it finds.
Whitney decides what to do.
code-gate-reviewer Code review
Purpose
Reviews code against a checklist Whitney approved.
Model
Opus
Core accountabilities
Backs each check with evidence.
Emmett Operations
Purpose
Runs the infrastructure that keeps the workforce on schedule and keeps track of learning goals.
Model
Sonnet
Core accountabilities
The daily briefings.
Calendar housekeeping.
The time log.
The nightly crew check.
Cadences for learning goals.
vault-ingest Knowledge-vault intake
Purpose
Files new reference material into the knowledge vault.
Model
Haiku
Core accountabilities
Records where each source came from.
Notes where it overlaps what is already filed.
Esme Personal life
Purpose
Looks after the part of life outside work: family, friends, home and community.
Model
Sonnet
Core accountabilities
Keeps up with the people and projects outside work.
Drafts messages for Whitney to review.
Flags calendar conflicts with Cooper.
Rosalie Health
Purpose
Protects time for workouts, sleep, meals and play.
Model
Sonnet
Core accountabilities
Keeps those blocks on the calendar.
Is asked before work is routed that would use protected time.
Says no first. Cooper then asks Whitney whether to override.
Dax Executive coach
Purpose
Coaches Whitney on big decisions, and ends each session with one small action to try.
Model
Opus
Core accountabilities
Asks one question to find the real issue before offering advice.
Names the pattern and the question underneath a decision.
Ends each session with one specific action and a deadline.
Asks about the last session's action at the start of the next.
Works apart from the team, with its own instructions and its own memory. Cooper cannot send it work, and its notes stay with Whitney.
The skills it uses
A skill is a saved set of instructions that an agent loads when a job calls for it. Whitney types some skills herself. Cooper calls others in the middle of a task, and the directors call the rest.
Each line in the diagram joins one caller to one skill. The number on the line is how many times that caller used that skill, and thicker lines mean more.Each box is one skill. The number is how many times it was used. Tap a box to read what it does.
Built by Heflin Group. Written by Heflin Group for its own work.
From Anthropic. Published by Anthropic.
Community-built. Written by outside developers and installed for our use.
Whitney's counts start August 15, 2026 and the agents' start September 9. Both run to October 12. Not every skill is shown.
Thicker lines mean more use. The number on each line is the exact count.
What each skill does
Built by Heflin Group
Skill
What it does
Who calls it
Total uses
wrap-up
Memory management: choosing on purpose what gets remembered. Lists what a session produced and saves it in the right file once approved.Show wrap-up in the diagram
Our project playbook. Every new project follows the same steps, from understanding the client's problem to the final checks before delivery, so nothing gets skipped.Show problem-to-ship in the diagram
Cooper: 7
7
code-quality-gate
Quality control and segregation of duties for software. One agent writes the code. A second agent reviews the test results, and a record of each check is kept before anyone uses it.Show code-quality-gate in the diagram
Cooper: 4
Emmett: 1
5
verify-before-deliver
Trust but verify. Before an agent says something was saved, sent or scheduled, it checks that it really happened. A separate control, run by the computer and not the model, catches some of these claims when no action is behind them.Show verify-before-deliver in the diagram
A board of five AI advisers for big decisions. They check on the last meeting's actions, question the owner, state their positions, debate each other for two rounds, then vote. Its rules guard against easy agreement and keep dissent on the record. Minutes and action items carry over to the next meeting.Show convene-board in the diagram
Whitney: 2
2
shopify-config
Answers questions about a client's Shopify store. It checks Shopify's current help pages and the store itself first, so no advice comes from memory. Used before these counts began.Show shopify-config in the diagram
Jasper: 1
1
From Anthropic
Skill
What it does
Who calls it
Total uses
claude-api
Current facts for building software that uses Claude, such as which versions exist and what they cost.Show claude-api in the diagram
Gives Claude eyes. He sees what you see on your screen, so you don't have to describe it.Show ss in the diagram
Whitney: 98
Cooper: 1
99
last30days
Researches the past month of online discussion on a topic. It ranks what it finds by how much response each post drew, and links every source.Show last30days in the diagram