Running the extraction now. --- ONTOLOGY METADATA: - **source:** Slack and Notion notes - **date_processed:** April 14, 2026 - **entity_count:** 11 - **relationship_count:** 9 - **gaps_detected:** 2 critical, 1 moderate, 1 low - **confidence_overall:** MODERATE --- ## ENTITIES ### PERSONS | Name | Role | Department | Confidence | Aliases | |------|------|------------|------------|---------| | Sarah | Head of Ops | Operations (implied) | HIGH | — | | John | Unspecified | Unknown | MODERATE | — | | CEO | Chief Executive Officer | Executive | MODERATE | — | ### PROCESSES | Process Name | Owner | System | Governing Policy | Confidence | |---|---|---|---|---| | Client Onboarding | Sarah | HubSpot, Notion | Client Experience Policy v2 | HIGH | | Customer Success Handoff | UNOWNED | UNKNOWN | UNGOVERNED | MODERATE | ### SYSTEMS | System Name | Used By | Processes Running | Confidence | |---|---|---|---| | HubSpot | John, Sarah (implied) | Client Onboarding, Deal Tracking | HIGH | | Notion | Sarah (implied) | Client Onboarding, Internal Workflows | HIGH | | Trello | UNKNOWN | Internal Workflows (deprecated) | MODERATE | ### POLICIES | Policy Name | Governs | Enforced By | Confidence | |---|---|---|---| | Client Experience Policy v2 | Client Onboarding | UNKNOWN (no enforcer stated) | HIGH | ### DECISIONS | Decision | Made By | Date | Affects | Confidence | |---|---|---|---|---| | Switch from Trello to Notion for internal workflows | CEO | Jan 5 | Internal workflow processes | HIGH | ### CONCEPTS (Glossary) | Term | Definition (from source) | Related Process/System | |---|---|---| | Customer Success Handoff | Process triggered upon onboarding completion; transfers client to success team | Client Onboarding | | Client Experience Policy v2 | Governance standard that all onboarding activities must comply with | Client Onboarding | --- ## RELATIONSHIPS (Graph Triples) | Subject | Relationship | Object | Confidence | Source | |---|---|---|---|---| | Sarah | OWNS | Client Onboarding | HIGH | "Sarah (Head of Ops) manages onboarding process for new clients" | | Client Onboarding | RUNS_ON | HubSpot | HIGH | "Onboarding is done through HubSpot and internal Notion templates" | | Client Onboarding | RUNS_ON | Notion | HIGH | "Onboarding is done through HubSpot and internal Notion templates" | | Client Onboarding | GOVERNED_BY | Client Experience Policy v2 | HIGH | "All onboarding must follow the Client Experience Policy v2" | | Client Onboarding | TRIGGERS | Customer Success Handoff | HIGH | "If onboarding is completed, it triggers the Customer Success Handoff process" | | John | USES | HubSpot | HIGH | "John uses HubSpot daily to track deals and onboarding progress" | | CEO | DECISION → AFFECTS | Notion (replaces Trello) | HIGH | "On Jan 5, CEO approved switching from Trello to Notion for internal workflows" | | Decision (Trello→Notion) | AFFECTS | Internal Workflows (PROCESS implied) | MODERATE | "switching from Trello to Notion for internal workflows" | | Client Experience Policy v2 | APPLIES_TO | Client Onboarding | HIGH | "All onboarding must follow the Client Experience Policy v2" | --- ## GAPS REPORT **CRITICAL:** - **Customer Success Handoff has no owner (PERSON → OWNS)** — No individual is identified as responsible for this process. Recommended action: identify and assign a process owner (likely someone on the Customer Success team). - **Customer Success Handoff has no governing policy** — The process is triggered by onboarding but operates ungoverned. Recommended action: confirm whether Client Experience Policy v2 extends to it, or document a separate policy. **MODERATE:** - **Client Experience Policy v2 has no named enforcer** — The policy exists and governs onboarding, but no person is assigned to enforce or maintain it. Recommended action: assign ownership to Sarah or a compliance role. **LOW:** - **John's role and department are unspecified** — He is a HubSpot user with deal/onboarding visibility but his title and team are not stated. Recommended action: clarify role in source documentation. --- ## INGESTION READINESS | Metric | Value | |---|---| | Entities extracted | 11 | | Relationships mapped | 9 | | Graph triples ready | 9 | | Critical gaps | 2 | | Moderate gaps | 1 | | Low gaps | 1 | | Output format | Markdown tables | | **Ready for indexing** | **YES WITH WARNINGS** | > ⚠️ Resolve critical gaps (Customer Success Handoff ownership + governance) before treating this ontology as complete for RAG traversal. Traversal queries involving post-onboarding workflows will dead-end without an owner node on that process.