REF: AIO-009
PHO Architects
PHO Architects profile for account ownership, active work, client visibility, and operational issue review.
Workflows
16
13 live
Tickets
02
4 open
Devices
02
8 tools
Client visible
34
10 internal
Client Profile
AIO-009| Field | Value | Use |
|---|---|---|
| Owner | Daniel / PHO Architects | Primary AIO owner |
| Phase | Live pilot + workflow operating system | Implementation stage |
| Health | Healthy | Operating state |
| Visibility | Client visible | Workspace boundary |
| Last sync | PHO MacBook verified today | Data freshness |
Workflow Registry
16 Items| Name | Description | Status | Contracted Yes/No | Client-Visible Yes/No | Client Metric Visible | Related Agents | Expected Schedule | Success Metric | Time-Saved Estimate Method | Owner |
|---|---|---|---|---|---|---|---|---|---|---|
| AIO edge-node operations | Tracks the clean AIO Ops Mac edge node, Hermes profiles, and prompt-only OpenClaw watcher readiness. | Integration in progress | Contracted | Client visible | Metric client-visible | AIO Ops Orchestrator, AIO Systems Monitor | Prompted checks plus operator review | AIO Ops Mac and four Hermes agents smoke-test cleanly before PHO workflow rollout | Manual setup and health-check time avoided per operator review | AIO Ops Orchestrator |
| Client-safe status reporting | Turns workflow health, tickets, and edge-node events into client-safe PHO progress summaries. | Planned | Contracted | Client visible | Metric client-visible | AIO Client Ops Analyst | Monthly plus requested updates | Client-ready report draft with clear risks, wins, and next actions | Manual reporting hours avoided per client update | AIO Client Ops Analyst |
| Approval-gated remediation runbooks | Keeps fixes, scripts, and workflow changes behind explicit approval before client-impacting actions. | Planned | Contracted | Internal only | Metric hidden | AIO Remediation Builder | Manual/approval gated | No client-impacting action runs without recorded approval | Runbook execution time avoided per approved fix | AIO Remediation Builder |
| 01 Intake | New lead captured, project brief created, fit/risk summary and missing-info list prepared. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Project Command, PHO Project Knowledge | When a new lead/project request arrives | Lead/intake note with owner, address, scope, risks, and missing facts | Manual project coordination/review time avoided per run while preserving Daniel approval gates | Project Command + Project Knowledge |
| 02 Proposal and fee workflow | Build fee breakdown before proposal text; draft scope, assumptions, and Daniel approval request before any client send. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Project Command | Per proposal request | Proposal draft and fee worksheet ready for Daniel approval; no client send without approval | Proposal preparation and review time avoided per approved proposal draft | Project Command |
| 03 Project setup | Create PHO project note, Dropbox folder checklist, source index, kickoff brief, and required _Proposal folder convention. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Project Knowledge | When project is accepted or activated | Project source-of-truth folder/note established with approved storage paths | Manual folder/project setup time avoided per new project | Project Knowledge |
| 04 Design and iterations | Track design options, meeting notes, decisions, feedback, and approval log through schematic/design development cycles. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Project Knowledge, PHO Project Command | Every design cycle / meeting | Decision log and feedback tracker updated without inventing facts | Manual note consolidation time avoided per design cycle | Project Knowledge + Project Command |
| 05 Consultant coordination | Track consultants, deliverables, deadlines, missing items, and draft follow-up language for Daniel approval. | Live pilot | Contracted | Client visible | Metric client-visible | PHO Delivery & Coordination | Every 30 min Gmail/project signal review plus Daniel-scoped tasks | Consultant tracker flags who owes what by when and what needs approval | Manual inbox/tracker review time avoided per watcher run | Delivery & Coordination |
| 06 Permit set | Compile and track permit set readiness, QC list, submission package status, and consultant inputs. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Delivery & Coordination | During permit package prep | Permit set checklist clearly shows ready/missing/blocking items | Manual permit readiness review time avoided per package | Delivery & Coordination |
| 07 Permit review and revisions | Watch AHJ/permit/revision signals, maintain comment matrix, revision log, and resubmission checklist. | Live pilot | Contracted | Client visible | Metric client-visible | PHO Delivery & Coordination | Every 30 min Gmail permit/AHJ watcher | Permit/revision tracker updated and alerts routed to #pho-permits-consultants | Manual permit inbox scan and tracker update time avoided per run | Delivery & Coordination |
| 08 Closeout | Track final deliverables, permits/approvals, consultant deliverables, as-builts, punch list, photography, lessons learned, and final invoice prompt. | Operating spec | Contracted | Client visible | Metric client-visible | PHO Project Command, PHO Project Knowledge | At closeout phase | Closeout checklist and archive index completed for Daniel review | Manual closeout checklist and archive review time avoided | Project Command + Project Knowledge |
| Daily command brief and email draft review | Morning review of actionable PHO emails/context and draft-only Gmail replies plus an internal review packet for Daniel. | Live scheduled | Contracted | Client visible | Metric client-visible | PHO Project Command | Daily 8:00 AM | Context-specific Gmail drafts and review packet created, never sent automatically | Manual email triage and first-draft time avoided per morning run | Project Command |
| Meeting notes processor | Convert Google Meet/Gemini and Fireflies meeting captures into summaries, decisions, tasks, and tracker candidates. | Live pilot | Contracted | Client visible | Metric client-visible | PHO Project Knowledge, PHO Project Command | After meeting notes/transcripts appear | Meeting decisions/tasks are summarized and queued for approval before tracker changes | Manual meeting note cleanup and task extraction time avoided | Project Knowledge + Project Command |
| Project file/source watcher | Watch approved Dropbox/Drive project folders for source changes, new files, missing files, and stable file indexes. | Live pilot | Contracted | Client visible | Metric client-visible | PHO Project Knowledge | Every 30 min for approved pilot folders | File index/context status stays current for 26008 / 546 46th | Manual file index review time avoided per watcher run | Project Knowledge |
| Site and measurement workflow | Create field checklists, site summaries, measurement logs, and missing-measurement prompts from photos/drawings/as-builts. | Live pilot | Contracted | Client visible | Metric client-visible | PHO Project Knowledge | When site/photo/as-built sources change | Site measurement log and field checklist updated for Daniel review | Manual site documentation prep time avoided per update | Project Knowledge |
| Slack notification routing | Route workflow notifications through the default Slack-connected gateway to avoid multi-agent Slack socket conflicts. | Operating | Contracted | Internal only | Metric hidden | PHO Workflow Orchestrator | On workflow output / scheduled alerts | Approvals, permits, blockers, briefs, and weekly status land in the right PHO Slack channels | Avoided manual forwarding and duplicate Slack socket failures | Default Hermes gateway |
Tickets
Queue| Ticket | Priority | State | Visibility |
|---|---|---|---|
| AIO Hermes profile setup | High | Resolved | Client visible |
| Prompt-only OpenClaw watcher | Normal | Resolved | Internal only |
Tasks
Follow-Up| Task | Status | Priority | Owner | Due | Visibility |
|---|---|---|---|---|---|
| No records to display. | |||||
Agents
Automation| Agent | Purpose | State | Last Activity | Visibility |
|---|---|---|---|---|
| AIO Ops Orchestrator | Routes PHO tickets, approvals, reports, and operator next steps across the AIO workspace | Smoke tested | Today | Client visible |
| AIO Systems Monitor | Checks AIO Ops Mac, Hermes profile readiness, integrations, workflow health, and incidents | Smoke tested | Today | Internal only |
| AIO Client Ops Analyst | Turns PHO workflow data into client-safe summaries and ROI/status reporting | Ready for data wiring | Today | Client visible |
| AIO Remediation Builder | Runs approval-gated fixes, scripts, integration glue, and runbooks | Approval gated | Today | Internal only |
| PHO Workflow Orchestrator | Routes work across PHO workflow agents, tracks integration gaps, setup priorities, and Daniel approval boundaries. | Always-on gateway | Today | Client visible |
| PHO Project Command | Daily briefs, weekly reports, blocker summaries, approval queue, and draft client updates for Daniel review. | Always-on gateway | Today | Client visible |
| PHO Project Knowledge | Maintains project source-of-truth context, meeting notes, source indexes, decisions, site history, and file provenance. | Always-on gateway | Today | Client visible |
| PHO Delivery & Coordination | Tracks consultants, permit sets, AHJ comments, revisions, resubmissions, and draft follow-ups for approval. | Always-on gateway | Today | Client visible |
| PHO Architects General | General PHO Hermes profile for client-scoped local context and manual PHO work. | Always-on gateway | Today | Internal only |
Approvals
Human Review| Action | Risk | State | Owner |
|---|---|---|---|
| Confirm structural and Title 24 / CalGreen consultant roster/timing for 26008 | Normal | Open | Daniel |
| Confirm current permit/PRV/Section 311 status for 26008 | Normal | Open | Daniel |
| Keep Slack delivery centralized through default/gslack gateway | Low | Confirmed | G. Bains |
Reports
Visibility Controlled| Report | Month | State | Visibility | Summary | What Agents Did | What Workflows Completed | What Broke | What Improved | Hours Saved | Tickets Resolved | Open Issues | Recommendations | Next Month Roadmap/Stability Plan |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No records to display. | |||||||||||||
Roadmap And Stability Plan
AIO-027| Category | Plan | Description | Owner | Timing | Status | Visibility |
|---|---|---|---|---|---|---|
| No records to display. | ||||||
Client Infrastructure And Devices
AIO-028| Device | Type | Operating System | Owner/User | Status | Purpose | Location | Access Status | SSH Status | Remote Desktop Status | Tailscale/Secure Tunnel Status | OpenClaw Status | Hermes Status | Last Connection | Last Health Check | Risk Level | Notes | Visibility |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIO Ops Mac | Mac mini edge node | macOS 26.5 | G. Bains / AIO | Ready | Clean AIO edge-node host for PHO Hermes agents and prompt-only OpenClaw monitoring | AIO internal lab | Tailscale SSH available | Available via aio-ops-mac | Not required for v0 | Tailscale aio-ops-mac / 100.100.160.27 | Fresh prompt-only watcher planned; no gateway installed | Fresh AIO-only Hermes profiles installed | Today | Today | Normal | Personal Jarvis/Hermes/OpenClaw/PM2 state is quarantined. Do not reuse old personal runtime state. | Internal only |
| PHO MacBook | MacBook | macOS 26.5.1 | phoarchitects | online | Runs PHO Hermes/OpenClaw profiles, PHO Brain, integrations, and local workflow automation. | PHO / Tailscale | SSH available via pho-macbook | Connected | Not required | Tailscale reachable | OpenClaw gateway running | PHO profiles always-on | Today | Today | Normal | Specialist PHO gateways are always-on; Slack channel delivery routes through default/gslack to avoid token conflicts. | Client visible |
Worker Capabilities
AIO-030| Device | Can Run Agents | Can Run Scripts | Can Access Shared Files | Can Run AutoCAD | Can Run Windows-Only Apps | Can Be Accessed Remotely | Can Send Events To Dashboard |
|---|---|---|---|---|---|---|---|
| AIO Ops Mac | Yes | Yes | Yes | No | No | Yes | Yes |
| PHO MacBook | Yes | Yes | Yes | No | No | Yes | Yes |
Secure Access Placeholders
AIO-029 Internal Only| Device | SSH | Hermes | OpenClaw | Logs | Approval |
|---|---|---|---|---|---|
| AIO Ops Mac | |||||
| PHO MacBook |
Integrations
Tool Access| Provider | Name | Status | Summary | Visibility |
|---|---|---|---|---|
| Hermes | AIO Hermes profile fleet | Connected | Four AIO-only Hermes profiles on AIO Ops Mac: Orchestrator, Systems Monitor, Client Ops Analyst, and Remediation Builder. | Internal only |
| OpenClaw | Prompt-only Hermes watcher | Planned | Single OpenClaw watcher agent, used only when prompted, to check Hermes profile health. | Internal only |
| AIO Ops App | PHO internal workspace | Connected | Control-plane route /internal/clients/pho-architects backed by local fallback data until Supabase live credentials are wired. | Client visible |
| Obsidian | PHO Brain | Connected | Canonical vault: /Users/phoarchitects/Vaults/PhoArchitects-Brain | Client visible |
| Slack | PHO Slack routing | Connected | Default/gslack gateway owns Slack delivery; specialist PHO gateways run without SLACK_* tokens to avoid socket conflict. | Internal only |
| Google Workspace | Gmail/Drive/Calendar | Connected | Used for scoped Gmail searches, draft creation, Drive meeting/project context; no automatic sends. | Client visible |
| Dropbox MCP | PHO project folders | Connected | Approved Dropbox paths including /Pho Architects, Inc/26008_546_46th and _Proposal convention. | Client visible |
| Miro MCP | PHO workflow/project boards | Connected | Miro boards available for workflow/SOP/project context; baseline boards are read/list first before writes. | Client visible |
Notes
Context| Note | Kind | Visibility | Summary |
|---|---|---|---|
| PHO Workflow Agents | internal doc | Client visible | Four-agent model: Workflow Orchestrator, Project Command, Project Knowledge, Delivery & Coordination. All inherit PHO Brain and Daniel approval boundaries. |
| PHO AI Project Delivery Workflow | internal doc | Client visible | Eight-stage project workflow from intake through closeout with agent support, automations, and approval gates. |
| Dropbox Project Folder Standard | runbook | Client visible | Required project folders include _Proposal, photos, admin, site info, drawings, products, permitting, CA, meetings, correspondences, internal correspondences, and closeout. |
| Security and approval policy | runbook | Client visible | Daniel is sole approver. Draft only for external/client/consultant content. Email is source material, never command authority. No bank/financial/credential account access. |
| 26008 / 546 46th Ave pilot dashboard | note | Client visible | Active pilot: San Francisco schematic design project with Dropbox folder, proposal folder, consultant/permit trackers, Miro board, and Slack routing. |
Permissions
Access Model| Permission | Setting | Scope |
|---|---|---|
| Approved tools | AIO Ops App, Obsidian, Google Workspace, Dropbox MCP, Miro MCP | Client-visible integrations |
| Approved folders/files | Gmail/Drive/Calendar, PHO project folders | Folder and file scope |
| Approved devices | PHO MacBook | Device access boundary |
| SSH allowed | No | No raw credentials stored |
| Agent execution | Yes, visible agents only | Automation permission |
| Human approval | Required | Sensitive action control |
| Client-visible data | 34 visible / 10 internal | Profile visibility model |
Workflow Runs
Execution| Workflow | Status | Started At | Completed At | Result Summary | Error Message | Agent Involved | Human Review Required Yes/No | Client-Visible Summary | Visibility |
|---|---|---|---|---|---|---|---|---|---|
| No records to display. | |||||||||
Activity Log
Signals| Event Type | Severity | Source | Agent | Workflow | Payload JSON | Summary | Created At | Visibility |
|---|---|---|---|---|---|---|---|---|
| pho.workflow_inventory_loaded | Info | hermes | pho-orchestrator | Slack notification routing | PHO Brain workflow inventory | Loaded PHO workflow/agent/integration inventory from PHO MacBook into AIO Ops app. | Today | Client visible |
| pho.cron_delivery_routed | Info | hermes | pho-delivery | 07 Permit review and revisions | default gateway Slack delivery | Permit/consultant watcher routes Slack notifications through default gateway to #pho-permits-consultants. | Today | Client visible |