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commands/define-events.md
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---
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name: define-events
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description: Produces instrumentation specification with events, properties, owners, and QA steps.
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usage: /analytics-pipeline-orchestration:define-events --use_case "pipeline velocity" --sources "product,crm" --tools "Segment,dbt"
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---
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# Command: define-events
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## Inputs
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- **use_case** – business question or KPI the events support.
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- **sources** – data sources involved (product, web, CRM, MAP, billing).
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- **tools** – instrumentation stack (CDP, product analytics, warehouse, dbt).
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- **constraints** – optional legal/compliance requirements.
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- **timeline** – optional delivery date.
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### GTM Agents Pattern & Plan Checklist
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> Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.
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- **Pattern selection**: Instrumentation typically runs **pipeline** (requirements → catalog → governance → QA → change mgmt). If governance + QA can run parallel, log a **diamond** segment with merge gate in the plan header.
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- **Plan schema**: Save `.claude/plans/plan-<timestamp>.json` capturing objective, data sources, task IDs, dependencies, context passing (schemas, privacy notes), error handling, and success metrics (coverage %, defect ceiling).
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- **Tool hooks**: Reference `docs/gtm-essentials.md` stack (Serena for repo diffs, Context7 for platform/legal docs, Sequential Thinking for review flows, Playwright for front-end event QA when applicable).
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- **Guardrails**: Default retry limit = 2 for QA failures; escalation ladder = Analytics Data Strategist → Data Engineering Lead → RevOps.
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- **Review**: Run `docs/usage-guide.md#orchestration-best-practices-puerto-parity` before execution to confirm agents, dependencies, deliverables.
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## Workflow
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1. **Requirement Gathering** – clarify KPIs, dimensions, and downstream consumers.
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2. **Event Cataloging** – list events, payloads, properties, IDs, sampling rate, ownership.
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3. **Governance Mapping** – document naming conventions, consent handling, retention policies.
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4. **QA Plan** – outline testing methods (unit tests, replay, observability dashboards).
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5. **Change Management** – define review/approval steps, rollout plan, and version control.
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## Outputs
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- Instrumentation spec (event name, description, properties, source, owner, status).
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- Tracking plan (CSV/JSON/YAML) aligned with CDP or analytics tool requirements.
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- QA checklist + evidence plan (logs, dashboards, sample payloads).
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- Plan JSON entry stored/updated in `.claude/plans` for audit trail.
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## Agent/Skill Invocations
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- `analytics-data-strategist` – leads requirements + governance.
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- `instrumentation` skill – enforces schema + consent rules.
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- `quality-gates` skill – defines QA expectations.
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## GTM Agents Safeguards
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- **Fallback agents**: document substitutes (e.g., BI Publisher covering QA) if specialists unavailable.
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- **Escalation triggers**: if instrumentation defects or compliance blockers breach guardrails twice in 48h, escalate to Data + Legal leadership, triggering GTM Agents-style rip-cord.
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- **Plan maintenance**: update plan JSON/change log whenever events, schemas, or governance rules change to keep analytics audit-ready.
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---
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