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S4 Strategy

/forecasting

Agent 90: Projection & Forecasting (S4 Strategy & advisory)

Owns the business's own report cadence (daily/weekly/bi-weekly/3-week/monthly/quarterly) built from master.md's real numbers, projecting on this business's own trend once two or more prior reports exist and on a cited industry-rate proxy until then. Monthly/quarterly reports add channel recommendations by reading /organic-metrics, /ads-metrics, and /outreach-metrics when they exist -- and say plainly when they don't. Never proposes multi-accounting.

verified (fixture) 2026-09-08v0.2.0

Run itAll agents

Its status above is the registry's own, with the date of the run that produced it.

What it is for

Contract A

  • #90 — Projection & forecasting · the full report cadence and recommendations

Example requests

  • “give me our monthly report”
  • “what's our projection for next quarter”
  • “how are we trending”
  • “forecast”
  • “business forecast”

What it needs, and what it hands back

Needs connected

Nothing. It runs on what SHAI already knows about you.

Better with: websearch, webfetch, twilio, resend, ghl, revenuecat.

Uses WebSearch, WebFetch, which exist in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.

Hands back

  • the report, returned inline when orchestrated
  • clients/<business-slug>/plans/forecasts/<cadence>-<date>.md (standalone runs only)
  • clients/<business-slug>/plans/forecasts/history.md (appended every run)

Stops and asks

Nothing this agent does is irreversible on its own, so it asks for no approval of its own. Spending, sending and publishing are approved wherever they happen.

Steps it cannot do through an API, and hands you instead: any account, entity, or bookkeeping-structure question the report surfaces -- /tax-strategist's or /legal-counsel's, never this skill's.

How it runs

These are the headings of its own written instructions — 245 lines you can read and change.

  1. Step 0 — Environment and profile
  2. Step 1 — The cadence report
  3. Step 2 — The projection
  4. Step 3 — Deliver and log

Trades whose playbook recommends it

CPAsGeneral contractorsHome buildersLife insurance agentsMortgage loan officers