Build Model

Generates a modeling plan detailing transforms, tests, and deployment schedule for analytics use cases.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: build-model

Inputs

  • use_case – name of metric or dashboard relying on the model.
  • stack – modeling tool (dbt, LookML, Metrics Layer, SQL Runner, Python jobs).
  • refresh – cadence (hourly, daily, weekly) or cron.
  • dependencies – optional upstream tables or APIs.
  • tests – optional list of validations to enforce.

GTM Agents Pattern & Plan Checklist

Mirrors GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • Pattern selection: Modeling often runs pipeline (spec → blueprint → testing → deployment → docs). If testing + deployment prep can parallelize, log a diamond segment with merge gate.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json with objective, data lineage, task IDs, parallel groups, dependency matrix, error handling, and success metrics (freshness %, defect ceiling, SLA adherence).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for repo diffs/dbt patches, Context7 for platform docs, Sequential Thinking for review cadences, Playwright for UI validations tied to modeled data.
  • Guardrails: Default retry limit = 2 for failed tests/deployments; escalation path = Analytics Modeling Lead → Data Engineering Lead → RevOps.
  • Review: Run docs/usage-guide.md#orchestration-best-practices-puerto-parity before execution to confirm agents, dependencies, deliverables.

Workflow

  1. Spec Alignment – review event/tracking plan, KPI definitions, stakeholders.
  2. Model Blueprint – outline staging, intermediate, mart layers, join keys, surrogate IDs.
  3. Testing Strategy – define schema, freshness, unique, accepted value, and custom tests.
  4. Deployment Plan – schedule jobs, resource configs, backfill strategy, rollback steps.
  5. Documentation & Handoff – update dbt docs / catalog, change log, owner assignments.

Outputs

  • Modeling spec (diagram, SQL pseudocode, dependencies).
  • Test plan + configuration snippets.
  • Deployment checklist with monitoring hooks and rollback instructions.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • analytics-modeling-lead – architects model + tests.
  • quality-gates skill – ensures validation coverage.
  • instrumentation skill – confirms data contracts stay intact.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., BI Publisher covering modeling reviews) when specialists unavailable.
  • Escalation triggers: if freshness, defect, or SLA guardrails breach twice within 24h, escalate to Data + RevOps leadership per GTM Agents runbook and consider rollback.
  • Plan maintenance: update plan JSON whenever dependencies, owners, or deployment cadence changes, keeping audit alignment with GTM Agents standards.

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