899 lines
26 KiB
Markdown
899 lines
26 KiB
Markdown
# OpenClaw Setup Checklist
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A step-by-step guide to configuring your own OpenClaw instance with the patterns
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described in [OPENCLAW_TRICKS.md](OPENCLAW_TRICKS.md) and
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[AUTOMATED_DEV.md](AUTOMATED_DEV.md).
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Each section contains a **prompt you can paste directly to your agent**. The
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prompts are self-contained — your agent should be able to execute each one
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without additional context. Work through them in order; each phase builds on the
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previous one.
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---
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## Phase 1: Workspace Foundation
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These are the core files every OpenClaw workspace needs.
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### 1.1 Create SOUL.md
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This defines your agent's personality, tone, and values. Paste this to your
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agent:
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```
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Create a SOUL.md file in the workspace root. This is who you are as an
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agent. Include:
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- Communication style: concise, direct, no filler. Have opinions. Be
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resourceful before asking.
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- Error handling philosophy: when something goes wrong, identify what
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input caused the wrong output, fix the input (rule, checklist, prompt,
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automation), move on. No apologies, no promises. Fix the system.
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- Integrity rules: never weaken checks to make things pass. When a check
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fails, fix the code, not the check.
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- Bias toward action: try to figure it out first, then ask if stuck.
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Reference for philosophy and examples:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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```
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### 1.2 Create USER.md
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This tells your agent about you — the human it's helping. Paste this to your
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agent:
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```
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Create a USER.md file in the workspace root. Your human provides the
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following info — ask them if not already known:
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- Name and preferred name
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- Current timezone
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- Communication preferences (direct? verbose? brief?)
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- Standing rules (e.g. "don't ask too many questions, just figure it
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out", "always confirm before sending emails")
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Keep it concise. This file is read every session.
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```
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### 1.3 Create IDENTITY.md
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Let the agent define itself. Paste this to your agent:
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```
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Create an IDENTITY.md file in the workspace root. This is YOUR identity
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— fill it in yourself. Include:
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- Your chosen name (or accept what your human calls you)
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- An emoji that represents you
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- Your vibe / personality in a sentence
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- Anything else that makes you YOU
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This is not instructions — it's self-expression. Make it yours.
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```
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### 1.4 Create the memory directory
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This is where all state and logs live. Paste this to your agent:
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```
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Set up the memory directory structure:
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1. Create the directory: mkdir -p memory/
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2. Create memory/daily-context.json with this initial structure:
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{
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"isSleeping": false,
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"lastKnownWakeTime": null,
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"predictedSleepTime": null,
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"predictedWakeTime": null,
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"currentLocation": null,
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"currentTimezone": null,
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"lastMessageFromUser": null,
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"isAvailable": true,
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"lastUpdated": null
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}
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3. Create today's daily file: memory/YYYY-MM-DD.md (use actual date)
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with a Topics table:
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## Topics
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| Time | Topic |
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| ----- | ----- |
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| | |
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## Notes
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Add fields relevant to whatever tracking systems you set up later
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(medications, travel, sleep, etc.). Infer what's needed from the
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sections your human enables — don't wait to be told.
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```
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### 1.5 Create AGENTS.md
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This is the master configuration file — responsibilities, rules, and session
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startup procedure. Paste this to your agent:
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```
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Create an AGENTS.md file in the workspace root. This is your operating
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manual. Include the following sections:
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## Every Session
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Before doing anything else:
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1. Read SOUL.md — this is who you are
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2. Read USER.md — this is who you're helping
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3. Read memory/daily-context.json — current state
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4. Read memory/YYYY-MM-DD.md (today + yesterday) for recent context
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5. If in main session: Also read MEMORY.md
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Don't ask permission. Just do it.
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## Write It Down — No "Mental Notes"!
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- Memory is limited — if you want to remember something, WRITE IT TO A
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FILE
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- "Mental notes" don't survive session restarts. Files do.
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- When someone says "remember this" → update memory/YYYY-MM-DD.md or
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relevant file
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- When you learn a lesson → update AGENTS.md, TOOLS.md, or the relevant
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config
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- Text > Brain
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## Requirement Capture (MANDATORY)
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Every single requirement, rule, preference, or instruction your human
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provides MUST be captured in the daily memory file immediately. This
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includes: project rules, workflow preferences, corrections, new
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policies, technical decisions. If in doubt, log it.
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## Topic Log Maintenance
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Append a one-line summary to the Topics table in today's
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memory/YYYY-MM-DD.md after every meaningful conversation or topic
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change. Do this continuously as conversations happen.
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## Safety
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- Don't exfiltrate private data. Ever.
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- Don't run destructive commands without asking.
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- trash > rm (recoverable beats gone forever)
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- When in doubt, ask.
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Reference for detailed patterns:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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```
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### 1.6 Create MEMORY.md
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This is long-term curated memory — distilled insights, not raw logs. Paste this
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to your agent:
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```
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Create a MEMORY.md file in the workspace root. This is your long-term
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memory — curated, not raw. Include:
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1. A checklist index at the top (populate as you add checklists):
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## Checklists (read the relevant file before acting)
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- **Any PR/code work** → memory/checklist-pr.md
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- **Any message to user** → memory/checklist-messaging.md
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- (add more as you create them)
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2. A security rule:
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**Only load MEMORY.md in private/main sessions.** Never load it in group
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chats or shared contexts — it contains personal information.
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3. Leave space below for curated memories. Over time, review daily files
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and distill significant events, lessons, and decisions here.
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Reference for memory architecture:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Memory Architecture" and "MEMORY.md — Long-term curated memory")
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```
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---
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## Phase 2: Daily Context State File
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The single most important runtime file. Every session reads it on every message.
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### 2.1 Add timezone rules
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Time bugs are the most common agent mistake. Paste this to your agent:
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```
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Add a "Timezone/Time Rules" section to AGENTS.md:
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## Timezone/Time Rules
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- System clock may differ from user's timezone — always check
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daily-context.json
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- "Today"/"tomorrow" = user's local TZ, not system clock
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- Never state times without explicit timezone conversion
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- When displaying times, show in user's local timezone first, then
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UTC if relevant
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Also: review the daily-context.json file and update currentTimezone
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and currentLocation based on what you know about your human. Ask if
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you don't know.
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Reference:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Location & Timezone Tracking")
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```
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---
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## Phase 3: Memory Architecture
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### 3.1 Set up daily files and memory maintenance
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The two-tier memory system: daily files for raw logs, MEMORY.md for curated
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insights. Paste this to your agent:
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```
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Add a "Memory Maintenance" section to AGENTS.md (or HEARTBEAT.md if
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you already have one):
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### Memory Maintenance (During Heartbeats)
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Periodically (every few days):
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1. Read through recent memory/YYYY-MM-DD.md files
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2. Identify significant events, lessons, insights worth keeping
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3. Update MEMORY.md with distilled learnings
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4. Remove outdated info from MEMORY.md
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Daily files are raw notes; MEMORY.md is curated wisdom. Think of it
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like reviewing a journal and updating your mental model.
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Also verify that today's daily file exists and has a Topics table. If
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not, create it now.
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Reference for the full memory architecture:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Memory Architecture", "Daily files", and "Memory maintenance")
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```
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---
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## Phase 4: Heartbeat Configuration
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### 4.1 Create HEARTBEAT.md
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Heartbeats let your agent be proactive — checking on things periodically without
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being asked. Paste this to your agent:
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```
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Create a HEARTBEAT.md file in the workspace root. This is your
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proactive checklist — things to check when you receive a heartbeat
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poll. Structure it like this:
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## Checks (rotate through these, 2-4 times per day)
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- Emails — any urgent unread messages?
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- Calendar — upcoming events in next 24-48h?
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- Open issues/PRs — anything assigned to me?
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- Workspace sync — any uncommitted changes to push?
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## Rules
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- Late night (23:00-08:00 user local time): only act on urgent items
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- If nothing needs attention: reply HEARTBEAT_OK
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- Work narration goes to a status channel, not user's DM
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- Don't respond multiple times to the same trigger
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## Output Rules
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- HEARTBEAT_OK if nothing needs attention
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- Direct message to user only if action needed or urgent
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- Status updates → dedicated channel (not DM)
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Also create memory/heartbeat-state.json:
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{
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"lastChecks": {},
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"lastWeeklyDocsReview": null
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}
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Customize the checks list based on what's relevant to your human.
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Remove what doesn't apply, add what does.
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Reference:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Heartbeat Configuration" and "Heartbeat vs Cron")
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```
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---
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## Phase 5: Checklists
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Checklists prevent the most common agent mistakes. AGENTS.md references them;
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the agent reads the checklist before acting.
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### 5.1 Messaging checklist
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Prevents broken links, wrong timezones, and stale claims. Paste this to your
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agent:
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```
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Create memory/checklist-messaging.md:
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# Messaging Checklist
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## Before EVERY message to user
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1. PR/issue mentioned? → Full clickable URL required
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2. URL included? → Verify it resolves before sending
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3. Time/date stated? → Convert to user's current TZ (check
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daily-context.json)
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4. Status claim? → Verify via API call, not memory
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5. "Today"/"tomorrow"? → Resolve in user's local TZ, not system clock
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Then add a reference to this checklist in the MEMORY.md checklist index.
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Reference:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "PII Output Routing" and "Checklists Over Prose")
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```
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### 5.2 PII output routing
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Prevents leaking private info in shared channels. Paste this to your agent:
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```
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Add the following warning banner near the TOP of AGENTS.md (before the
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session startup section):
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**⚠️ NEVER output PII in non-private channels.** If asked for
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PII-containing info (medical, financial, personal) in a shared channel,
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send via DM to your human instead.
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Also add a PII section to memory/checklist-messaging.md:
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## PII Check (before every message in shared channels)
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1. Contains names, addresses, medical info, financial info? → DM only
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2. Contains login credentials or tokens? → NEVER send, period
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3. When in doubt → send via DM
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Reference:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "PII-Aware Output Routing")
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```
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### 5.3 Additional checklists
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Create checklists for your specific workflow. Paste this to your agent:
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```
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Review the following checklist templates and create any that are
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relevant to your human's workflow. Ask your human which ones apply:
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- memory/checklist-pr.md — for code review and PR work. Key rules:
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make check must pass with ZERO failures, never modify linter config
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to make checks pass, rebase before pushing.
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- memory/checklist-medications.md — for medication tracking (if
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applicable)
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- memory/checklist-flights.md — for travel/flight management (if
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applicable)
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For each checklist created, add a reference line to the MEMORY.md
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checklist index at the top.
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Reference for PR checklist patterns:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Git Quality Standards" and "Sub-Agent PR Quality Gate")
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Reference for medication checklist:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Medication Tracking")
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```
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---
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## Phase 6: Sitrep
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### 6.1 Define your sitrep
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The sitrep gives your human a scannable status overview on demand. Paste this to
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your agent:
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```
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Add a "Sitrep" section to AGENTS.md:
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### Sitrep (Situation Report)
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When your human says "sitrep", provide a concise summary. Include items
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relevant to your setup — choose from:
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1. Current time (user's local TZ + UTC)
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2. Open tasks/issues assigned to you
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3. Open tasks/issues assigned to your human
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4. Upcoming calendar events (next 48h)
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5. Upcoming travel (next 72h + next known flight)
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6. Medication status (if tracking)
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7. Sleep summary (if tracking)
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8. Weather alerts (if relevant)
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9. Overdue reminders
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10. Unanswered questions from your human
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Rules:
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- Omit any item that is "none" or zero
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- Keep it scannable — bullet points, not prose
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- Don't recap things your human was directly involved in
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- If anything notable isn't covered above, add additional sections
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- When listing PRs/issues, always include full clickable URLs
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Customize this list: remove what doesn't apply to your human, add what
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does. The "add additional sections" line is key — it lets you surface
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things your human didn't think to ask about.
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Reference:
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https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Sitrep (Situation Report)")
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```
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---
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## Phase 7: Tracking Systems (Optional)
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Add whichever tracking systems are relevant. Each follows the same pattern: a
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CSV/JSON log file, an instructions file, and a checklist.
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### 7.1 Sleep tracking
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Paste this to your agent:
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||
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```
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Set up sleep tracking. Create the following:
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1. memory/sleep-log.csv with headers:
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Date,SleepTime,WakeTime,TimeZone,Duration,Status,Notes
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2. Add sleep tracking rules to AGENTS.md:
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### Sleep Tracking
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- Infer sleep/wake times from message activity and explicit statements
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- Log based on observed communication gaps, never from mathematical
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predictions alone
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- Update daily-context.json isSleeping field accordingly
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- Sleep start = last activity before gap, wake = first activity after
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3. Add sleep fields to daily-context.json if not already present:
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isSleeping, lastKnownWakeTime, predictedSleepTime, predictedWakeTime
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Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
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(see "Sleep Tracking")
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```
|
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### 7.2 Medication tracking
|
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Paste this to your agent:
|
||
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```
|
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Set up medication tracking. Your human provides the medication list,
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dosages, and schedules. Create:
|
||
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1. memory/medications-instructions.md — ask your human for their
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medication list, dosages, frequency, and any safety rules (e.g.
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interactions, maximum doses). Structure with sections: General Rules,
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Daily Medications, Interval-Based Medications, Safety Rules.
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|
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2. memory/medications-log-YYYY-MM.csv (current month) with headers:
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Date,Time,TimeZone,Medication,Dosage
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3. memory/checklist-medications.md with verification steps:
|
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- Before reporting status: verify against the CSV, not memory
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- Before sending reminders: check if already taken today
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- Overdue escalation: use push notification (ntfy or similar)
|
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|
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4. Add medication fields to daily-context.json:
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hasTakenDailyMedsToday, dailyMedsTimestamp
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|
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5. Add the checklist to MEMORY.md's checklist index.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "Medication Tracking")
|
||
```
|
||
|
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### 7.3 Location and travel tracking
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up location and travel tracking. Create:
|
||
|
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1. memory/location-log.csv with headers:
|
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Date,City,Country,Timezone
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|
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2. memory/flight-log.csv with headers:
|
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Date,FlightNumber,Origin,Destination,Duration,Alliance
|
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|
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3. memory/travel.md — for upcoming trip plans and unbooked flights
|
||
|
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4. memory/landing-checklist.md — things to do after every flight:
|
||
- Update daily-context.json location and timezone
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- Update location-log.csv
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- Log the flight in flight-log.csv
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- Check for country-specific actions (SIM, currency, etc.)
|
||
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5. Add to AGENTS.md:
|
||
|
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### Landing Checklist
|
||
After EVERY flight, run through memory/landing-checklist.md. Trigger:
|
||
calendar event landing time or human messages after a flight. Do not
|
||
wait to be asked.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "Flight & Travel Logging" and "Landing Checklist")
|
||
```
|
||
|
||
### 7.4 Urgent notifications
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up urgent push notifications. Ask your human for their preferred
|
||
push notification channel (ntfy.sh topic, Pushover, etc.).
|
||
|
||
Add to AGENTS.md:
|
||
|
||
## Urgent Notifications
|
||
|
||
Send urgent messages via push notification:
|
||
|
||
curl -d "MESSAGE HERE" ntfy.sh/YOUR-PRIVATE-TOPIC-ID
|
||
|
||
Use for: overdue medications, critical system issues, time-sensitive
|
||
alerts.
|
||
|
||
Rules:
|
||
- Never send PII via push notifications
|
||
- Keep messages generic (e.g. "daily meds overdue" not medication names)
|
||
- Only use for genuinely urgent items
|
||
|
||
Replace the ntfy.sh URL with whatever your human provides.
|
||
```
|
||
|
||
---
|
||
|
||
## Phase 8: Workspace as Git Repo
|
||
|
||
### 8.1 Initialize the state repo
|
||
|
||
Your workspace should be version-controlled for disaster recovery and debugging.
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up the workspace as a git repo for state persistence:
|
||
|
||
1. If not already a git repo: git init in the workspace root
|
||
2. Ask your human to create a PRIVATE repo on their git host
|
||
3. git remote add origin <url your human provides>
|
||
4. Initial commit and push of all workspace files
|
||
|
||
5. Add to AGENTS.md:
|
||
|
||
### State Repo
|
||
- Commit and push workspace changes after any change to workspace files
|
||
- Push promptly — remote should reflect workspace in near-realtime
|
||
- Auto-sync cron runs as a safety net (set up separately)
|
||
|
||
6. IMPORTANT: Clone code repos OUTSIDE the workspace directory to avoid
|
||
embedded repo issues. Add a note to AGENTS.md about where to clone
|
||
repos (e.g. ~/repos/ or a dedicated path).
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "The Workspace as a Git Repo" and "State Repo")
|
||
```
|
||
|
||
---
|
||
|
||
## Phase 9: Git Quality Standards (For Development Work)
|
||
|
||
If your agent does coding work, set up the interlocking check system.
|
||
|
||
### 9.1 Adopt repo policies
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up code quality standards for development repos. For each code
|
||
repo your agent works on:
|
||
|
||
1. Fetch and add REPO_POLICIES.md:
|
||
https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/REPO_POLICIES.md
|
||
|
||
2. For new repos, also fetch:
|
||
https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/NEW_REPO_CHECKLIST.md
|
||
|
||
3. For existing repos, fetch:
|
||
https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/EXISTING_REPO_CHECKLIST.md
|
||
|
||
4. Ensure every repo has a Makefile with these targets:
|
||
test, lint, fmt, fmt-check, check, docker, hooks
|
||
- "make check" depends on: test, lint, fmt-check
|
||
- Dockerfile runs "make check" as a build step
|
||
- CI workflow runs "docker build ."
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "The Interlocking Chain")
|
||
```
|
||
|
||
### 9.2 Set up PR quality gate
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Create memory/checklist-pr.md with the PR quality gate:
|
||
|
||
# PR Checklist
|
||
|
||
## Before pushing to a branch
|
||
1. Associated PR is still open?
|
||
2. make check passes locally with ZERO failures?
|
||
3. docker build . passes locally (if Dockerfile exists)?
|
||
4. Formatter passes?
|
||
5. No linter config / Makefile changes in diff?
|
||
6. All external refs pinned by SHA?
|
||
7. Rebased against main, no merge conflicts?
|
||
|
||
## After sub-agent pushes code
|
||
1. Check diff for linter / test config changes
|
||
2. Check diff for -short / -timeout flags added
|
||
3. If any config files changed unexpectedly: reject and rework
|
||
|
||
## PR pipeline (every PR, no exceptions)
|
||
1. Review/rework loop until clean
|
||
2. Check/rework loop until clean
|
||
3. Only then: assign to human for final review
|
||
|
||
CRITICAL RULES:
|
||
- make check must pass with ZERO failures. No exceptions.
|
||
- Pre-existing failures are YOUR problem. Fix them.
|
||
- NEVER modify linter config to make checks pass. Fix the code.
|
||
- Never self-review.
|
||
|
||
Add this checklist to the MEMORY.md checklist index.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "Git Quality Standards" and "The PR Pipeline")
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "PR State Machine")
|
||
```
|
||
|
||
### 9.3 Set up branch protection
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
For each code repo, enable branch protection on the main branch. Ask
|
||
your human to configure (or configure via API if you have admin
|
||
access):
|
||
|
||
- Require pull request reviews before merging
|
||
- Require CI status checks to pass
|
||
- Block force-pushes to main
|
||
- Require branches to be up-to-date before merging
|
||
|
||
These settings prevent both humans and agents from merging broken code.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "Branch Protection")
|
||
```
|
||
|
||
---
|
||
|
||
## Phase 10: Gitea Integration (Optional)
|
||
|
||
If you use Gitea (or similar self-hosted git platform) for issue tracking and
|
||
code review.
|
||
|
||
### 10.1 Set up bot account and poller
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up Gitea integration. Your human provides: the Gitea instance URL,
|
||
a bot account username, and an API token.
|
||
|
||
1. Store the Gitea URL and token in TOOLS.md (workspace-only, never in
|
||
code repos):
|
||
|
||
## Gitea
|
||
- Instance: https://your-gitea-instance.example
|
||
- User: your-bot-username
|
||
- Token: (your human provides this)
|
||
- API base: https://your-gitea-instance.example/api/v1
|
||
|
||
2. Add Gitea workflow rules to AGENTS.md:
|
||
|
||
## Gitea Work Scope
|
||
|
||
Find issues/PRs assigned to me → do the work.
|
||
|
||
- If @-mentioned with work but not assigned → assign myself, then work
|
||
- When nothing assigned to me, my Gitea work is done
|
||
- Respond in the medium addressed: Gitea mention → Gitea comment
|
||
- Work done, no more work needed → close the issue
|
||
- My part done, need feedback → unassign myself, assign the party
|
||
responsible for the next step
|
||
|
||
Workflow: issue → branch → PR "(closes #X)" → review/rework → assign
|
||
human when all checks pass.
|
||
|
||
3. Set up the notification poller (see reference for implementation).
|
||
Configure env vars: GITEA_URL, GITEA_TOKEN, HOOK_TOKEN. Run as a
|
||
system service.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "Gitea Integration & Notification Polling")
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "The Notification Poller" and "Real-Time Activity Feed")
|
||
```
|
||
|
||
### 10.2 Set up PR state machine labels
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up PR state tracking with labels. For each code repo, create these
|
||
labels via the Gitea API:
|
||
|
||
- needs-rebase (color: red) — PR has merge conflicts
|
||
- needs-checks (color: orange) — CI hasn't passed yet
|
||
- needs-review (color: yellow) — ready for human review
|
||
- needs-rework (color: purple) — reviewer requested changes
|
||
- merge-ready (color: green) — all gates passed, ready to merge
|
||
|
||
Create memory/pr-pipeline.md documenting the state machine transitions
|
||
and assignment rules.
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "PR State Machine", "States", and "Transitions")
|
||
```
|
||
|
||
---
|
||
|
||
## Phase 11: Deployment Pipeline (Optional)
|
||
|
||
If you want push-to-deploy for your services.
|
||
|
||
### 11.1 Set up deployment
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Set up a deployment pipeline. This is environment-specific — ask your
|
||
human about their infrastructure. Common pattern:
|
||
|
||
1. Deploy a PaaS layer on your server. Options:
|
||
- µPaaS (https://git.eeqj.de/sneak/upaas) — lightweight,
|
||
Docker-based, webhook-triggered
|
||
- Dokku, Coolify, or similar
|
||
|
||
2. Configure your reverse proxy (Traefik, Caddy, nginx) for automatic
|
||
TLS
|
||
|
||
3. Create deploy keys (read-only SSH) for each repo that should
|
||
auto-deploy
|
||
|
||
4. Add Gitea webhooks pointing to your PaaS for repos that should
|
||
auto-deploy on merge to main
|
||
|
||
5. Test: merge a PR, verify the service updates automatically
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md
|
||
(see "Deployment: µPaaS" and "The Full Pipeline")
|
||
```
|
||
|
||
---
|
||
|
||
## Phase 12: Group Chat Rules (If Applicable)
|
||
|
||
If your agent participates in group chats.
|
||
|
||
### 12.1 Add group chat behavior
|
||
|
||
Paste this to your agent:
|
||
|
||
```
|
||
Add group chat behavior rules to AGENTS.md:
|
||
|
||
### Know When to Speak
|
||
|
||
Respond when: directly mentioned, can add genuine value, correcting
|
||
important misinformation, something witty fits naturally.
|
||
|
||
Stay silent when: casual banter between humans, someone already
|
||
answered, your response would just be "yeah" or "nice", the
|
||
conversation is flowing fine without you.
|
||
|
||
The human rule: humans in group chats don't respond to every message.
|
||
Neither should you. Quality > quantity.
|
||
|
||
### React Like a Human
|
||
|
||
On platforms that support reactions, use emoji reactions naturally:
|
||
- Appreciate something but don't need to reply → 👍 ❤️
|
||
- Something made you laugh → 😂
|
||
- Acknowledge without interrupting → 👀
|
||
- One reaction per message max
|
||
|
||
### Per-Channel Rules
|
||
|
||
For channels with specific rules, create memory/CHANNEL_NAME.md and
|
||
add a reference line near the top of AGENTS.md:
|
||
**⚠️ #channel → read memory/CHANNEL_NAME.md first**
|
||
|
||
Reference:
|
||
https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md
|
||
(see "Group Chat Behavior")
|
||
```
|
||
|
||
---
|
||
|
||
## Verification
|
||
|
||
After completing the phases relevant to you, run these checks. Paste this to
|
||
your agent:
|
||
|
||
```
|
||
Run a verification check on the workspace setup:
|
||
|
||
1. Start a fresh session — verify you read all startup files (SOUL.md,
|
||
USER.md, daily-context.json, today's daily file)
|
||
2. Run "sitrep" — verify it covers all configured items
|
||
3. If PII routing is set up: test by asking for sensitive info in a
|
||
hypothetical shared channel context — verify it would redirect to DM
|
||
4. If Gitea is set up: verify you can list issues assigned to you via
|
||
the API
|
||
5. If git quality gates are set up: verify make check passes on at
|
||
least one repo
|
||
6. Verify the workspace git repo has recent commits and is pushed
|
||
7. List any missing files or incomplete sections from the setup
|
||
|
||
Report what passed and what needs attention.
|
||
```
|
||
|
||
---
|
||
|
||
## Reference Documents
|
||
|
||
- [OPENCLAW_TRICKS.md](https://git.eeqj.de/sneak/clawpub/raw/branch/main/OPENCLAW_TRICKS.md)
|
||
— Configuration recipes, failure stories, detailed schemas
|
||
- [AUTOMATED_DEV.md](https://git.eeqj.de/sneak/clawpub/raw/branch/main/AUTOMATED_DEV.md)
|
||
— Git pipeline, CI, deployment, state machine
|
||
- [REPO_POLICIES.md](https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/REPO_POLICIES.md)
|
||
— Repository structure and tooling standards
|
||
- [NEW_REPO_CHECKLIST.md](https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/NEW_REPO_CHECKLIST.md)
|
||
— Step-by-step for new repos
|
||
- [EXISTING_REPO_CHECKLIST.md](https://git.eeqj.de/sneak/prompts/raw/branch/main/prompts/EXISTING_REPO_CHECKLIST.md)
|
||
— Step-by-step for existing repos
|
||
- [OpenClaw docs](https://docs.openclaw.ai) — Official documentation
|
||
- [OpenClaw GitHub](https://github.com/openclaw/openclaw) — Source code
|
||
|
||
---
|
||
|
||
_Start with Phases 1–4 (workspace foundation, daily context, memory, heartbeat).
|
||
These give you 80% of the value. Add the remaining phases as your needs grow._
|