Runtime

Persistent-session, per-sweep QA runbook for {{target_repo}}. Discovers PRs since the last check, then for each one checks out the branch, runs the full verification suite, deploys the change to the test environment, exercises it through the edge, and posts a pass/fail result as a GitHub check and comment. Test environment only — no production access, no merge.

Daily reusable-session docs sync for {{target_repo}}. Reads the commits that landed since the last run, maps each change to the documentation pages it made inaccurate, rewrites those pages under {{docs_path}} to match the code, and opens a PR only when there's real drift to fix.

Triage loop for inbound HR policy questions. Classifies each new question from the HR inbox as answerable from the documented Notion policy library or as needing HR's judgment, drafts a grounded Gmail reply for the former, and escalates the latter — anything ambiguous, legal, personal, or compensation-related — to {{hr_channel}} in Slack without attempting an answer.

The per-call runbook for turning a finished sales call's transcript — found in the connected Google Drive folder — into an updated HubSpot deal (or a flagged handoff when no deal matches), filed follow-up tasks in {{linear_team}}, and a drafted recap email — held for the rep's approval before it sends.

The shared-inbox triage runbook — how to read a new inbound email, label it, look up {{help_doc}} for a standard answer, draft a reply in Gmail or file a ticket in {{linear_team}}, and when to leave a thread label-only for a human.

Weekly reusable-session feature-flag cleanup for {{target_repo}}. Inventories every feature flag, classifies each as fully rolled out, long dead, partial rollout, or active experiment, removes the flag and the dead branch it guards on an isolated branch when the suite is green, and opens a PR — never touching a flag still mid-rollout.

Aging buckets, reminder tiers, and dunning cadence for chasing overdue invoices. Load this before deciding what reminder an invoice gets so you message consistently and don't over-contact a customer.

Fast first-pass NDA review for {{nda_label}}. Saves a new inbound NDA into {{nda_folder}}, checks it clause-by-clause against our standard NDA positions, drafts redlines on what deviates, and drafts a flag summary for counsel — holding every redline and flag for counsel's sign-off. Never signs or sends.

Runbook for turning a HubSpot renewal date into a prepped packet and a drafted outreach email for {{projectName}}. Covers the 90/60/30-day windows, what belongs in a renewal packet, at-risk signals, Google Calendar cross-checking, and the human approval gate before anything sends or discounts.

Fresh-session RFP and proposal-questionnaire response for {{projectName}}. Parses a new inbound RFP from {{rfp_label}} in Gmail and its attached document in Google Drive, matches each question to our vetted past-answers library and product docs, drafts the full response in a new Google Doc inside {{drafts_folder}}, flags anything it can't answer confidently, and leaves an unsent Gmail draft linking it — holding the completed response for a human to review and submit.

Policy runbook for turning a Slack access request into a least-privilege, policy-checked GitHub or AWS IAM grant. Covers the role-to-grant mapping, extra-scrutiny cases, the approval handshake, and how an applied grant gets logged.

Scoring rules for daily churn-risk detection — usage decline, support friction, billing/payment risk, and renewal proximity — plus how to combine them into a ranked at-risk list with a reason and a suggested next step per account.

Weekly reusable-session ticket-to-KB loop. Reads recently resolved Plain threads, clusters them into recurring topics, cross-references {{kb_path}} of {{kb_repo}} and a durable ledger to find topics with real volume and no article, drafts the top gaps from the actual resolutions, and opens a PR only — never publishing or merging.

Runbook for turning a new HubSpot lead into a researched, personalized follow-up email and a proposed call slot for {{projectName}}. Covers company research, the sales playbook (positioning, tone, qualifying questions), HubSpot record updates, Google Calendar availability, and the human approval gate before anything sends.

The per-meeting runbook for turning a finished call's transcript into structured notes and Linear tickets — the notes format, action-item phrasing, ownership routing from memory, and when to flag instead of guess.

Daily PR review SLA sweep for {{target_repos}}. Flags PRs awaiting review past {{review_sla_hours}}h, stale PRs with no activity in {{stale_days}}d, and PRs sitting on unaddressed requested changes, then nudges the author or reviewer in {{alert_channel}} with what's blocking. Read-only against GitHub — never merges, closes, or approves.

Reusable-session release-notes runbook for {{target_repo}}. Finds the range since the last release covered, reads every PR merged in it, groups them by area, writes plain-language notes in the house voice, and opens a PR against {{changelog_path}} only when a new release has actually shipped.

Scores an inbound application against the role's written rubric with supporting quotes as evidence, writes a structured screen back to {{applications_source}}, and proposes interview slots on {{hiring_manager_calendar}} for strong matches. Never advances or rejects a candidate — every decision stays with the hiring manager.

Weekly snack-request batching for {{office_channel}}. Collects Slack shortcut submissions since the last order, consolidates duplicates and standing staples, builds a cart against {{preferred_vendor}} within {{weekly_budget}}, and posts it for the office manager to approve before anything is placed.

Monthly close runbook: how to walk {{close_sheet}}'s checklist, reconcile Stripe revenue against the recorded ledger, judge a missing supporting document, and spot an anomaly against prior months. Load this before touching a single checklist line so every item is judged to the same standard and only genuine open items reach a human.

Daily competitor-watch loop for {{watch_list}}. Fetches each tracked page, diffs it against the last run's stored snapshot, filters cosmetic edits from meaningful ones, and posts a short summary to {{slack_channel}} — or nothing on a quiet day.

Weekly HubSpot pipeline-to-forecast rollup — weights every open deal by its own HubSpot stage probability, rolls the total up by stage, rep, and segment ({{segment_property}}) against {{quarterly_quota}}, and flags deals slipping the quarter and other forecast risk before posting to {{forecast_channel}}. Read-only; never changes a deal's amount, close date, stage, or owner.

Nightly HubSpot CRM hygiene runbook for {{projectName}}. Finds and merges duplicate contacts, fills missing fields from enrichment data, flags stale deals, and gates any bulk field update over {{bulk_update_threshold}} records behind human approval.

On-call alert triage runbook for {{sentry_project}}. Pulls the Sentry stack trace, correlates Datadog logs around the spike, checks {{target_repo}} for the deploy that shipped just before, classifies severity against known-noisy patterns, posts a first-pass diagnosis to {{incident_channel}}, and pages a human only when severity is at or above {{page_severity_threshold}} or the alert can't be resolved.

Extraction, PO matching, duplicate detection, and overcharge tolerance for processing incoming vendor invoices from {{invoice_label}} against the POs and ledger in {{ap_ledger}}. Load this before extracting a single invoice so every one is checked to the same standard and only genuine exceptions reach a human, with no invoice ever scheduled for payment by the agent.

Daily compliance-drift check for {{projectName}}. Reads AWS resource state and audit logs across {{aws_regions}}, compares against the compliance policy stored in skills and memory, files every finding, and drafts proposed remediation as a reviewed change — never applying a fix. Load this when the daily cron fires the sweep, or a human asks for a compliance, drift, or policy check.

Cross-platform operations runbook for the Slack control-pane agent. Scopes each connected platform (database, Stripe, Linear, GitHub via {{target_repo}}), sets the read/write boundary per platform, and defines the human-approval gate for anything irreversible.

Daily GDPR data-subject-access-request runbook. Verifies each incoming request from Gmail, locates the subject's data read-only across every relevant Postgres table, compiles an access-or-deletion report in Google Docs within the {{sla_days}}-day SLA, and flags it to {{legal_review_channel}} for a lawyer to approve. Never deletes data and never replies to the subject.

Periodic sweep that finds incidents marked resolved in {{incident_channel}}, correlates the channel timeline against GitHub deploys/merges and Datadog log spikes over the incident window, and drafts a structured postmortem as a PR under {{postmortem_path}} in {{target_repo}} — root cause and action items proposed, never finalized.

First-pass contract review for {{contracts_folder}}. Summarizes a new contract, checks every clause against our standard positions, drafts redlines on what deviates, and posts the summary to {{legal_channel}} — holding every redline for a lawyer to sign off.

Daily outbound-sourcing sweep for {{greenhouse_role}}. Searches LinkedIn for candidates matching {{sourcing_criteria}}, dedupes every match against the role's Greenhouse pipeline, and drafts a personalized outreach email per new candidate to {{recruiter_review_inbox}} — capped at {{daily_cap}} per run. Never sends outreach and never writes to Greenhouse; the recruiter reviews, sends, and owns the ATS.

Weekly QBR-prep runbook. Finds every account whose next QBR falls within {{lookahead_days}} days of HubSpot's {{qbr_date_property}} field, pulls usage trends from Postgres and account/CSM data from HubSpot, and assembles a draft deck plus a briefing doc under {{decks_folder}} — read-only across every source system.

Daily vendor-onboarding intake for {{request_label}}. Validates the W-9, banking form, and signed contract for every new vendor request against a fixed checklist, records every vendor's status in {{vendor_register}}, drafts a follow-up for anything missing or invalid, and posts the batch to {{review_channel}}. Load this before checking a single vendor so every one is held to the same standard and the agent never approves a vendor or touches payment or banking setup.

Weekly win-loss analysis for HubSpot closed deals. Reads deals closed-won and closed-lost in the trailing {{lookback_days}}-day window, breaks outcomes down by segment, competitor, price, and the stage lost deals die in, clusters close reasons into themes, and posts themes plus recommendations to {{alert_channel}}. Read-only and report-only — never writes to a HubSpot deal.

Weekly dependency upgrade loop for {{target_repo}}. Scans for outdated packages, applies upgrades on an isolated branch, runs the full verification suite in the sandbox, handles breaking changes with documented migrations, and opens a PR only when everything is green.

Per-subscription dunning ladder for recovering failed Stripe payments — smart retry, payment reminder, update-your-card notice, final notice — with minimum wait times between rungs, the ledger format that carries state across hourly runs, and the stop-for-human line at cancellation, credits, and refunds.

The 15-minute escalation-routing runbook for the Plain support queue — detecting SLA breaches against {{sla_targets}}, VIP accounts in {{vip_accounts}}, and high severity, routing each qualifying ticket to the right team, opening a linked issue in {{linear_team}} when engineering is needed, and posting the alert to {{escalation_channel}}. Never closes a ticket or promises a resolution.

Runbook for scoring and routing a new HubSpot lead to the right rep for {{projectName}} — territory matching, segment specialists, the stateless round-robin pool, intent scoring, HubSpot property writes, Slack notifications, and when to escalate an ambiguous lead to a human instead of guessing.

Weekly NPS/CSAT theme analysis for {{survey_sheet}}. Reads survey responses from Google Sheets, clusters them into themes with sentiment and detractor drivers, tracks score movement week over week, and posts a summary with representative quotes to {{report_channel}}. Read-only on the sheet and report-only — no writes to any survey system, no respondent contact.

Weekly SaaS spend audit loop for {{subscription_sheet}}. Pulls recurring card and bank charges from Plaid, reconciles them against the subscription register, flags duplicate/overlapping tools, unused seats, price hikes, upcoming renewals, and shadow IT, and posts a digest to {{alert_channel}} — recommending cancellations and downgrades only, never acting on them.

How to build and post the weekly ENG/PRODUCT shipping brief to Slack — a compact summary of what shipped, a ranked merged-PR count per person with week-on-week delta and shipping streaks, and an async standup thread prompt. Load this when you are the `leaderboard` agent (the `weekly-leaderboard` cron), or when someone asks for a weekly contributor/shipping summary.

Turns feedback from Plain, public reviews, and a Slack channel into deduplicated, quantified themes, and reconciles each theme against one Linear issue in {{linear_team}} — never prioritizing, assigning, or closing.

The phishing-report triage runbook — how to check headers, links, and attachments on a reported email against {{report_query}}, classify the risk, and post a verdict with a recommended action to {{security_channel}}. Analyze and recommend only; never block, delete, or remediate.

Hourly error-backlog grooming sweep for {{sentry_project}}. Groups new and spiking errors, dedupes against existing GitHub issues in {{triage_repo}} by Sentry issue ID, drafts a GitHub issue with the stack trace and impact for the top {{max_issues_per_run}}, and posts a sweep summary to {{alert_channel}}. Never resolves, ignores, mutes, or assigns an error.

Daily interview-scheduling sweep for {{projectName}}. Reads {{greenhouse_pipeline}} for candidates ready to schedule and each one's interview plan, checks {{interviewer_calendars}} for panel availability, and drafts a candidate slot proposal plus a calendar invite per interviewer to {{coordinator_review_inbox}}. Never sends a proposal or invite and never makes a hiring decision; a coordinator confirms and sends everything.

New-hire onboarding runbook for {{projectName}}. Detects new-hire records via the {{new_hire_group}} group in Google Workspace, then works one scoped case per hire — preparing the Workspace account and group memberships, adding them to the right Slack channels, and filing a first-week checklist in the {{onboarding_project}} Linear project — holding account creation and group membership for a human approval gate and posting the result to {{notify_channel}}.

Matching rules, tolerances, and escalation logic for reconciling Stripe activity and the bank feed against the invoices tracked in {{reconciliation_sheet}}. Load this before comparing a single transaction so matches are judged to a consistent standard and only genuine exceptions reach a human.

Daily fresh-session workflow that reads the Notion content calendar for content, launches, and announcements landing within the lookahead window, drafts platform-appropriate social posts for each one, and holds the batch with the scheduled date in the Slack approval channel. Never posts to any social account.

Daily read-only ad-performance runbook — budget pacing, CPA/ROAS drift, underperforming ads and keywords, and anomaly detection across Google Ads and Meta Ads, plus how to rank and word optimization recommendations for {{alert_channel}}.

Daily brand-mention monitoring loop for {{brand_terms}}. Searches news, social platforms, and forums for new mentions, dedupes against the ledger of mentions already reported, classifies sentiment and notability, and posts a digest with suggested response drafts to {{slack_channel}} — never posts, replies, or comments anywhere.

Weekly reusable-session content-refresh loop for {{target_repo}}. Reads Google Search Console for {{site_url}} to find pages under {{content_path}} losing impressions and clicks, rotates coverage using a durable ledger, refreshes copy/stats/internal links on an isolated branch, and opens a PR only — never publishing or merging.

Daily reusable-session flaky-test triage for {{target_repo}}. Pulls CI run history from GitHub, scores each test's non-determinism against a persistent per-test ledger, and once a test reaches {{quarantine_threshold}} opens a quarantine PR (skip + reason, never delete) plus a running tracking issue, and posts a summary to {{alert_channel}}. Never merges.

Monthly investor-update runbook. Reads last month's update from {{updates_folder}} for the prior numbers and the format to match, pulls MRR and revenue from Stripe and active accounts, growth, burn, and runway from Postgres, compares every metric to last month and to plan, and drafts this month's update as a new document — read-only across every connected system.

Employee offboarding runbook for {{projectName}}. Detects newly marked departures via the {{hris_group}} group in Okta, then works one independent case per departure across Okta, Google Workspace, Google Drive, and GitHub — revoking access, transferring ownership, and reclaiming licenses — holding the ownership transfer for a human approval gate (never deleting an account) and posting the completed checklist to {{notify_channel}}.

Daily runbook for tracking new customer accounts against onboarding milestones in Postgres and HubSpot for {{projectName}}. Covers the milestone framework, stall and overdue detection, nudge drafting, the owning-CSM alert, and the human approval gate before anything sends or changes account state.

Runbook for turning a new HubSpot lead in {{hubspot_list}} into a researched, personalized outbound sequence for {{projectName}}. Covers enrichment research, the outreach playbook (angles, proof points, what to avoid), sequence drafting, HubSpot logging, the daily cap, and the human approval gate before anything sends.

Hourly warehouse health sweep for {{warehouse_schema}}. Checks every monitored table's freshness against its SLA, compares row counts to the table's own trailing baseline, diffs the schema for drift, and checks for failed or stalled loads. Posts anomalies to {{alert_channel}} and drafts a GitHub issue in {{incident_repo}} with the likely cause. Read-only across the warehouse — never modifies data, tables, or pipelines.

Weekly metrics reporting loop. Queries the metrics tables in Postgres read-only, compares this week against recent weeks, writes plain-language commentary on what moved and why, and posts one report to {{report_channel}}.

Daily reusable-session runbook for cloud-spend anomaly detection on AWS. Maintains a per-service/per-account spend baseline from Cost Explorer, flags spend that breaks out of that baseline, attributes the likely driver (a new resource, a traffic surge, a region), and alerts {{alert_channel}} with the delta. Read-only and alert-only — never modifies or deletes a resource or changes a budget.

Daily HubSpot pipeline-hygiene rules — staleness, missing next step/close date, stage stalls, and overdue tasks — plus how to nudge the owning rep in Slack and escalate the day's worst offenders to the sales manager. The only write is an internal hygiene flag; stage, owner, and amount are never touched.