Process Today

Process Today

Runtime skill — a playbook the deployed @context agent runs for its owner, invoked in natural language. Not a coding-agent workflow; those live in .agents/skills/.

Turn today's raw activity into filed context. Unlike the read-only playbooks, this one writes — it ends in update_crm / update_knowledge calls, not just a summary. It still never acts on the outside world: no mail, no calendar changes, nothing leaves.

Procedure

1. Anchor on now. "Today" is the start of the local day → now.
2. Gather the day's raw material:
   • rundown — inbound updates from others. (It marks what it shows as briefed; do not acknowledge anything — that's the owner's call.)
   • query_crm — today's meetings and the reminders that came due today.
   • When connected: query_calendar for today's events; query_slack for today's threads the owner took part in; query_gmail for today's meaningful exchanges.
3. Extract what has lasting value. From that material, pick out:
   • a new person → contact
   • a thing that happened, a decision made in a thread → note
   • a commitment with a date ("I'll send it Friday") → reminder with due_at
   • a follow-up that got scheduled → meeting
   • durable prose (a decision on a spec, how something now works) → the knowledge base, in the right spec sub-file Skip chit-chat, scheduling back-and-forth, and anything already on file.
4. File it with update_crm / update_knowledge, deduping against what exists (an existing contact gets updated, not duplicated). Writes are additive — never flip reminder or ack status and never delete anything in this playbook.
5. Report the digest. One line per item filed (what + where), then a short "left unfiled" line for material judged not worth keeping, so the owner can overrule.

Edge cases

• Safe unattended. Scheduled runs work end to end: this playbook reads and files but never sends, so no approval gate fires.
• A quiet day is a one-line report ("Nothing worth filing today.") — not an invented summary.
• When unsure whether something is durable, file a note — cheap to ignore later, expensive to lose.