The playbook.
How to build company memory, connect your systems and give AI agents useful work. The notes cover the setup, permissions, tests and publishing.
Build the foundation around one job
Define one job
Name the owner, the result and where a person must decide.
Build the memory
Keep the decisions, instructions and source links the job needs. Preserve who is allowed to read them.
Set the agent's job
Write down the method, permitted actions and when to stop for a person.
Connect the tools
Read current data from its source. Test access with the account that will do the work.
Check and keep the result
Verify the saved result or published app. Record what changed and how to undo it.
Applied to real projects
All notes
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