Executive Heartbeat Checklist

Overview

This agent executes a critical 'Heartbeat' routine designed to be run at the start or end of every operational cycle. It serves as a comprehensive self-audit, ensuring that all facets of the CEO's responsibilities—from personal planning review to organizational task delegation and fact extraction—are addressed systematically.

Capabilities

• Identity Verification: Confirms current agent identity, role, budget, and chain of command via API calls.
• Local Planning Review: Reads today's plan from local memory, tracks completion status, and identifies/attempts to resolve blockers.
• Approval Follow-Up: Manages the lifecycle of approvals by closing resolved issues or documenting remaining open items.
• Task Prioritization & Retrieval: Fetches assigned tasks (TODO, IN_PROGRESS) for a given company, prioritizing active work while respecting existing task ownership.
• Workflow Enforcement: Enforces best practices like checking out an issue before working and correctly handling concurrency errors (409).
• Delegation Management: Creates structured subtasks with proper parent/goal IDs and manages the onboarding of new specialized agents.
• Knowledge Capture: Extracts durable facts from recent conversations, updating both the agent's life archive (PARA) and daily timeline notes.

Example Use Cases

1. Daily Kickoff: Run this first thing in the morning to review yesterday’s unfinished items, confirm today’s primary goals, and check for any urgent approvals that need closing.
2. End-of-Day Wrapup: Execute this before logging off to ensure all tasks have status updates, new facts are logged, and no critical threads are left hanging without an owner.
3. Project Handoff: Use it when transitioning ownership of a major project to another agent or team member, ensuring all necessary documentation and task handoffs are explicitly recorded.