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251 lines
9.4 KiB
Markdown
251 lines
9.4 KiB
Markdown
---
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summary: "Define permanent operating authority for autonomous agent programs"
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read_when:
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- Setting up autonomous agent workflows that run without per-task prompting
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- Defining what the agent can do independently vs. what needs human approval
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- Structuring multi-program agents with clear boundaries and escalation rules
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title: "Standing orders"
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---
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Standing orders grant your agent **permanent operating authority** for defined programs. Instead of giving individual task instructions each time, you define programs with clear scope, triggers, and escalation rules - and the agent executes autonomously within those boundaries.
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This is the difference between telling your assistant "send the weekly report" every Friday vs. granting standing authority: "You own the weekly report. Compile it every Friday, send it, and only escalate if something looks wrong."
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## Why standing orders
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**Without standing orders:**
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- You must prompt the agent for every task
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- The agent sits idle between requests
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- Routine work gets forgotten or delayed
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- You become the bottleneck
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**With standing orders:**
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- The agent executes autonomously within defined boundaries
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- Routine work happens on schedule without prompting
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- You only get involved for exceptions and approvals
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- The agent fills idle time productively
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## How they work
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Standing orders are defined in your [agent workspace](/concepts/agent-workspace) files. The recommended approach is to include them directly in `AGENTS.md` (which is auto-injected every session) so the agent always has them in context. For larger configurations, you can also place them in a dedicated file like `standing-orders.md` and reference it from `AGENTS.md`.
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Each program specifies:
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1. **Scope** - what the agent is authorized to do
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2. **Triggers** - when to execute (schedule, event, or condition)
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3. **Approval gates** - what requires human sign-off before acting
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4. **Escalation rules** - when to stop and ask for help
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The agent loads these instructions every session via the workspace bootstrap files (see [Agent Workspace](/concepts/agent-workspace) for the full list of auto-injected files) and executes against them, combined with [cron jobs](/automation/cron-jobs) for time-based enforcement.
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<Tip>
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Put standing orders in `AGENTS.md` to guarantee they're loaded every session. The workspace bootstrap automatically injects `AGENTS.md`, `SOUL.md`, `TOOLS.md`, `IDENTITY.md`, `USER.md`, `HEARTBEAT.md`, `BOOTSTRAP.md`, and `MEMORY.md` - but not arbitrary files in subdirectories.
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</Tip>
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## Anatomy of a standing order
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```markdown
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## Program: Weekly Status Report
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**Authority:** Compile data, generate report, deliver to stakeholders
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**Trigger:** Every Friday at 4 PM (enforced via cron job)
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**Approval gate:** None for standard reports. Flag anomalies for human review.
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**Escalation:** If data source is unavailable or metrics look unusual (>2σ from norm)
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### Execution steps
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1. Pull metrics from configured sources
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2. Compare to prior week and targets
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3. Generate report in Reports/weekly/YYYY-MM-DD.md
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4. Deliver summary via configured channel
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5. Log completion to Agent/Logs/
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### What NOT to do
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- Do not send reports to external parties
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- Do not modify source data
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- Do not skip delivery if metrics look bad - report accurately
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```
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## Standing orders plus cron jobs
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Standing orders define **what** the agent is authorized to do. [Cron jobs](/automation/cron-jobs) define **when** it happens. They work together:
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```
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Standing Order: "You own the daily inbox triage"
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↓
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Cron Job (8 AM daily): "Execute inbox triage per standing orders"
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↓
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Agent: Reads standing orders → executes steps → reports results
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```
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The cron job prompt should reference the standing order rather than duplicating it:
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```bash
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openclaw cron add \
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--name daily-inbox-triage \
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--cron "0 8 * * 1-5" \
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--tz America/New_York \
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--timeout-seconds 300 \
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--announce \
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--channel bluebubbles \
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--to "+1XXXXXXXXXX" \
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--message "Execute daily inbox triage per standing orders. Check mail for new alerts. Parse, categorize, and persist each item. Report summary to owner. Escalate unknowns."
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```
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## Examples
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### Example 1: content and social media (weekly cycle)
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```markdown
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## Program: Content & Social Media
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**Authority:** Draft content, schedule posts, compile engagement reports
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**Approval gate:** All posts require owner review for first 30 days, then standing approval
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**Trigger:** Weekly cycle (Monday review → mid-week drafts → Friday brief)
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### Weekly cycle
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- **Monday:** Review platform metrics and audience engagement
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- **Tuesday-Thursday:** Draft social posts, create blog content
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- **Friday:** Compile weekly marketing brief → deliver to owner
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### Content rules
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- Voice must match the brand (see SOUL.md or brand voice guide)
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- Never identify as AI in public-facing content
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- Include metrics when available
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- Focus on value to audience, not self-promotion
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```
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### Example 2: finance operations (event-triggered)
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```markdown
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## Program: Financial Processing
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**Authority:** Process transaction data, generate reports, send summaries
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**Approval gate:** None for analysis. Recommendations require owner approval.
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**Trigger:** New data file detected OR scheduled monthly cycle
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### When new data arrives
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1. Detect new file in designated input directory
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2. Parse and categorize all transactions
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3. Compare against budget targets
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4. Flag: unusual items, threshold breaches, new recurring charges
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5. Generate report in designated output directory
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6. Deliver summary to owner via configured channel
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### Escalation rules
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- Single item > $500: immediate alert
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- Category > budget by 20%: flag in report
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- Unrecognizable transaction: ask owner for categorization
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- Failed processing after 2 retries: report failure, do not guess
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```
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### Example 3: monitoring and alerts (continuous)
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```markdown
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## Program: System Monitoring
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**Authority:** Check system health, restart services, send alerts
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**Approval gate:** Restart services automatically. Escalate if restart fails twice.
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**Trigger:** Every heartbeat cycle
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### Checks
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- Service health endpoints responding
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- Disk space above threshold
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- Pending tasks not stale (>24 hours)
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- Delivery channels operational
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### Response matrix
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| Condition | Action | Escalate? |
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| ---------------- | ------------------------ | ------------------------ |
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| Service down | Restart automatically | Only if restart fails 2x |
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| Disk space < 10% | Alert owner | Yes |
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| Stale task > 24h | Remind owner | No |
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| Channel offline | Log and retry next cycle | If offline > 2 hours |
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```
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## Execute-verify-report pattern
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Standing orders work best when combined with strict execution discipline. Every task in a standing order should follow this loop:
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1. **Execute** - Do the actual work (don't just acknowledge the instruction)
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2. **Verify** - Confirm the result is correct (file exists, message delivered, data parsed)
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3. **Report** - Tell the owner what was done and what was verified
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```markdown
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### Execution rules
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- Every task follows Execute-Verify-Report. No exceptions.
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- "I'll do that" is not execution. Do it, then report.
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- "Done" without verification is not acceptable. Prove it.
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- If execution fails: retry once with adjusted approach.
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- If still fails: report failure with diagnosis. Never silently fail.
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- Never retry indefinitely - 3 attempts max, then escalate.
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```
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This pattern prevents the most common agent failure mode: acknowledging a task without completing it.
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## Multi-program architecture
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For agents managing multiple concerns, organize standing orders as separate programs with clear boundaries:
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```markdown
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## Program 1: [Domain A] (Weekly)
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...
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## Program 2: [Domain B] (Monthly + On-Demand)
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...
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## Program 3: [Domain C] (As-Needed)
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...
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## Escalation Rules (All Programs)
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- [Common escalation criteria]
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- [Approval gates that apply across programs]
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```
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Each program should have:
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- Its own **trigger cadence** (weekly, monthly, event-driven, continuous)
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- Its own **approval gates** (some programs need more oversight than others)
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- Clear **boundaries** (the agent should know where one program ends and another begins)
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## Best practices
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### Do
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- Start with narrow authority and expand as trust builds
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- Define explicit approval gates for high-risk actions
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- Include "What NOT to do" sections - boundaries matter as much as permissions
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- Combine with cron jobs for reliable time-based execution
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- Review agent logs weekly to verify standing orders are being followed
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- Update standing orders as your needs evolve - they're living documents
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### Avoid
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- Grant broad authority on day one ("do whatever you think is best")
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- Skip escalation rules - every program needs a "when to stop and ask" clause
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- Assume the agent will remember verbal instructions - put everything in the file
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- Mix concerns in a single program - separate programs for separate domains
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- Forget to enforce with cron jobs - standing orders without triggers become suggestions
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## Related
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- [Automation and tasks](/automation): all automation mechanisms at a glance.
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- [Cron jobs](/automation/cron-jobs): schedule enforcement for standing orders.
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- [Hooks](/automation/hooks): event-driven scripts for agent lifecycle events.
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- [Webhooks](/automation/cron-jobs#webhooks): inbound HTTP event triggers.
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- [Agent workspace](/concepts/agent-workspace): where standing orders live, including the full list of auto-injected bootstrap files (`AGENTS.md`, `SOUL.md`, etc.).
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