Essential guidelines

Prompt templates

A delegation template that covers what a substantial run needs, plus shorter variants for common shapes.

The full delegation template

Outcome
  Create or change [artifact] so that [observable result].

Context
  Use [repositories, documents, systems, examples].
  Treat [source] as authoritative when inputs conflict.

Scope
  You may change [allowed scope].
  Do not change [excluded scope].

Completion checks
  The work is complete when [tests, validations, citations,
  reconciliation, visual checks].

Review gates
  Ask before [consequential action].
  Return [exceptions, uncertainty, decisions] to me.

Deliverables
  Return [artifact], [evidence], and a short account of
  unresolved items.

For recurring work, add the trigger, the conditions, the invocation limit, and the failure owner.

Research

Answer [question] and return a cited brief.

Trace every claim to a primary source. Where a source will not
carry the claim, hold it back and list it separately rather
than softening the wording. Treat [source] as authoritative
when two references disagree.

Return the brief, the source set, and an unresolved-claims
section.

Reconciliation

Reconcile [dataset A] against [dataset B] for [period].

Explain every mismatch. Hold anything outside [tolerance] and
route it to [owner] with the match attached. Treat [system]
as the system of record and do not write to it without
confirming the record back after the write.

Return an editable workbook with inspectable formulas, the
exception list with a variance on each, and a one-page
summary.

Recurring operation

Every [cadence] at [time], [job].

Only act on [conditions]. Correct what [playbook] allows and
hold anything needing judgment. Ask before [consequential
action above threshold].

Post the result to [channel] with links to what changed.
Send failures to [owner]. Cap invocations at [limit] per
[window].

Define an automation only after the manual version of the same job has a dependable completion test. Scheduling an unreliable run just produces the same disappointment on a timer.