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.