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1. 1

   Module 1: Foundations: one bot, one job

   Name a bot, give it one job and a never-do list, set approvals, keep secrets out of chat and read its reports.

   1. Naming a bot and writing its job description and “never do” listOutline

      A one-paragraph job description and a short never-do list for each bot.

   2. Approvals and Auto-review: what needs a yesOutline

      How approval cards work and how to set boundaries you can live with.

   3. Secrets: why passwords never go in chatOutline

      Vault, Secure Forms and sign-in handoffs instead of pasting passwords.

   4. Reading a bot’s work: reports with links and PASS/OPEN/UNVERIFIEDOutline

      A report format that tells you what’s done, what’s open and what wasn’t checked.

2. 2

   Module 2: Skills

   Write good skills, turn wins into skills, share one library across bots and keep skills small.

   1. What makes a good skill (the 6 parts)Free

      The six parts every reliable skill has, with a worked example you can copy.

   2. Turning a successful task into a skillOutline

      The moment to save a skill, and the prompt that does it well.

   3. One shared skills library for all your botsOutline

      House rules every bot loads, and job skills only the right bot uses.

   4. Teach-by-demonstration: recording a workflowOutline

      Show the bot a browser workflow once and review the skill it writes.

   5. Keeping skills small: versioning, pruning, skill rotOutline

      Stop skills from growing stale and contradicting each other.

3. 3

   Module 3: Memory hygiene

   Know what goes in memory, notes or skills, and keep memory small and current.

   1. Memory vs notes vs skills: which layer holds whatOutline

      A simple rule for where each kind of knowledge lives.

   2. Keeping memory small and currentOutline

      Every loaded note costs tokens; keep only what earns its place.

   3. Monthly memory audit routineOutline

      A routine that reviews memory and proposes cuts for your approval.

4. 4

   Module 4: Connectors and the computer

   Connect apps with least privilege, use the browser safely, handle sign-ins and move files.

   1. Connecting Gmail, Calendar, Drive and Notion with least privilegeOutline

      Give each bot only the apps its job needs.

   2. When there’s no connector: using the bot’s browser safelyOutline

      Let the bot work on websites while you keep control.

   3. Sign-ins, 2FA and things only you should typeOutline

      The sign-in order that keeps your accounts safe.

   4. Files between your computer and the bot’s computerOutline

      Send files in, get results out, and keep a tidy folder layout.

5. 5

   Module 5: Routines

   Schedules vs events, a routine brief, safe testing and three starter routines.

   1. Schedules vs event triggersOutline

      When to run on a clock and when to run on a signal.

   2. Writing a routine briefOutline

      Owner, schedule, time zone, input, output, approval and failure plan.

   3. Testing a routine safelyOutline

      A test run does real work, so test with safe inputs.

   4. Three starter routines: daily brief, weekly digest, monitorOutline

      Three routines most people keep forever.

6. 6

   Module 6: The swarm: one bot per area

   Why and when to split work across bots, the chief of staff, handoffs, the shared computer and backups.

   1. Why split work across bots, and when not toFree

      The signs you’ve outgrown one bot, and the cases where one bot is still right.

   2. The Chief of Staff bot: routing, priorities, reportingOutline

      One bot that hands out work and sends you a single brief.

   3. Handoffs between bots: message format and priority flagsOutline

      A handoff format that keeps context and avoids loops.

   4. The shared computer: browser lock, files, avoiding collisionsOutline

      Keep bots from fighting over the same computer.

   5. Backups and rollback drillsOutline

      What to do when work disappears, before it happens.

7. 7

   Module 7: Templates

   Install templates safely, publish your own and move a bot to a new account.

   1. Installing a template safelyOutline

      Read the details before you click Add Bot.

   2. Publishing your own template (public vs team)Outline

      Share a bot without sharing your secrets.

   3. Moving a bot to a new accountOutline

      Carry instructions, skills and memory across accounts.

8. 8

   Module 8: Playbooks: full builds

   Complete, approve-first builds for inbox, content, website monitoring and a small business.

   1. Inbox triage with approve-first repliesOutline

      Sort, summarise and draft replies you approve.

   2. Content pipeline: research, draft, your approval, postOutline

      From idea to approved post without copy-paste.

   3. Website and SEO monitor botOutline

      Weekly checks that only bother you when something breaks.

   4. Launching a small business with a swarmOutline

      How a small swarm builds and runs a launch, anonymized from our own build.

9. 9

   Module 9: Capstone

   Map your swarm and set a 30-day operating rhythm.

   1. Your swarm map worksheetOutline

      One page that shows every bot, its job, its apps and its approvals.

   2. The 30-day operating rhythmOutline

      Daily, weekly and monthly habits that keep a swarm healthy.