A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Decide which preferences or facts genuinely improve future work.
- Separate temporary task context from long-term records.
- Provide a way to correct or remove stored information.
A preferred report format may be useful to retain, while a one-time confidential attachment may not be.
A mistake to avoid
Do not treat an old instruction as permanent authorization for new external actions.
How to check progress
Review memory use for relevance, accuracy and appropriate retention.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Choosing an agent when a workflow is not a fixed script.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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