2.2 Remember my world.
Builds: Decision record; Curated memory with daily logs; Boot and shutdown protocol.
Source: Interview 3, with the Session Protocol module as its mechanism. The interview numbers are the playbook's reference labels; this page is the section.
Personal
Recovering why a project was deferred, months later, from the record.
Professional
Recovering why a vendor was chosen and what restrictions came with that choice.
Artifact · Durable memory and decision record, with the daily-log layer and promotion rules that connect it to capture.
Why it exists
Recurring work has history. AI needs to know what changed, why, and which facts are accepted rather than merely suggested, and the discipline not to remember everything, because unfiltered memory becomes a pile that gets treated as truth. This interview sets the participant-specific memory hygiene rules, fields, and cadence; the protocol mechanics themselves are defined in Part I.
Questions
- Which project, person, organization, asset, or relationship should be remembered?
- Which three decisions matter most to this workflow?
- Why was each decision made? (In your words, the reason is the memory, not the decision.)
- Who made or owns each decision?
- What source supports each decision?
- Is each decision active, superseded, pending, or reversed?
- Which related people, projects, or records should be linked?
- Walk me through the last time you or a tool acted on an outdated fact about this work. What happened?
- Which observations are temporary and should not become durable memory?
- Which unresolved questions should remain open?
- What is the promotion rule: what must be true before a daily-log note becomes a curated memory? Who confirms the promotion?
- When a fact changes, how should the old value be preserved? (The standard is: the new entry carries
superseded_bypointing at its replacement; the old entry is never silently overwritten.) - How long should each class of memory live? What expires, and who deletes it?
- How should a contradiction between two accepted memories be surfaced, and how often will you audit for them? (Recommended: monthly, on the weekly-review calendar.)
- Where do AI-generated drafts and summaries live so they never mix with accepted human knowledge? (The quarantine rule: agents read the curated memory; only humans write to it.)
- Who can correct an outdated fact?
- What sensitive information should expire or be removed?
- How should a future session recover the project’s current state?
- When should project memory be reviewed?
Build prompt
Using the interview answers, create a durable memory and decision record.
Structure:
- Daily-log layer: dated entries (memory/YYYY-MM-DD) as the landing zone for
observations, fed by the capture protocol (Interview 4).
- Curated memory: promoted entries only, each with frontmatter, valid_from,
valid_until (if any), status, superseded_by (if replaced), source, owner.
- Decision record: project or entity, decision, date, owner, reason (quoted),
status, related entities, source links.
- Promotion rule: what qualifies a daily-log note for curation and who confirms.
Write gate: read existing memory before writing; promotions require
confirmation.
- Quarantine rule: AI working outputs live apart from accepted knowledge.
- Contradiction audit cadence and owner; retention and expiry rules.
Separate accepted from proposed memory. Preserve superseded values as history.
Do not invent facts, reasons, or dates; mark assumptions unconfirmed. Quote my
words for decision reasons and the outdated-fact incident.Test
Concrete cases:
- Retrieval. Fresh session: retrieve three decisions with reasons and sources. Pass if all three match the record and cite sources.
- Correction. Correct one active fact through the review process. Pass if the old value survives as history with a
superseded_bylink, not an overwrite. - Proposed vs. accepted. Plant an unreviewed suggestion. Pass if it is never presented as accepted truth.
- Don’t-know. Ask a question the memory cannot answer. Pass if AI says so, finding something vaguely related and presenting it as the answer fails.
- Contradiction audit drill. Plant two conflicting curated entries and run the audit. Pass if the conflict surfaces and routes to the named resolver.
Done
Definition of done
The project can be resumed from records alone; all five checks pass; promotion rule, quarantine rule, and audit cadence are written with named owners; one reviewed memory has helped complete a real next step.
Minimum viable artifact
A source-linked decision record for three important decisions (each with quoted reason, owner, status), one current-state project note, an empty daily-log file ready for capture, and a half-page memory-rules note: promotion gate, superseded_by convention, audit cadence.
Depth by stage
Intermediate installs the daily-log layer, promotion rule, and quarantine for one project. Expert adds full frontmatter and a strict monthly contradiction audit. Frontier carries memory into the portability run.
Artifact · Boot sequence, shutdown sequence, weekly review appointment, and memory promotion rules, the ritual layer that makes capture and memory get used. (The boot sequence and memory hygiene are defined as foundation protocols in Part I; this module configures them for the participant’s actual week.)
Why it exists
Interview 4 builds the capture queue; Interview 3 builds memory. Neither has a consumer until someone reads the queue and writes the log, every session, on a schedule. This module installs that ritual; without it, the Intermediate level produces a well-organized pile.
Questions
- When do AI work sessions actually start in your week? (Days and rough times, from the last two weeks, not the ideal week.)
- At session start, what must be read before any task begins? (Standard set: context brief, today’s and yesterday’s daily log, the capture queue, open loops due for review. Cut or reorder to fit, but name the list.)
- Walk me through the last time a session started cold and you re-explained context you had already given. What did it cost in minutes?
- At session end, what must be written? (Standard set: session summary to the daily log, decisions made, new open loops, corrections to any artifact. Confirm or amend.)
- How long should boot and shutdown each take? (Budget: boot under two minutes, shutdown under three. More than that and the ritual will be skipped.)
- What day and time is the weekly review? Who attends? How long is it? (Standard agenda: summarize the week, walk open loops, check stale projects, promote daily-log notes to curated memory, set next priorities.)
- What qualifies a daily-log note for promotion to curated memory? Who confirms? (Restates the Interview 3 promotion gate as a weekly habit.)
- What is the memory contradiction audit cadence, and which review meeting carries it?
- For scheduled or recurring operator jobs (Expert+): what does the job check at start and write at end? (The heartbeat checklist.)
- What happens when a weekly review is missed? (Standard: never miss twice, the next session’s boot includes the skipped review’s open-loops walk.)
Build prompt
Using the interview answers, create the session protocol document.
Include:
- Boot sequence: ordered read list, time budget under two minutes.
- Shutdown sequence: ordered write list, time budget under three minutes.
- Weekly review: day, time, duration, attendees, standard agenda (summarize,
open loops, stale projects, memory promotion, next priorities).
- Memory promotion rules: the gate, the confirmer, the contradiction-audit
cadence (reference the Interview 3 rules, do not redefine them).
- Missed-review rule: never miss twice.
- Heartbeat checklist for scheduled jobs (if any): start checks and end writes.
- Owner and review date.
Separate approved facts / proposed rules / assumptions / unanswered questions /
evidence needed; mark assumptions unconfirmed. One page total, a ritual that
does not fit on a page will not be run.Test
Concrete cases:
- Cold boot. Fresh session, boot sequence only. Pass if the operator can state current state, today’s queue contents, and open loops due, without the participant re-explaining anything.
- Shutdown capture. End a real session with the shutdown sequence. Pass if the daily log gains a summary, decisions, and open loops, and at least one queue item moved to reviewed.
- Weekly review. Hold one at the scheduled time, on the agenda. Pass if at least one daily-log note is promoted (or explicitly rejected) through the gate and next priorities are written.
- Missed-review drill. Skip one weekly review deliberately (or use the first real miss). Pass if the next session’s boot includes the skipped open-loops walk, never miss twice.
Done
Definition of done
Boot and shutdown run inside their time budgets; one weekly review has been held on schedule; promotion happened through the gate, not around it; the protocol is one page the participant actually keeps open.
Minimum viable artifact
Half a page: the boot read list, the shutdown write list, the weekly review appointment with agenda, and the never-miss-twice rule.
Depth by stage
Starter carries a simplified boot line in the operator brief instead. Intermediate installs the full module. Expert adds the heartbeat checklist for scheduled operator runs. Frontier adds the conversation-distillation review to the weekly agenda and re-checks the protocol in the portability run.
Going deeper.
The ninety-day test
Here is the question this order answers: if you disappeared for ninety days, would the system still behave like you built it? Would anyone know which files are doctrine, who inherits decision rights, how to stop the Operator, and what must be preserved if a platform dies?
Most AI setups fail this test on day one, because everything important lives in one person's head and one vendor's chat history. Continuity moves it into files: the same plain-text files that already run the system, plus explicit rules for succession, failure, and override.
The test: would this survive the founder being gone for ninety days? Not “could someone figure it out eventually” but this: would it keep running correctly without archaeology?
The two documents
Platform independence is continuity
The quiet failure mode this layer prevents: your entire operating context trapped inside one vendor's chat history. The Groundwork answer is structural: everything that matters is markdown in a folder you control. Any platform can load it; no platform owns it.
- The vault is the source of truth. Chat sessions are disposable; the folder is not.
- Back the folder up like it is money. It is the operating system of the business now. Versioned cloud storage plus one offline copy is enough.
- Test a cold restore once. Open a brand-new AI account, load the package, run one real task. If quality holds, you are genuinely portable, and vendor pricing changes stop being emergencies.
You are done with Section 2.2 when
- Both documents exist with real names in the succession and override lines
- The named successor can actually reach the vault and knows what it is
- There is a written way to stop the Operator, and the override holder knows it
- Session Notes get cleared or archived after major sessions: promoted, not hoarded
- You have done one cold restore on a fresh platform and quality held
Next: the foundation can survive. Now prove it is working, and keep it true. Order 6, Improve is the difference between a system you trust and a system you hope about.
The documents this section produces.
Document 13: Session Notes
05_Working_Memory/Session_Notes.md
Temporary working memory, kept deliberately separate from doctrine. This is the file that stops two kinds of rot: losing decisions made mid-session, and letting session chatter quietly harden into policy.
# Session Notes
*Temporary working memory only. Clear or archive
at the end of major sessions.*
## Current session
- Date:
- Primary objective:
- Key decisions made:
- Open questions:
- Items requiring human input:
How to write it well: the discipline is the clearing. At the end of a significant session, anything worth keeping gets promoted into a real document at a real authority level, and the notes get archived or wiped. Working memory that never gets cleared becomes a second, contradictory source of truth.