Overview
Generate structured plans for tasks like emails or files.
When to Use
- •After reading a task file.
- •When planning multi-step actions (e.g., reply email, send invoice).
Core Steps
- •Read the task file content.
- •Identify objective (e.g., "Send invoice").
- •Break into 3-5 steps with checkboxes: - [ ] Step 1
- •Add approval if sensitive (e.g., payment).
- •Write to /Plans/PLAN_task_id.md.
Example
Input: WhatsApp message - "Send January invoice."
Output Plan.md:
created: 2026-02-02 status: pending
Objective
Send invoice to client.
Steps
- • Calculate amount from rates.
- • Generate PDF.
- • Draft email (requires approval).
- • Log transaction.
Approval
Move to /Pending_Approval if needed.
Success Criteria
- •Plan has clear steps.
- •File moved to /In_Progress after planning.