# MEMORY — what my bot should remember

> Part of the Bot Lifeboat Kit by 29Court. This file is yours.
> A bot's memory is only useful if it is written down somewhere you
> own. Keep this current: when something important changes, change it
> here first.
> Lines marked EXAMPLE show the shape only. Delete them and write yours.

## Who I am

_Name, where you are, what you do — the basics a good assistant
would know on day one._

- EXAMPLE: "Sam Rivera, based in Austin, Texas (Central time).
  I run a small bookkeeping practice for local restaurants."

Write yours here:

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## My work

_Your job, business or main project, in plain words: what you make,
who it is for, what a good week looks like._

- EXAMPLE: "Twelve restaurant clients. Monthly closes in the first
  week of the month; payroll questions land all month. Busy season
  is January to April."

Write yours here:

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## People and tools the bot should know

_The people who matter to the work (names + how they relate — never
passwords or private details the bot does not need), and the tools,
accounts and apps the bot worked with._

- EXAMPLE: "People: Dana — my business partner. Priya — office
  manager, first call for scheduling."
- EXAMPLE: "Tools: Gmail for email, Google Calendar, QuickBooks for
  client books, Slack for the team."

Write yours here:

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## Ongoing projects

_Things in flight, with enough context that the bot can be useful
about them without you re-explaining._

- EXAMPLE: "Onboarding two new restaurant clients this quarter —
  menus and vendor lists are in the shared drive."
- EXAMPLE: "Writing a short guide for new clients on receipts."

Write yours here:

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## Facts that must never be lost

_The small load-bearing facts: preferences, commitments, dates and
details that would hurt to lose or get wrong._

- EXAMPLE: "I never take client calls on Fridays."
- EXAMPLE: "Invoices go out on the 1st, net 15."
- EXAMPLE: "My assistant's name is spelled Dana, not Danna."

Write yours here:

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