agent-kill-switch-planPrepare, before you need it, the runbook for stopping a proactive agent that is misbehaving: how to pause it in seconds, which connections to revoke in what order, how to check what it did, who to tell, and how to restart safely. Use when asked what to do if my agent goes wrong, make a kill switch p
approval-policy-designerDesign the approval policy for a proactive agent across every connected app: for each kind of action, whether it may act alone, must ask first, or must never do it, with money limits, recipient rules and an audit line. Use when asked what my agent should be allowed to do on its own, set approval rul
cash-watchSet up a proactive agent to watch a small business's cash every day across Stripe, QuickBooks or Xero and the bank feed: today's cash position, money due in and out this week, failed payments, new disputes and the runway line, with clear rules for what interrupts you and what waits for the morning b
crm-hygiene-sweepHave a proactive agent sweep a CRM (HubSpot, Salesforce, Pipedrive) on a schedule for the things that quietly rot a pipeline: deals with no next step, close dates in the past, deals untouched for weeks, contacts with no owner, and duplicate records, reported per owner with suggested fixes a human ap
end-of-day-reportProduce an end-of-day report an unattended agent can send honestly: what shipped (verified), what is drafted or waiting, what is blocked and on whom, and tomorrow's first action. Use when asked for an end-of-day report, what did my agent do today, wrap up my day, or a daily close-out summary. Produc
interrupt-rulesWrite the between-brief alert rules for a proactive agent: exactly what may interrupt you, what waits for the next brief, and the wording of an interruption. Use when asked to set interrupt rules, only alert me for X, stop my agent pinging me, decide what counts as urgent for Duet, or define when an
morning-brief-designerDesign a proactive agent's morning brief: which connected sources it reads, what earns a line, the fixed section order and length cap, and the wording rules that keep it honest. Use when asked to design my morning brief, set up what Duet tells me each morning, make my daily brief shorter or more use
payroll-eve-checkHave a proactive agent check payroll the day before it runs in Gusto, Deel, Xero Payroll or similar: unusual pay changes, new starters and leavers, missing approvals, enough cash in the funding account, and anything that would make a payslip wrong, reported as a short pre-run list for a human to app
prepare-for-duetA readiness audit for proactive agents, useful while you are still on the waitlist: what in your memory, recurring prompts, connectors and inbox habits will help or hurt an agent that acts between your messages. Use when asked to prepare for Duet, get ready before my invite lands, audit my setup for
send-approval-checkThe gate before an agent sends anything on your behalf: one card showing recipient, sending account, subject, attachments, and the single sentence that commits you to something, so approving the wording is never mistaken for approving the send. Use when asked to check before sending, show me exactly
shared-agent-charterWrite the charter for an AI agent a whole team shares (an OpenAI Dot in Slack or Teams, a shared Claude agent, a channel bot): who may give it instructions, which channels it works in, what it may say and do there, whose data it may read, who owns its mistakes, and how anyone can pause it. Use when
signature-pipeline-watchHave a proactive agent watch documents waiting for signature in DocuSign, Adobe Sign or PandaDoc: which are stuck, for how long, with whom, which have expiry dates coming, and which signed ones still need countersigning or filing, reported in the brief with drafted reminders a human sends. Use when
standing-ordersWrite the operating manual a proactive agent follows between your messages: who is a VIP, what it may always do, what it must never do, the tone it writes in, and when it must stop and ask. Use when asked to write standing orders for my agent, set ground rules for Duet, tell my agent how to behave w
store-watchHave a proactive agent watch an online shop (Shopify, WooCommerce, Etsy) for what needs the owner: best-sellers about to run out, a spike in refunds or returns on one product, bad reviews, failed orders and checkout problems, with interrupts only for what cannot wait and drafted replies for reviews.
weekly-rollupRoll a week of daily reports and agent activity into one honest weekly summary: trajectory against goals, what shipped with proof, the recurring blocker, and what to change next week. Use when asked for a weekly rollup, summarise my week, what did the agent accomplish this week, or a Friday wrap-up