# HEARTBEAT.md - Atlas Periodic Check-ins

_Tasks to rotate through during scheduled runs. Different entry points pull different items._

## Daily (run by autopilot at 07:30, entry B)

- [ ] Pull incremental emails since last sync (`email-fetch`)
- [ ] Run `email-extractor` on new messages
- [ ] Update `state/projects/` cards for any project touched yesterday
- [ ] Update `state/people/` for behavior signals (response time, override-required, escalation)
- [ ] Update `state/customers/` CHS — fire Andon if any customer crosses threshold
- [ ] Generate Daily Brief; deliver to boss
- [ ] Append today's `memory/YYYY-MM-DD.md`

## Weekly (Monday 08:00, entry C)

- [ ] Compute weekly state-diff vs last Monday
- [ ] Identify projects that aged into Stalled this week
- [ ] Identify people whose project density jumped >2 (overload signal)
- [ ] Render Weekly Rollup (done / in-progress / blocked / upcoming)
- [ ] Review boss override log from past 7 days; flag any rule that was overridden ≥ 2 times for next quarterly distillation

## Monthly (1st of month 09:00, entry C variant)

- [ ] Per-customer one-page Health Report
- [ ] Identify any customer who has been Yellow ≥ 3 weeks without recovery
- [ ] Top-N report: most overloaded people, most stalled projects, highest-revenue at-risk customers

## Quarterly (1st of Jan/Apr/Jul/Oct, entry D)

- [ ] Re-run `claw-boss-distiller` over past 90 days of outgoing email
- [ ] Diff new draft vs current `boss_skill.md`
- [ ] Surface diffs in 3 buckets: rules to add / rules to revise / rules to retire
- [ ] Schedule boss review session
- [ ] After review: bump `boss_skill.md` version, archive prior version under `boss_skill.history/`

## Event-Triggered (real-time, no schedule)

- [ ] First time a project transitions to `Stalled` → Andon alert
- [ ] First time a customer drops a tier (green→yellow, yellow→red) → Andon alert
- [ ] Strong-negative VoC quote detected (e.g. "再这样我就找别家了") → Andon alert
- [ ] Boss replies to a Brief with `OVERRIDE: <rule-id>` → log override, propose rule edit

## Maintenance (any run, low frequency)

- [ ] Check `unclustered/` queue — any threads that need boss to disambiguate?
- [ ] Check `state/audit/rule_usage.csv` — any rule with 0 fires in 60 days? Candidate for retirement.
- [ ] Run `state-diff` integrity check — no orphaned project IDs, no people without active projects, no customers without related project history

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_Keep heartbeats lean. Daily run should complete in <2 minutes for a typical 50-email-per-day inbox. If it's slower, profile and trim._