Standing orders

Standing orders grant your agent permanent operating authority for defined programs. Instead of giving individual task instructions each time, you define programs with clear scope, triggers, and escalation rules — and the agent executes autonomously within those boundaries.

This is the difference between telling your assistant "send the weekly report" every Friday vs. granting standing authority: "You own the weekly report. Compile it every Friday, send it, and only escalate if something looks wrong."

Why standing orders

Without standing orders:

• You must prompt the agent for every task
• The agent sits idle between requests
• Routine work gets forgotten or delayed
• You become the bottleneck

With standing orders:

• The agent executes autonomously within defined boundaries
• Routine work happens on schedule without prompting
• You only get involved for exceptions and approvals
• The agent fills idle time productively

How they work

Standing orders are defined in your agent workspace files. The recommended approach is to include them directly in

Each program specifies:

1. Scope — what the agent is authorized to do
2. Triggers — when to execute (schedule, event, or condition)
3. Approval gates — what requires human sign-off before acting
4. Escalation rules — when to stop and ask for help

The agent loads these instructions every session via the workspace bootstrap files (see Agent Workspace for the full list of auto-injected files) and executes against them, combined with cron jobs for time-based enforcement.

Anatomy of a standing order

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## Program: Weekly Status Report

**Authority:** Compile data, generate report, deliver to stakeholders
**Trigger:** Every Friday at 4 PM (enforced via cron job)
**Approval gate:** None for standard reports. Flag anomalies for human review.
**Escalation:** If data source is unavailable or metrics look unusual (>2σ from norm)

### Execution steps

1. Pull metrics from configured sources
2. Compare to prior week and targets
3. Generate report in Reports/weekly/YYYY-MM-DD.md
4. Deliver summary via configured channel
5. Log completion to Agent/Logs/

### What NOT to do

- Do not send reports to external parties
- Do not modify source data
- Do not skip delivery if metrics look bad — report accurately

Standing orders plus cron jobs

Standing orders define what the agent is authorized to do. Cron jobs define when it happens. They work together:

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Standing Order: "You own the daily inbox triage"
    ↓
Cron Job (8 AM daily): "Execute inbox triage per standing orders"
    ↓
Agent: Reads standing orders → executes steps → reports results

The cron job prompt should reference the standing order rather than duplicating it:

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openclaw cron add \
  --name daily-inbox-triage \
  --cron "0 8 * * 1-5" \
  --tz America/New_York \
  --timeout-seconds 300 \
  --announce \
  --channel bluebubbles \
  --to "+1XXXXXXXXXX" \
  --message "Execute daily inbox triage per standing orders. Check mail for new alerts. Parse, categorize, and persist each item. Report summary to owner. Escalate unknowns."

Examples

Example 1: content and social media (weekly cycle)

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## Program: Content & Social Media

**Authority:** Draft content, schedule posts, compile engagement reports
**Approval gate:** All posts require owner review for first 30 days, then standing approval
**Trigger:** Weekly cycle (Monday review → mid-week drafts → Friday brief)

### Weekly cycle

- **Monday:** Review platform metrics and audience engagement
- **Tuesday–Thursday:** Draft social posts, create blog content
- **Friday:** Compile weekly marketing brief → deliver to owner

### Content rules

- Voice must match the brand (see SOUL.md or brand voice guide)
- Never identify as AI in public-facing content
- Include metrics when available
- Focus on value to audience, not self-promotion

Example 2: finance operations (event-triggered)

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## Program: Financial Processing

**Authority:** Process transaction data, generate reports, send summaries
**Approval gate:** None for analysis. Recommendations require owner approval.
**Trigger:** New data file detected OR scheduled monthly cycle

### When new data arrives

1. Detect new file in designated input directory
2. Parse and categorize all transactions
3. Compare against budget targets
4. Flag: unusual items, threshold breaches, new recurring charges
5. Generate report in designated output directory
6. Deliver summary to owner via configured channel

### Escalation rules

- Single item > $500: immediate alert
- Category > budget by 20%: flag in report
- Unrecognizable transaction: ask owner for categorization
- Failed processing after 2 retries: report failure, do not guess

Example 3: monitoring and alerts (continuous)

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## Program: System Monitoring

**Authority:** Check system health, restart services, send alerts
**Approval gate:** Restart services automatically. Escalate if restart fails twice.
**Trigger:** Every heartbeat cycle

### Checks

- Service health endpoints responding
- Disk space above threshold
- Pending tasks not stale (>24 hours)
- Delivery channels operational

### Response matrix

| Condition        | Action                   | Escalate?                |
| ---------------- | ------------------------ | ------------------------ |
| Service down     | Restart automatically    | Only if restart fails 2x |
| Disk space < 10% | Alert owner              | Yes                      |
| Stale task > 24h | Remind owner             | No                       |
| Channel offline  | Log and retry next cycle | If offline > 2 hours     |

Execute-verify-report pattern

Standing orders work best when combined with strict execution discipline. Every task in a standing order should follow this loop:

1. Execute — Do the actual work (don't just acknowledge the instruction)
2. Verify — Confirm the result is correct (file exists, message delivered, data parsed)
3. Report — Tell the owner what was done and what was verified

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### Execution rules

- Every task follows Execute-Verify-Report. No exceptions.
- "I'll do that" is not execution. Do it, then report.
- "Done" without verification is not acceptable. Prove it.
- If execution fails: retry once with adjusted approach.
- If still fails: report failure with diagnosis. Never silently fail.
- Never retry indefinitely — 3 attempts max, then escalate.

This pattern prevents the most common agent failure mode: acknowledging a task without completing it.

Multi-program architecture

For agents managing multiple concerns, organize standing orders as separate programs with clear boundaries:

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## Program 1: [Domain A] (Weekly)

...

## Program 2: [Domain B] (Monthly + On-Demand)

...

## Program 3: [Domain C] (As-Needed)

...

## Escalation Rules (All Programs)

- [Common escalation criteria]
- [Approval gates that apply across programs]

Each program should have:

• Its own trigger cadence (weekly, monthly, event-driven, continuous)
• Its own approval gates (some programs need more oversight than others)
• Clear boundaries (the agent should know where one program ends and another begins)

Best practices

Do

• Start with narrow authority and expand as trust builds
• Define explicit approval gates for high-risk actions
• Include "What NOT to do" sections — boundaries matter as much as permissions
• Combine with cron jobs for reliable time-based execution
• Review agent logs weekly to verify standing orders are being followed
• Update standing orders as your needs evolve — they're living documents

Avoid

• Grant broad authority on day one ("do whatever you think is best")
• Skip escalation rules — every program needs a "when to stop and ask" clause
• Assume the agent will remember verbal instructions — put everything in the file
• Mix concerns in a single program — separate programs for separate domains
• Forget to enforce with cron jobs — standing orders without triggers become suggestions

Related

• Automation and tasks: all automation mechanisms at a glance.
• Cron jobs: schedule enforcement for standing orders.
• Hooks: event-driven scripts for agent lifecycle events.
• Webhooks: inbound HTTP event triggers.
• Agent workspace: where standing orders live, including the full list of auto-injected bootstrap files (
  text

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  AGENTS.md
  ,
  text

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  SOUL.md
  , etc.).