vault-sync: 2026-09-16 12:01 (jimmy)

2026-09-16 12:01:21 -07:00
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+---
+type: meta
+purpose: "Handoff convention between external agents and the crew"
+date: "2026-09-16"
+tags: [meta, handoff]
+---
+
+# Agent Handoff — Convention
+
+External agents (Hermes, Leonard, or any other) share the same filesystem as the
+crew. "Passing documents to the crew" is a file convention, nothing more.
+
+## The Drop Zone
+
+**`00_Raw/Incoming/`** — the only folder external agents write to. Anything dropped
+here is new material for the crew to process. Once processed, files are routed out
+and the folder is left clean.
+
+## How to hand off a document
+
+1. Write a Markdown `.md` file into `00_Raw/Incoming/`.
+2. Use a dated filename: `YYYY-MM-DD-topic.md`.
+3. Include a frontmatter block with the fields below. `source` and `intent` are
+   required; the rest optional.
+
+```markdown
+---
+source: hermes            # which agent produced this (hermes, leonard, claude, ...)
+intent: idea              # how the crew should treat it (see table below)
+date: 2026-09-16          # note's date, YYYY-MM-DD
+project: ""               # optional: related project
+priority: medium          # optional: low | medium | high
+tags: []                  # optional: suggested tags
+---
+
+# Topic title
+
+Body as free-form markdown. The crew will file and refine it.
+```
+
+## Intent routing (how the crew handles each file)
+
+| intent    | Action |
+|-----------|--------|
+| `idea`    | Scribe → polished Idea note |
+| `task`    | Scribe → Task note with action items |
+| `note`    | Scribe → Note in relevant area |
+| `reference` | Sorter → filed under Resources |
+| `meeting` | Sorter → Meeting note under 06_Meetings |
+| `person`  | Sorter → Person note under 05_People |
+| `project` | Sorter → Project note under 04_projects |
+| `unknown` / missing | Held in `00_Raw` and handled on triage |
+
+## Crew-side processing
+
+- Say **"process my handoffs"** (or "triage the inbox") to run the flow.
+- The crew reads every file in `00_Raw/Incoming/`, routes by `intent`, updates the
+  relevant MOCs, and logs each handoff in `Meta/agent-log.md`.
+- Processed **source files are moved** to their destination (or to `10_archive`
+  once obsolete).
+
+## Registered handoff sources
+
+| Source key | Name | Role | Default intent |
+|------------|------|------|----------------|
+| `jimmy` | Jimmy | General-purpose Hermes assistant | `note` |
+
+- `source` values are lowercase, matching each agent's name/key (e.g. `jimmy`).
+- When a file's `intent` is missing, the source's default intent is used.
+
+## Rules
+
+- External agents never write anywhere else in the vault.
+- No secrets in handoff files.
+- Preferred filenames: `YYYY-MM-DD-topic.md`.
+- If a handoff lacks `intent` and the source is unknown, default to triage
+  behavior (`unknown`).