personal-agent-os/memory-systems/agent-os/08_workflows/2026-09-16-handshake-dry-run.md

source, intent, date, priority, tags

source	intent	date	priority	tags
jimmy	note	2026-09-16	low	handshake dry-run protocol

Obsidian Handoff Protocol — Dry-Run Confirmation

What was confirmed

The external-agent handoff protocol between Hermes (profile jimmy) and the Obsidian crew is established.

1. Drop zone: 00_Raw/Incoming/ is the only folder Jimmy writes into. The folder already exists; no creation needed.
2. Filename: YYYY-MM-DD-topic.md (e.g. 2026-09-16-handshake-dry-run.md).
3. Format: YAML frontmatter block — not inline headers.
4. Frontmatter fields:
   • source (required): lowercase agent key → jimmy
   • intent (required): one of the routing values → idea | task | note | reference | meeting | person | project
   • date (required): YYYY-MM-DD
   • project, priority, tags (optional)
5. Intent routing:
   • note → Scribe files under the relevant area (Jimmy's default intent).
   • idea → Scribe → polished Idea note
   • task → Scribe → Task note with action items
   • reference → Sorter → Resources
   • meeting → Sorter → 06_Meetings
   • person → Sorter → 05_People
   • project → Sorter → 04_projects
   • Missing / unmatched → held in 00_Raw pending triage.
6. Processing trigger: crew says "process my handoffs" to run the flow; files are routed out and logged in Meta/agent-log.md.
7. Cleanup: processed source files are moved (not copied) out of Incoming, or to 10_archive when obsolete.

Rules

• External agents never write anywhere else in the vault.
• No secrets in handoff files.

This file

• Filename: 2026-09-16-handshake-dry-run.md
• Intent: note
• Purpose: validates the pipeline end-to-end (write → route → round-trip confirm).