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Use this before an agent recommends or takes an important action, such as contacting a customer, changing a renewal plan, or briefing an executive. Runtime provides project records and source passages. Memory adds prior decisions and lessons. Neither one should be treated as proof without checking what it contains.

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Before you start

  • Name the decision or action being considered.
  • Confirm the project.
  • Write down the facts that would be required to proceed.
  • Decide whether a synthesized memory briefing is worth the model-credit cost.

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Ask your agent

Before drafting an Acme renewal recommendation, check the active project. Find the complete Acme account records and quote the source passages that support the renewal status, commitments, and risks. Recall relevant project decisions and lessons. Separate source-supported claims, remembered context, and your own inferences. If required evidence is missing or contradictory, do not recommend an action; list the gaps and the smallest way to fill them.

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Steps

1

Confirm the decision and project

Restate the proposed action and the evidence it requires. Check the active project before retrieval.
2

Read the relevant records

Search for the account, risks, commitments, and other required records. Open the strongest matches in full rather than relying on search snippets.
3

Quote the sources

Retrieve the passage behind each material claim. A source title or related passage is not enough if it does not state the claim.
4

Recall prior decisions and lessons

Find relevant memories and label them as remembered context. Synthesize them only when a multi-memory briefing is useful and the spend is approved.
5

Separate support from inference

For each material statement, identify whether it is directly supported, remembered, inferred, contradicted, or missing.
6

Proceed or stop

Recommend the action only if the required evidence is present. Otherwise list the missing source, unresolved question, or record update needed next.

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Verify

The final answer should include:
  • the records it used;
  • direct source passages for material claims;
  • the memories that affected the recommendation;
  • clearly labeled inferences and contradictions;
  • a refusal and repair list when required evidence is missing.

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Troubleshooting

  • The answer lists filenames but no passages: retrieve the source text.
  • The answer quotes documents but ignores project records: search and open the structured records too.
  • Memory conflicts with a current source: show the conflict and review whether the memory should be archived or replaced.
  • A required fact is absent: add the source or stage the missing record; do not fill it from general model knowledge.