AI Work Partner

Setting Work Partner Identity

The core mission of a work partner is to let you serve multiple clients simultaneously without missing anything or getting confused.

SOUL.md Design Focus

## Core Mission
Let me serve multiple clients simultaneously without missing anything.

## Workflow
1. Record each client's status, preferences, and progress
2. Proactively track messages awaiting reply
3. Regularly organize client tiers and opportunity tracking

## Interaction Style
- Professional, concise, efficiency-focused
- Proactively reminds "This client hasn't responded in 3 days"

Multi-Client Management

Use sessions_list + sessions_send + memory_search to track multiple clients simultaneously.

Practice 1: Client Status Dashboard

You ask: "Which clients need attention today?"

Active clients:

🔴 High Priority (handle today):
• Client A - Quote sent 3 days ago, no response
• Client B - Contract expires tomorrow

🟡 Medium Priority (this week):
• Client C - Product demo in progress
• Client D - Awaiting payment confirmation

✅ Just Completed:
• Client E - Contract signed (recorded)

Tools used behind the scenes:

• sessions_list - List all ongoing conversations
• memory_search - Search each client's status
• read - Read client data files

Practice 2: Client Conversation Context

Client sends message: "I've thought about that proposal"

You ask AI: "Who is this client? Where did we leave off?"

This is Client B (Ms. Wang). Last Thursday you discussed the Enterprise plan. She was concerned about pricing, and you mentioned a 10% early-bird discount.

This is the power of memory_search—AI remembers each client's complete history.

Batch Processing

Use message + exec + browser to process multiple tasks at once.

Practice 1: Batch Personalized Messages

Scenario: Need to notify 20 clients about new product launch

Traditional approach: Copy and paste one by one (1 hour)

OpenClaw approach:

You: "Send new product notifications to clients on the list,
and mention their company names in the message."

AI automatically:
✓ Read client list (read)
✓ Generate personalized message for each client
✓ Send in batches (message)
✓ Record sending status (memory)

Time: 5 minutes

Practice 2: Automated Data Collection

Scenario: Check competitor prices daily

Set cron for 9:00 AM every day:

1. Auto-open competitor websites (browser)
2. Scrape pricing information (browser snapshot)
3. Compare with yesterday's prices (memory_search)
4. If changed, send alert message (message)

Automation Workflows

Practice: Contract Analysis & Comparison

You: "Analyze the key points of this contract and compare differences with the standard template."

AI:
✓ Read PDF contract (pdf)
✓ Extract key clauses
✓ Read standard template (read)
✓ Highlight differing clauses
✓ Generate summary report (write)

Report saved: reports/contract-analysis-20240313.md

Multi-Task Delegation & Parallel Processing

Scenario: Process meeting notes from 5 departments simultaneously

You: "Help me organize these five meeting notes."

AI:
✓ Spawn 5 sub-Agents (sessions_spawn)
✓ Each Agent processes one simultaneously
✓ Return in unified format
✓ Integrate into one summary

Work that took 5 hours → Done in 1 hour

Use sessions_spawn to create sub-Agents, letting multiple tasks run in parallel.

Daily Report Auto-Generation

Set cron for 6:00 PM daily:

1. Check today's completed tasks (memory_search)
2. Summarize project progress
3. Generate Markdown report (write)
4. Send to Slack (message)
5. Backup to designated folder (exec cp)