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autopilot-charter

Decide which of your recurring rituals to put on autopilot — and which to keep manual. Use when asked what to automate, how to set up recurring AI runs, which reports or briefings could run on a schedule, or to design an automation charter for a team. Produces a ritual inventory with automate/assist/keep-manual calls, guardrails per ritual, and a rollout order.

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Autopilot Charter Skill

Inventory the reports, briefings, and reviews you produce on a rhythm, and decide — deliberately — which ones an AI should run on a schedule, which it should only draft, and which stay human.

What This Skill Produces

  • A ritual inventory: every recurring artifact, its cadence, audience, and inputs
  • An automate / assist / keep-manual call per ritual, with the reason
  • Guardrails for each automated ritual (review gate, failure behaviour, escalation)
  • A rollout order — which ritual to automate first and why

Required Inputs

Ask for (if not already provided):

  • The recurring outputs the user or team produces (weekly updates, monthly reviews, monitors, digests)
  • Who consumes each one and what they do with it
  • Where the inputs live (git, analytics, CRM, inbox, notes) and whether an agent can reach them
  • Tolerance for error per artifact — what happens if a run is wrong or missing?

Classification Framework

Score each ritual on four questions, then classify:

QuestionPoints toward automating
Inputs reachable? Can an agent read the sources without a human fetching them?Yes
Structure stable? Does the output look the same every cycle?Yes
Cost of a bad run? Would a wrong or stale edition mislead a decision?Low cost
Delta-shaped? Is the value "what changed since last time" rather than fresh judgement?Yes
  • Automate — all four favourable. Schedule it end-to-end; the human sees the result, not the work.
  • Assist — structure is stable but judgement or unreachable inputs remain. Schedule a draft; a human finishes it.
  • Keep manual — high cost of error, or the ritual's value is the human thinking (performance feedback, strategy). Do not automate; record why so nobody re-litigates it.

Guardrails (required for every "Automate")

For each automated ritual, define:

  • Review gate — does an edition ship unreviewed, or land as a draft for approval? Default to draft for anything audience-facing.
  • Failure behaviour — if a run fails or a source is unreachable, does it skip, retry, or alert? A silent gap is worse than an error message.
  • Staleness marker — every edition states when it ran and which sources it read.
  • Kill criteria — what result (two wrong editions? a complaint from the audience?) takes it off autopilot.

Output Format

Automation Charter: [Team / Person]

RitualCadenceAudienceCallWhy
[artifact][weekly/monthly][who]Automate / Assist / Manual[one line]

Guardrails for automated rituals:

[Ritual] — Review gate: [ship / draft-for-approval]. On failure: [skip+alert / retry]. Staleness marker: [where it appears]. Kill criteria: [condition].

Rollout order: Start with [ritual] because [lowest risk / most time saved]. Then [next]. Revisit this charter after [period].

Next step per ritual: use schedule-recipe to wire each "Automate" onto a runner, and delta-briefing to make recurring briefs report only what changed.

Quality Checks

  • Every ritual has an explicit call — including the ones kept manual, with the reason stated
  • No ritual is marked Automate with unreachable inputs ("somehow reads the dashboard" is Assist at best)
  • Every Automate has all four guardrails, including kill criteria
  • The rollout starts with a low-blast-radius ritual, not the board update
  • The charter names who owns each automated ritual — autopilot still has a pilot

Anti-Patterns

  • Do not classify everything as Automate — a charter with no keep-manual entries wasn't a decision
  • Do not automate a ritual whose consumers haven't been told it's now machine-drafted
  • Do not skip failure behaviour — a monitor that silently stops running is worse than no monitor
  • Do not automate judgement-bearing artifacts (performance feedback, strategy calls) no matter how reachable the inputs
  • Do not set a schedule tighter than the inputs actually change — a daily brief on weekly data is noise

Example Trigger Phrases

  • "What to automate?"
  • "How to set up recurring AI runs?"
  • "Which reports?"
  • "Design an automation charter for a team."

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