openclaw-backups/skills/workspace-review/references/checklist.md

Workspace Review Checklist

Quick-reference for periodic audits.

Structure (Required Files)

• AGENTS.md exists
• SOUL.md exists
• USER.md exists
• IDENTITY.md exists
• TOOLS.md exists
• memory/ directory exists

Structure (Optional Files)

• HEARTBEAT.md — if using heartbeats
• MEMORY.md — if maintaining long-term memory
• BOOT.md — if using boot-md hook (runs every gateway restart)
• BOOTSTRAP.md — one-time first run (delete after)
• skills/ — if using workspace skills

File Purpose (No Scope Creep)

• AGENTS.md: Only operating instructions, no memories
• SOUL.md: Only persona/tone, no tasks or tech details
• USER.md: Only user info, no agent memories
• IDENTITY.md: Only identity facts, no philosophy
• TOOLS.md: Only environment notes, no procedures
• HEARTBEAT.md: Short checklist only, no full docs
• MEMORY.md: Curated insights only, no raw logs

File Sizes

• AGENTS.md < 1000 lines
• SOUL.md < 200 lines
• USER.md < 100 lines
• IDENTITY.md < 50 lines
• HEARTBEAT.md < 100 lines

Memory Hygiene

• Daily files use YYYY-MM-DD.md naming
• Reference docs in memory/ use descriptive names (not dates)
• No duplicate content between MEMORY.md and daily files
• Recent daily files reviewed and distilled
• No API keys or passwords in memory files

Automatic Features (Awareness)

• Pre-compaction flush: OpenClaw auto-triggers memory save before compaction
• Heartbeat response: HEARTBEAT_OK stripped when nothing needs attention
• Empty HEARTBEAT.md: Skipped entirely to save API calls

Vector Search Alignment

• Only MEMORY.md and memory/**/*.md are indexed by default
• memorySearch.extraPaths adds other paths if needed
• memorySearch.experimental.sessionMemory indexes session transcripts if enabled

Git Status

⚠️ Workspace is PRIVATE — never push to GitHub

• No public remote configured
• Working tree clean (or intentionally dirty)
• No untracked files that should be tracked
• .gitignore excludes secrets
• No secrets committed

No Rogue Files

• No README.md duplicating AGENTS.md purpose
• No NOTES.md or similar duplicates
• No credentials stored in workspace
• No files that belong in ~/.openclaw/

Skills (if present)

• Each skill has SKILL.md
• Each SKILL.md has name + description frontmatter
• SKILL.md files are lean (< 500 lines)
• No duplicate skills vs managed/bundled