pal-e-docs
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TODO: Update agency SOPs and conventions for board auto-sync

todo-agency-board-sync-conventions Todo

todo done
Project

Problem

PR #166 (pal-e-docs) shipped board auto-sync: POST /boards/{slug}/sync + update_note hook. Boards are now self-maintaining. But the agency operating model doesn't know about it yet. SOPs, conventions, and agent personalities still assume manual board maintenance.

What Needs Updating

  • agent-workflow SOP — Add board sync to post-merge workflow. Betty Sue should call /sync on relevant board after merges.
  • sop-post-merge-docs (skill-update-docs) — Step 5 still talks about manually moving board items. Should reference the auto-sync hook and explicit sync endpoint.
  • agent-betty-sue personality — Add board sync awareness. Betty Sue should call sync at session start for active project boards, not manually create/move items.
  • convention-block-first-access — Consider adding board state to session startup injection (currently injects plan TOCs only).
  • SessionStart hook — Consider adding POST /boards/{slug}/sync calls for active project boards at session start. Ensures boards are current before any work begins.

Why Now

Board sync is live and verified across all 9 project boards (2026-03-14). Without SOP updates, agents will continue manually maintaining boards — wasting tokens on work the platform now handles automatically. The whole point of shipping 5b-1 was to eliminate this friction.
  • phase-pal-e-docs-auto-population — Phase 5b (parent feature)
  • plan-pal-e-agency — parent plan
  • PR #166 (pal-e-docs) — the feature that enables this
  • agent-workflow — primary SOP to update
  • skill-update-docs — post-merge skill to update