Step 1 / Choose a piece of work
Send the following to your agent
Let it help you articulate your work first.
Copy the template into OpenCode, Codex, Claude Code, OpenClaw, or whichever tool dialog you're using. Just fill in a few details about your situation in the square brackets; the agent will ask the rest of the questions.
I want you to help me complete a real piece of work.
This work is roughly: [e.g., based on a batch of interview records, organize facts, opinions, open questions and next research items]
I roughly have: [e.g., 10 interview records and 3 historical project materials]
What I hope to see in the end: [for example, a compiled draft whose sources can be verified]
Please don't process the files yet. Ask me a few essential questions in plain language to help me narrow this work into a task suitable for a first trial run. Don't set the goal as "manage all knowledge."
A good first task should be very specific: it has a batch of materials, a visible result, and you can tell whether the agent organized it correctly.