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{
"id": "memo-auto-title",
"title": "Memo Auto-Title (<1s)",
"tier": "ship-soon",
"objective": "Generate specific memo titles that are useful in list view and search.",
"inputExample": {
"memoId": "memo_2026_04_03_0814",
"capturedAt": "2026-04-03T08:14:22-04:00",
"currentTitle": "New Memo",
"transcript": "Need to rewrite the launch page hero. Put proof first, then product shot, then pricing line. Also ask Nina for two customer quotes by Tuesday."
},
"prompt": {
"task": "Create one concise and specific title for a fresh memo.",
"system": "You write titles for Talkie voice memos.\nRules:\n- Return JSON only.\n- Title must be <= 48 characters.\n- Make it specific to the memo's core action.\n- Never output generic titles like \"Voice Memo\" or \"Thoughts\".",
"user": "Memo ID: {{memoId}}\nCaptured at: {{capturedAt}}\nCurrent title: {{currentTitle}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"title": "Launch hero: proof first, quotes by Tuesday",
"confidence": 0.92,
"rationale": "Memo focuses on landing page reorder and quote deadline."
}
},
"testCase": {
"name": "Avoid generic titles on clear action memo",
"input": {
"memoId": "memo_test_title_01",
"capturedAt": "2026-04-04T10:05:00-04:00",
"currentTitle": "Voice Memo",
"transcript": "Book dentist for Friday and email insurance form before noon."
},
"assertions": [
"title is not \"Voice Memo\"",
"title length <= 48",
"title contains either \"dentist\" or \"insurance\""
]
}
},
{
"id": "memo-type-detection",
"title": "Memo Type Detection",
"tier": "ship-soon",
"objective": "Classify memo intent early so the right local workflow can run automatically.",
"inputExample": {
"memoId": "memo_2026_04_03_0918",
"transcript": "Need to lock April hiring plan: two backend roles, one designer, no contractor spend until Q3.",
"candidateTypes": [
"task",
"journal",
"meeting",
"idea",
"reference"
]
},
"prompt": {
"task": "Classify memo into one primary type and optional secondary type.",
"system": "You are a routing classifier for Talkie.\nReturn JSON only.\nPick one primaryType from candidateTypes.\nIf confidence is below 0.65, set needsReview to true.",
"user": "Memo ID: {{memoId}}\nCandidate types: {{candidateTypes}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"primaryType": "meeting",
"secondaryType": "task",
"confidence": 0.88,
"suggestedWorkflow": "extract-action-items",
"needsReview": false
}
},
"testCase": {
"name": "Ambiguous personal reflection should not over-route",
"input": {
"memoId": "memo_test_type_01",
"transcript": "Felt scattered today. Might restructure mornings and maybe skip Slack until 10.",
"candidateTypes": [
"task",
"journal",
"meeting",
"idea",
"reference"
]
},
"assertions": [
"primaryType is either \"journal\" or \"idea\"",
"confidence < 0.8",
"needsReview can be true when uncertainty is high"
]
}
},
{
"id": "action-item-extraction",
"title": "Action Item Extraction With Confidence",
"tier": "ship-soon",
"objective": "Extract trackable tasks from natural speech while preserving evidence spans.",
"inputExample": {
"memoId": "memo_2026_04_03_1042",
"transcript": "By Monday, send revised onboarding doc to Priya. Also schedule 30 minutes with legal next week. I should probably clean up old Stripe test accounts too.",
"ownerDefault": "Arach"
},
"prompt": {
"task": "Extract explicit and implied action items from memo transcript.",
"system": "You extract tasks from speech.\nReturn JSON only.\nEach item needs: text, owner, dueDateISO (or null), confidence, evidence.\nDo not invent due dates if none are present.",
"user": "Memo ID: {{memoId}}\nOwner default: {{ownerDefault}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"items": [
{
"text": "Send revised onboarding doc to Priya",
"owner": "Arach",
"dueDateISO": "2026-04-06",
"confidence": 0.95,
"evidence": "By Monday, send revised onboarding doc to Priya."
},
{
"text": "Schedule 30 minute legal review",
"owner": "Arach",
"dueDateISO": null,
"confidence": 0.82,
"evidence": "schedule 30 minutes with legal next week"
}
]
}
},
"testCase": {
"name": "Low-confidence tasks remain extractable but marked",
"input": {
"memoId": "memo_test_tasks_01",
"transcript": "Maybe clean up the old docs folder sometime.",
"ownerDefault": "Arach"
},
"assertions": [
"items length >= 1",
"item confidence < 0.75 for vague tasks",
"evidence field is always present"
]
}
},
{
"id": "transcript-cleanup-presets",
"title": "Transcript Cleanup Presets",
"tier": "ship-soon",
"objective": "Apply local rewrite modes without losing factual meaning from the source transcript.",
"inputExample": {
"memoId": "memo_2026_04_02_1831",
"preset": "executive-summary",
"transcript": "Um okay so the thing is we shipped the sync fix and uh support tickets dropped from nineteen to six, but we still have weird duplicate reminders for recurring tasks."
},
"prompt": {
"task": "Rewrite transcript according to preset while preserving concrete facts.",
"system": "You rewrite transcripts using style presets.\nReturn JSON only.\nNever change numbers, names, or dates.\nIf preset is executive-summary, use short declarative sentences.",
"user": "Preset: {{preset}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"cleanedText": "Shipped sync fix reduced support tickets from 19 to 6. Duplicate reminders still occur for recurring tasks.",
"preservedFacts": [
"support tickets dropped from 19 to 6",
"duplicate reminders remain"
],
"removedFillers": [
"um",
"uh",
"okay"
]
}
},
"testCase": {
"name": "Fact preservation under rewrite",
"input": {
"memoId": "memo_test_cleanup_01",
"preset": "bullet-plan",
"transcript": "We spent 4 hours on export bugs and fixed 3 of 5 issues."
},
"assertions": [
"output contains number 4",
"output contains phrase 3 of 5",
"filler words are not introduced"
]
}
},
{
"id": "what-matters-summary",
"title": "Top-3 What Matters Summary",
"tier": "ship-soon",
"objective": "Compress long voice notes into the three highest-signal points.",
"inputExample": {
"memoId": "memo_2026_04_01_0720",
"transcript": "Long ramble about launch prep, hiring plan, and a possible referral program. Final decisions: launch moved to May 10, defer referral until after analytics rewrite, and cut onboarding to three screens."
},
"prompt": {
"task": "Return exactly three highest-priority points from transcript.",
"system": "You produce high-signal summaries.\nReturn JSON only.\nOutput exactly 3 points.\nEach point must include evidence quote and priority score 1-100.",
"user": "Memo ID: {{memoId}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"topPoints": [
{
"point": "Launch date moved to May 10.",
"priority": 96,
"evidence": "launch moved to May 10"
},
{
"point": "Referral program deferred until analytics rewrite is done.",
"priority": 87,
"evidence": "defer referral until after analytics rewrite"
},
{
"point": "Onboarding flow reduced to three screens.",
"priority": 80,
"evidence": "cut onboarding to three screens"
}
]
}
},
"testCase": {
"name": "Summary must stay at exactly three points",
"input": {
"memoId": "memo_test_summary_01",
"transcript": "Decision one. Decision two. Decision three. Decision four."
},
"assertions": [
"topPoints length equals 3",
"priority values are numeric",
"each point includes evidence"
]
}
},
{
"id": "calendar-intent-detection",
"title": "Calendar Intent Detection",
"tier": "ship-soon",
"objective": "Detect event-worthy language and produce structured event suggestions.",
"inputExample": {
"memoId": "memo_2026_04_03_1212",
"capturedAt": "2026-04-03T12:12:10-04:00",
"timezone": "America/Toronto",
"transcript": "Lunch with Dana next Tuesday at 1 at Canary. Also review roadmap with ops Thursday 4:30 PM for 45 minutes."
},
"prompt": {
"task": "Extract potential calendar events from transcript.",
"system": "You detect calendar intents.\nReturn JSON only.\nResolve relative dates using capturedAt and timezone.\nMark needsConfirmation true when date/time confidence is below 0.8.",
"user": "Captured at: {{capturedAt}}\nTimezone: {{timezone}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"events": [
{
"title": "Lunch with Dana",
"startAtISO": "2026-04-07T13:00:00-04:00",
"durationMinutes": 60,
"location": "Canary",
"confidence": 0.9,
"needsConfirmation": false
},
{
"title": "Roadmap review with Ops",
"startAtISO": "2026-04-09T16:30:00-04:00",
"durationMinutes": 45,
"location": null,
"confidence": 0.86,
"needsConfirmation": false
}
]
}
},
"testCase": {
"name": "Relative date resolution uses explicit timezone",
"input": {
"memoId": "memo_test_calendar_01",
"capturedAt": "2026-04-04T09:00:00-04:00",
"timezone": "America/Toronto",
"transcript": "Call Sam tomorrow at 2 PM."
},
"assertions": [
"startAtISO date is 2026-04-05",
"timezone offset in startAtISO is -04:00",
"event title mentions Sam"
]
}
},
{
"id": "reminder-normalization",
"title": "Reminder Phrasing Normalization",
"tier": "ship-soon",
"objective": "Turn vague spoken reminders into clear and actionable reminder objects.",
"inputExample": {
"memoId": "memo_2026_04_03_1722",
"transcript": "Need to maybe ping Chris about the invoice thing before it gets weird.",
"userLocale": "en-CA"
},
"prompt": {
"task": "Normalize vague reminder speech into specific reminder text and metadata.",
"system": "You normalize reminders.\nReturn JSON only.\nReminder text should start with a strong verb.\nWhen due date is unclear, set dueDateISO to null and add followUpQuestion.",
"user": "Locale: {{userLocale}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"reminderText": "Message Chris for invoice status update",
"dueDateISO": null,
"confidence": 0.78,
"followUpQuestion": "When do you want this done?"
}
},
"testCase": {
"name": "Reminder text should be imperative and concrete",
"input": {
"memoId": "memo_test_reminder_01",
"transcript": "Maybe look into new card design at some point.",
"userLocale": "en-CA"
},
"assertions": [
"reminderText starts with a verb",
"reminderText does not contain \"maybe\"",
"followUpQuestion exists when due date is missing"
]
}
},
{
"id": "private-redaction-pass",
"title": "Private Redaction Pass",
"tier": "ship-soon",
"objective": "Redact sensitive data locally before sharing, syncing, or cloud routing.",
"inputExample": {
"memoId": "memo_2026_04_02_1114",
"transcript": "Card ending 4821 failed again. Patient name is Mark Lavoie and policy number is HN-772-19.",
"policies": [
"mask-health-data",
"mask-financial-data"
]
},
"prompt": {
"task": "Detect and mask sensitive entities while preserving memo readability.",
"system": "You redact sensitive entities.\nReturn JSON only.\nUse [REDACTED_TYPE] placeholders.\nInclude list of redacted entities with type and confidence.",
"user": "Policies: {{policies}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"redactedTranscript": "Card ending [REDACTED_FINANCIAL] failed again. Patient name is [REDACTED_PERSON] and policy number is [REDACTED_HEALTH_ID].",
"entities": [
{
"value": "4821",
"type": "financial",
"confidence": 0.94
},
{
"value": "Mark Lavoie",
"type": "person",
"confidence": 0.98
},
{
"value": "HN-772-19",
"type": "health-id",
"confidence": 0.92
}
]
}
},
"testCase": {
"name": "No raw sensitive tokens remain in output",
"input": {
"memoId": "memo_test_redact_01",
"transcript": "SSN 555-44-9012 and account 00391299 should never leave device.",
"policies": [
"mask-financial-data"
]
},
"assertions": [
"redactedTranscript does not contain 555-44-9012",
"redactedTranscript does not contain 00391299",
"entities length >= 2"
]
}
},
{
"id": "writing-style-memory",
"title": "Per-User Writing Style Memory",
"tier": "local-first",
"objective": "Rewrite outputs in the user's preferred voice using local style profile memory.",
"inputExample": {
"memoId": "memo_2026_04_03_2010",
"styleProfile": {
"preferredTone": "direct",
"sentenceLength": "short",
"avoidWords": [
"leverage",
"synergy"
],
"likesBullets": true
},
"transcript": "We need to change onboarding and probably reduce friction around account linking."
},
"prompt": {
"task": "Rewrite summary using stored user style profile.",
"system": "You are a personal style adapter.\nReturn JSON only.\nMatch styleProfile preferences.\nDo not alter factual meaning.",
"user": "Style profile:\n{{styleProfile}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"styledSummary": "Onboarding needs two changes:\n- Remove extra account-linking step\n- Reduce friction in first-run flow",
"styleChecks": {
"usedBullets": true,
"avoidedWords": [
"leverage",
"synergy"
]
}
}
},
"testCase": {
"name": "Avoid banned style words",
"input": {
"memoId": "memo_test_style_01",
"styleProfile": {
"preferredTone": "direct",
"sentenceLength": "short",
"avoidWords": [
"utilize"
],
"likesBullets": false
},
"transcript": "We should utilize a new onboarding flow."
},
"assertions": [
"styledSummary does not contain \"utilize\"",
"output preserves onboarding meaning"
]
}
},
{
"id": "similar-memo-recall",
"title": "Find Similar Memo (Semantic Recall)",
"tier": "local-first",
"objective": "Retrieve related historical memos to improve continuity in decision-making.",
"inputExample": {
"memoId": "memo_2026_04_04_0740",
"queryTranscript": "Need to revisit referral program constraints before launch.",
"candidateMemos": [
{
"memoId": "memo_2026_03_21_0800",
"summary": "Deferred referral system until analytics migration."
},
{
"memoId": "memo_2026_03_28_0930",
"summary": "Updated website hero copy and social proof blocks."
},
{
"memoId": "memo_2026_04_01_1830",
"summary": "Defined invite-only referral pilot for power users."
}
]
},
"prompt": {
"task": "Rank the most semantically related memos for current transcript.",
"system": "You are a memo recall ranker.\nReturn JSON only.\nSelect top 3 matches with relevance score and rationale.\nPrioritize decision continuity over keyword overlap.",
"user": "Current transcript:\n{{queryTranscript}}\nCandidates:\n{{candidateMemos}}"
},
"expectedOutput": {
"format": "json",
"example": {
"matches": [
{
"memoId": "memo_2026_03_21_0800",
"relevance": 0.93,
"rationale": "Same referral timing constraint."
},
{
"memoId": "memo_2026_04_01_1830",
"relevance": 0.89,
"rationale": "Directly discusses referral pilot scope."
},
{
"memoId": "memo_2026_03_28_0930",
"relevance": 0.34,
"rationale": "Marketing copy only; weak relation."
}
]
}
},
"testCase": {
"name": "Historical decision memo should rank above lexical overlap",
"input": {
"memoId": "memo_test_recall_01",
"queryTranscript": "Need to revisit cancellation policy and trials.",
"candidateMemos": [
{
"memoId": "a",
"summary": "Discussed trial cancellation policy and refund rules."
},
{
"memoId": "b",
"summary": "Discussed policy page typography updates."
}
]
},
"assertions": [
"memoId \"a\" ranks first",
"top match relevance > 0.8"
]
}
},
{
"id": "project-clustering",
"title": "Project Clustering From Voice History",
"tier": "local-first",
"objective": "Auto-group memos into evolving project threads without manual folders.",
"inputExample": {
"dateRange": "2026-03-20 to 2026-04-04",
"memos": [
{
"memoId": "m1",
"summary": "Refactor sync retry logic and duplicate reminders."
},
{
"memoId": "m2",
"summary": "Landing page social proof order and CTA copy."
},
{
"memoId": "m3",
"summary": "Recurring reminder bug root cause in scheduler."
},
{
"memoId": "m4",
"summary": "Launch announcement draft and waitlist email."
}
]
},
"prompt": {
"task": "Cluster memo summaries into project-level threads.",
"system": "You cluster memos into project threads.\nReturn JSON only.\nEach cluster must have: clusterId, title, memoIds, confidence.\nCreate \"misc\" only when confidence is below 0.6.",
"user": "Date range: {{dateRange}}\nMemos:\n{{memos}}"
},
"expectedOutput": {
"format": "json",
"example": {
"clusters": [
{
"clusterId": "scheduler-reliability",
"title": "Scheduler reliability fixes",
"memoIds": [
"m1",
"m3"
],
"confidence": 0.9
},
{
"clusterId": "launch-site-and-comms",
"title": "Launch site and communications",
"memoIds": [
"m2",
"m4"
],
"confidence": 0.86
}
]
}
},
"testCase": {
"name": "Related bug memos should cluster together",
"input": {
"dateRange": "2026-04-01 to 2026-04-03",
"memos": [
{
"memoId": "a1",
"summary": "Crash in sync queue on reconnect."
},
{
"memoId": "a2",
"summary": "Retry strategy for sync queue and reconnect handling."
},
{
"memoId": "b1",
"summary": "Podcast notes and reading list."
}
]
},
"assertions": [
"a1 and a2 share a clusterId",
"b1 may be separate or misc"
]
}
},
{
"id": "next-step-suggestion-engine",
"title": "Next-Step Suggestion Engine",
"tier": "local-first",
"objective": "Recommend the best immediate action after transcription to reduce decision fatigue.",
"inputExample": {
"memoId": "memo_2026_04_04_0902",
"transcript": "I have three product ideas but no clear winner. Need a quick way to score them this week.",
"availableActions": [
"summarize",
"extract-tasks",
"schedule",
"draft-note",
"ask-clarifying-question"
]
},
"prompt": {
"task": "Choose one best next action for the user right now.",
"system": "You are a next-step recommender.\nReturn JSON only.\nPick exactly one action from availableActions.\nPrefer actions that unblock momentum within 5 minutes.",
"user": "Available actions: {{availableActions}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"action": "ask-clarifying-question",
"reason": "User has options but no decision criteria; one clarifying question unlocks scoring.",
"confidence": 0.84
}
},
"testCase": {
"name": "Action choice reflects transcript uncertainty",
"input": {
"memoId": "memo_test_next_01",
"transcript": "Tomorrow 9 AM send invoice to Alex and set follow-up reminder for Friday.",
"availableActions": [
"summarize",
"extract-tasks",
"schedule",
"draft-note",
"ask-clarifying-question"
]
},
"assertions": [
"action is either \"extract-tasks\" or \"schedule\"",
"reason references explicit deadline"
]
}
},
{
"id": "follow-up-question-generator",
"title": "Follow-Up Question Generator",
"tier": "local-first",
"objective": "Ask minimal clarifying questions when memo intent is ambiguous.",
"inputExample": {
"memoId": "memo_2026_04_04_1011",
"transcript": "Need to get the partner thing moving again soon.",
"maxQuestions": 2
},
"prompt": {
"task": "Generate up to two high-value clarifying questions.",
"system": "You generate clarifying questions.\nReturn JSON only.\nAt most maxQuestions questions.\nQuestions must be answerable in one sentence.",
"user": "Max questions: {{maxQuestions}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"questions": [
"Which partner are you referring to?",
"What is the first concrete step you want to take this week?"
],
"confidence": 0.79
}
},
"testCase": {
"name": "Do not exceed requested question count",
"input": {
"memoId": "memo_test_questions_01",
"transcript": "Should improve onboarding maybe.",
"maxQuestions": 1
},
"assertions": [
"questions length equals 1",
"question ends with ?"
]
}
},
{
"id": "hybrid-model-router",
"title": "Hybrid Local/Cloud Router",
"tier": "local-first",
"objective": "Route requests to local first, escalating only when complexity requires cloud.",
"inputExample": {
"requestId": "req_2026_04_04_1115",
"taskType": "summary",
"transcriptLengthTokens": 420,
"requiresLongContext": false,
"privacyLevel": "high",
"localAvailability": true
},
"prompt": {
"task": "Decide whether to run local or cloud for this request.",
"system": "You are a model router.\nReturn JSON only.\nPrefer local when quality risk is acceptable.\nIf privacyLevel is high, local wins unless impossible.",
"user": "Request metadata:\n{{requestMetadata}}"
},
"expectedOutput": {
"format": "json",
"example": {
"route": "local",
"provider": "apple-foundation-model",
"reason": "Short summary task with high privacy requirement.",
"expectedLatencyMs": 700
}
},
"testCase": {
"name": "Long-context tasks escalate to cloud",
"input": {
"requestId": "req_test_router_01",
"taskType": "complex-reasoning",
"transcriptLengthTokens": 6400,
"requiresLongContext": true,
"privacyLevel": "medium",
"localAvailability": true
},
"assertions": [
"route equals \"cloud\"",
"reason mentions long context"
]
}
},
{
"id": "context-packet-builder",
"title": "Context Packet Builder",
"tier": "local-first",
"objective": "Package just enough memory context for downstream steps without token bloat.",
"inputExample": {
"memoId": "memo_2026_04_04_1210",
"transcript": "Need to finalize waitlist flow and launch email sequence this week.",
"relatedMemos": [
{
"memoId": "m_prev_1",
"summary": "Chose ConvertKit for launch sequence."
},
{
"memoId": "m_prev_2",
"summary": "Waitlist conversion dropped after form change."
}
],
"openTasks": [
{
"id": "t1",
"text": "Fix waitlist form validation",
"status": "in-progress"
},
{
"id": "t2",
"text": "Draft launch email 2",
"status": "todo"
}
],
"tokenBudget": 800
},
"prompt": {
"task": "Build compact context packet for next LLM call.",
"system": "You build context packets.\nReturn JSON only.\nHonor tokenBudget.\nPrioritize decisions, active tasks, and unresolved questions.",
"user": "Token budget: {{tokenBudget}}\nCurrent transcript:\n{{transcript}}\nRelated memos:\n{{relatedMemos}}\nOpen tasks:\n{{openTasks}}"
},
"expectedOutput": {
"format": "json",
"example": {
"packet": {
"decisions": [
"ConvertKit selected for launch sequence."
],
"activeTasks": [
"Fix waitlist form validation",
"Draft launch email 2"
],
"openQuestions": [
"Did form change cause drop in conversion?"
],
"relevantMemoIds": [
"m_prev_1",
"m_prev_2"
]
},
"tokenEstimate": 96
}
},
"testCase": {
"name": "Context packet must stay under budget",
"input": {
"memoId": "memo_test_packet_01",
"transcript": "Need to plan hiring and launch and docs and support and pricing and analytics.",
"relatedMemos": [],
"openTasks": [],
"tokenBudget": 120
},
"assertions": [
"tokenEstimate <= 120",
"packet has at least one decision or openQuestion field"
]
}
},
{
"id": "conversation-to-checklist",
"title": "Conversation To Checklist Transformer",
"tier": "local-first",
"objective": "Convert stream-of-consciousness transcripts into ordered execution checklists.",
"inputExample": {
"memoId": "memo_2026_04_04_1305",
"transcript": "For launch day: first QA the checkout flow, then schedule tweets, then send to press list after site is live.",
"ownerDefault": "Arach"
},
"prompt": {
"task": "Transform transcript into ordered checklist with dependencies.",
"system": "You convert speech to checklist.\nReturn JSON only.\nEach item needs: id, text, order, dependsOn, owner.\nPreserve execution order from transcript when explicit.",
"user": "Owner default: {{ownerDefault}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"checklist": [
{
"id": "c1",
"text": "QA checkout flow",
"order": 1,
"dependsOn": [],
"owner": "Arach"
},
{
"id": "c2",
"text": "Schedule launch tweets",
"order": 2,
"dependsOn": [
"c1"
],
"owner": "Arach"
},
{
"id": "c3",
"text": "Send press list announcement",
"order": 3,
"dependsOn": [
"c1"
],
"owner": "Arach"
}
]
}
},
"testCase": {
"name": "Dependency order matches explicit sequencing words",
"input": {
"memoId": "memo_test_checklist_01",
"transcript": "First export data. Then verify CSV. Finally email finance.",
"ownerDefault": "Arach"
},
"assertions": [
"order values are 1,2,3",
"item 2 depends on item 1",
"item 3 depends on item 2 or item 1"
]
}
},
{
"id": "personal-knowledge-graph",
"title": "Personal Knowledge Graph From Voice",
"tier": "big-swings",
"objective": "Build a local graph of people, projects, decisions, and open questions over time.",
"inputExample": {
"memos": [
{
"memoId": "mkg1",
"transcript": "Dana owns launch email copy. We decided to postpone referral pilot to May."
},
{
"memoId": "mkg2",
"transcript": "Question still open: should we gate referral by invite code?"
}
]
},
"prompt": {
"task": "Extract graph nodes and edges from memo batch.",
"system": "You construct a personal knowledge graph.\nReturn JSON only.\nNodes can be person, project, decision, question, artifact.\nEdges need type, sourceNodeId, targetNodeId, evidenceMemoId.",
"user": "Memos:\n{{memos}}"
},
"expectedOutput": {
"format": "json",
"example": {
"nodes": [
{
"id": "person_dana",
"type": "person",
"label": "Dana"
},
{
"id": "project_launch_email",
"type": "project",
"label": "Launch email copy"
},
{
"id": "decision_referral_may",
"type": "decision",
"label": "Postpone referral pilot to May"
},
{
"id": "question_referral_gate",
"type": "question",
"label": "Gate referral by invite code?"
}
],
"edges": [
{
"type": "owns",
"sourceNodeId": "person_dana",
"targetNodeId": "project_launch_email",
"evidenceMemoId": "mkg1"
},
{
"type": "decides",
"sourceNodeId": "project_launch_email",
"targetNodeId": "decision_referral_may",
"evidenceMemoId": "mkg1"
},
{
"type": "raises",
"sourceNodeId": "project_launch_email",
"targetNodeId": "question_referral_gate",
"evidenceMemoId": "mkg2"
}
]
}
},
"testCase": {
"name": "Duplicate entity names should be merged",
"input": {
"memos": [
{
"memoId": "a",
"transcript": "Talk to Chris about pricing."
},
{
"memoId": "b",
"transcript": "Chris confirmed pricing test."
}
]
},
"assertions": [
"only one node labeled Chris",
"edges reference merged Chris node id"
]
}
},
{
"id": "catch-me-up-daily-brief",
"title": "Catch Me Up Daily Brief",
"tier": "big-swings",
"objective": "Produce a private daily narrative from memos, tasks, and decisions.",
"inputExample": {
"date": "2026-04-04",
"memos": [
{
"memoId": "d1",
"summary": "Launch date locked for May 10."
},
{
"memoId": "d2",
"summary": "Need legal review on revised terms."
}
],
"completedTasks": [
"Draft launch email 1",
"Fix duplicate reminders bug"
],
"openTasks": [
"Schedule legal review"
]
},
"prompt": {
"task": "Generate concise daily brief with wins, risks, and next actions.",
"system": "You write daily briefs.\nReturn JSON only.\nSections required: wins, risks, nextActions.\nKeep each section under 3 bullets.",
"user": "Date: {{date}}\nMemos: {{memos}}\nCompleted tasks: {{completedTasks}}\nOpen tasks: {{openTasks}}"
},
"expectedOutput": {
"format": "json",
"example": {
"wins": [
"Launch date finalized for May 10.",
"Duplicate reminders bug fixed."
],
"risks": [
"Legal review still pending for terms update."
],
"nextActions": [
"Book legal review slot by Monday."
]
}
},
"testCase": {
"name": "Daily brief includes all required sections",
"input": {
"date": "2026-04-04",
"memos": [
{
"memoId": "x",
"summary": "Mostly planning chatter."
}
],
"completedTasks": [],
"openTasks": [
"Finalize budget"
]
},
"assertions": [
"wins section exists",
"risks section exists",
"nextActions section exists"
]
}
},
{
"id": "contradiction-drift-detection",
"title": "Contradiction And Drift Detection",
"tier": "big-swings",
"objective": "Detect conflicts between new memos and prior decisions.",
"inputExample": {
"newMemo": {
"memoId": "new1",
"transcript": "Let us launch on April 28 instead of May 10."
},
"priorDecisions": [
{
"decisionId": "dec_12",
"text": "Launch date is May 10, approved in planning meeting.",
"date": "2026-04-01"
}
]
},
"prompt": {
"task": "Flag contradictions or strategic drift against known decisions.",
"system": "You detect contradictions.\nReturn JSON only.\nFor each conflict include severity, conflictingDecisionId, and explanation.\nNo conflict should be returned as empty array.",
"user": "New memo:\n{{newMemo}}\nPrior decisions:\n{{priorDecisions}}"
},
"expectedOutput": {
"format": "json",
"example": {
"conflicts": [
{
"conflictingDecisionId": "dec_12",
"severity": "high",
"explanation": "New memo proposes April 28 while approved date is May 10.",
"recommendation": "Request explicit decision override before updating timeline."
}
]
}
},
"testCase": {
"name": "Date conflict should be high severity",
"input": {
"newMemo": {
"memoId": "new_test_01",
"transcript": "Move quarterly review from June 20 to June 2."
},
"priorDecisions": [
{
"decisionId": "d9",
"text": "Quarterly review date fixed to June 20.",
"date": "2026-03-30"
}
]
},
"assertions": [
"conflicts length >= 1",
"first conflict severity equals high"
]
}
},
{
"id": "momentum-scoring",
"title": "Momentum Scoring",
"tier": "big-swings",
"objective": "Quantify execution momentum from spoken intents versus completed outcomes.",
"inputExample": {
"periodDays": 14,
"intents": [
{
"text": "Ship waitlist flow",
"firstSeen": "2026-03-24",
"repeats": 4
},
{
"text": "Book legal review",
"firstSeen": "2026-03-29",
"repeats": 3
}
],
"completions": [
{
"text": "Ship waitlist flow",
"completedAt": "2026-04-02"
}
]
},
"prompt": {
"task": "Compute momentum score and explain key drivers.",
"system": "You score execution momentum.\nReturn JSON only.\nScore is 0-100.\nPenalize repeated unresolved intents.\nReward completed intents within period.",
"user": "Period days: {{periodDays}}\nIntents:\n{{intents}}\nCompletions:\n{{completions}}"
},
"expectedOutput": {
"format": "json",
"example": {
"momentumScore": 62,
"trend": "flat",
"drivers": [
"One high-repeat intent completed (waitlist flow).",
"Legal review intent remains unresolved with 3 repeats."
],
"unresolvedHotspots": [
"Book legal review"
]
}
},
"testCase": {
"name": "Score drops when repeats rise without completion",
"input": {
"periodDays": 14,
"intents": [
{
"text": "Fix onboarding bug",
"firstSeen": "2026-03-20",
"repeats": 6
}
],
"completions": []
},
"assertions": [
"momentumScore < 50",
"unresolvedHotspots includes \"Fix onboarding bug\""
]
}
},
{
"id": "local-agent-loop",
"title": "Local Agent Loop For Memo Processing",
"tier": "big-swings",
"objective": "Run a deterministic local chain: classify, extract, summarize, route, verify.",
"inputExample": {
"memoId": "memo_2026_04_04_1430",
"transcript": "Need to reschedule partner demo to Wednesday and send revised deck tonight.",
"enabledSteps": [
"classify",
"extract",
"summarize",
"route",
"verify"
]
},
"prompt": {
"task": "Produce outputs for each pipeline step and final state.",
"system": "You orchestrate a local memo pipeline.\nReturn JSON only.\nEmit per-step outputs and final status.\nIf verify fails, finalStatus must be \"needs-review\".",
"user": "Memo ID: {{memoId}}\nEnabled steps: {{enabledSteps}}\nTranscript:\n{{transcript}}"
},
"expectedOutput": {
"format": "json",
"example": {
"steps": {
"classify": {
"primaryType": "task",
"confidence": 0.9
},
"extract": {
"items": [
"Reschedule partner demo to Wednesday",
"Send revised deck tonight"
]
},
"summarize": {
"text": "Two immediate partner follow-ups identified."
},
"route": {
"workflow": "task-and-calendar"
},
"verify": {
"passed": true,
"issues": []
}
},
"finalStatus": "ready"
}
},
"testCase": {
"name": "Failed verify step blocks auto-execution",
"input": {
"memoId": "memo_test_loop_01",
"transcript": "Maybe move something around at some point.",
"enabledSteps": [
"classify",
"extract",
"summarize",
"route",
"verify"
]
},
"assertions": [
"verify.passed can be false for vague memo",
"finalStatus equals \"needs-review\" when verify fails"
]
}
},
{
"id": "meeting-live-structure",
"title": "Meeting Mode Live Rolling Structure",
"tier": "big-swings",
"objective": "Maintain a live structured view of agenda, decisions, questions, and actions while speaking.",
"inputExample": {
"meetingId": "meeting_2026_04_04_prod",
"chunkIndex": 5,
"chunkText": "Decision: cut scope to onboarding and billing. Open question: who owns docs migration?",
"currentState": {
"agenda": [
"Release planning"
],
"decisions": [],
"openQuestions": [],
"actionItems": []
}
},
"prompt": {
"task": "Update meeting state from new transcript chunk.",
"system": "You maintain rolling meeting structure.\nReturn JSON only.\nUpdate state incrementally.\nDo not duplicate existing items.\nTag new items with chunkIndex.",
"user": "Meeting ID: {{meetingId}}\nChunk index: {{chunkIndex}}\nChunk text:\n{{chunkText}}\nCurrent state:\n{{currentState}}"
},
"expectedOutput": {
"format": "json",
"example": {
"updatedState": {
"agenda": [
"Release planning"
],
"decisions": [
{
"text": "Cut scope to onboarding and billing",
"chunkIndex": 5
}
],
"openQuestions": [
{
"text": "Who owns docs migration?",
"chunkIndex": 5
}
],
"actionItems": []
}
}
},
"testCase": {
"name": "Repeated decision text should not duplicate",
"input": {
"meetingId": "meeting_test_live_01",
"chunkIndex": 8,
"chunkText": "Decision: keep beta closed for now.",
"currentState": {
"agenda": [],
"decisions": [
{
"text": "Keep beta closed for now.",
"chunkIndex": 2
}
],
"openQuestions": [],
"actionItems": []
}
},
"assertions": [
"updatedState.decisions length stays 1",
"existing decision remains unchanged"
]
}
},
{
"id": "intent-trend-alerts",
"title": "Intent Trend Alerts",
"tier": "big-swings",
"objective": "Detect recurring spoken intents that are not converting into completed work.",
"inputExample": {
"lookbackDays": 30,
"intentSeries": [
{
"intent": "Fix onboarding analytics",
"mentionCount": 7,
"completionCount": 0
},
{
"intent": "Ship billing retry update",
"mentionCount": 3,
"completionCount": 2
}
],
"alertThreshold": {
"minMentions": 4,
"maxCompletions": 0
}
},
"prompt": {
"task": "Generate alerts for unresolved repeated intents.",
"system": "You detect intent trends.\nReturn JSON only.\nAlert when mentionCount meets threshold and completionCount is low.\nInclude one suggested intervention per alert.",
"user": "Lookback: {{lookbackDays}} days\nIntent series:\n{{intentSeries}}\nThreshold:\n{{alertThreshold}}"
},
"expectedOutput": {
"format": "json",
"example": {
"alerts": [
{
"intent": "Fix onboarding analytics",
"severity": "medium",
"reason": "Mentioned 7 times with 0 completions in 30 days.",
"suggestedIntervention": "Schedule 45-minute focused block and define done criteria."
}
]
}
},
"testCase": {
"name": "Threshold logic gates alert emission",
"input": {
"lookbackDays": 30,
"intentSeries": [
{
"intent": "Refactor UI",
"mentionCount": 2,
"completionCount": 0
}
],
"alertThreshold": {
"minMentions": 4,
"maxCompletions": 0
}
},
"assertions": [
"alerts length equals 0"
]
}
},
{
"id": "voice-os-command-layer",
"title": "Voice-Based Operating Layer",
"tier": "big-swings",
"objective": "Translate natural speech into structured executable commands with safety gates.",
"inputExample": {
"utterance": "Open the latest launch notes, append today's blockers, and share with Dana in Slack.",
"environment": {
"apps": [
"notes",
"slack",
"finder"
],
"safetyMode": "confirm-destructive"
}
},
"prompt": {
"task": "Convert spoken instruction into structured command plan.",
"system": "You convert voice commands to structured actions.\nReturn JSON only.\nUse steps with app, action, args.\nMark requiresConfirmation true for risky operations.",
"user": "Utterance:\n{{utterance}}\nEnvironment:\n{{environment}}"
},
"expectedOutput": {
"format": "json",
"example": {
"intent": "multi-step-automation",
"steps": [
{
"app": "notes",
"action": "open_latest",
"args": {
"notebook": "launch-notes"
}
},
{
"app": "notes",
"action": "append_text",
"args": {
"section": "blockers",
"source": "today_summary"
}
},
{
"app": "slack",
"action": "share_note",
"args": {
"recipient": "Dana"
}
}
],
"requiresConfirmation": false
}
},
"testCase": {
"name": "Dangerous file actions require explicit confirmation",
"input": {
"utterance": "Delete the old exports folder and empty trash.",
"environment": {
"apps": [
"finder"
],
"safetyMode": "confirm-destructive"
}
},
"assertions": [
"requiresConfirmation equals true",
"at least one step action is marked destructive"
]
}
}
]
|