← All employee templates

Strategy Analyst

Writes next quarter's plan and OKRs from the goals, updates and meetings already in Tico, and grades last quarter, for the owner to sign off. It never sets or changes a goal.

Additional built-in or helper template; not listed in the starter catalog · Built-in and helper templates

Template source · Subscribe: JSON Feed · Update subscriptions

This is public source history at 3326d161b836. Changes on main may not be released or installed on your team. Entries are commit summaries, not claims that a bot has updated itself. Check published releases for availability.

Changelog

Bot instructions: mail sending is turned on in Tico by a person; bot.yaml only asks (#351)

· d711d948557d

  • AGENT.md
  • bot.yaml

Docs: Credentials and grants everywhere, current menu paths, architecture and harness corrections, regenerated screenshots

· eb83afd77319

  • .env.example

Bots, tasks, routines and runs: template bots build, Reopen and Undo, event routines keep their trigger, 24h windows, SQL Docs/Files; starters act without required approvals

· 8a341243f3fb

  • AGENT.md
  • bot.yaml
  • card.yaml
  • knowledge/examples/quarterly-plan.md
  • playbooks/onboarding.md
  • playbooks/quarterly-plan.md

Bot instructions and docs use the new tool, command, file and route names

· 88095f2a72f2

  • AGENT.md
  • knowledge/README.md
  • knowledge/examples/quarterly-plan.md
  • playbooks/grade-a-quarter.md
  • playbooks/onboarding.md
  • playbooks/quarterly-plan.md

Bot files and settings: bot.yaml, routines:, tools:, HUB_BOT, needs_setup, groups.yaml, bot-<slug>

· 36e5b67b481d

  • bot.yaml
  • card.yaml

MCP tools and hub CLI: hub_<thing>_<action> names, per-caller tool lists, hidden old spellings

· cc93e507210c

  • bot.yaml

Bot templates words: team, human, setup, computer, credential

· 244da549d517

  • .env.example
  • AGENT.md
  • card.yaml
  • employee.yaml
  • knowledge/README.md
  • knowledge/examples/quarterly-plan.md
  • memory/learnings.md
  • playbooks/README.md
  • playbooks/onboarding.md
  • playbooks/quarterly-plan.md
  • state.md

Setup turns the bot on: the first routine goes on with Start setup and go-live

· 3cd7560e9ab0

  • AGENT.md
  • card.yaml
  • employee.yaml
  • playbooks/onboarding.md
  • state.md

Catalog: the Operations department and the Leadership extra

· c4bf1c0600eb

  • AGENT.md
  • card.yaml
  • employee.yaml

Catalog: Leadership pack adds Strategy & Planning and Board & Investor Updates; Chief of Staff leads

· 36bf7a92840c

  • .claude/settings.json
  • .env.example
  • .gitignore
  • AGENT.md
  • card.yaml
  • employee.yaml
  • knowledge/README.md
  • knowledge/examples/quarterly-plan.md
  • memory/decisions.md
  • memory/learnings.md
  • playbooks/README.md
  • playbooks/grade-a-quarter.md
  • playbooks/onboarding.md
  • playbooks/quarterly-plan.md
  • reports/.gitkeep
  • skills/.gitkeep
  • software/.gitkeep
  • state.md