Creating an Initiative

There are two ways to create an initiative: quick creation via the command bar using slash commands, or detailed creation via the create dialog with a full form. Choose whichever fits your needs — the command bar for fast one-liners, the dialog for initiatives that need a title, description, or schedule.

Via the Command Bar

Typing /do at the start of a message in the command bar initiates initiative creation. Three variants are available:

Command Purpose ────────────────────────────────────────────────────────────────────── /do <goal> Create a one-time initiative immediately /do list Open the initiative sidebar /do every <schedule> <goal> Create a scheduled (periodic) initiative
  • /do <goal> — Creates a one-time initiative immediately. The <goal> is a plain-text description of what the agent should accomplish.
  • /do list — Opens the initiative sidebar so you can view and manage existing initiatives.
  • /do every <schedule> <goal> — Creates a scheduled (periodic) initiative that recurs automatically. The <schedule> can be hour, day, week, or month, a custom interval like 2h or 30m, and can optionally include an at <time> qualifier (e.g. every day at 9am).
Tip

The /do every syntax creates initiatives that recur automatically. For full schedule details — including timezone configuration, pause/resume behaviour, and run history — see the Scheduled Initiatives page.

Via the Create Dialog

The create dialog is opened by clicking the "+" button in the Templates tab of the initiative sidebar, or when editing an existing scheduled initiative. It provides a form with the following fields:

  • Title — A human-readable name for the initiative.
  • Goal (required) — A description of what the agent should accomplish. This is the main directive that drives the agent's planning.
  • Description — Optional additional context or constraints for the agent.

The dialog also contains two collapsible sections:

  • Schedule section — For setting the initiative to run on a recurring basis. See Scheduled Initiatives for details.
  • Phases section — For defining ordered phases with goals and instrument constraints. See Phases for details.

When editing an existing initiative, the dialog is pre-filled with its current values so you can review and adjust anything before saving.