Proactive Engine

The idea

Most AI tools wait for you to ask. The Proactive Engine flips this: you tell AI Partner what to monitor and when, and it acts on its own schedule — checking your markets, reading your news, reviewing your goals, and pushing results to your preferred channel before you even sit down at your desk.

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How the heartbeat works

A background process runs a cron tick at your configured interval (default: every 30 minutes during active hours):

Tick fires
    ↓
HeartbeatService: within active hours? → yes
HeartbeatService: last action < 25 min ago? → no (25-min cooldown)
    ↓
ProactiveAgenda.evaluate():
    1. HEARTBEAT.md standing tasks — any due this tick?
    2. Memory interests — any ongoing goal nearing a deadline?
    3. LLM judgment: "Is there ONE genuinely useful action right now?"
    ↓
Yes → the goal engine runs the chosen action
      → result delivered to Telegram/Discord/Slack/chat
      → logged to heartbeat_logs
No  → skip, check again next tick

The 25-minute cooldown prevents the engine from spamming you even if multiple things are due at the same time.

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Configuration files

The proactive engine reads four files in workspace/. Edit them in Settings → Workspace or directly:

HEARTBEAT.md — your standing tasks

## Standing Tasks

### Morning Briefing
- Time: every weekday at 7:00 AM
- Tasks:
  1. Top 5 tech and startup news stories from the last 24 hours
  2. Check stock prices: NIFTY 50, RELIANCE.NS, INFY.NS
  3. Flag any urgent emails that arrived overnight
  4. Assess progress on active goals

### Market Watch
- Time: weekdays at 9:15 AM and 3:30 PM IST
- Tasks:
  1. NIFTY 50 open/close and day change
  2. Any holdings with >2% intraday move
  3. Significant news from top 5 holdings

### Weekly Summary
- Time: every Friday at 5:00 PM
- Tasks:
  1. Summarize all meetings from this week
  2. List action items and completion status
  3. Top 3 priorities for next week based on GOALS.md

SOUL.md — behavior rules and active hours

## Identity
Name: Alex
Role: Founder & CEO

## Active Hours
active_hours: 6:00 AM - 10:00 PM IST
quiet_hours:
  - 10:00 PM - 6:00 AM
  - Sunday

## Heartbeat Settings
heartbeat_interval: 30m
cooldown: 25m

## Behavior
- Be concise — I read these on my phone
- Lead with the most important signal first
- Use bullet points for lists, not paragraphs
- For market data: bold anything that moved >1%

GOALS.md — drives relevance filtering

The ProactiveAgenda reads your active goals and uses them to decide what's relevant:

## Active Goals

### Close Series A
- Success: Term sheet signed by June 30, 2026
- Context: In conversations with Sequoia, Accel, and Tiger Global

### Launch v2.0
- Success: 1,000 active users by July 15, 2026

If the ProactiveAgenda sees a news story about Sequoia, it's relevant. A story about cooking recipes is not. The goals serve as a relevance filter.

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What gets delivered

All proactive output goes to the Telegram/Discord/Slack channel you configured in Settings → Messaging. The format is compact (optimized for phone reading):

🌅 Morning Briefing — Wed, May 13

📰 News
1. OpenAI launches GPT-5 — real-time web access built in [TechCrunch]
2. Sequoia India closes $2.5B fund [ET]
3. Apple expands Intelligence to 40 countries [The Verge]

📈 Markets (as of 6:58 AM)
NIFTY:     22,845 (+0.4%)
RELIANCE:  ₹2,847 (+0.8%)  ← above 1% threshold
INFY:      ₹1,634 (-0.2%)

📧 Overnight Email
⚠️ sarah@acme.com: "Q2 concern — need to talk today" [Reply]

🎯 Goals
Series A: 🟡 Sequoia call Thu — key milestone
v2.0:     🟢 Phase 2 on track

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Enabling / disabling

Enable: Go to Settings → Proactive Intelligence → toggle Heartbeat: On

Or set in .env:

HEARTBEAT_ENABLED=true
HEARTBEAT_INTERVAL_MINUTES=30

Pause temporarily:

Pause the heartbeat for the next 4 hours.

Disable a specific task: Comment it out in HEARTBEAT.md:

# - Time: weekdays at 9:15 AM  ← disabled

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Triggering manually

Don't want to wait for the next tick? Run a heartbeat manually:

Via chat:

Run my morning briefing now.

Via the UI: Go to sidebar → Proactive Intelligence → Run Now

Via API:

curl -X POST http://localhost:3000/api/heartbeat/trigger

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Standing tasks vs. LLM-driven tasks

There are two modes the ProactiveAgenda can operate in:

Mode	What drives it	Best for
Standing tasks	HEARTBEAT.md — explicit schedule and task list	Predictable, recurring tasks: market data, news digest
LLM-driven	ProactiveAgenda.evaluate() uses LLM judgment	Opportunistic tasks: "Is there something useful to do right now based on my goals?"

Standing tasks always run if it's the scheduled time. LLM-driven tasks fill the gaps — the agent evaluates whether to act on any tick where no standing task is due.

To disable LLM-driven decisions (standing tasks only):

HEARTBEAT_LLM_DRIVEN=false

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Time zone and IST-aware context

The heartbeat service is IST-aware by default. Some built-in logic:

Context	Time window
Morning briefing window	7:00 AM – 11:00 AM IST
NSE/BSE market hours	9:15 AM – 3:30 PM IST, weekdays
Evening recap window	6:00 PM – 9:00 PM IST
Quiet hours	Configurable in SOUL.md

Financial and market tasks are automatically filtered outside market hours (unless you override this in HEARTBEAT.md).

Set your timezone in .env:

TZ=Asia/Kolkata

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Delivery channels

Channel	Setup	Best for
Telegram	Settings → Messaging → Telegram	Default — inline buttons for approvals, file delivery
Discord	Settings → Messaging → Discord	Team briefings via a channel
Slack	Settings → Messaging → Slack	Work context — post to a channel
Chat (in-UI)	Always available	Results appear in the active chat conversation

You can configure multiple delivery channels — results are sent to all active ones.

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Viewing heartbeat history

Go to sidebar → Proactive Intelligence → History to see:

• When each tick fired
• What task was chosen (or why it was skipped)
• What the result was
• Whether it was delivered successfully

Or via API:

curl http://localhost:3000/api/heartbeat/logs?limit=50