openclaw/docs/automation
Fabian Williams 99e53612cb
docs: add delegate architecture guide for organizational deployments (#43261)
* docs: add delegate architecture guide for organizational deployments

Adds a guide for running OpenClaw as a named delegate for organizations.
Covers three capability tiers (read-only, send-on-behalf, proactive),
M365 and Google Workspace delegation setup, security guardrails, and
integration with multi-agent routing.

AI-assisted: Claude Code (Opus 4.6)
Based on: Production deployment at a 501(c)(3) nonprofit

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: address review — add Google DWD warning, fix canvas in deny list

- Add security warning for Google Workspace domain-wide delegation
  matching the existing M365 application access policy warning
- Add "canvas" to the security guardrails tool deny list for
  consistency with the full example and multi-agent.md

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: fix Tier 1 description to match read-only permissions

Remove "draft replies (saved to Drafts folder)" from Tier 1 since
saving drafts requires write access. Tier 1 is strictly read-only —
the agent summarizes and flags via chat, human acts on the mailbox.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* style: fix oxfmt formatting for delegate-architecture and docs.json

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: fix broken links to /automation/standing-orders

Standing orders is a deployment pattern, not an existing doc page.
Replaced with inline descriptions and links to /automation/cron-jobs
and #security-guardrails anchor.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: move hardening to prerequisites before identity provider setup

Restructure per community feedback: isolation, tool restrictions,
sandbox, hard blocks, and audit trail now come BEFORE granting any
credentials. The most dangerous step (tenant-wide permissions) no
longer precedes the most important step (scoping and isolation).

Also strengthened M365 and Google Workspace security warnings with
actionable verification steps.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: add standing orders guide and fix broken links

Add docs/automation/standing-orders.md covering:
- Why standing orders (agent autonomy vs human bottleneck)
- Anatomy of a standing order (scope, triggers, gates, escalation)
- Integration with cron jobs for time-based enforcement
- Execute-Verify-Report pattern for execution discipline
- Three production-tested examples (content, finance, monitoring)
- Multi-program architecture for complex agents
- Best practices (do's and don'ts)

Update delegate-architecture.md to link standing orders references
to the new page instead of dead links.

Add standing-orders to Automation nav group in docs.json (en + zh-CN).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: address review feedback on standing-orders

- P1: Clarify that standing orders should go in AGENTS.md (auto-injected)
  rather than arbitrary subdirectory files. Add Tip callout explaining
  which workspace files are bootstrapped.
- P2: Remove dead /concepts/personality-files link, replace with
  /concepts/agent-workspace which covers bootstrap files.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 09:23:17 -05:00
..
auth-monitoring.md
cron-jobs.md docs: fix curly quotes, non-breaking hyphens, and remaining apostrophes in headings 2026-03-18 01:31:38 -07:00
cron-vs-heartbeat.md feat(cron): support custom session IDs and auto-bind to current session (#16511) 2026-03-14 16:48:46 +11:00
gmail-pubsub.md fix(security): restrict hook transform module loading 2026-02-14 13:46:09 +01:00
hooks.md docs: fix 26 broken anchor links across 18 files 2026-03-19 10:33:02 -07:00
poll.md fix: standardize 'MS Teams' to 'Microsoft Teams' across docs (#50863) 2026-03-19 23:54:47 -07:00
standing-orders.md docs: add delegate architecture guide for organizational deployments (#43261) 2026-03-20 09:23:17 -05:00
troubleshooting.md fix(heartbeat): run when HEARTBEAT.md is missing 2026-02-19 19:32:18 -05:00
webhook.md fix: standardize 'MS Teams' to 'Microsoft Teams' across docs (#50863) 2026-03-19 23:54:47 -07:00