# The Recipe Card Deck

## The Deck, and How to Read It

Every card runs four parts, terse on purpose, the Chapter 13 register: trigger, steps, guardrails, verify, then the judgment handed back to you. The cards sort the work. The judgment stays yours.

Part 1 reprints the five cards Chapter 13 taught for work that lives behind clicks. Part 2 adds five the book banked but never carded. Part 3 is the guardrail card. Click paths rot fast, so current versions of every card live on the companion site (`abeburnett.com/vibe-coding`).

## Part 1: The Full R-13 Set

The five cards from Chapter 13, unchanged.

### R-13.1: Multi-System Data Entry

- **Trigger:** the same record goes into two or more systems, by hand, more than once a week.
- **Steps:** map the fields once, on paper or in a sheet: source value to each system's field name → build the source file, the master list of records → run one record at a time, field by field, system by system → finish each record before starting the next → run the verify pass before touching the next record.
- **Guardrails:**
  - credentials never go in the prompt, and the agent never types them
  - you log in, or your tool holds the session
  - the source file stays out of the chat entirely, descriptions only
  - the full Chapter 3 checklist applies to every screen the agent sees
  - nothing submits until the verify pass passes
- **Verify:**
  - row counts match across every system, every time
  - spot-check three fields per record against the source
  - the session log shows one line per entry, with timestamp and system
  - if a count is off by one, stop the run, not the record

Your morning, your call: the day the systems start talking, delete this card and go back to a script, which will do the job faster.

### R-13.2: Portal Watch Loop

- **Trigger:** a portal whose deadline or status changes matter to you, and you currently check it by habit.
- **Steps:** schedule a daily check at a fixed time (the scheduling mechanics live in Chapter 9) → capture the status fields into a file → diff today against yesterday (compare the two files) → alert only on change, with the old value and the new value in the alert.
- **Guardrails:**
  - read-only, always
  - the watcher never clicks submit, never accepts anything, never replies
  - alerts go to you, not to a group, until you decide otherwise
  - if the portal shows customer data, the watch runs only in a setup that passes the Chapter 3 checklist for that data
- **Verify:** for the first week, check the portal yourself once a day and confirm every alert matches a real change, and no real change went unalerted.

Whether a portal deserves a watcher is your judgment. The week it stops mattering, turn the loop off the same week; a watcher that nags about nothing teaches you to ignore it.

### R-13.3: No-Export-Button Extraction

- **Trigger:** a system shows the data you need on screen, and offers no way to export it.
- **Steps:** write down exactly which rows and columns you need, before you start → page through the screens, capturing what's there → write it to a structured file, one row per record → count the rows → compare the count against the total the screen itself displays.
- **Guardrails:**
  - Chapter 3 applies to screens: PII (information that identifies a person) visible on screen is PII
  - if the screen shows customer names, this card runs only after the Chapter 3 checklist passes for that data and every service receiving the screen
  - capture what you need, not everything the screen offers
  - the file you build is data too, so it follows the same rules as any other file
- **Verify:**
  - the row count matches the on-screen total
  - spot-check five rows against the screen
  - the file opens clean in the tool you'll actually use next

If your screen shows names you don't need, that's a data-rules decision no card can make for you. Leave them on the screen.

### R-13.4: Scheduled Dashboard Pulls

- **Trigger:** the same numbers come from the same dashboard on the same day every week.
- **Steps:** open the dashboard on schedule → read the tiles in a fixed order → write the numbers to the tracker with the date → note anomalies in the same row, in your words → leave the dashboard.
- **Guardrails:**
  - read-only
  - the pull never sends, posts, or files anything
  - dashboard credentials live in your tool's own login and never appear in a prompt
  - the tracker stays on your machine or a team share you can already write to
- **Verify:**
  - for the first two weeks, pull the numbers yourself and compare
  - after that, the file should read like a history, with no silent gaps
  - any gap is an alert, not a shrug

If Monday's dashboard stops being the truth, retire the card before it faithfully reports the wrong numbers for a month.

### R-13.5: CRM Entries, Timesheets, Receipts

- **Trigger:** call notes that should become CRM records, time that should land in a timesheet, receipts that should land in expense categories.
- **Steps:** one note, one record: read the note, write the record, mark the note done → timesheets: pull the week's calendar and sent email, draft the entries, review them against the day's shape → receipts: name, date, amount, category, in that order, and flag anything that brushes a policy edge.
- **Guardrails:**
  - nothing sends without your review, ever
  - expense-policy questions go to a human, not a guess
  - don't categorize what you can't read, blurry receipt included
  - time entries you didn't actually spend are the one thing this card will not do
- **Verify:**
  - record count matches note count
  - a colleague could follow any entry back to its source
  - the flagged items are a list, not a mystery

When a receipt fights the policy, the policy wins, and a human decides. That human is you.

## Part 2: Expansion Cards

Same shape, new nouns.

### R-G1: The Weekly Digest Run

- **Trigger:** the incoming pile lands the same way every week, and you read it by hand.
- **Steps:** schedule a fixed morning each week → the agent answers four questions per item: what it is, what it asks, by when, decision or FYI → rank by what needs your judgment soonest, not by sender → anything that asks nothing and owes nothing goes to the bottom → the digest lands as a draft.
- **Guardrails:**
  - draft-status only: nothing auto-ships, ever
  - nothing confidential in the prompt; describe, don't paste
  - no stated ask gets "unknown," never a guess
- **Verify:**
  - the ranked list matches the pile, item for item
  - decisions match your own read of the week
  - re-read the first paragraph before you act

The digest sorts. You decide.

### R-G2: The Meeting Minutes Machine

- **Trigger:** a recurring meeting produces decisions and commitments that live only in your memory.
- **Steps:** capture the record before the meeting ends, transcript or running notes → summarize: decisions, one line each, with who made the call; action items with owner, task, deadline if stated, and where tracked; open questions; and any "we should probably" that never got an owner → track: one line per item → follow up Monday: last week's items against the tracker, flag past-due items, draft one-line status requests you review and send.
- **Guardrails:**
  - the record stays in safe tools, per Chapter 3
  - nothing sends without your review, ever; the Monday nudges are drafts
  - "we should probably" becomes a decision needed, never a silent action item
- **Verify:**
  - every decision and commitment appears in the summary
  - every action item carries owner, task, date, home
  - the Monday list matches the tracker

Read the Monday list like information about your team.

### R-G3: The Onboarding Kit

- **Trigger:** a new hire starts, and the team's knowledge lives in files nobody reads and heads nobody asks.
- **Steps:** point the agent at the team's AGENTS.md files and the docs they reference → draft a first-week kit: who owns what, where files live, which systems open first, what done looks like → the kit lands as a draft for the manager's edit, then ships.
- **Guardrails:**
  - no personal data: nothing beyond role and file ownership, nothing from HR files
  - references by name and path, not pasted content, per Chapter 3
  - the kit is a draft until a human reads it
- **Verify:**
  - a new hire could complete the first task from the kit alone
  - a colleague could correct any line by opening its source
  - the manager's edit pass takes under an hour

You're handing the new hire a map, not the territory.

### R-G4: The Compliance Binder Refresh

- **Trigger:** the first week of the quarter, and the Chapter 16 binder hasn't been touched since last quarter.
- **Steps:** run the refresh on a fixed date each quarter → pull the quarter's log entries: tool used, date, tier → check each against prompts, drafts, sources, sign-off → flag entries missing a sign-off or a named tier → close with your sign-off: name, date, what you reviewed → file the refresh note on top.
- **Guardrails:**
  - the binder holds method, not data: regulated tasks record the tool and tier, never the data
  - prompts that failed the Chapter 3 checklist get redone, and the refresh flags them
  - nothing gets deleted in a refresh; stale entries get an as-of date
  - the sign-off line is yours, every quarter
- **Verify:**
  - an auditor could reconstruct any logged task unaided
  - every past-quarter entry carries a current sign-off
  - you could produce the binder without wincing

Auditors trust folders. Keep yours true.

### R-G5: The Pre-Meeting Dossier

- **Trigger:** a meeting is on the calendar, and you'd walk in knowing less than you should about the people at the table.
- **Steps:** pull the attendee list from the invite → for each name: last touch, recent shipped work, open threads between you → one page per meeting, assembled the night before → write the one question worth asking each person; that column is yours.
- **Guardrails:**
  - descriptions only, per Chapter 3: nothing confidential goes in, nothing leaves safe tools
  - dossiers are for your eyes only
  - an empty thread stays empty; no invented history
- **Verify:**
  - spot-check two dossiers against your memory
  - every claim traces to a source you could open
  - the meeting starts with zero blank-stare moments

The dossier ends blank-stare meetings; the question column stays yours.

## Part 3: The Guardrail Card

The one card that rules them all. No trigger of its own; every trigger is its trigger. Print it.

### R-0: The Guardrail Card

- **Trigger:** any card in this deck is about to run.
- **Steps:** name what the run touches: money, permissions, sends, deletes, credentials → confirm the log habit: timestamp, system, action, result → run → read the log first.
- **Guardrails:**
  - the five never-gates hold each time, no exceptions, not once per session, not once per week:
    - money never moves without you at the gate
    - permissions never get granted without you at the gate
    - sends never go out without you at the gate
    - deletes never happen without you at the gate
    - credentials never enter a prompt, and the agent never types them
  - a gate you set once is a door; "approve everything" isn't a gate
  - Chapter 3 applies to screens: PII on a screen is PII
  - when colleagues depend on the output, the log becomes an audit obligation
- **Verify:**
  - a stranger could read the log and tell you what happened, in order
  - nothing moved, sent, or deleted without your gate
  - every entry traces to timestamp, system, action, result

The typing is the boring part, and the judgment is the part you keep. This card is where the two shake hands.

## The Judgment Stays Yours

Cards rot slower than screenshots, but they rot. Fields get renamed, screens redesigned, systems replaced, and a card that faithfully describes last year's portal will faithfully waste this year's Tuesday. Retire or revise it when that happens; the site holds current versions. The judgment stays yours. It always was.
