Run DCOS as an always-on account agent

What runs where

Claude Desktop does not keep an agent process running between sessions. “Always on” in practice means fresh data in the background plus automated agent runs on a cadence you choose.

Setup in three steps

1. Install DCOS + extension Double-click the platform installer from the download page. Pick your role and account watchlist during setup — stored in ~/.config/dcos/accounts.yaml.
2. Background Salesforce sync (macOS) Keep CRM data indexed even when Claude is closed.
3. Schedule a Claude Routine Local routine with DCOS + Jina connectors; runs your discovery workflow on autopilot.

Step 2 — Background sync (macOS)

After install, enable launchd to sync Salesforce → Elasticsearch every 15 minutes:

cp launchd/com.elastic.dcos.sfdc-sync.plist.example \
  ~/Library/LaunchAgents/com.elastic.dcos.sfdc-sync.plist

# Edit paths in the plist to match your install location, then:
launchctl load ~/Library/LaunchAgents/com.elastic.dcos.sfdc-sync.plist

The plist ships inside the installer payload under launchd/, or in the source repo. Logs: /tmp/dcos-sfdc-sync.log

Windows / cron alternative

*/15 6-20 * * 1-5 source ~/.config/dcos/env.sh && \
  node /path/to/digital-chief-of-staff/scripts/sfdc-sync.mjs

Step 3 — Claude Routine

Create a Project (once)

Claude Desktop → Projects → new project → paste project instructions from the installer docs (claude/project-instructions.md in the repo). This gives every chat and routine the same MEDDPIC workflow.

New local routine

Cowork → Schedule (or Routines → New → Local):

Prompt — paste into the routine

You are my Digital Chief of Staff for Elastic sales.

First run dcos_user_profile to load my persona and account watchlist.
Only research accounts on my watchlist unless I specify otherwise.

Steps — execute all before writing the brief:
1. dcos_sfdc_sync — refresh Salesforce into Elasticsearch
2. dcos_sfdc_list_opportunities with limit 100 — open pipeline on watchlist
3. For each watchlist account (or top 15 by close date):
   a. dcos_search — MEDDPIC context, recent blockers, prior briefs
   b. Jina parallel_search_web (tbs qdr:w): "<Account> news", leadership change, observability OR security
4. Compare against prior dcos_search notes — highlight MEDDPIC deltas since last run
5. dcos_connector_list — if Slack/KB configured, pull internal signals

Output — Executive Daily Brief (plain English):

# Executive Daily Brief — {territory}
**Updated:** {date/time}

## What matters today
## What to watch
## What this means for me
## Today's game plan
## Your priority actions today
## Sales + executive implications
## Deals at risk today
## Territory snapshot
## High-priority setups
## Elastic
## Rep handoffs

Rules:
- Ground all CRM numbers from dcos_sfdc_* tools only
- MEDDPIC terminology throughout
- After the brief, dcos_add_note summarizing material changes (source: dcos_scheduled_brief)

Enable unattended runs

Claude Desktop → Settings → Extensions → digital-chief-of-staff → Other tools → change from Needs approval to Allow automatically (or allow individually: dcos_sfdc_sync, dcos_search, dcos_sfdc_list_opportunities, dcos_add_note).

Requirements for local routines

• Claude Desktop open (can be in background)
• Mac awake at run time
• Valid Salesforce session — re-run Login to Salesforce when tokens expire

What each run discovers

• dcos_user_profile — your role + watchlist accounts
• dcos_sfdc_sync — latest CRM field changes
• dcos_search — diff vs prior indexed notes
• Jina — external news and trigger events
• dcos_add_note — persist findings for the next delta comparison

Test before scheduling

In a new chat (with DCOS + Jina enabled):

Run dcos_user_profile, then dcos_sfdc_sync, then scan my watchlist for
anything that changed in the last 24 hours vs prior dcos_search notes.
Summarize deltas only.

If that completes without manual tool approvals, your routine will run unattended.

When the laptop is closed