Source: https://guthlabs.ai/docs/field-guides/outreach-rules/tools/

field guide / candidate

# Outreach rules — tools

The distinct tools record for Outreach rules. This page is proposal-only.

Status: **proposed**Lifecycle: **candidate**

## Record status

**Record ID**: field-guide:outreach-rules

**Parent lifecycle**: candidate

**Page lane**: tools

**Lane lifecycle**: proposed

**Owner**: Wick

**Owner role**: Not separately recorded

**Owner status**: Not separately recorded

**Qualification result**: NOT RUN · held for evidence and human review

**Working browser surface:** [Field guides — documentation](<https://guthlabs.ai/docs/field-guides/>) — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

## Authoritative tools lane tools and interfaces

### Canonical tools-page assignments

- **PointGuard** (interface · required) — Use as the contextual room for the current campaign, related Notebook records, approvals, and held actions; do not treat it as an execution owner or evidence of external connectivity.

- **Notebook Projects** (interface · required) — Use to group the campaign, related jobs, dossiers, drafts, triage records, and chronology without implying an active project backend.

- **Notebook Notes** (interface · required) — Use for source-labelled research findings, open questions, and reviewer notes with provenance and revision inspection.

- **Notebook Messages** (interface · required) — Use to prepare and inspect message drafts, recipients, context, and revisions; final external send must remain human-held.

- **Notebook Approvals** (interface · required) — Use to record proposal review, approval, hold decisions, and receipts before any external action is considered.

- **Notebook To-dos** (interface · required) — Use for research, review, response, and follow-up deadlines with dueAt, priority, completion state, tags, and human-review signals.

- **Notebook Agent Logs** (interface · optional) — Use to inspect Wick's bounded work, authority boundaries, receipts, and current state.

- **Date & Duration Calculator** (provider · optional) — Use the verified date-duration calculation for campaign workbacks, response windows, and checkpoint intervals when dates are supplied; do not use it to infer availability, send messages, or establish commitments.

- **Countdown / Days-Until Timer** (provider · optional) — Use only for a visible reminder of a recorded send-by or review deadline; it must not trigger sending, escalation, or provider-side scheduling.

Only the page's admitted lane is rendered as an assignment. Other lane inventories remain source records but are not merged here. Tool kind and required/optional status are preserved.

## Authoritative lane instrument assignments

### Canonical tools-page assignments

[date-duration-calculatorrequired · Calculate explicit intervals between recorded research, review, response, and checkpoint dates for deterministic workbacks.](<https://guthlabs.ai/docs/instruments/date-duration-calculator/>)[countdown-days-until-timeroptional · Display remaining time to a human-entered deadline; treat the result as a reminder only, not an automation trigger.](<https://guthlabs.ai/docs/instruments/countdown-days-until-timer/>)

An instrument listed only for another lane does not become a tools-page assignment.

## Use boundary

- Treating a named recipient or organization as a verified customer, partner, provider, or relationship.

- Sending, publishing, scheduling, or escalating externally from a local prototype or native surface.

- Using unsourced research, stale context, or inferred identity in a dossier or message.

- Exposing private notes, attachments, recipient data, or response content in public documentation or search.

- Allowing an Agent to approve its own draft or convert a reminder into an external action.

- Losing source locators, revisions, timestamps, timezone context, or approval receipts.

- Using countdowns or date calculations as evidence that a deadline was accepted by another party.

- Creating doorway documentation pages that repeat campaign terms without distinct procedural content.

## Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

- `source_record:field-guide:outreach-rules`

- `agents/index.html#wick`

- `field-guide:outreach-rules`

- `NotebookCollectionKind`

- `NotebookTodoPayload`

- `/app/pointguard/`

- `/app/notebook/messages/`

- `/app/notebook/approvals/`

- `/app/notebook/to-dos/`

- `/app/notebook/projects/`

- `/app/notebook/notes/`

- `/app/notebook/agent-logs/`

- `date-duration-calculator`

- `countdown-days-until-timer`