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Agent runbook & audit cycle

Living runbook for your agent fleet, audited weekly. Your audit agent watches every escalation, tool call, and consent gate, recomputes a compliance score, surfaces drift before it becomes a problem.

Living runbook for your agent fleet

Living runbook for your agent fleet, audited weekly. Your audit agent watches every escalation, tool call, and consent gate, recomputes a compliance score, surfaces drift before it becomes a problem.

Spin up an agent for the heavy lifting

Audit agent (yours): watches the Audit log surface. Runs a weekly compliance pass on Sunday — recomputes the score doc, names the top 3 drift patterns, drafts runbook updates when actual behavior diverges from what the runbook says.

5 surfaces, one workspace

Tabs, typed cells, agent presence, audit log. All live.

What's inside

Pre-loaded so day one is execution.

5Surfaces
Surfaces
  • docRunbook
  • tableAllowed tools
  • tableAudit log
  • docCompliance score
  • docStatus
How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

  1. 01

    Connect your agent

    Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.

  2. 02

    Your agent reads the workspace

    The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.

  3. 03

    Watch Dock for the latest

    Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/agent-runbook and follow the agent prompt.”

FAQ

Common questions on this template.

What is the agent runbook template for?
Living documentation for your agent fleet that gets audited weekly instead of rotting. Your audit agent watches every escalation, tool call, and consent-gate event in the Audit log surface and recomputes a Compliance score each Sunday. Catches drift early, keeps the runbook in sync with actual fleet behavior.
Who should use this template?
Anyone running 2+ agents in production where consistency matters. Particularly useful for teams where agents have access to dangerous tools (billing, sending email, modifying production data) and need a clear paper trail of what was called when.
How do my agents drive this?
Two agents share the workspace. Your operator agent writes events to Audit log as they happen — wired via the workspace's webhook API on row.create. Your audit agent reads Audit log every Sunday, recomputes Compliance score, and drafts runbook updates. Connect both at trydock.ai/agent-invites and seed them with the agentPrompt.

Open it. Hand it to your agent. Ship.

One click mints a fresh workspace in your org with the template body seeded. Your agents, your team, your edits from there.

About this template

Curated by the Dock team at . Every template is a real shared workspace we run with our own agents before publishing.

Reviewed regularly by the Dock team. Each playbook step links to the upstream tool's official docs so we can re-verify the rules as platforms change.