Zoid + SO1 Automations — Deployment Checklist

Speed-run guide. Do steps in order — each unlocks the next.

Phase 0: External Services (~30 min)

These are pre-requisites. Do them first so IDs/URLs are ready when you need them.

0A. Discord Webhooks

Create #council-decisions channel
Channel Settings > Integrations > Webhooks > New Webhook
Copy URL → save as DISCORD_WEBHOOK_COUNCIL
Create #agent-optimisation channel, repeat
Copy URL → save as DISCORD_WEBHOOK_OPTIM

0B. Airtable — Council Base

Go to airtable.com > Create base: “OpenClaw Council” Table 1: “Council Decisions”

Field	Type
Type	Single select: `New Project`, `Priority Conflict`, `Crisis`, `Financial`, `Shipping`
Verdict	Single select: `GO`, `NO-GO`, `DEFER`, `RESOLVED`
Confidence	Number (0.00–1.00)
Summary	Long text
Compass_Score	Number
Vault_Score	Number
Cortex_Score	Number
Anvil_Score	Number
Tempo_Score	Number
Date	Date
Session_ID	Single line text
30_Day_Review	Checkbox
Review_Outcome	Long text

Table 2: “Council Handoff Log”

Field	Type
From_Agent	Single select: `anvil`, `bard`, `vault`, `cortex`, `tempo`, `compass`, `sentinel`, `atlas`
To_Agent	Single select (same 8)
Type	Single select: `assessment`, `estimation`, `feasibility`, `approval`, `information`
Question	Long text
Response	Long text
Quality_Score	Number
Date	Date

Table 3: “Emergency Protocol Log”

Field	Type
Date	Date
Signals_Active	Number
Triggered_Signals	Long text
Recovery_Duration_Days	Number
Post_Recovery_Outcome	Long text

Copy the base ID from the URL (https://airtable.com/appXXXXXXXXX/...) → save as AIRTABLE_COUNCIL_BASE_ID.

0C. Airtable — Optimisation Base

Create base: “OpenClaw Optimisation” Table 1: “Optimisation Runs”

Field	Type
Agent	Single line text
Template	Single line text (e.g. `U-01`, `G-01`)
Run Date	Date
Score	Number (0.00–1.00)
Status	Single select: `OK`, `WARNING`, `ACTION_REQUIRED`, `SKIPPED`
Recommendations	Long text
Cost USD	Currency
Tokens Used	Number

Table 2: “Drift History”

Field	Type
Agent	Single line text
Dimension	Single select: `tone`, `scope`, `protocol`, `consistency`
Score	Number
Date	Date
Trend	Single select: `improving`, `stable`, `worsening`

Table 3: “ADHD Protocol Scores”

Field	Type
Agent	Single line text
Protocol	Single select (8 protocols)
Week Of	Date
Activation Rate	Percent
Success Rate	Percent
Effectiveness	Percent
Status	Single select: `effective`, `underused`, `ineffective`, `critical`

Table 4: “Rate Limiter Log”

Field	Type
Date	Date
Total Calls	Number
Total Cost USD	Currency
Skipped Runs	Number
Skip Reason	Single select: `hourly_limit`, `daily_limit`, `cost_cap`

Copy base ID → save as AIRTABLE_OPTIM_BASE_ID.

0D. Airtable API Token

airtable.com/create/tokens > Create personal access token with scopes:

data.records:read
data.records:write
Access to both bases above

Save token for n8n credential setup.

Phase 1: BFF → hab.so1.io Connectivity (~5 min)

1A. Get n8n API Key

Go to hab.so1.io
Settings (gear icon) > API
Enable API if not already enabled
Create new API key → copy it

1B. Set Railway Env Vars

In Railway dashboard for the control.so1.io service, add:

N8N_API_URL=https://hab.so1.io
N8N_API_KEY=<key from step 1A>

Railway will auto-redeploy. Wait ~60 seconds.

1C. Verify

# Health check (no auth needed)
curl https://control.so1.io/health
# → { "status": "ok", ... }

# Workflow listing (needs Clerk token)
# Quick way: open console.so1.io/workflows in browser — should load without error
# (Empty list is fine — no workflows imported yet)

Phase 2: n8n Credentials & Variables (~10 min)

2A. Credentials (hab.so1.io > Settings > Credentials)

Create two credentials:

anthropic-api — Type: “Header Auth”
- Name: x-api-key
- Value: your Anthropic API key (sk-ant-...)
airtable-api — Type: “Header Auth”
- Name: Authorization
- Value: Bearer <airtable_pat_from_0D>

2B. Variables (hab.so1.io > Settings > Variables)

Add all of these:

DISCORD_WEBHOOK_COUNCIL    = <from 0A>
DISCORD_WEBHOOK_OPTIM      = <from 0A>
AIRTABLE_COUNCIL_BASE_ID   = <from 0B>
AIRTABLE_OPTIM_BASE_ID     = <from 0C>
AGENT_FILES_BASE_PATH      = https://github.com/so1-io/so1-io/tree/main/standalone/zoid/agents
COUNCIL_LLM_MODEL          = claude-sonnet-4-20250514
COUNCIL_LLM_TEMPERATURE    = 0.2
COUNCIL_MAX_TOKENS_PER_CONSULTATION = 1000
COUNCIL_THROTTLE_SECONDS   = 2
OPTIM_LLM_MODEL            = claude-sonnet-4-20250514
OPTIM_LLM_TEMPERATURE      = 0.2
OPTIM_DAILY_COST_CAP       = 5.00
OPTIM_HOURLY_RATE_LIMIT    = 50
OPTIM_DAILY_RATE_LIMIT     = 200
OPTIM_PER_AGENT_COST_CAP   = 1.00
OPTIM_MIN_CALL_INTERVAL_MS = 2000
OPTIM_ENABLED              = true

Phase 3: Import Council Workflows (~15 min)

Source file: standalone/zoid/agents/COUNCIL-WORKFLOWS.md

3A. Import Workflow JSON

For each workflow (CW-01 through CW-07):

Go to hab.so1.io > Workflows > + Add Workflow > Import from JSON
Copy the JSON block from COUNCIL-WORKFLOWS.md for that workflow
Paste and import
Verify tags — each workflow should already have tags in the JSON. Confirm they appear in the workflow settings. These tags are critical for the console to link agents to workflows.

Workflow	Tags (must match exactly)
CW-01: New Project Evaluation	`openclaw`, `council`, `cw-01`, `compass`, `vault`, `cortex`, `anvil`, `tempo`, `atlas`
CW-02: Priority Conflict Resolution	`openclaw`, `council`, `cw-02`, `atlas`, `compass`
CW-03: Weekly Strategy Sync	`openclaw`, `council`, `cw-03`, `atlas`, `compass`, `sentinel`, `strategy`
CW-04: Financial Decision Gate	`openclaw`, `council`, `cw-04`, `vault`, `compass`, `atlas`, `strategy`
CW-05: Shipping Decision	`openclaw`, `council`, `cw-05`, `anvil`, `sentinel`, `atlas`, `builder`
CW-06: Content Calendar Planning	`openclaw`, `council`, `cw-06`, `bard`, `cortex`, `atlas`, `voice`
CW-07: ADHD Emergency Protocol	`openclaw`, `council`, `cw-07`, `adhd`, `atlas`, `tempo`, `compass`, `bard`, `human`

Do NOT activate yet — test first (Phase 5).

3B. Quick Smoke Test

Pick CW-01. Click “Test workflow” in the n8n editor. It should:

Hit the webhook trigger (or use manual trigger for testing)
Fail at the LLM node if credential isn’t wired — that’s expected
Wire the anthropic-api credential to each LLM node, then re-test

Phase 4: Import Optimisation Workflows (~20 min)

Source files:

Skeleton: standalone/zoid/agents/OPTIM-N8N-SUITE.md (section 4.3)
Prompts: standalone/zoid/agents/OPTIM-HANDBOOK.md

4A. Import Skeleton

Import the skeleton JSON from OPTIM-N8N-SUITE.md section 4.3
Save as optim-skeleton (don’t activate)

4B. Create Template Workflows

For each of the 17 templates, duplicate the skeleton and customise: Start with these 3 (they have ready-made JSON in OPTIM-N8N-SUITE.md):

Template	Section	Cron
U-01: Prompt Drift	section “Template-Specific: U-01”	`0 2 * * 0` (Sun 02:00)
U-05: ADHD Protocol	section “Template-Specific: U-05”	`0 3 * * 0` (Sun 03:00)
G-01: Shipping Velocity	section “Template-Specific: G-01”	`0 18 * * 5` (Fri 18:00)

For each:

Duplicate optim-skeleton
Rename to optim-u01-prompt-drift (etc.)
Replace the “Build Analysis Prompt” node with the template-specific version from OPTIM-N8N-SUITE.md
Update the Schedule Trigger cron
Update Agent Iterator filter (if group/individual template)
Tag with optim + agent-specific tags

Then do the remaining 14 using prompts from OPTIM-HANDBOOK.md:

ID	Name	Cron	Agents
U-02	Memory Hygiene	`0 2 * * *` (daily)	all
U-03	Voice Consistency	`0 4 1,15 * *` (fortnightly)	all
U-04	Context Budget	`0 5 1 * *` (monthly)	all
U-06	Council Handoff	`0 4 * * 0` (Sun)	all (runs once)
U-07	Tool Relevance	`0 5 15 * *` (monthly)	all
U-08	Regression Testing	`0 6 1 * *` (monthly)	all
U-09	Personality Entropy	`0 7 1 * *` (monthly)	all
U-10	Config Drift	`0 5 1 1,4,7,10 *` (quarterly)	all
G-02	Decision Quality	`0 18 * * 5` (Fri)	compass, atlas, vault
G-03	Growth & Wellbeing	`0 4 30 * * 0` (Sun)	tempo, cortex
G-04	Content Quality	event-driven	bard, cortex
I-01	Debt/Shipping Ratio	`0 5 1,15 * *` (fortnightly)	anvil
I-02	Authenticity	`0 6 30 * * 1` (Mon)	bard
I-03	Priority Accuracy	`0 6 * * 1` (Mon)	atlas

4C. Wire Credentials

For every imported workflow, ensure:

LLM nodes use the anthropic-api credential
Airtable HTTP nodes use the airtable-api credential

Phase 5: Import Life Hacks (~10 min)

Source: automation-workflows/life-hacks/workflows/ Each has a JSON file ready to import:

Workflow	JSON File	Extra Credentials Needed
Daily Compass	`daily-compass/daily-compass.json`	Google OAuth2, GitHub PAT, Starling API, OpenWeatherMap
Inbox Pilot	`inbox-pilot/inbox-zero-autopilot.json`	Google OAuth2, Anthropic
Money Pilot	`money-pilot/money-pilot.json`	Starling API, Anthropic
Health Pulse	`health-pulse/health-pulse.json`	Apple Health (via webhook), Anthropic
Decision Journal	`decision-journal/decision-journal.json`	Airtable, Anthropic

Plus Swim Coach (5 workflows):

swim-coach-weekly-scheduler.json
swim-coach-session-briefs.json
swim-coach-log-webhook.json
swim-coach-adaptation.json
swim-coach-afternoon-swimdown.json

Each workflow directory has a SETUP.md with specific credential requirements. Read those for per-workflow setup. Tip: Start with Daily Compass only — it’s the most useful day-one. Add others later.

Phase 6: Verify End-to-End (~10 min)

6A. Console Shows Workflows

Visit console.so1.io/workflows
Should list all imported workflows with active/inactive status
If empty: check Railway logs for BFF → n8n connection errors

6B. Console Shows Agent → Workflow Links

Visit console.so1.io/agents
Each agent card should show a workflow count
Click into an agent (e.g. Anvil) → “Linked Workflows” section should list CW-01, CW-05, G-01, etc.
If counts are 0: verify workflow tags in n8n match agent workflowTags in config

6C. Console Shows Runbooks

Click into any agent with runbooks (e.g. Sentinel)
“Runbooks” section should show entries like “Automation Operations”, “DevOps Operations”

6D. Test Workflow Execution

In the console, click into an agent with a linked workflow
Click “Run” on one of the workflows
Check console.so1.io/jobs — should show a running/completed execution
Check Discord channels for notifications

6E. Smoke Test Council Workflow

# Trigger CW-07 (ADHD Emergency) manually via n8n webhook
curl -X POST https://hab.so1.io/webhook/council-adhd-emergency \
  -H "Content-Type: application/json" \
  -d '{"test": true, "signals": ["missed_deadlines", "context_switching"]}'

# Expected: Discord embed in #council-decisions with agent assessments
# Expected: Airtable record in Emergency Protocol Log

Activation Order

Once everything tests clean, activate workflows in this order:

Council workflows (CW-01 through CW-07) — these are webhook-triggered, so activating just enables the endpoints
U-02 Memory Hygiene — daily, low cost, validates the skeleton pattern works
U-01 Prompt Drift — weekly, core health metric
Daily Compass — morning briefing, immediate personal value
Remaining optimisation workflows — one per day, monitoring cost in Rate Limiter Log
Life hacks — as you set up the per-workflow credentials

Troubleshooting

Symptom	Likely Cause	Fix
Console workflows page shows error	`N8N_API_URL` / `N8N_API_KEY` not set on Railway	Set env vars, redeploy
Agent workflow count is 0	Workflow tags in n8n don’t match `workflowTags` in agent config	Check tag names are lowercase and match exactly
LLM node fails in n8n	`anthropic-api` credential not wired to node	Edit workflow, select credential on each LLM node
Airtable logging fails	Wrong base ID or PAT scope	Verify `AIRTABLE_*_BASE_ID` variables, check PAT has both bases in scope
Discord notification missing	Webhook URL wrong or channel deleted	Test webhook URL with curl directly
Rate limiter blocks all runs	Daily cost cap hit	Check “Rate Limiter Log” table; increase `OPTIM_DAILY_COST_CAP` if needed
Console shows “no runbooks”	Agent `runbooks` array empty in config	Check `config/agents.ts` — vault and tempo intentionally have none yet

Getting Started

Architecture

Agents Overview

Zoid Council Skills

Orchestration Agents

Automation Agents

Engineering Agents

DevOps Agents

Documentation Agents

Prompt Agents

Incident Agents

Runbooks

Domain Runbooks

API Reference

Control Plane API

Veritas API

n8n API

​Zoid + SO1 Automations — Deployment Checklist

​Phase 0: External Services (~30 min)

​0A. Discord Webhooks

​0B. Airtable — Council Base

​0C. Airtable — Optimisation Base

​0D. Airtable API Token

​Phase 1: BFF → hab.so1.io Connectivity (~5 min)

​1A. Get n8n API Key

​1B. Set Railway Env Vars

​1C. Verify

​Phase 2: n8n Credentials & Variables (~10 min)

​2A. Credentials (hab.so1.io > Settings > Credentials)

​2B. Variables (hab.so1.io > Settings > Variables)

​Phase 3: Import Council Workflows (~15 min)

​3A. Import Workflow JSON

​3B. Quick Smoke Test

​Phase 4: Import Optimisation Workflows (~20 min)

​4A. Import Skeleton

​4B. Create Template Workflows

​4C. Wire Credentials

​Phase 5: Import Life Hacks (~10 min)

​Phase 6: Verify End-to-End (~10 min)

​6A. Console Shows Workflows

​6B. Console Shows Agent → Workflow Links

​6C. Console Shows Runbooks

​6D. Test Workflow Execution

​6E. Smoke Test Council Workflow

​Activation Order

​Troubleshooting