cortex-automate

Automate — Triggers, Rules, and Sync

Keywords

trigger, rule, automate, remind me when, auto-remember, sync instructions, push to CLAUDE.md, prospective memory, keyword trigger, file trigger, domain trigger, time trigger, filter rule, boost rule

Overview

Set up proactive automation in Cortex — triggers that fire when conditions are met (like opening a specific file or entering a domain), rules that filter or boost memories during recall, and syncing top insights back into CLAUDE.md for persistent project instructions.

Use this skill when: You want Cortex to proactively surface information based on context, filter out noise during recall, or keep CLAUDE.md updated with memory-derived insights.

Workflow

Triggers — Proactive Memory Recall

Create triggers that fire automatically when conditions match:

Keyword trigger — fires when a query/context contains specific words:

cortex:create_trigger({
  "type": "keyword",
  "pattern": "authentication",
  "memory_id": <id>,
  "message": "Remember: we decided to use JWT with refresh tokens, not sessions"
})

File trigger — fires when a specific file is being worked on:

cortex:create_trigger({
  "type": "file",
  "pattern": "pg_store.py",
  "memory_id": <id>,
  "message": "This file has a known issue with connection pooling under load"
})

Domain trigger — fires when entering a specific project domain:

cortex:create_trigger({
  "type": "domain",
  "pattern": "cortex",
  "memory_id": <id>,
  "message": "Priority: finish the refactoring plan before adding new features"
})

Time trigger — fires after a time condition:

cortex:create_trigger({
  "type": "time",
  "pattern": "7d",
  "memory_id": <id>,
  "message": "It's been a week — run consolidation"
})

Triggers fire up to 5 times by default, then deactivate. They appear in the query_methodology response at session start.

Rules — Filter and Boost During Recall

Add rules that modify recall behavior:

Soft rule (boost/penalize score):

cortex:add_rule({
  "type": "soft",
  "scope": "domain:cortex",
  "condition": "tag:architecture",
  "weight": 1.5,
  "description": "Boost architecture memories in Cortex domain"
})