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Class 3

AI Worker Scheduling, Memory & Projects#

Organizing an AI worker's world — isolated projects, retrieved context (RAG), memory, instructions, and work that runs on a schedule.

Once a worker can act, the next job is organizing its world: wall off each domain in a project, feed it the right context, let memory and instructions do their separate jobs, and hand repeat work to scheduled tasks.

From Sir Zia’s class — Zia Tutor AI, The AI Agent Factory (FDE track).

Why it matters

Capability without structure gets messy fast — memories bleed across domains, context balloons, and you retype the same setup every session. Projects, context and scheduling are how an architect keeps a worker organized and reliable.

Proactiveness & scheduled tasks

  • Proactive — Claude can start a conversation or take a step itself, not only when you prompt it.
  • Scheduled tasks run work automatically at a set date and time — set up by asking Claude or by hand. Each run starts a brand-new session, and you tell it up front which connectors, skills and plugins to use. Example: a daily task that pulls a lesson from a source you’ve wired up with a connector.
  • You’re told a run started in one of two ways right now: a push notification or an email.
Correction Because every scheduled run is a fresh session, it only sees what persists across sessions — project context, connectors, memory, skills. A PDF or page you dropped into one chat won’t be there. So to use a PDF or website as a recurring source, put it in the project’s context or behind a connector, not a one-off upload.

Projects — isolation and boundaries

Project A walled-off workspace. It keeps everything separate — sessions (chat threads), memory, even scheduled tasks — so you can work across many domains without their context or memory bleeding together.

A project is about organization, isolation, boundaries, and dividing work into domains. Its real gift: your work stays within those boundaries.

Correction “All sessions are mixed and can’t be filtered” is only true without projects — then everything shares one space and memory blends across domains. Projects exist precisely to separate sessions, memory and instructions per domain, so you’re not stuck with a mix: use a project per domain.

Context — the worker’s reference shelf

Context A file, a set of files, or data the worker consults when it needs to — like a book you open only to the pages relevant to your question.

Context is two-way: you can upload files, and the worker can create and hand files back.

My note Does an unrelated file (say a birthday-planner) sitting in the project pollute a chat? Mostly no — context is fetched by semantic search / RAG, so only the relevant pieces are pulled in. Still, keep a project’s context focused; less clutter means better retrieval.

Memory vs. instructions — the distinction that matters

Key distinction Instructions go with every prompt — always-on rules the worker can’t miss. Memory is recalled on demand: the worker uses tools to look it up when relevant. Write instructions that are well-defined and specific.

Project instructions in practice

Instead of clicking /Zia Tutor AI every time I want to learn, I can put that in the project’s instructions so it happens on its own:

Example Project instruction: “Whenever I start learning, use the Zia Tutor AI connector and skill.” Other useful ones: “use practical examples from my field (SEO / accounting),” “make images and keep the text brief.”

A principle to design by

Remember For every AI worker you design, write down its value, its cost, and its priority — then trade off between them deliberately.

My plan — top things I’ll build with Claude

  1. Zia Tutor AI — for learning.
  2. Social-media management — e.g. LinkedIn posts.
  3. Email marketing.
  4. Job work — e.g. a data analyst’s day-to-day.
  5. Development & interview prep.

Each would get its own project (isolated memory, instructions, sessions), and may use connectors, plugins and skills to do the work.

Questions I’m still exploring

  • Any downside to running many scheduled tasks? What’s the limit, and the minimum interval?
  • Can two tasks — two sessions — run at the same time?
  • How do shared “common” instructions interact with per-project instructions?

Test yourself

recall questions
  1. Why can’t a scheduled task use a PDF you dropped into a different chat?
    → Each run is a new session; it only sees what persists across sessions — project context, connectors, memory, skills.
  2. What does a project isolate?
    → Sessions, memory and tasks — plus its own instructions — per domain.
  3. Instructions vs memory?
    → Instructions ride with every prompt; memory is recalled on demand via tools.
  4. Why doesn’t an unrelated context file usually interfere?
    → RAG / semantic search retrieves only the relevant pieces.

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