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PKM Summarize

Synthesize multi-object answers from AnyType (and optionally the agent wiki) without leaking sensitive content to cloud models.

When to use

  • "What do I know about ?"
  • "Brief me on X before a meeting."
  • "Summarize my recent thinking on Y."

What you produce

A markdown report containing:

  • A 2-4 sentence executive summary.
  • The relations / objects sourced.
  • Key facts grouped by theme.
  • Open questions / unknowns.
  • Optional: file the summary back into AnyType as a Source for future reuse.

Procedure

  1. Disambiguate the subject with the user if multiple objects match.
  2. Determine the maximum data classification of the subject and any objects related to it.
  3. Choose model surface per runtime policy (SPB-10):
  4. private_sensitive → local model only.
  5. internal / low_sensitive → local preferred; cloud allowed if user opts in.
  6. Read related objects via AnyType Local API:
  7. direct fields,
  8. relations one hop out,
  9. optionally related agent-wiki pages by wiki_index_id.
  10. Synthesize with explicit citations to object IDs.
  11. Output the report. Do not stream private content to a cloud model.
  12. (Optional) File back. With user opt-in, write the summary as a Source object linked to the subject for compounding reuse.
  13. Audit log entry. Action read (and optionally write if filed back).

Anti-patterns

  • Don't pull entire AnyType vault content into a single context; scope to the subject + 1 hop.
  • Don't summarize across data classifications by widening the runtime; downgrade or split.
  • Don't fabricate citations — every claim must point to an object ID.

Compatibility

  • AnyType Local API + agent-scoped key.
  • Optional read access to agent-wiki markdown for cross-linking.
  • No cloud egress for private_sensitive subjects.