# Install Steps

**Produced:** 08/14/2026 10:27 PM CDT

## Goal

Get Royal and J&J live on one OpenClaw host without mixing memory, reports, or outbound actions.

## Folder setup

Place these workspaces wherever you want them to live long-term. A clean example:

```text
~/openclaw-businesses/
  royal/
  j_and_j/
  owner_exec_optional/
```

Copy the starter folders from this package into that destination.

## What to edit first

For `royal` and `j_and_j`, edit these files before connecting any live sources:

1. `USER.md`
2. `TOOLS.md`
3. `MEMORY.md`
4. `configs/source-map.md`
5. `configs/report-catalog.md`

## Required chat routing rule

Use an explicit business prefix on every request from day one:

- `ROYAL:` for Royal Overhead Doors
- `J&J:` for J&J
- `CROSS:` only when you intentionally want a comparison or owner rollup

If a request arrives without one of those prefixes, the assistant should ask which business it belongs to before doing anything with live data or outbound actions.

## Minimum safe launch sequence

1. Put each business on its own email identity if possible.
2. Connect read-only sources first.
3. Verify the assistant can find the right files and dashboards.
4. Run shadow mode for 7 to 14 days.
5. Require approval on all outbound actions during shadow mode.
6. Turn on limited live sending only after outputs are correct.

## What should stay separate

- `MEMORY.md`
- `memory/`
- `reports/`
- `data/`
- `state/`
- vendor logins where feasible
- email recipients
- approval rules

## What can be shared carefully

- host machine
- OpenClaw installation
- generic scripts copied from a common library
- optional `owner_exec_optional` rollup summaries

## Suggested business routing rule

If a request belongs to one business, run it in that business workspace.

If a request compares both businesses, gather the outputs from each business first, then summarize only the approved rollup into `owner_exec_optional`.

Do not use one workspace to answer for the other, even if the human used the wrong prefix by accident.

## Launch discipline

Start with 1 to 3 workflows per business only.

Best first workflows:

- daily lead summary
- service backlog / install board summary
- receivables / cash exceptions
- inbox monitoring
- owner daily or weekly brief

Royal-specific first workflow suggestion:

1. receivables exception report
2. inventory sell-through summary
3. website lead / inbox monitoring