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How to review project status in an offline HTML overview with Research Workbench Assistant

Generate a local HTML snapshot of checkpoints, tasks, candidates, and notes for a quick status check.

Short answer: Make sure a workbench exists, such as one created by the demo flow in the repository; then run python -X utf8 skills/research-workbench/scripts/workbench.py overview --root demo-workbench; Double-click OVERVIEW.html inside demo-workbench to open it in a browser. All steps.

  • Research
  • Beginner
  • 15 minutes
  • From the README
  • Any agent

Who it is forA researcher preparing a supervisor meeting or a weekly review who needs one page showing where the project stands.

The problemProgress is spread across checkpoints, tasks, candidate papers, and notes, which makes a weekly status check slow.

The outcomeAn OVERVIEW.html file in the workbench that shows the checkpoint, task groups, candidates, and existing notes, with search and links back to the original records.

What you need first

  • A working local Codex installation with an account that can use it
  • Python 3.10 or newer
  • Git

Steps

  1. Make sure a workbench exists, such as one created by the demo flow in the repository.
  2. Run python -X utf8 skills/research-workbench/scripts/workbench.py overview --root demo-workbench.
  3. Double-click OVERVIEW.html inside demo-workbench to open it in a browser.
  4. Before sharing the file, review its contents, since it includes local research information. Run the overview command again after new records are added to refresh it.

Prompt for your agent

In the research-workbench-assistant repo, run the overview command on the workbench at <workbench-path> and confirm that OVERVIEW.html was created. Expected output: a static HTML snapshot with no external resource requests. Verify that the page is a snapshot and not a live view.

Caveat. The overview is a snapshot that only updates when the overview command runs again, and the README says to check its contents before sharing because it contains local research information.

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