Which Search Tool? Instance Decision Tree

This decision tree helps instances route search queries to the correct tool at wake time. The key insight: internal tools (Google Drive) take priority over web search for company/personal data. Past conversation tools are separate from external info retrieval.

Which Search Tool? Instance Decision Tree Use this at wake to route search queries correctly Need information to answer query? Where should this info live? Internal/personal → User's Drive/Slack External/public → Web/internet Internal/Personal External/Public google_drive_search Use for: • Company docs, internal files • Personal projects, notes Example: "Find our Q3 sales deck" Is it a specific URL? Or do you need to search for it? Specific URL → web_fetch Need to search → web_search Specific URL web_fetch Use for: • User gave you exact URL • You need full page content Example: web_fetch("https://docs.claude.com") Need to search web_search Use for: • Current events/news • Public info on web Example: "latest AI news" Wait, is this about past conversations? Is this about past conversations with me? "What did we discuss about X?" "Continue our work from yesterday" "Find our chat about the project" Yes Time-based or topic-based? "Yesterday" / "last week" → recent_chats "About X topic" → conversation_search "Continue last chat" → recent_chats Time recent_chats Use for: • "Last 5 chats" • "Yesterday's work" Topic conversation_search Use for: • "Find chats about X" • Topic/keyword search No, not past convos Return to top decision: Is it internal (Drive) or external (web)? Follow that path above ↑ Priority: Internal tools (Drive) > Past chats > Web. Always check Drive first for company/personal data.

Tool selection priority: When a query could match multiple tools, follow this priority: (1) Internal tools (google_drive_search) for company/personal data, (2) Past conversation tools (conversation_search, recent_chats) for referencing prior work, (3) External tools (web_search, web_fetch) for public information. This prevents asking users to "paste data" when it already exists in their Drive or asking them to repeat context that's in past chats.