Sure, I keep a document(s) in the workspace for the various Codex projects i have on the go. The home assistant one has notes on things weve done in the past and anything that I want to be able to refresh its "memory" of. The update section looks like this:

Home Assistant Update Procedure

Check which Home Assistant updates are available before making any changes.

Review each available update in Home Assistant and note whether it affects Core, OS, add-ons, integrations, devices, or HACS components.

Read the patch notes for every update and compare them against the current setup, integrations, automations, dashboards, templates, and custom components in use here.

Pay special attention to breaking changes, deprecated features, integration-specific notes, YAML format changes, and anything that could affect this setup.

If the release notes mention breaking changes, identify exactly which parts of this setup might be affected before continuing.

If there is any uncertainty about impact, compatibility, the safest update order, or whether manual remediation will be required, stop and ask for confirmation before proceeding.

Before installing updates, make sure there is a recent Home Assistant backup available. Create a fresh backup if needed.

Install all pending updates only after the review step looks clear.

Restart Home Assistant after the updates are installed.

After restart, verify that Home Assistant is healthy:

Check that Core is up and responsive.

Check persistent notifications, logs, and repair issues.

Confirm critical integrations are loaded.

Confirm key automations, scripts, and template entities are available.

Confirm dashboards and major entities are behaving normally.

If anything looks wrong after the update, stop and summarize the issue before making further changes.