Compiles a full coverage matrix from all active insurance policies: carrier, policy type, coverage limits (per-occurrence and aggregate), deductible, annual premium, and renewal…
Saves a listing of interest to vault/real-estate/00_current/ with address, price, beds/baths, sqft, price/sqft, days on market, Zestimate, list-to-Zestimate ratio, user notes,…
Reads and writes document scans and records files to configured Google Drive folders via the Drive API.
Weekly birthday and milestone watch that surfaces upcoming birthdays and life events in the next 14 days with suggested actions.
Generates the complete seasonal maintenance checklist for the current season: task name, frequency, last-done date, next-due date, urgency, assigned vendor, and estimated cost.
Writes a structured coverage gap flag to vault/insurance/open-loops.md with coverage type, current limit, recommended limit, financial exposure of the gap (in dollars), severity…
Records a new trip to vault/explore/00_current/ with destination, dates, purpose, total budget, booking status, and companions.
Monthly SEO health check; reviews keyword rankings, search impressions, top-performing content, and quick-win optimization opportunities.
Weekly calendar brief. Surfaces upcoming deadlines, focus time health, and scheduling flags. Triggers: "calendar brief", "what's due this week", "deadline check", "focus time",…
Writes a deadline alert to vault/calendar/open-loops.md when a cross-domain item is due within 7 days with no preparation activity started.
Summarizes active proposals by stage, expected close dates, total pipeline value, and flags proposals needing follow-up due to inactivity.
Queries product sales and revenue data from Gumroad via their API. Used by content-agent for digital product revenue review and discount code tracking.
Monthly wealth review brief. Compiles net worth delta, cash flow summary, investment performance highlights, active open-loop count, and prioritized action items into a single…
Aggregates all asset balances and outstanding liabilities into a net worth table with month-over-month delta for each line item.
Quarterly benefits coverage audit verifying active elections match what was chosen at enrollment and checking coverage limits against current assets, liabilities, and income.
Monthly market scan for target neighborhoods tracking median price, inventory, days on market, price/sqft, months of supply, and price-to-rent ratio.
Compiles a monthly wearable wellness summary covering sleep score, sleep duration, HRV (RMSSD), resting heart rate, readiness score, daily steps, and active energy.
Monthly subscription review. Lists all active subscriptions with monthly cost, annual equivalent, last-used date, and usage flag.
Accesses HSA account balance (cash and invested), YTD employee and employer contributions vs. IRS limit, investment allocation and performance, and eligible expense transaction…
Monthly brand brief. Pulls consistency score, mention summary, analytics highlights, and reputation flags.
Accesses Kindle reading progress and highlights via Amazon's Manage Content page or Goodreads RSS sync.
Runs a time-value-adjusted buy vs. rent comparison for a specific purchase price and holding period, returning the break-even year, total cost-to-own vs.
Checks the expected tax document checklist for the current tax year against files actually received in vault/tax/00_current/ and flags anything expected but not yet received.
Reads every domain's open-loops.md and produces a single ranked list of "what matters right now across my whole life." Ranks by stakes × urgency × time-since-touched.
Ingests new wearable device exports from Oura Ring (JSON) or Apple Health (XML/CSV) and appends new daily records to vault/health/00_current/ without overwriting existing data.
Records a new deadline to vault/calendar/00_current/ with item description, due date, domain, effort estimate, priority, and linked open loop.
The single write point for vault/tax/open-loops.md. Called at the end of every tax op. Appends new flags (approaching deadlines, missing documents, deduction gaps, entity…
Weekly home check. Reviews open maintenance items for urgent or overdue status, surfaces seasonal tasks due this week, checks for stale vendor responses, and flags any newly…
Monthly relationship health check that reviews contact recency, flags relationships going cold, and generates a prioritized outreach queue.
Full records data sync on the 1st of each month. Recalculates days-to-expiration for all tracked documents, flags documents newly entering the 90-day alert window, reviews…
Writes all home flags (overdue maintenance, budget overruns, expiring warranties, renewal deadlines) to open-loops.md and resolves completed items.
Calculates home affordability based on income, debts, down payment savings, and current mortgage rates using 28/36 DTI rules.
Writes a stalled goal flag to vault/vision/open-loops.md when a goal has had no progress for more than 42 days.
Quarterly document audit. Checks all identity documents, legal documents, and professional credentials for expiration within 12 months, missing documents, documents needing…
Writes a flag to vault/content/open-loops.md when a content piece drops in ranking or a high-value keyword has no content coverage.
The single write point for vault/wealth/open-loops.md. Called at the end of every wealth op. Appends new flags (budget overages, rebalancing alerts, savings milestones, debt…
Monthly business synthesis. Aggregates revenue and expenses into a full P&L and checks the compliance calendar.
Summarizes monthly home expenses by category (utilities, repairs, supplies, services) vs. prior month and YTD budget. Flags categories more than 20% over budget.
Full monthly home sync on the 1st of each month. Updates open maintenance item statuses, reviews monthly home expenses, checks seasonal task completion, flags upcoming lease or…
Monthly insurance brief compiling all active policy premiums and renewal dates, policies renewing within 60 days with recommended action, active claims status, total annual…
Adds a new news source to vault/intel/00_current/ with name, URL/feed, type, topic tags, and credibility rating. Used to expand the intel source list.
Maintains vault/career/open-loops.md as the canonical list of outstanding career action items. Appends new flags from any career op run (comp gaps, follow-up reminders, stalled…
Home review brief — produced weekly when maintenance items are flagged or seasonal tasks are due, or on-demand.
Tracks enrolled course progress, completion percentages, certificate status, and upcoming assignment deadlines on Coursera via Playwright with Chrome cookie session.
Reads HSA account data to produce a complete balance snapshot: cash vs. invested balances, YTD contributions by source (employee/employer) vs.
Calculates the current quarter's estimated federal tax payment. Aggregates YTD income from all sources, subtracts YTD withholding and prior estimated payments, and runs both the…
Writes a structured flag to vault/health/open-loops.md when a lab biomarker falls outside its clinical reference range.
Monthly tax review brief. Compiles YTD estimated tax liability, total federal and state payments made YTD (withholding + estimated payments), next upcoming deadline with amount,…
Records a life milestone to vault/vision/00_current/ with domain, description, date achieved, and notes.
Drafts a personalized professional outreach message for a specific contact, tailored to the context type (warm reconnect, referral request, networking maintenance, or intro…
December annual life review; retrospective on goals achieved across all domains, life vision document refresh, and next year's priority targets.
Quarterly portfolio performance review: cap rates, cash-on-cash return, equity positions, depreciation schedule, hold vs.
Writes all vision flags (stalled goals, OKRs off-pace, domain score declines) to vault/vision/open-loops.md and resolves completed items.
Compiles a structured coverage table for all active employer benefits — medical plan with deductible and OOP limits + YTD spend, dental, vision, 401k match rate and YTD, HSA…
Aggregates revenue from all content channels into a single monthly summary with MoM comparison, identifying the top channel and flagging declines >20%.
Writes a positive milestone flag to vault/wealth/open-loops.md when an account or metric crosses a meaningful financial threshold: emergency fund reaching 3 or 6 months, invested…
Monthly professional network health check. Reviews relationship recency across strategic contacts, identifies warm reconnects (60-90 day dormant relationships), surfaces new…
On-demand deep dive on a specific topic that pulls recent coverage, identifies key voices, and summarizes the state of play.
Full social data sync on the 1st of each month. Reviews all relationship health scores, identifies who needs a check-in, and updates the outreach queue for the month.
Accesses insurance comparison quotes for term life, disability income, and umbrella liability policies on PolicyGenius.