Projects the current quarter's estimated federal tax payment by aggregating YTD income across all sources (W-2 wages, 1099-NEC, rental, capital gains, dividends, business income),…
Tax document intake op, active January through April 15. Triggered each time a new tax document arrives (W-2, 1099-NEC, 1099-B, 1099-DIV, 1099-INT, 1099-R, K-1, 1098) via email,…
Monthly deduction review. Scans recent transactions and vault receipts for deductible expenses across home office (simplified method $5/sq ft or actual expenses), vehicle business…
Accesses HSA account balance (cash and invested), YTD employee and employer contributions vs. IRS limit, investment allocation and performance, and eligible expense transaction…
Monthly medication review. Reads the active prescription list in vault/health/ 05_medications/, calculates days remaining before each refill window opens (applying 7-day buffers…
Compiles a full coverage matrix from all active insurance policies: carrier, policy type, coverage limits (per-occurrence and aggregate), deductible, annual premium, and renewal…
Monthly cross-channel performance review; subscriber growth, video views, newsletter opens, and product sales all in one brief. Flags channels underperforming vs.
Reviews all open maintenance items and upcoming seasonal tasks across all rental properties against the current date.
Writes a medication refill reminder to vault/health/open-loops.md when a prescription is due within 30 days.
Weekly deadline alert. Flags all obligations due within 30 days across all installed plugins. Triggers: "deadline alert", "what's due", "upcoming deadlines", "30-day deadlines".
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 all content flags (revenue dips, SEO gaps, publishing misses, channel anomalies) to vault/content/open-loops.md and resolves completed items.
Maintains vault/insurance/open-loops.md as the canonical list of outstanding insurance action items. Appends new flags from any insurance op (renewals, coverage gaps, active…
Downloads owner statements, lease documents, maintenance requests, and tenant ledgers from an AppFolio owner portal via Playwright.
Searches configured target neighborhoods for active listings matching criteria and summarizes market stats including median price, active inventory, average days on market,…
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…
Monday morning weekly agenda builder; collects all cross-domain deadlines and priorities for the coming week, then suggests focus time blocks based on urgency and effort.
Reads the reading list and completion log to produce a reading progress summary: books completed YTD (count and titles), current book with percentage complete and projected…
Scans all installed plugin open-loops.md files and extracts items with explicit due dates within the next 60 days, sorted chronologically with urgent items (due within 7 days)…
Monthly brand brief. Pulls consistency score, mention summary, analytics highlights, and reputation flags.
Compares brand profile elements (bio, headshot, handle, URL) across all platforms to the master brand profile and flags any discrepancies.
Morning briefing for the day ahead. Pulls today's calendar events, the top 3 open loops across every life domain, any decisions pending input, weather forecast, and overnight…
Fetches Zestimate property valuations, rental estimates, and market trend data from Zillow via web research.
Writes estate flags (overdue maintenance, lease expirations, cash flow anomalies, vacancy risks, property tax deadlines, CapEx approaching) to open-loops.md and resolves completed…
Fetches daily sleep, readiness, and activity data from the Oura Ring API v2 using a personal API key.
Writes calendar flags (upcoming deadline clusters, focus time deficits, unscheduled high-priority items) to vault/calendar/open-loops.md and resolves completed items.
Monthly professional network health check. Reviews relationship recency across strategic contacts, identifies warm reconnects (60-90 day dormant relationships), surfaces new…
Writes a deadline alert to vault/tax/open-loops.md when a tax deadline is within 30 days. Each entry includes: deadline type, exact due date, entity name (personal or business…
Aggregates all asset balances and outstanding liabilities into a net worth table with month-over-month delta for each line item.
Records a new job application (or pre-application watch item) to vault/career/00_current/ with full context: company, role, date, source, contact, comp range, tech stack, work…
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…
Writes a flag to vault/health/open-loops.md for any overdue or due-soon preventive care screening. Records: care type, last completed date, recommended interval, days overdue,…
Full career data sync on the 1st of each month. Refreshes compensation records from payroll portal, updates the job application pipeline, syncs LinkedIn profile activity and…
Monthly investment performance review. Calculates 30-day and YTD returns for each investment account (401k, Roth IRA, Traditional IRA, HSA invested, brokerage).
Writes a structured renewal alert to vault/insurance/open-loops.md with policy type, carrier, renewal date, current premium, prior year premium (if available for change…
Analyzes the ratio of meetings vs. unblocked focus time across the past week and upcoming week, comparing against a 10-hour focus goal and identifying which days have the best and…
Friday-evening week-in-review. Captures what shipped, what slipped, what surprised, and what's next. Aggregates highlights and slips from every domain's _log/ entries this week.
Searches local professional listings and quote requests on Thumbtack via Playwright. Used by home-agent for finding contractors and obtaining competitive quotes on home…
Monthly explore sync. Checks all travel document expiration dates and surfaces upcoming trips requiring preparation.
Reads a specific coverage limit value — deductible, OOP max, HSA IRS limit, life insurance face value, disability benefit amount, dental annual max — from…
Full monthly wealth synthesis. Runs after monthly account statements are downloaded (typically the 3rd of the month).
Writes all brand flags (profile inconsistencies, content gaps, unanswered mentions, publishing cadence misses) to vault/brand/open-loops.md. Resolves completed items.
End-of-month rollup. Aggregates the four weekly reviews + per-domain state changes into a single monthly summary used for quarterly planning. Counts shipped vs.
Scans recent brand mentions for sentiment, source type, and context. Flags mentions needing a response and surfaces notable sources.
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…
Reads a specific account's current balance, prior-period balance, and institution name from vault/wealth/00_current/ and returns the structured record to the calling flow.
Monthly maintenance review across all rental properties. Checks open maintenance items, upcoming seasonal tasks, vendor follow-ups, warranty expirations, and CapEx replacement…
Monthly vision review brief. Compiles 13-domain life scorecard, top 3 at-risk goals, and alignment flags into a single strategic briefing.
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…
Reads and writes document scans and records files to configured Google Drive folders via the Drive API.
Pulls transaction history, spending by category, budget vs. actual, net worth snapshot, and recurring transaction data from Monarch Money via Playwright or CSV export.
Quarterly learning goal alignment review evaluating whether the active learning portfolio is pointed at career and life vision priorities for the next quarter.
Accesses brokerage and retirement account data from Fidelity Investments via Playwright with Chrome cookie authentication.
Records a revenue event to vault/content/ with: platform, amount, date, type (AdSense, sponsorship, product sale, subscription).
Maintains vault/benefits/open-loops.md as the canonical list of outstanding benefits action items. Appends new flags from any benefits op (enrollment deadlines, 401k match gaps,…
Writes a behind-pace flag to vault/learning/open-loops.md when a learning item's completion percentage is more than 15 percentage points behind the time-elapsed percentage.
Weekly source health audit. Checks all configured sources for availability, quality, and relevance. Flags stale or low-quality sources and suggests replacements.
Calculates home affordability based on income, debts, down payment savings, and current mortgage rates using 28/36 DTI rules.
On-demand affordability analysis that calculates max purchase price, monthly PITI payment, required down payment, PMI exposure, and break-even horizon for buying vs.
Builds a week-ahead agenda combining cross-domain deadlines, calendar events, and priority open loops — then suggests 2-3 focus blocks for deep work items.