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…
Lists every open decision that's waiting on you. Reads the calibration log for any council verdict where the user wrote down a gut answer but hasn't yet recorded the outcome —…
Generates a trip brief for an upcoming trip covering destination, dates, lodging, transport, total budget, and open booking items.
Monthly professional network health check. Reviews relationship recency across strategic contacts, identifies warm reconnects (60-90 day dormant relationships), surfaces new…
Monthly cash flow review run after rent collection. Computes gross rent, EGI, NOI, debt service, and net cash flow per property.
Generates a relationship health table showing all tracked contacts with last contact date, health status, and relationship tier.
Compiles a full coverage matrix from all active insurance policies: carrier, policy type, coverage limits (per-occurrence and aggregate), deductible, annual premium, and renewal…
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.
Weekly social review brief. Compiles upcoming birthdays, relationship health flags, and outreach suggestions into a single briefing for Ben's morning brief.
Analyzes 401k fund allocation against target, checks employer match capture, calculates allocation drift per fund (flagging drift > 5 percentage points), runs a retirement balance…
Builds a cross-channel performance dashboard with 30-day totals per platform, MoM comparisons, and flags for channels underperforming vs. their 90-day average.
On-demand affordability analysis that calculates max purchase price, monthly PITI payment, required down payment, PMI exposure, and break-even horizon for buying vs.
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…
Aggregates all asset balances and outstanding liabilities into a net worth table with month-over-month delta for each line item.
Monthly SEO health check; reviews keyword rankings, search impressions, top-performing content, and quick-win optimization opportunities.
Builds a structured lab result summary with current biomarker values, reference ranges, trend direction vs.
Quarterly portfolio performance review: cap rates, cash-on-cash return, equity positions, depreciation schedule, hold vs.
Monthly HSA review tracking YTD contributions vs. the 2025 IRS limit ($4,300 individual / $8,550 family), investment threshold status, projected year-end balance, and pending…
Downloads owner statements, lease documents, maintenance requests, and tenant ledgers from an AppFolio owner portal via Playwright.
Generates a prioritized outreach list covering birthdays in 14 days, overdue relationships, and warm reconnect opportunities.
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,…
Quarterly preventive care check. Reads the personal care schedule from vault/health/ 03_preventive/ and compares each screening against its last-completed date and recommended…
Monthly brand synthesis. Aggregates cross-platform analytics into a unified brand health score. Triggers: "brand synthesis", "brand score", "monthly brand report", "brand…
Full health data sync on the 1st of each month. Pulls new wearable exports (Oura Ring or Apple Health), downloads visit notes and lab results from the configured patient portal…
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.
Monthly real estate review brief. Compiles market conditions for all target markets, buy vs. rent verdict, affordability ceiling update, active listings of interest, and portfolio…
Builds a total compensation comparison table showing your current TC broken down by component (base, bonus, equity, benefits) versus market P25/P50/P75 for your role, level, and…
Drafts a one-page meeting prep brief for an upcoming meeting. Pulls context from prior meetings with the same attendees, your last update to them, the relevant domain's state.md,…
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…
Quarterly entity compliance check for all active LLCs and S-corps. Reviews: state annual report filing deadlines and fees, franchise tax payment obligations (California $800…
Writes an urgent enrollment deadline alert to vault/benefits/open-loops.md when the open enrollment window is active or approaching.
On-demand claims management covering the full claim lifecycle: initial filing steps with documentation checklist, active claim status tracking with adjuster follow-up actions,…
Monthly content output review that tracks publishing cadence vs goal, cross-platform performance, and top-performing content.
Monthly explore sync. Checks all travel document expiration dates and surfaces upcoming trips requiring preparation.
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.
Accesses Kindle reading progress and highlights via Amazon's Manage Content page or Goodreads RSS sync.
Reviews the active application pipeline for staleness and stall signals. Flags applications with no response in 7+ business days, opportunities at the same stage for 14+ days, and…
Detailed cash flow analysis per rental property: gross rent, vacancy loss, all operating expenses, NOI, debt service, net cash flow, cash-on-cash return, and expense ratio.
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…
Weekly focus time audit; analyzes meeting load vs. deep work blocks across the current and upcoming week, flags weeks falling below 8 hours of uninterrupted focus time, and…
Scrapes compensation data by company, role, and level from Levels.fyi — the most accurate source for tech compensation benchmarking.
Monthly cross-channel performance review; subscriber growth, video views, newsletter opens, and product sales all in one brief. Flags channels underperforming vs.
Scrapes Airbnb for property listings, availability, and pricing for target destinations and date ranges via Playwright.
Maintains vault/learning/open-loops.md as the canonical list of outstanding learning action items. Appends new flags from learning ops and flows (courses falling behind,…
Summarizes monthly home expenses by category (utilities, repairs, supplies, services) vs. prior month and YTD budget. Flags categories more than 20% over budget.
Monthly learning progress review checking all active courses and certifications for completion pace vs. target date, reading list progress vs.
Monthly vision review brief. Compiles 13-domain life scorecard, top 3 at-risk goals, and alignment flags into a single strategic briefing.
Fetches Zestimate property valuations, rental estimates, and market trend data from Zillow via web research.
Builds a prioritized list of all tax deadlines falling within the next 90 days, sorted by days remaining.
Compares brand profile elements (bio, headshot, handle, URL) across all platforms to the master brand profile and flags any discrepancies.
Compares the current skills inventory (with proficiency levels and recency) to target role requirements aggregated from recent market scan data.
Writes all explore flags (expiring documents, unbooked trip items, budget overruns) to vault/explore/open-loops.md and resolves completed items.
Searches local professional listings and quote requests on Thumbtack via Playwright. Used by home-agent for finding contractors and obtaining competitive quotes on home…
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,…
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…
Daily morning intelligence brief. Scans configured sources, filters stories through the user's interest lens, and produces a top 5-8 story brief with summaries and flags.
Writes a flag to vault/intel/open-loops.md when a story on a configured priority topic appears from a high-credibility source, with headline, source, summary, why it matters, and…
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…
Scans transaction records and vault documents in vault/tax/00_current/ for deductible expenses, classifies each against IRS deduction categories (home office simplified or actual…
Evaluates progress toward quarterly OKRs across all domains; calculates percent complete per key result and flags OKRs at less than 50% with less than 2 weeks remaining in the…