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…
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…
Structured quarterly planning session. Reviews prior quarter OKRs, runs a retrospective, and sets new OKRs for the next quarter aligned to the life vision.
Search contacts by name and retrieve phone numbers. Use before calling or sending SMS. Tools: query.
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…
Generates a complete portfolio snapshot: all properties with address, purchase price, current value, equity, outstanding mortgage balance, monthly cash flow, cap rate, and…
Accesses TurboTax Online for prior year return downloads (PDF), current year filing status, imported W-2 and 1099 data summary, estimated refund or amount owed, and key return…
Accesses saved articles and reading queue from Pocket (Mozilla) via OAuth API. Used by intel-agent for topic deep dives and curated reading list review.
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.
Writes a maintenance flag to open-loops.md and creates a detailed maintenance item record in vault/estate/00_current/.
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…
Monthly content review brief. Compiles channel analytics, revenue across all platforms, newsletter metrics, publishing schedule health, and SEO flags into a single briefing doc.
Accesses automated investment portfolio data from M1 Finance via Playwright with Chrome cookie authentication.
On-demand affordability analysis that calculates max purchase price, monthly PITI payment, required down payment, PMI exposure, and break-even horizon for buying vs.
Writes a flag to vault/wealth/open-loops.md when an expense category exceeds its monthly budget by more than 20%.
Pulls transaction history, spending by category, budget vs. actual, net worth snapshot, and recurring transaction data from Monarch Money via Playwright or CSV export.
Monthly maintenance review across all rental properties. Checks open maintenance items, upcoming seasonal tasks, vendor follow-ups, warranty expirations, and CapEx replacement…
Aggregate and read RSS feeds from multiple sources with Feedly's news reader platform.
Analyzes 401k fund allocation against target, checks employer match capture, calculates allocation drift per fund (flagging drift > 5 percentage points), runs a retirement balance…
Full learning data sync on the 1st of each month. Refreshes course progress from all configured platforms, updates reading list status with current book progress and recent…
Writes a maintenance flag to open-loops.md and creates a maintenance item record in vault/home/00_current/.
Reads all active learning items from vault, calculates completion percentage vs. time-elapsed percentage for each, produces a pace-ranked progress table (items most at risk of…
Reviews all open maintenance items and upcoming seasonal tasks across all rental properties against the current date.
Downloads owner statements, lease documents, maintenance requests, and tenant ledgers from an AppFolio owner portal via Playwright.
Monthly portfolio review brief. Compiles net cash flow per property, open maintenance items, lease expirations within 90 days, property tax deadlines, insurance renewal dates, and…
Writes all real-estate flags (market shifts, affordability changes, buy-window signals, interesting listings) to ~/Documents/aireadylife/vault/real-estate/open-loops.md and…
Monthly tax deadline monitor. Flags all federal and state tax obligations due within 30 days with estimated payment amounts and specific action steps.
End-of-quarter OKR retro. Scores each Objective on a 0.0-1.0 scale per standard OKR convention (≥0.7 is success, 0.4-0.6 hit but didn't stretch, <0.4 a real miss).
On-demand trip planning review that checks visa requirements, passport validity, travel insurance, vaccinations, and key booking deadlines for an upcoming trip.
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…
Weekly social review brief. Compiles upcoming birthdays, relationship health flags, and outreach suggestions into a single briefing for Ben's morning brief.
Monthly learning progress review checking all active courses and certifications for completion pace vs. target date, reading list progress vs.
Records a revenue event to vault/content/ with: platform, amount, date, type (AdSense, sponsorship, product sale, subscription).
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…
Records a completed course, certification, or book to vault/learning/01_prior/ with full context: title, type, platform, completion date, estimated hours invested, 1-3 key…
Records a new invoice to vault/business/00_current/ with client, amount, date issued, due date, service description, and payment status.
Drafts next quarter's OKRs based on current domain scores, open milestones, and life vision priorities. Identifies 3-5 priority domains and proposes 2-3 key results per domain.
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.
Quarterly total comp benchmarking vs. market P25/P50/P75 for your role, level, and location. Reads your full TC breakdown from vault, pulls live market data from Levels.fyi,…
Scans all identity and legal documents for expiration dates within 12 months. Applies document-specific renewal lead times (passport: 10–13 weeks; Global Entry: start 6 months…
On-demand deadline planner; given a deadline date and task scope, works backward from the due date to create a preparation schedule with milestones, effort estimates, and calendar…
Generates a relationship health table showing all tracked contacts with last contact date, health status, and relationship tier.
Tracks job application status, interview stages, offer details, and recruiter contacts from employer Greenhouse ATS candidate portals via Playwright.
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…
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.
Generates a daily news digest filtered to configured priority topics and sources. Triggers: "daily briefing", "news briefing", "what's happening today", "morning news".
Accesses brokerage and retirement account data from Fidelity Investments via Playwright with Chrome cookie authentication.
Monthly benefits brief compiling 401k match capture status, YTD vs. limit progress, HSA balance and investment threshold status, coverage flags, open enrollment timing, and all…
Exports iPhone Health data — steps, active energy, resting heart rate, body weight, and workouts — via an iOS Shortcut that saves a CSV or XML export to iCloud Drive for automatic…
Adds a new document to vault/records/ with document type, holder, issue date, expiration date, issuing authority, physical storage location, and digital storage location.
Accesses policy documents, coverage details, premium amounts, renewal dates, and claim status from any personal insurance carrier's online portal via Playwright with Chrome cookie…
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)…
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.
Assembles a domain-by-domain life scorecard with score (1-10), trend indicator, open loop count, and 1-line status per installed plugin.
Monthly net worth snapshot. Aggregates all asset balances (checking, savings, HYSA, brokerage, 401k, Roth IRA, Traditional IRA, HSA, real estate equity) and subtracts all…
Writes a medication refill reminder to vault/health/open-loops.md when a prescription is due within 30 days.
Builds a prioritized list of all tax deadlines falling within the next 90 days, sorted by days remaining.
Records a contact interaction to vault/social/00_current/ with contact name, date, type, notes, and any follow-up promised.
Monthly revenue review across all content channels: YouTube AdSense, newsletter sponsorships and paid tiers, and digital product sales (Gumroad).
Reads a specific coverage limit value — deductible, OOP max, HSA IRS limit, life insurance face value, disability benefit amount, dental annual max — from…