Weekly content performance review. Reviews last 7 days of video and newsletter performance, flags publishing gaps, and surfaces top action items for the week.
Weekly learning brief compiling active course progress with pace status, current book chapter and reading pace vs.
Monthly learning progress review checking all active courses and certifications for completion pace vs. target date, reading list progress vs.
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…
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.
Writes all intel flags (breaking priority stories, source gaps, follow-up items) to vault/intel/open-loops.md and resolves completed items.
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…
Quarterly seasonal maintenance planner. Generates the seasonal checklist for the upcoming season (spring/summer/fall/winter), computes what's overdue vs.
Writes all home flags (overdue maintenance, budget overruns, expiring warranties, renewal deadlines) to open-loops.md and resolves completed items.
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…
Accesses insurance comparison quotes for term life, disability income, and umbrella liability policies on PolicyGenius.
Monthly 401k review covering employer match capture rate, YTD contribution progress vs. the 2025 IRS limit of $23,500, investment fund allocation drift vs.
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…
Quarterly travel document audit that checks passport, Global Entry, TSA PreCheck, and vaccination records for expiration within 12 months.
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.
Builds a prioritized list of all tax deadlines falling within the next 90 days, sorted by days remaining.
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…
Annual open enrollment planner comparing medical, dental, vision, FSA/HSA plan options by modeling total annual cost under three utilization scenarios (healthy year, moderate,…
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…
Monthly tenant review: lease expiration countdown, rent payment history, security deposit tracking, vacancy planning, and renewal decision workflow.
On-demand trip planning review that checks visa requirements, passport validity, travel insurance, vaccinations, and key booking deadlines for an upcoming trip.
Adds a new document to vault/records/ with document type, holder, issue date, expiration date, issuing authority, physical storage location, and digital storage location.
Structured quarterly planning session. Reviews prior quarter OKRs, runs a retrospective, and sets new OKRs for the next quarter aligned to the life vision.
Pulls news from configured RSS feeds and sources, filters to priority topics, deduplicates, and formats as a scannable daily digest.
Accesses Kindle reading progress and highlights via Amazon's Manage Content page or Goodreads RSS sync.
Quarterly debt review. Calculates payoff timelines and total remaining interest cost for all outstanding loans (mortgage, auto, student, credit card, personal).
Searches LinkedIn Jobs, Glassdoor, and Levels.fyi for open roles matching your configured target criteria.
Writes a maintenance flag to open-loops.md and creates a maintenance item record in vault/home/00_current/.
Reads and creates calendar events via the Google Calendar API. Used by calendar-agent for weekly agenda generation, focus time block analysis, multi-calendar event aggregation,…
Monthly job market scan searching for open roles matching your target criteria: role titles, company tier, tech stack, compensation minimums, and remote policy.
Full real estate data sync on the 1st of each month. Pulls market data for all target markets, updates affordability analysis with current rates, recalculates the buy vs.
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…
Quarterly entity compliance check that reviews LLC/S-Corp filing requirements, state deadlines, registered agent status, and annual report filings.
Writes an urgent enrollment deadline alert to vault/benefits/open-loops.md when the open enrollment window is active or approaching.
Compiles a monthly wearable wellness summary covering sleep score, sleep duration, HRV (RMSSD), resting heart rate, readiness score, daily steps, and active energy.
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.
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 —…
Searches contractor listings, ratings, license status, and cost guides on Angi (formerly Angie's List) via Playwright.
Scrapes compensation data by company, role, and level from Levels.fyi — the most accurate source for tech compensation benchmarking.
Writes a structured flag to vault/health/open-loops.md when a lab biomarker falls outside its clinical reference range.
Summarizes monthly home expenses by category (utilities, repairs, supplies, services) vs. prior month and YTD budget. Flags categories more than 20% over budget.
Monthly client pipeline review that tracks active proposals, follow-ups needed, total pipeline value, and conversion rate.
Analyzes 401k fund allocation against target, checks employer match capture, calculates allocation drift per fund (flagging drift > 5 percentage points), runs a retirement balance…
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,…
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…
Aggregates recent coverage on a specific topic into a structured summary: current state, key players, recent developments, and open questions.
Summarizes all income and expenses for the month, compares each expense category to its configured budget target, and flags categories more than 20% over budget.
Reads YTD income totals from vault/tax/ across all income source types and returns a structured breakdown for use by estimated tax flows.
Summarizes active proposals by stage, expected close dates, total pipeline value, and flags proposals needing follow-up due to inactivity.
Weekly birthday and milestone watch that surfaces upcoming birthdays and life events in the next 14 days with suggested actions.
Writes records flags (expiring IDs with renewal deadlines, outdated legal documents, unused subscriptions approaching renewal, missing documents, storage gaps) to open-loops.md…
Records a home expense to vault/home/00_current/ with date, category (utilities/repairs/ supplies/services), subcategory, vendor, amount, notes, and receipt reference.
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…
Records a new deadline to vault/calendar/00_current/ with item description, due date, domain, effort estimate, priority, and linked open loop.
Monthly explore review brief. Compiles upcoming trips, travel document expiration alerts, and wishlist status into a single briefing doc.
Monthly insurance brief compiling all active policy premiums and renewal dates, policies renewing within 60 days with recommended action, active claims status, total annual…
Aggregate and read RSS feeds from multiple sources with Feedly's news reader platform.
Drafts external communications (email, Slack DM, LinkedIn message, memo) from a few bullet points. Tone-matches the recipient — formal for board members, casual for peers, warm…
Monthly home expense review. Tracks utilities, repairs, supplies, and services vs. monthly budget. Flags categories 20%+ over budget, trends utilities YoY to catch rate increases,…
Tracks enrolled course progress, completion percentages, certificate status, and upcoming assignment deadlines on Coursera via Playwright with Chrome cookie session.