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.
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.
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.
Reads all policy renewal dates, calculates days until renewal, filters to policies renewing within 60 days, and categorizes each as shop/auto-renew/coverage-review.
Calculates home affordability based on income, debts, down payment savings, and current mortgage rates using 28/36 DTI rules.
Writes a relationship flag to vault/social/open-loops.md when a close contact hasn't been reached in 90+ days or a professional contact in 180+ days, with name, last contact date,…
Summarizes keyword rankings, search impressions, and top content performance; identifies quick-win keywords (positions 4-15), ranking drops, and top 3 optimization opportunities.
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…
Reads YTD income totals from vault/tax/ across all income source types and returns a structured breakdown for use by estimated tax flows.
Writes a flag to vault/brand/open-loops.md when a platform profile field diverges from the master brand profile.
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…
Monthly tenant review: lease expiration countdown, rent payment history, security deposit tracking, vacancy planning, and renewal decision workflow.
Generates a complete portfolio snapshot: all properties with address, purchase price, current value, equity, outstanding mortgage balance, monthly cash flow, cap rate, and…
Summarizes active proposals by stage, expected close dates, total pipeline value, and flags proposals needing follow-up due to inactivity.
Writes calendar flags (upcoming deadline clusters, focus time deficits, unscheduled high-priority items) to vault/calendar/open-loops.md and resolves completed items.
Verifies all travel documents are valid for upcoming trips, including the 6-month passport validity rule and vaccination requirements for wishlist destinations.
Monthly content review brief. Compiles channel analytics, revenue across all platforms, newsletter metrics, publishing schedule health, and SEO flags into a single briefing doc.
Records a new deadline to vault/calendar/00_current/ with item description, due date, domain, effort estimate, priority, and linked open loop.
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…
Monthly explore review brief. Compiles upcoming trips, travel document expiration alerts, and wishlist status into a single briefing doc.
Quarterly audit of brand profile consistency across platforms (LinkedIn, Twitter/X, GitHub, YouTube, personal site).
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…
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),…
December annual life review; retrospective on goals achieved across all domains, life vision document refresh, and next year's priority targets.
Quarterly benefits coverage audit verifying active elections match what was chosen at enrollment and checking coverage limits against current assets, liabilities, and income.
Scans recent brand mentions for sentiment, source type, and context. Flags mentions needing a response and surfaces notable sources.
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…
Quarterly learning goal alignment review evaluating whether the active learning portfolio is pointed at career and life vision priorities for the next quarter.
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.
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…
Fetches daily sleep, readiness, and activity data from the Oura Ring API v2 using a personal API key.
Assembles a domain-by-domain life scorecard with score (1-10), trend indicator, open loop count, and 1-line status per installed plugin.
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.
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…
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…
Annual comprehensive insurance portfolio audit comparing all coverage limits to current assets, income, and liabilities.
Reviews entity compliance checklist: annual report filed, registered agent current, tax elections in place, and operating agreement updated.
Accesses patient portal records — lab results (PDF and structured values), visit notes, after-visit summaries, upcoming appointments, current medication list, and immunization…
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 market scan for target neighborhoods tracking median price, inventory, days on market, price/sqft, months of supply, and price-to-rent ratio.
Monthly records review brief. Compiles expiring documents (with renewal steps), subscription cost review (total spend, unused services, upcoming renewals), document gaps, legal…
Reads a specific coverage limit value — deductible, OOP max, HSA IRS limit, life insurance face value, disability benefit amount, dental annual max — from…
Records a new invoice to vault/business/00_current/ with client, amount, date issued, due date, service description, and payment status.
Records a contact interaction to vault/social/00_current/ with contact name, date, type, notes, and any follow-up promised.
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…
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 a structured flag to vault/health/open-loops.md when a lab biomarker falls outside its clinical reference range.
Writes estate flags (overdue maintenance, lease expirations, cash flow anomalies, vacancy risks, property tax deadlines, CapEx approaching) to open-loops.md and resolves completed…
Queries product sales and revenue data from Gumroad via their API. Used by content-agent for digital product revenue review and discount code tracking.
Quarterly seasonal maintenance planner. Generates the seasonal checklist for the upcoming season (spring/summer/fall/winter), computes what's overdue vs.
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.
Writes a medication refill reminder to vault/health/open-loops.md when a prescription is due within 30 days.
Accesses HSA account balance (cash and invested), YTD employee and employer contributions vs. IRS limit, investment allocation and performance, and eligible expense transaction…
Writes an overdue invoice flag to vault/business/open-loops.md when an invoice is unpaid more than 30 days past due.
Monthly relationship health check that reviews contact recency, flags relationships going cold, and generates a prioritized outreach queue.
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,…
Reads unified trip itineraries from TripIt for travel tracking and confirmation aggregation. Used by explore-agent for monthly travel sync — pulling confirmed booking details…
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…
Writes all social flags (overdue relationships, upcoming birthdays, promised follow-ups) to vault/social/open-loops.md and resolves completed items.
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.