Monthly income vs. expense review. Aggregates all income sources (W-2 net, rental, business, dividends) and expense categories (housing, food, transportation, healthcare,…
Accesses patient portal records — lab results (PDF and structured values), visit notes, after-visit summaries, upcoming appointments, current medication list, and immunization…
Monthly investment performance review. Calculates 30-day and YTD returns for each investment account (401k, Roth IRA, Traditional IRA, HSA invested, brokerage).
Writes all brand flags (profile inconsistencies, content gaps, unanswered mentions, publishing cadence misses) to vault/brand/open-loops.md. Resolves completed items.
Writes records flags (expiring IDs with renewal deadlines, outdated legal documents, unused subscriptions approaching renewal, missing documents, storage gaps) to open-loops.md…
Compares the current skills inventory (with proficiency levels and recency) to target role requirements aggregated from recent market scan data.
Compares brand profile elements (bio, headshot, handle, URL) across all platforms to the master brand profile and flags any discrepancies.
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.
On-demand claims management covering the full claim lifecycle: initial filing steps with documentation checklist, active claim status tracking with adjuster follow-up actions,…
Writes all intel flags (breaking priority stories, source gaps, follow-up items) to vault/intel/open-loops.md and resolves completed items.
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…
Scans recent brand mentions for sentiment, source type, and context. Flags mentions needing a response and surfaces notable sources.
Monthly explore review brief. Compiles upcoming trips, travel document expiration alerts, and wishlist status into a single briefing doc.
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.
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…
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,…
Writes all explore flags (expiring documents, unbooked trip items, budget overruns) to vault/explore/open-loops.md and resolves completed items.
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…
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,…
Builds a complete subscription table: service name, billing cycle, monthly equivalent, annual equivalent, last-used date, usage flag (unused >2 months), annual renewal approaching…
End-of-day shutdown ritual. Five-minute structured wrap so the next morning starts fast. Captures what shipped today, what's parked for tomorrow, anything that worried/surprised…
Monthly life scorecard; scores each active life domain (1-10) based on open loops resolved, goals on pace, and positive milestones.
Scrapes Airbnb for property listings, availability, and pricing for target destinations and date ranges via Playwright.
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,…
Writes a structured compensation gap flag to vault/career/open-loops.md when current TC falls below market P50 for role, level, and metro.
Reads YTD income totals from vault/tax/ across all income source types and returns a structured breakdown for use by estimated tax flows.
Quarterly debt review. Calculates payoff timelines and total remaining interest cost for all outstanding loans (mortgage, auto, student, credit card, personal).
Monthly 401k review covering employer match capture rate, YTD contribution progress vs. the 2025 IRS limit of $23,500, investment fund allocation drift vs.
Writes calendar flags (upcoming deadline clusters, focus time deficits, unscheduled high-priority items) to vault/calendar/open-loops.md and resolves completed items.
Tracks who you owe a response to. Watches recent email/Slack/Telegram threads + meeting follow-ups + calendar invites needing a reply, and surfaces a single list of "people…
Scrapes compensation data by company, role, and level from Levels.fyi — the most accurate source for tech compensation benchmarking.
Monthly content output review that tracks publishing cadence vs goal, cross-platform performance, and top-performing content.
Annual comprehensive insurance portfolio audit comparing all coverage limits to current assets, income, and liabilities.
Monthly cash flow review run after rent collection. Computes gross rent, EGI, NOI, debt service, and net cash flow per property.
Full monthly wealth synthesis. Runs after monthly account statements are downloaded (typically the 3rd of the month).
Quarterly entity compliance check that reviews LLC/S-Corp filing requirements, state deadlines, registered agent status, and annual report filings.
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.
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.
Monthly explore sync. Checks all travel document expiration dates and surfaces upcoming trips requiring preparation.
Generates a prioritized outreach list covering birthdays in 14 days, overdue relationships, and warm reconnect opportunities.
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…
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…
Quarterly travel document audit that checks passport, Global Entry, TSA PreCheck, and vaccination records for expiration within 12 months.
Writes a flag to vault/brand/open-loops.md when a platform profile field diverges from the master brand profile.
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.
Reviews entity compliance checklist: annual report filed, registered agent current, tax elections in place, and operating agreement updated.
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…
Monthly tenant review: lease expiration countdown, rent payment history, security deposit tracking, vacancy planning, and renewal decision workflow.
Monthly renewal watch scanning all policy renewal dates and flagging anything renewing within 60 days.
Reviews all investment accounts — 401k, Roth IRA, Traditional IRA, HSA (invested), taxable brokerage — and calculates 30-day and YTD returns per account.
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…
Verifies all travel documents are valid for upcoming trips, including the 6-month passport validity rule and vaccination requirements for wishlist destinations.
Monthly vision review brief. Compiles 13-domain life scorecard, top 3 at-risk goals, and alignment flags into a single strategic briefing.
Pulls news from configured RSS feeds and sources, filters to priority topics, deduplicates, and formats as a scannable daily digest.
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".
Writes an overdue invoice flag to vault/business/open-loops.md when an invoice is unpaid more than 30 days past due.
Builds a debt table with outstanding balance, interest rate, minimum monthly payment, projected payoff date at current pace, and total remaining interest cost for each loan.
Weekly content performance review. Reviews last 7 days of video and newsletter performance, flags publishing gaps, and surfaces top action items for the week.
Summarizes keyword rankings, search impressions, and top content performance; identifies quick-win keywords (positions 4-15), ranking drops, and top 3 optimization opportunities.