Records a deductible expense to vault/tax/00_current/ with all metadata required to support the deduction at filing: date, vendor/payee, amount, deduction category (home office,…
Weekly birthday and milestone watch that surfaces upcoming birthdays and life events in the next 14 days with suggested actions.
Quarterly entity compliance check that reviews LLC/S-Corp filing requirements, state deadlines, registered agent status, and annual report filings.
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,…
Weekly wearable anomaly watch. Syncs the latest Oura Ring or Apple Health export, computes a 90-day rolling baseline for HRV, sleep score, resting heart rate, and readiness, and…
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…
Writes a deadline alert to vault/calendar/open-loops.md when a cross-domain item is due within 7 days with no preparation activity started.
Generates a daily news digest filtered to configured priority topics and sources. Triggers: "daily briefing", "news briefing", "what's happening today", "morning news".
Monthly P&L review that compares revenue vs expenses, calculates net profit margin, and flags variances vs prior month and budget.
Weekly home check. Reviews open maintenance items for urgent or overdue status, surfaces seasonal tasks due this week, checks for stale vendor responses, and flags any newly…
Calculates the current quarter's estimated federal tax payment. Aggregates YTD income from all sources, subtracts YTD withholding and prior estimated payments, and runs both the…
Weekly learning brief compiling active course progress with pace status, current book chapter and reading pace vs.
Quarterly skills gap analysis comparing your current skills inventory to target role requirements scraped from the monthly market scan.
Reviews all open maintenance items and upcoming seasonal tasks across all rental properties against the current date.
The single write point for vault/tax/open-loops.md. Called at the end of every tax op. Appends new flags (approaching deadlines, missing documents, deduction gaps, entity…
Aggregates recent coverage on a specific topic into a structured summary: current state, key players, recent developments, and open questions.
Monthly career review brief compiling market position, application pipeline status, comp vs. market summary, skills gap priorities, and 3-5 next actions.
Writes an ID expiration flag to open-loops.md with document type, holder name, expiration date, days until effective renewal deadline (using document-specific lead times),…
Writes a deadline alert to vault/tax/open-loops.md when a tax deadline is within 30 days. Each entry includes: deadline type, exact due date, entity name (personal or business…
Monthly client pipeline review that tracks active proposals, follow-ups needed, total pipeline value, and conversion rate.
Checks the expected tax document checklist for the current tax year against files actually received in vault/tax/00_current/ and flags anything expected but not yet received.
Writes a maintenance flag to open-loops.md and creates a maintenance item record in vault/home/00_current/.
Monthly tax review brief. Compiles YTD estimated tax liability, total federal and state payments made YTD (withholding + estimated payments), next upcoming deadline with amount,…
Pulls news from configured RSS feeds and sources, filters to priority topics, deduplicates, and formats as a scannable daily digest.
Searches contractor listings, ratings, license status, and cost guides on Angi (formerly Angie's List) via Playwright.
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 subscription review. Lists all active subscriptions with monthly cost, annual equivalent, last-used date, and usage flag.
Accesses automated investment portfolio data from M1 Finance via Playwright with Chrome cookie authentication.
Monthly tax deadline monitor. Flags all federal and state tax obligations due within 30 days with estimated payment amounts and specific action steps.
Writes all brand flags (profile inconsistencies, content gaps, unanswered mentions, publishing cadence misses) to vault/brand/open-loops.md. Resolves completed items.
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…
Monthly insurance brief compiling all active policy premiums and renewal dates, policies renewing within 60 days with recommended action, active claims status, total annual…
Accesses brokerage and retirement account data from Fidelity Investments via Playwright with Chrome cookie authentication.
Monthly job market scan searching for open roles matching your target criteria: role titles, company tier, tech stack, compensation minimums, and remote policy.
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".
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,…
Reads HSA account data to produce a complete balance snapshot: cash vs. invested balances, YTD contributions by source (employee/employer) vs.
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 detailed maintenance item record in vault/estate/00_current/.
Monthly renewal watch scanning all policy renewal dates and flagging anything renewing within 60 days.
Reads and writes document scans and records files to configured Google Drive folders via the Drive API.
Monthly business brief. Pulls revenue, expenses, P&L, compliance status, and open items. Triggers: "business brief", "LLC update", "P&L summary", "business status", "revenue this…
Weekly calendar brief. Surfaces upcoming deadlines, focus time health, and scheduling flags. Triggers: "calendar brief", "what's due this week", "deadline check", "focus time",…
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.
Writes all vision flags (stalled goals, OKRs off-pace, domain score declines) to vault/vision/open-loops.md and resolves completed items.
Friday-evening week-in-review. Captures what shipped, what slipped, what surprised, and what's next. Aggregates highlights and slips from every domain's _log/ entries this week.
Monthly health review brief. Compiles a composite wellness score from wearable trends, lab flags from the most recent panel, medication refill status, health cost YTD and HSA…
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…
Writes all content flags (revenue dips, SEO gaps, publishing misses, channel anomalies) to vault/content/open-loops.md and resolves completed items.
Tracks enrolled course progress, completion percentages, certificate status, and upcoming assignment deadlines on Coursera via Playwright with Chrome cookie session.
Builds a complete subscription table: service name, billing cycle, monthly equivalent, annual equivalent, last-used date, usage flag (unused >2 months), annual renewal approaching…
Home review brief — produced weekly when maintenance items are flagged or seasonal tasks are due, or on-demand.
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 rental property expense to vault/estate/00_current/ with property address, date, vendor, IRS-standard expense category, amount, notes, and receipt reference. CapEx vs.
Compiles cross-platform analytics: followers, growth, engagement rate, and impressions per platform with month-over-month deltas and top-performing content identified.
Accesses rental income, expense tracking, cash flow reports, and property valuations from Stessa via Playwright.
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,…
Records a home expense to vault/home/00_current/ with date, category (utilities/repairs/ supplies/services), subcategory, vendor, amount, notes, and receipt reference.
Tracks job application status, interview stages, offer details, and recruiter contacts from employer Greenhouse ATS candidate portals via Playwright.
Structured quarterly planning session. Reviews prior quarter OKRs, runs a retrospective, and sets new OKRs for the next quarter aligned to the life vision.