Monthly relationship health check that reviews contact recency, flags relationships going cold, and generates a prioritized outreach queue.
The single write point for vault/health/open-loops.md. Called at the end of every health op and flow.
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…
Monthly life scorecard; scores each active life domain (1-10) based on open loops resolved, goals on pace, and positive milestones.
Records a new trip to vault/explore/00_current/ with destination, dates, purpose, total budget, booking status, and companions.
Quarterly preventive care check. Reads the personal care schedule from vault/health/ 03_preventive/ and compares each screening against its last-completed date and recommended…
Generates a trip brief for an upcoming trip covering destination, dates, lodging, transport, total budget, and open booking items.
Builds a structured lab result summary with current biomarker values, reference ranges, trend direction vs.
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…
Monthly wealth review brief. Compiles net worth delta, cash flow summary, investment performance highlights, active open-loop count, and prioritized action items into a single…
Writes a flag to vault/content/open-loops.md when a content piece drops in ranking or a high-value keyword has no content coverage.
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 portfolio performance review: cap rates, cash-on-cash return, equity positions, depreciation schedule, hold vs.
Builds a cross-channel performance dashboard with 30-day totals per platform, MoM comparisons, and flags for channels underperforming vs. their 90-day average.
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,…
Writes all vision flags (stalled goals, OKRs off-pace, domain score declines) to vault/vision/open-loops.md and resolves completed items.
Writes a flag to vault/wealth/open-loops.md when an expense category exceeds its monthly budget by more than 20%.
Writes a structured compensation gap flag to vault/career/open-loops.md when current TC falls below market P50 for role, level, and metro.
Aggregates revenue from all content channels into a single monthly summary with MoM comparison, identifying the top channel and flagging declines >20%.
Accesses patient portal records — lab results (PDF and structured values), visit notes, after-visit summaries, upcoming appointments, current medication list, and immunization…
Assembles a domain-by-domain life scorecard with score (1-10), trend indicator, open loop count, and 1-line status per installed plugin.
Compares all coverage limits to current assets, income, and liabilities to identify meaningful gaps. Applies 10-12x income life insurance rule, 60-70% disability replacement…
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.
Quarterly skills gap analysis comparing your current skills inventory to target role requirements scraped from the monthly market scan.
Writes an overdue invoice flag to vault/business/open-loops.md when an invoice is unpaid more than 30 days past due.
Generates a prioritized outreach list covering birthdays in 14 days, overdue relationships, and warm reconnect opportunities.
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 rental property expense to vault/estate/00_current/ with property address, date, vendor, IRS-standard expense category, amount, notes, and receipt reference. CapEx vs.
Quarterly audit of brand profile consistency across platforms (LinkedIn, Twitter/X, GitHub, YouTube, personal site).
Weekly social review brief. Compiles upcoming birthdays, relationship health flags, and outreach suggestions into a single briefing for Ben's morning brief.
Monthly records review brief. Compiles expiring documents (with renewal steps), subscription cost review (total spend, unused services, upcoming renewals), document gaps, legal…
Accesses automated investment portfolio data from M1 Finance via Playwright with Chrome cookie authentication.
Monthly market scan for target neighborhoods tracking median price, inventory, days on market, price/sqft, months of supply, and price-to-rent ratio.
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…
Monthly career review brief compiling market position, application pipeline status, comp vs. market summary, skills gap priorities, and 3-5 next actions.
On-demand claims management covering the full claim lifecycle: initial filing steps with documentation checklist, active claim status tracking with adjuster follow-up actions,…
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…
Writes a stalled goal flag to vault/vision/open-loops.md when a goal has had no progress for more than 42 days.
Monthly net worth snapshot. Aggregates all asset balances (checking, savings, HYSA, brokerage, 401k, Roth IRA, Traditional IRA, HSA, real estate equity) and subtracts all…
Generates a complete portfolio snapshot: all properties with address, purchase price, current value, equity, outstanding mortgage balance, monthly cash flow, cap rate, and…
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.
Builds a monthly P&L summary: revenue by client/source, expense categories, net profit, margin, and comparison to prior month.
Records a new invoice to vault/business/00_current/ with client, amount, date issued, due date, service description, and payment status.
Summarizes keyword rankings, search impressions, and top content performance; identifies quick-win keywords (positions 4-15), ranking drops, and top 3 optimization opportunities.
Generates a daily news digest filtered to configured priority topics and sources. Triggers: "daily briefing", "news briefing", "what's happening today", "morning news".
Drafts a personalized professional outreach message for a specific contact, tailored to the context type (warm reconnect, referral request, networking maintenance, or intro…
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,…
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…
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 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…
Writes all explore flags (expiring documents, unbooked trip items, budget overruns) to vault/explore/open-loops.md and resolves completed items.
Generates a relationship health table showing all tracked contacts with last contact date, health status, and relationship tier.
Monthly income vs. expense review. Aggregates all income sources (W-2 net, rental, business, dividends) and expense categories (housing, food, transportation, healthcare,…
Monthly P&L review that compares revenue vs expenses, calculates net profit margin, and flags variances vs prior month and budget.
Tracks job application status, interview stages, offer details, and recruiter contacts from employer Greenhouse ATS candidate portals via Playwright.
Monthly subscription review. Lists all active subscriptions with monthly cost, annual equivalent, last-used date, and usage flag.
Records a brand mention to vault/brand/00_current/ with platform, author, date, sentiment, content summary, and link.
Accesses rental income, expense tracking, cash flow reports, and property valuations from Stessa 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 tax review brief. Compiles YTD estimated tax liability, total federal and state payments made YTD (withholding + estimated payments), next upcoming deadline with amount,…