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,…
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…
Accesses rental income, expense tracking, cash flow reports, and property valuations from Stessa via Playwright.
Searches LinkedIn Jobs, Glassdoor, and Levels.fyi for open roles matching your configured target criteria.
Searches contractor listings, ratings, license status, and cost guides on Angi (formerly Angie's List) via Playwright.
Writes all business flags (overdue invoices, compliance deadlines, stalled proposals, expense anomalies) to vault/business/open-loops.md. Resolves completed items.
Monthly deduction review. Scans recent transactions and vault receipts for deductible expenses across home office (simplified method $5/sq ft or actual expenses), vehicle business…
Generates a trip brief for an upcoming trip covering destination, dates, lodging, transport, total budget, and open booking items.
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),…
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…
Fetches Zestimate property valuations, rental estimates, and market trend data from Zillow via web research.
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…
Scans the active medication list in vault/health/00_current/ and computes the projected refill date for each prescription based on fill date and days supply.
Monthly P&L review that compares revenue vs expenses, calculates net profit margin, and flags variances vs prior month and budget.
Writes a document expiration flag to vault/explore/open-loops.md with document type, person, expiration date, renewal timeline, and action needed.
Quarterly seasonal maintenance planner. Generates the seasonal checklist for the upcoming season (spring/summer/fall/winter), computes what's overdue vs.
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 career review brief compiling market position, application pipeline status, comp vs. market summary, skills gap priorities, and 3-5 next actions.
Monthly records review brief. Compiles expiring documents (with renewal steps), subscription cost review (total spend, unused services, upcoming renewals), document gaps, legal…
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 —…
Writes estate flags (overdue maintenance, lease expirations, cash flow anomalies, vacancy risks, property tax deadlines, CapEx approaching) to open-loops.md and resolves completed…
Weekly learning brief compiling active course progress with pace status, current book chapter and reading pace vs.
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,…
Quarterly audit of brand profile consistency across platforms (LinkedIn, Twitter/X, GitHub, YouTube, personal site).
The single write point for vault/health/open-loops.md. Called at the end of every health op and flow.
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.
Monthly brand synthesis. Aggregates cross-platform analytics into a unified brand health score. Triggers: "brand synthesis", "brand score", "monthly brand report", "brand…
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.
Searches local professional listings and quote requests on Thumbtack via Playwright. Used by home-agent for finding contractors and obtaining competitive quotes on home…
Compiles cross-platform analytics: followers, growth, engagement rate, and impressions per platform with month-over-month deltas and top-performing content identified.
Triggered when new lab results arrive from a patient portal (MyChart/Epic) or are uploaded manually. Parses each biomarker against clinical reference ranges (glucose, A1c, LDL,…
Builds a monthly P&L summary: revenue by client/source, expense categories, net profit, margin, and comparison to prior month.
Monthly cross-channel performance review; subscriber growth, video views, newsletter opens, and product sales all in one brief. Flags channels underperforming 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.
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.
Pulls active listings, comparable sales, market statistics, and property estimates from Redfin via web research.
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,…
Maintains vault/benefits/open-loops.md as the canonical list of outstanding benefits action items. Appends new flags from any benefits op (enrollment deadlines, 401k match gaps,…
Quarterly learning goal alignment review evaluating whether the active learning portfolio is pointed at career and life vision priorities for the next quarter.
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…
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…
Weekly source health audit. Checks all configured sources for availability, quality, and relevance. Flags stale or low-quality sources and suggests replacements.
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…
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…
Builds a total compensation comparison table showing your current TC broken down by component (base, bonus, equity, benefits) versus market P25/P50/P75 for your role, level, and…
Writes all content flags (revenue dips, SEO gaps, publishing misses, channel anomalies) to vault/content/open-loops.md and resolves completed items.
Monthly medication review. Reads the active prescription list in vault/health/ 05_medications/, calculates days remaining before each refill window opens (applying 7-day buffers…
Builds a structured lab result summary with current biomarker values, reference ranges, trend direction vs.
Monthly job market scan searching for open roles matching your target criteria: role titles, company tier, tech stack, compensation minimums, and remote policy.
Morning briefing for the day ahead. Pulls today's calendar events, the top 3 open loops across every life domain, any decisions pending input, weather forecast, and overnight…
Records a brand mention to vault/brand/00_current/ with platform, author, date, sentiment, content summary, and link.
Quarterly skills gap analysis comparing your current skills inventory to target role requirements scraped from the monthly market scan.
Fetches daily sleep, readiness, and activity data from the Oura Ring API v2 using a personal API key.
Searches configured target neighborhoods for active listings matching criteria and summarizes market stats including median price, active inventory, average days on market,…
Monthly client pipeline review that tracks active proposals, follow-ups needed, total pipeline value, and conversion rate.
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,…
Writes an urgent enrollment deadline alert to vault/benefits/open-loops.md when the open enrollment window is active or approaching.
Annual open enrollment planner comparing medical, dental, vision, FSA/HSA plan options by modeling total annual cost under three utilization scenarios (healthy year, moderate,…
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…
Records a home expense to vault/home/00_current/ with date, category (utilities/repairs/ supplies/services), subcategory, vendor, amount, notes, and receipt reference.