Runs every day in the early morning and early afternoon, applies separate account-specific retention rules, archives only exact low-risk cohorts, and returns a seven-item attention brief plus proposed ruleset changes.
Keep it only ifReview takes under five minutes and contains only messages that could change what you do.
02DailyAdvanced
Communication-to-CRM Reconciliation
A daily evidence review that keeps relationship records current from email, messages, calls, or LinkedIn.
Outcome
High-confidence CRM updates and a small review queue for ambiguous changes.
Needs
CRM access · Communication sources · Field definitions · Business-contact rules
My default
Uses separate daily passes for email, calls, and messages plus a weekday social pass, then makes only small evidence-backed CRM changes and queues ambiguous identity, relevance, or stage decisions.
Runs each weekday, ranks one to three near-term pipeline relationships and one to three partners or experts, then flags stale CRM metadata without producing an exhaustive contact list.
Safety boundaryProduces recommendations. Outreach and material pipeline changes stay human-gated.
Keep it only ifNobody appears merely because they communicated recently.
04Daily eveningConnected
Transcript Commitment Catcher
A daily review that separates promises from possible actions and ideas.
Outcome
No forgotten commitments and no task system flooded with speculative ideas.
Needs
Transcript source · Task or project system · Ownership rules · Routing rules
My default
Runs each evening across every meeting from local midnight onward, separates commitments from optional actions and project ideas, deduplicates against existing systems, and walks through capture decisions one at a time.
Runs Friday morning, validates a live minimum/target/maximum commitment table against the next workweek's calendars, and proposes exactly three ranked half-day plans before writing any planning blocks.
Runs on weekdays against a configured source registry, normalizes and scores durable signals, deduplicates them against prior ideas, and surfaces at most five with a feedback loop instead of filling a quota.
Safety boundaryResearches and recommends only. It does not publish, comment, or create downstream work.
Keep it only ifFewer than five results is a successful run when the evidence is weak.
07Monday morningConnected
Evidence-Backed Weekly Update
A concise internal, client, or investor update built from actual work evidence.
Outcome
A trustworthy draft separating shipped work, active work, decisions, risks, and next steps.
Needs
Project tracker · Authorized evidence · Prior update · Audience and tone
My default
Runs Monday morning for the completed Monday–Sunday week, starts from seven daily activity logs, backfills only gaps from raw histories, corroborates claims, and creates both a durable note and an unsent email draft.
Knowledge workOperationsMarketingProduct development
Safety boundaryDraft-only. Private evidence is minimized and sending always requires review.
Keep it only ifEvery progress claim is supported, and an outside reader can understand why it matters.
08Wednesday morningAdvanced
Weekly Money Review
A financial hygiene pass that surfaces anomalies, missing evidence, and decisions without silently changing the books.
Outcome
A short list of bookkeeping or cash-management items needing attention.
Needs
Payment processor · Accounting system · Correct company identifiers · Materiality thresholds
My default
Runs Wednesday morning, verifies the legal entity before touching payment and accounting systems, prefers read-only collection, maintains a durable open-items history, and produces a useful partial report when a source is unavailable.
Safety boundaryRead-only by default. Financial writes, refunds, transfers, and reconciliation require approval.
Keep it only ifThe report reconciles its period and sources and makes uncertainty impossible to miss.
09DailyStarter
Post-Meeting Communication Coach
A private debrief that evaluates how clearly you communicated, listened, questioned, and moved the conversation forward.
Outcome
Two communication strengths to keep, one behavior to change, and a concrete practice for the next meeting.
Needs
Meeting transcript · Your role in the meeting · Meeting purpose · Communication goals
My default
Runs daily across the previous day's calendar, selects meetings that fit an explicit coaching rule, retrieves their transcripts, and gives private evidence-backed feedback using a chosen communication lens.
Runs every three hours on weekdays after a faster cadence created more review work than I could clear. Takes one unreviewed item, checks current code and shipped evidence, then recommends closure, asks for clarification, or routes ready work through separately authorized delivery.
Safety boundaryRecommendation-only by default. Closing issues and implementing work require separate authority.
Keep it only ifEach decision uses current evidence, and the human review pile stays manageable.
11WeekdaysConnected
Owned Meeting Knowledge Archive
Export complete transcripts from tools such as Granola or Monologue into an archive you control, then build meeting and topic notes your agents can follow over time.
Outcome
A durable transcript, a useful digest for each meeting, and topic histories linked across meetings.
Needs
Transcript export · Private text archive · Meeting metadata · Knowledge base
My default
Archives each full transcript as owned text, creates an outcome-first digest for every detected meeting, and maintains separate linked topic notes that accumulate mentions over time.
Safety boundaryFull transcripts and sensitive topics stay in the owner's private archive. Sharing requires a separate privacy review.
Keep it only ifEvery digest resolves to a complete owned transcript, and topics link both ways across meetings.
12WeeklyAdvanced
Weekly Project Review Deck
Build a private web interface from your own project notes so reviewing a large queue becomes a sequence of concrete decisions.
Outcome
A complete review queue and an exact batch of status and review-date decisions.
Needs
Project and goal records · Linked actions · Recent evidence · Private web workspace
My default
Each week rebuilds a personal review web app from canonical project notes, shows one project at a time with evidence and a suggested move, and applies only the decisions I explicitly make.
Safety boundaryThe personal review interface is private and read-only; project changes follow exact human decisions.
Keep it only ifEvery due project is represented, and every changed note matches an explicit reviewed decision.
13MonthlyAdvanced
Monthly Budget Assignment and Funding Dashboard
Carry a shared household spending plan into a budgeting app and show how business income becomes household funding, spending, and savings.
Outcome
Funded categories that match the plan and a shared, reconciled view of where the money came from and went.
Needs
Shared budget plan · Budgeting app · Income classifications · Reporting spreadsheet
My default
On the first Sunday, reads the live household plan, checks category mappings and money available, assigns only fully fundable shortfalls under standing permission, then refreshes the spreadsheet I share with my wife to show business draws, other income, spending, and reserves.
Safety boundaryCategory writes need narrow opt-in and sufficient funds. Transfers and transaction edits stay outside this workflow.
Keep it only ifTargets, assignments, and cash flow reconcile; the shared dashboard never double-counts transfers or reserves.
14Continuous with quiet digestsAdvanced
PR Babysitter
A Grok Bot field test for keeping a small set of pull requests moving through current-tip review, merge, deployment, and health checks.
Outcome
Clean pull requests merge without losing the review gate or going quiet after a batch clears.
Needs
Repository and PR access · Automated review · Sanctioned remote repair agent · Deploy status
My default
Keeps a few clean draft and ready pull requests moving, repairs blocking tip findings through a remote coding agent, binds each authorized squash merge to the reviewed commit, then watches deployment and environment health.
