| Inbox Triage & Email Management | references/inbox-triage.md | ALWAYS read for ANY email or inbox task. Multi-account scanning, classification logic, priority scoring, action extraction, filter rules, sender reputation, thread analysis, auto-categorization, noise vs signal separation, response-required detection, FYI-only flagging, spam/newsletter filtering, receipt handling, notification deduplication. |
| Deadline & Renewal Tracking | references/deadline-renewal.md | Session expirations, subscription renewals, license tracking, domain/SSL/DNS renewals, insurance deadlines, lease terms, tax filing dates, regulatory compliance dates, warranty expirations, contract renewal windows, cancellation deadlines, trial expirations, rate-lock windows, payment due dates, grace period tracking. |
| Task Capture & Resurfacing | references/task-capture.md | Mid-conversation task logging, action item extraction, commitment tracking, follow-up scheduling, delegation capture, promise tracking, "don't forget" items, meeting action items, ad-hoc requests, dependency chains, blocked task detection, task aging alerts, recurring task management, context preservation for deferred tasks. |
| Reminder System & Cadence | references/reminder-system.md | Reminder timing logic, escalation cadence, notification frequency, reminder format templates, context-aware resurfacing, smart batching, timezone handling, do-not-disturb windows, urgency-based timing, multi-channel reminder delivery, snooze logic, recurring reminder patterns, anticipatory reminders, lead-time calculations. |
| Daily Briefing & Status Reports | references/daily-briefing.md | Morning briefing format, daily digest construction, priority stack ranking, weather/calendar/task integration, what-changed-overnight summaries, decision-required flags, revenue/metrics snapshots, upcoming deadline previews, weekly strategic memo triggers, end-of-day review format, weekly rollup structure, monthly operations review. |
| Escalation & Handoff Protocols | references/escalation-handoff.md | When to escalate vs handle autonomously, severity classification, escalation trigger conditions, handoff formatting, context packaging for handoff, approval-required detection, risk-threshold definitions, SLA breach alerts, communication-required flags, decision-authority boundaries, emergency protocols, chain-of-command logic. |
| Calendar & Schedule Management | references/calendar-schedule.md | Event scanning, conflict detection, buffer time management, travel time calculations, timezone conversions, recurring event monitoring, prep-time reminders, meeting agenda surfacing, schedule optimization, availability windows, booking protection, focus time blocking, event context enrichment, double-booking prevention. |
| Financial Ops & Bill Management | references/financial-ops.md | Bill tracking, invoice processing, subscription audit, spend categorization, payment due date tracking, autopay verification, refund tracking, dispute timeline management, tax document organization, receipt capture and filing, budget variance alerts, vendor payment schedules, credit card statement review, expense categorization. |
| Account & Platform Monitoring | references/account-platform.md | Platform health checks, API rate limit monitoring, session expiration tracking, credential rotation schedules, platform restriction monitoring (Etsy, Amazon, KDP, etc.), account standing verification, TOS compliance checks, listing health monitoring, product/listing status tracking, platform-specific deadline awareness, feature flag monitoring, beta access expiration. |
| Document & File Operations | references/document-file-ops.md | File organization frameworks, naming conventions, version control for documents, archive policies, backup verification, storage audit, duplicate detection, access permission reviews, document lifecycle management, retention policies, folder structure optimization, file migration checklists, digital asset management. |
| SOP & Workflow Management | references/sop-workflow.md | Standard operating procedure creation, process documentation, workflow automation design, checklist construction, runbook creation, playbook maintenance, process improvement identification, bottleneck detection, workflow audit, handoff documentation, onboarding checklists, shutdown/startup procedures, seasonal workflow adjustments. |
| Vendor & Service Management | references/vendor-service.md | Vendor tracking, service provider management, contract term monitoring, SLA tracking, vendor performance review, renewal negotiation timing, vendor consolidation opportunities, service redundancy checks, vendor contact management, escalation paths by vendor, dispute resolution tracking, vendor onboarding/offboarding checklists. |
| Personal-Business Crossover | references/personal-crossover.md | Life admin that intersects business: personal insurance, vehicle registration, medical appointments, family scheduling, home maintenance schedules, personal subscription management, personal deadline tracking, life milestone planning, personal finance touchpoints, personal legal deadlines, household operations, personal compliance items. |
| Audit & Compliance | references/audit-compliance.md | Business compliance deadlines, tax filing schedules, regulatory submissions, annual report filings, license renewals, permit tracking, privacy policy updates, terms of service reviews, data retention compliance, accessibility compliance, intellectual property renewal deadlines, trademark maintenance, business registration renewals. |