AI Agent Workflow Collection

Scrapes Airbnb for property listings, availability, and pricing for target destinations and date ranges via Playwright. Used by explore-agent for accommodation research during trip planning — comparing options before committing to a booking. Must use headless=False. Configure in vault/explore/config.md.

Analyzes 401k fund allocation against target, checks employer match capture, calculates allocation drift per fund (flagging drift > 5 percentage points), runs a retirement balance projection at assumed 7% average annual return, and returns structured results to the calling op.

Compiles a structured coverage table for all active employer benefits — medical plan with deductible and OOP limits + YTD spend, dental, vision, 401k match rate and YTD, HSA contribution pace, life insurance face value, and disability income replacement rate. Returns a formatted table to the calling op.

Reads HSA account data to produce a complete balance snapshot: cash vs. invested balances, YTD contributions by source (employee/employer) vs. IRS limit for coverage tier, projected year-end pace, investment threshold comparison, and pending qualified expense reimbursement list. Returns all data to the calling op.

Monthly 401k review covering employer match capture rate, YTD contribution progress vs. the 2025 IRS limit of $23,500, investment fund allocation drift vs. target, projected year-end balance, and withholding adequacy check. Flags any shortfall in match capture or contribution pace. Triggers: "401k review", "retirement contribution check", "employer match", "401k allocation", "am I maxing my 401k", "retirement savings update".

Quarterly benefits coverage audit verifying active elections match what was chosen at enrollment and checking coverage limits against current assets, liabilities, and income. Flags life insurance shortfall (below 10x income), disability replacement below 60%, and elections that may have been accidentally dropped. Triggers: "benefits audit", "coverage review", "am I covered", "check my benefits elections", "coverage gaps", "benefits coverage check".

Annual open enrollment planner comparing medical, dental, vision, FSA/HSA plan options by modeling total annual cost under three utilization scenarios (healthy year, moderate, worst-case hitting OOP max). Recommends optimal election set with side-by-side plan comparison table. Runs October-November when enrollment window opens. Triggers: "open enrollment", "benefits enrollment", "pick my benefits plan", "compare health plans", "enrollment review", "which plan should I choose".

Monthly HSA review tracking YTD contributions vs. the 2025 IRS limit ($4,300 individual / $8,550 family), investment threshold status, projected year-end balance, and pending qualified expense reimbursements. Flags under-contribution pace and uninvested cash above threshold. Triggers: "HSA review", "HSA balance", "HSA contributions", "health savings account", "HSA investment", "pending reimbursements".

Monthly benefits brief compiling 401k match capture status, YTD vs. limit progress, HSA balance and investment threshold status, coverage flags, open enrollment timing, and all outstanding benefit action items into a single prioritized briefing document. Triggers: "benefits brief", "show my benefits", "401k status", "HSA balance", "benefits summary", "benefits update".

Reads a specific coverage limit value — deductible, OOP max, HSA IRS limit, life insurance face value, disability benefit amount, dental annual max — from vault/benefits/00current/ plan documents. Returns the exact value, plan year, coverage tier, and source document to the calling flow or op.

Writes an urgent enrollment deadline alert to vault/benefits/open-loops.md when the open enrollment window is active or approaching. Includes enrollment start date, end date, effective date, list of elections that need to be reviewed, pointer to the plan comparison brief, and a calendar reminder note. Called by benefits-op-enrollment-review.

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, HSA investment threshold actions, coverage gaps, FSA deadlines, ESPP/RSU calendar events). Resolves completed items. Prioritizes by severity. Called at the end of every benefits op.

Scans recent brand mentions for sentiment, source type, and context. Flags mentions needing a response and surfaces notable sources.

Compiles cross-platform analytics: followers, growth, engagement rate, and impressions per platform with month-over-month deltas and top-performing content identified.

Compares brand profile elements (bio, headshot, handle, URL) across all platforms to the master brand profile and flags any discrepancies.

Monthly content output review that tracks publishing cadence vs goal, cross-platform performance, and top-performing content. Triggers: "content review", "brand performance", "how is my content doing".

Monthly brand synthesis. Aggregates cross-platform analytics into a unified brand health score. Triggers: "brand synthesis", "brand score", "monthly brand report", "brand analytics summary".

Quarterly audit of brand profile consistency across platforms (LinkedIn, Twitter/X, GitHub, YouTube, personal site). Checks bio, headshot, handle, URL, and bio text for drift from master profile. Triggers: "profile audit", "brand consistency", "update my profiles".

Monthly brand brief. Pulls consistency score, mention summary, analytics highlights, and reputation flags. Triggers: "brand brief", "brand summary", "how is my brand doing", "brand health", "brand check".

Writes a flag to vault/brand/open-loops.md when a platform profile field diverges from the master brand profile. Records platform, field, current value, expected value, and fix action.

Records a brand mention to vault/brand/00current/ with platform, author, date, sentiment, content summary, and link. Flags high-priority mentions (journalist, viral potential) for immediate action.

Writes all brand flags (profile inconsistencies, content gaps, unanswered mentions, publishing cadence misses) to vault/brand/open-loops.md. Resolves completed items.

Summarizes active proposals by stage, expected close dates, total pipeline value, and flags proposals needing follow-up due to inactivity.

Builds a monthly P&L summary: revenue by client/source, expense categories, net profit, margin, and comparison to prior month.