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Key Workflows

Financial Operations

Quarterly Portfolio Reviews

  • Liquidity regime scorecards
  • Portfolio analysis and assessment
  • Rebalancing decisions
  • See /strategy/operations/finance/quarterly-portfolio-review-process.md for complete workflow

Transaction Import

  • Multi-bank CSV import with normalization and categorization
  • Currency conversion to USD
  • Automatic categorization and tagging
  • See /strategy/operations/finance/transaction-import-process.md for procedures

Data Import

  • Unified import pipeline for all financial data types
  • Schema validation and normalization
  • Provenance tracking
  • See /strategy/operations/finance/data-import-process.md for general procedures

Rebalancing

  • Three-axis liquidity-centered rebalancing framework
  • Strategic allocation decisions
  • Execution planning

Task Management

Asana Integration

  • Import tasks with automatic domain classification
  • Domain classification (finance, admin, work, health, social, other)
  • Full metadata support (comments, attachments, stories/history, custom fields)
  • See /execution/scripts/ASANA_SYNC_SERVICE.md for sync service documentation

Bidirectional Sync

  • Webhook-based real-time sync
  • Polling-based backup sync between workspaces
  • Intelligent field-level merging preserves local modifications
  • See /execution/scripts/ASANA_WEBHOOKS.md for webhook setup

Task Organization

  • Domain classification for cross-domain reasoning
  • Query views: Today, this week, high-benefit backlog, domain-specific
  • Daily/weekly review workflows
  • See /strategy/operations/tasks-daily-review-process.md for review procedures

Background Services

  • macOS LaunchAgent services for continuous sync
  • Webhook processing
  • Automated task processing

PDF Automation

Form Filling

  • Programmatic PDF form completion
  • Data-driven field population
  • See /strategy/reference/pdf-form-filler-usage.md for usage guide

Field Detection

  • OCR-based automatic field position detection
  • Interactive calibration GUI for manual tuning
  • Visual field position verification
  • See /strategy/reference/pdf-form-filler-setup.md for setup

Conversation Tracking

Automatic Per-Turn Tracking

  • Automatic conversation storage after every agent response
  • Hierarchical model: conversation (metadata) + agent_message (individual turns)
  • Stored via Neotoma MCP with full provenance and entity resolution
  • See .cursor/rules/conversation_tracking.mdc for complete specification

Query Conversations

// Get today's conversations
mcp_neotoma_retrieve_entities({
  entity_type: "conversation",
  filters: { start_timestamp: "2026-01-29" }
})

// Get conversation with messages
conv = mcp_neotoma_retrieve_entity_snapshot({entity_id: conversation_id})
messages = mcp_neotoma_retrieve_graph_neighborhood({
  entity_id: conversation_id,
  relationship_types: ["PART_OF"]
})

// Get timeline view
mcp_neotoma_list_timeline_events({
  entity_type: "agent_message",
  filters: { conversation_id: conversation_id }
})

Graph Exploration

  • Explore conversation relationships to tasks, contacts, projects
  • Use retrieve_graph_neighborhood to discover related entities
  • Timeline queries for chronological conversation history

Data Access

MCP Server

  • Programmatic read/write access via Model Context Protocol
  • Semantic search with embeddings
  • Query with enhanced filter operators
  • See /mcp/README.md for complete documentation

Query Scripts

  • Command-line tools for data exploration and analysis
  • Domain-specific queries
  • Summary and aggregation views

Schema Discovery

  • Automatic schema introspection for all 60+ data types
  • Type information and validation rules
  • Field descriptions and constraints

Audit Trail

  • Complete change history with rollback capabilities
  • Provenance tracking from source to derived data
  • Timestamped snapshots for recovery

Additional Workflows

  • Audio Transcription: Automated transcription of voice memos with file watching
    • See /strategy/operations/audio-transcription-process.md for workflow
  • Contact Management: Gmail and Minted.com integration for contact extraction
  • Strategic Planning: Quarterly reviews, decision frameworks, execution planning
  • External System Sync: Real-time sync with Asana, Gmail, Google Calendar, and other services