Monthly review — goals progress, spending patterns, relationship health, what worked and what didn't. Runs 1st of each month.
Bigger picture. What happened this month? What's the trajectory? The analyst agent runs this skill.
Cover work AND personal life. Zoom out.
packages/agent/.state/taskboard.mdpackages/agent/.state/taskboard-archive/YYYY-MM.md for this monthget_activity with days: 30knowledge({ action: "recall", text: "month decisions projects patterns", semantic: true })packages/agent/.state/events.jsonl: sum Edith costs by label for the monthmanage_docs search or Bash to find this month's weekly review docsmanage_docs — title: Monthly Review — [MONTH YEAR]
| Area | Trend | Notes |
|---|---|---|
| Career / Work | ||
| Family — Phoenix | Time spent, activities, relationship quality | |
| Family — Diana | Diana+Phoenix bonding, driving progress, shared activities | |
| Health / Fitness | Exercise, weight loss goal, drinking goal | |
| Finances | House hunt, rental portfolio, bills | |
| Learning / Growth | AI thought leadership, blog posts, conferences | |
| Fun / Hobbies | What did Randy do for fun? | |
| Mental Health | Energy, focus, ADHD management |
Store monthly summary, patterns, goals status, relationship updates:
knowledge({ action: "store", text: "...", extract: true })Format:
📊 [Month] Review
**Scorecard:** Work ⬆️ Family ➡️ Health ⬇️ Finance ➡️
• **Win:** [biggest accomplishment]
• **Gap:** [biggest miss or concern]
• **[Month] focus:** [top 2-3 priorities]
• 👨👦 Phoenix: [relationship trend — more time? less?]
Full review → [Google Doc link]
Rules: