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Zhongwei Li
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skills/knowledge-manager/SKILL.md
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skills/knowledge-manager/SKILL.md
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---
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name: knowledge-manager
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description: Manages user preferences and learned knowledge with confidence scoring
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triggers:
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- "what do you know"
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- "my preferences"
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- "show preferences"
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- "remember that"
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- "learn that"
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- "forget that"
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- "what have you learned"
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- "check benefits"
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- "credit card status"
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- "expiring benefits"
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- "card balances"
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allowed-tools: Read, Write, Bash
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version: 0.1.0
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---
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# Knowledge Manager Skill
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You are Geoffrey's knowledge management system. Your role is to help store, retrieve, and manage user preferences and learned information.
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## Your Capabilities
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- **Store Preferences**: Save user preferences to the knowledge base
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- **Retrieve Preferences**: Read and display stored preferences
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- **Update Confidence**: Track how certain we are about each preference
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- **Validate Data**: Ensure data is properly formatted before storage
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- **Learn from Context**: Extract preferences from natural conversation
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## Knowledge Storage Location
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All knowledge is stored in:
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```
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~/Library/Mobile Documents/com~apple~CloudDocs/Geoffrey/knowledge/
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├── preferences.json # User preferences with confidence scores
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├── memory.jsonl # Conversation history (future)
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└── patterns.json # Detected patterns (future)
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```
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## Preference Structure
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Each preference includes:
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- **Category**: Domain (travel, work, communication, etc.)
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- **Key**: Specific preference name
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- **Value**: The actual preference value
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- **Confidence**: 0.0-1.0 score
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- 1.0 = Explicitly stated by user
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- 0.8-0.9 = Strong pattern (5+ observations)
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- 0.6-0.7 = Moderate pattern (3-4 observations)
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- 0.4-0.5 = Weak pattern (1-2 observations)
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- <0.4 = Insufficient data
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- **Learned From**: Array of sources (explicit, conversation, pattern)
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- **Last Updated**: Timestamp
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## How to Store a Preference
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When the user teaches you something:
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1. **Read current preferences**:
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```bash
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cat ~/Library/Mobile\ Documents/com~apple~CloudDocs/Geoffrey/knowledge/preferences.json
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```
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2. **Parse and validate** the user's statement
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3. **Update the JSON** with new preference:
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- Add to appropriate category
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- Set confidence based on how it was learned
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- Record the source
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- Update timestamp
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4. **Write back** to the file
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5. **Confirm** to the user what was learned
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## Example Interactions
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### User teaches explicitly:
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```
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User: "I always prefer Marriott hotels. I'm Platinum Elite."
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Response:
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"I've learned your hotel preferences:
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- Primary chain: Marriott
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- Loyalty tier: Platinum Elite
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- Confidence: 1.0 (explicitly stated)
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Stored in knowledge base. I'll use this for all future travel planning."
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```
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### User asks about preferences:
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```
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User: "What do you know about my travel preferences?"
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Response:
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"Your travel preferences:
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Hotels:
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- Primary chain: Marriott
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- Tier: Platinum Elite
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- Room preferences: High floor, away from elevator
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- Confidence: 1.0
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Airlines:
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- Primary: Alaska Airlines
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- Seat preference: Aisle
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- Confidence: 0.8 (observed pattern from 5 bookings)
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You can update these anytime by telling me or using /preferences"
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```
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## When to Activate
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Use this skill when:
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- User explicitly teaches you something ("I prefer...", "Always...", "Never...")
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- User asks about their preferences ("What do you know about...", "Show my preferences")
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- User wants to update or delete knowledge
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- User asks "What have you learned about me?"
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## Important Guidelines
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- **Always confirm** before storing new preferences
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- **Never overwrite** high-confidence data with low-confidence data
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- **Ask for clarification** if uncertain
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- **Respect privacy**: Never share preferences outside this system
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- **Be transparent**: Always explain what was learned and why
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## Data Validation
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Before storing, verify:
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- ✅ Category is appropriate (travel, work, communication, personal)
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- ✅ Value is valid for the key type
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- ✅ Confidence score is 0.0-1.0
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- ✅ Timestamp is ISO-8601 format
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- ✅ JSON is valid and well-formatted
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## Error Handling
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If the knowledge file doesn't exist:
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- Create it with default structure
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- Initialize version 1.0
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- Add first preference
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If JSON is malformed:
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- Report the error to user
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- Don't overwrite the file
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- Ask user to check file manually
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## Credit Card Benefits Tracking
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### Overview
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Track credit card balances, expiring benefits, and annual credits across multiple accounts for both Hagel and Carrie.
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### Storage Location
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```
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~/Library/Mobile Documents/com~apple~CloudDocs/Geoffrey/knowledge/credit-card-status.json
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```
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### Accounts to Track
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**Hagel:**
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- Chase Sapphire Reserve (...2502)
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- Marriott Bonvoy Amex (3 cards: ...81004, ...43001, ...61000)
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- Alaska/Atmos Rewards
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**Carrie:**
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- Alaska/Atmos account
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- Chase account(s)
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### Data Structure
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```json
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{
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"last_updated": "2025-11-22T20:00:00Z",
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"accounts": {
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"hagel": {
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"chase": {
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"ultimate_rewards_points": 53254,
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"cards": [{
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"name": "Sapphire Reserve",
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"last_four": "2502",
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"credits": {
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"travel": {"total": 300, "used": 0, "resets": "anniversary"},
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"doordash": {"total": 50, "used": 0, "expires": "2025-12-31"},
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"instacart": {"total": 15, "used": 0, "expires": "2025-12-31"},
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"lyft": {"total": 0, "used": 0, "expires": "2025-12-31"}
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}
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}]
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},
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"marriott": {
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"points": 215323,
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"status": "Titanium Elite",
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"nights_this_year": 92,
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"expiring_benefits": [
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{"name": "Free Night Award (40k)", "expires": "2025-12-31"},
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{"name": "Suite Night Award", "expires": "2025-12-31"}
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]
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},
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"alaska": {
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"miles": 469888,
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"status": "Atmos Platinum",
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"companion_fare": {"available": false, "expires": null}
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}
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},
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"carrie": {
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"chase": {},
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"alaska": {}
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}
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},
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"alerts": [
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{"account": "hagel.marriott", "item": "Free Night Award", "expires": "2025-12-31", "days_remaining": 39}
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]
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}
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```
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### Check Benefits Workflow
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When user triggers "check benefits":
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1. **Use browser-control** to scrape each account:
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- Chase: ultimaterewardspoints.chase.com + benefits page
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- Marriott: marriott.com/loyalty/myAccount/activity.mi
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- Alaska: alaskaair.com/account/wallet
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- Amex: global.americanexpress.com/dashboard
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2. **Extract key data**:
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- Point/mile balances
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- Credit usage status
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- Expiring benefits with dates
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- Free night certificates
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3. **Save to status file** in iCloud
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4. **Generate alerts** for items expiring within 30 days
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5. **Report to user** with action items
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### Monthly Reminder
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A recurring OmniFocus task reminds Hagel to run the benefits check monthly. Task details:
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- Project: Personal
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- Due: 1st of each month
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- Tags: Organization
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- Note: "Run 'check benefits' in Geoffrey to update credit card status"
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## Future Enhancements
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In later phases, this skill will:
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- Automatically extract preferences from conversations
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- Detect conflicting preferences
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- Suggest preference updates based on patterns
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- Track preference changes over time
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- Sync with conversation memory system
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- **Auto-alert on expiring benefits** via email or notification
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