Advisor AI Partners · AI Operating System

David Ortiz's
AI Operating System

A five-layer intelligence and automation stack that runs both businesses — Advisor AI Partners and LifeBridge LTC — with less manual work every week.

📍 Relocating to Lisbon, Portugal
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Days
—
Hours
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Min

Target: September 1, 2026 · Everything must run location-independently before boarding.

Layer 1 ✓ Live
Context
AI understands the business — strategy, voice, clients, goals
Layer 2 ✓ Live
Data
Collectors pull GHL, Fireflies, FX rates into intel.db daily
Layer 3 ⚙ Building
Intelligence
Daily brief, meeting synthesis, evening productivity score
Layer 4 ⚙ Building
Automate
60 tasks mapped · 7% automated · ceiling at 75%
Layer 5 ◌ Next
Build
Freed bandwidth → growth, new clients, Portugal life
KPI 1
7%
Task Automation %
4 of 60 tasks running autonomously
Current 75% ceiling
75%
29
🟢 Ready
21
🟡 Partial
10
⚪ Human
KPI 2
↑
Away-From-Desk Autonomy
Hours/day the business runs without you
🎯 Target: Business runs while you sleep.
Morning push + evening push already delivering daily brief without manual pull.
Morning push (call list + follow-ups) Live
Evening push (GHL report + score) Live
Amish daily status report Building
Inbox triage (AI drafts, David approves) Planned
KPI 3
Solo
Revenue Per Employee
Solo operator + 1 assistant (Amish)
⚡ The AIOS bet: same 1–2 people, running 5× the client capacity. Not a bigger team — a smarter system.
Active engagements: FlahCo · ImageStudio · Step UP · MD Financial · PCG
+ LTC wholesaling through DGK / Optimus Life Designs
Target: Scale to 3–5 FAO retainers without adding headcount
Running Automations
8 active

Scripts running in the workspace, delivering intelligence without manual effort.

morning_push.py
Call list · follow-up digest · daily brief → Telegram
Daily 7AM
evening_push.py
GHL pipeline report · productivity score → Telegram
Daily 6PM
collect_ghl.py
GoHighLevel CRM → intel.db (contacts, pipeline, calls)
Daily
collect_fireflies.py
389 meetings in intel.db · 19 pulled this cycle
Daily
collect_fx_rates.py
USD/EUR exchange rate → intel.db (Portugal planning)
Daily
generate_metrics.py
Productivity index from calls + calendar + email + Claude
Daily
gmail_triage_watch.py
Inbox monitoring · thread status tracking
Continuous
telegram_bot.py
Delivery channel for all pushes — mobile-first intel
Always on
Data Sources Connected
GoHighLevel CRM contacts · pipeline · calls
Fireflies.ai 389 meetings synced
Gmail inbox · thread tracking
Google Calendar schedule + meetings
Notion daily reports · projects
FX Rates (USD/EUR) Portugal planning
Wispr (call transcripts) coaching pipeline
Monarch Money planned
intel.db · SQLite
389
meetings
500+
AFES contacts
8
automations
Daily
refresh cycle
Active Projects
Advisor AI Partners
FlahCo Practice Rebuild
ClickUp system · practice management · $25K
Active
ImageStudio — Fractional AI Officer
Monthly retainer · AI workforce build with Michael
Retainer
Step UP AUP Automation
CPA client · 30 hrs → 5–7 hrs/school · Vite/React
In Dev
MD Financial Advisors
$480K · 12-month AI transformation · 1,000+ hrs/mo recovered
$480K
PCG — Live Case Study
pincomgroup.com · 90–120 day measurement · chamber deck
Measuring
Sales Command Center (SCC)
~650KB React app · business card CRM · demo-ready
Demo Tool
LifeBridge LTC (via DGK Advisors / Optimus)
AFES Instructor Outreach
500+ contacts in GHL · sequences active · LTC producers
Active
Carmen Avoida · Kouri Cases
LTC designs in progress · OneAmerica Asset Care
In Design
Agent Recruitment Pipeline
Jimmy Hernandez · Ida Mae West · Cairo Rivera · Angie Samuels
Active
Automation Roadmap

Quick wins first, then strategic builds. Each task automated = bandwidth recovered.

Phase 1 — Quick Wins
2 of 10 live
✓ Daily call list: who to call, time-zone optimized
✓ Follow-up digest: who's overdue, who's gone cold
○ Multi-touch follow-up sequence (post-chamber)
○ Pre-call prep: pull contact context automatically
○ NDA kickoff: one click → email Jennifer + log GHL
○ Meeting confirmation emails via GHL
○ Amish daily status report (AI-generated)
○ Subscription/tool cost audit (running tracker)
Phase 2 — Strategic Builds
2 of 12 live
✓ GHL pipeline daily push report
✓ Daily productivity score (5-dimension scoring)
○ Proposal generator: questionnaire → custom AAP proposal
○ Email draft replies: AI drafts, David approves + sends
○ Cash flow dashboard: daily burn + revenue digest
○ LifeBridge case tracker: NDA → design → placed
○ Sales Navigator → GHL structured import workflow
Overall progress toward 75% ceiling 7%
Next milestone: 25% (15 tasks automated = ~1hr/day recovered)
Intelligence Layer
building

Meeting signals, follow-up triggers, and synthesis flowing from the data layer.

🎙️
389 meetings in intel.db
Fireflies transcripts synced · searchable context for every prospect conversation
📊
Daily Productivity Score
5 dimensions: output · pipeline · meetings · collaboration · innovation → day type verdict delivered by 6PM
📬
Morning Push Brief
Who to call today · overdue follow-ups · pipeline stuck alerts → Telegram by 7AM
🌍
USD/EUR Rate Watch
Daily FX rate pulled into intel.db for Portugal relocation financial planning
📝
VoiceNotes → intel.db
Voice capture from Wispr transcribed and stored · available for context queries
The AIOS Thesis
The Old Model
  • 📛 80% of bandwidth on "must-dos"
  • 📛 Firefighting, not strategy
  • 📛 Hire more people to scale
  • 📛 Information locked in meetings
  • 📛 Manual follow-up, manual ops
The AIOS Model
  • ✅ Intelligence delivered, not pulled
  • ✅ Automation runs the ops layer
  • ✅ 1–2 people, 5× the capacity
  • ✅ 389 meetings searchable instantly
  • ✅ Business runs from Lisbon
Proven Results (Real Numbers)
Step UP for Children — CPA Client
37 schools · compliance audit automation built · 30 hrs → 5–7 hrs per school · solo CPA can now serve 100 clients at $5K each vs. 35 before
Outdoor Advertising Client — Proposal Generator
Media plan proposals w/ billboard maps, photos, pricing · 5 hrs → ~30 minutes per proposal
Sales Command Center — David's Own Business Card CRM
Photo both sides · voice note context · personalized email drafted + sent · built in a weekend and a half by a non-developer
The 3 Entry Questions (For Any Business Owner)
1
What in my business runs on manual effort that should run on a system?
2
What do I explain or recreate over and over again?
3
What would I do more of if I had more time?
Tech Stack Deployed
Client Tools
GoHighLevel ClickUp Zapier Zocks Guidde Smartsheet HeyGen Vite/React Base44
Internal Stack
Claude (AIOS) GHL CRM Notion Fireflies.ai Wispr Slack Telegram Gmail Google Cal Python SQLite
About the Operator
👨‍🍳
David Ortiz, CFP® RICP®
Fractional AI Officer · Advisor AI Partners
Field Wholesaler · LifeBridge LTC / Optimus Life Designs
30 years in financial services. Former chef. Non-developer who built a 650KB React app in a weekend. Now helping financial advisors, CPAs, and professional services firms build AI systems that actually work — not hype, but implementation.

Tagline: "Stop Experimenting. Start Building."
Advisor AI Partners · advisoraipartners.com · david@advisoraipartners.com
AI Operating System · Built with Claude Code · Updated May 2026
AIOS online · 8 automations running