Everything Built For You

Daily task management — inbox processing, Today / Aamish / Waiting For / Someday views, weekly review checklist, quick capture bar.

Post-proposal pipeline kanban — Proposal Sent → Closed Won/Lost. Revenue rollup bar, Gmail thread matching, deal detail side pane.

73-task automation scoreboard. Tracks automation %, task priority scores, bandwidth recovered — the core KPI view for AIOS progress.

Browse and search meeting transcripts from Fireflies and Notion. Speaker-attributed lines, action items, overviews — all searchable.

Content planning and scheduling for LinkedIn — post templates, content calendar, topic library for Advisor AI Partners.

Visual portfolio map of all 16 active projects — color-coded by priority, grouped by category, with observations and full detail cards.

Sales proposal page — AI Operating System for Founders. Full interactive presentation for prospecting conversations.

Full marketing landing page — "AI Operating System | Advisor AI Partners." Hero, features, social proof, CTA. Production-ready.

Five Pillars brand page — "All-in-One AI-Powered Growth System." Pre-rebrand marketing page for the Five Pillars positioning.

HTML sales email for closing Thomas. Written in David's voice — warm, direct, consultative. Ready to copy into Gmail.

Pulls live data from GoHighLevel, Monarch Money, and FX rates into SQLite. Auto-generates key-metrics.md loaded at every session start.

Collects meeting transcripts from Fireflies (2,176 available) and Notion, plus Slack messages — stored in data.db for search and synthesis.

Queries DB → Gemini synthesis → dashboard image → Telegram delivery. Solo Operator preset, ~1,500 words. Costs ~$0.002/day.

Dashboard rendering pipeline and content automation — regenerates HTML dashboards from live DB data, plus AI-powered content creation scripts.

Full Claude agent on your phone via Telegram. Text, voice notes, PDF reports, charts. 13 Python modules. Always-on macOS launchd service.

Starter diagram from the Diagram Engine install — User → Web App → Database. Verified the full D2 render pipeline end to end.

Full AIOS system architecture — 6 layers, all modules, data flow from external sources through collectors, storage, intelligence, to outputs.

Full business overview — three revenue engines (GHL agency, LifeBridge LTC, custom AI apps), corporate structure, pricing, and target market.

Current strategic priorities — GHL MRR growth, Image Studios 360, LifeBridge advisor recruitment, September 2026 Lisbon readiness plan.

Qualitative state snapshot — current revenue, active clients, pipeline status, what's working and what needs attention. Manually maintained.

Maps GHL pipeline stages to business funnel for the daily brief metrics engine — Lead Gen → Outreach → Appointments → Pipeline → Closed.

All 73 mapped tasks with automation scores, time saved estimates, and priority ranks. Source data behind the Task Audit Dashboard.

Full table schemas, SQL examples, and collection details for every table in data.db. The developer guide for querying business metrics.

Scoping doc for the AI-powered advisor lead list system. Hyper-specific targeting, FINRA/SEC compliance, differentiation over Clay/Apollo.

First archived morning intelligence report — executive summary, key signals, GHL metrics analysis, action items. Delivered to Telegram.