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After my dad died, my agent helps me keep track of probate, banks and bills

She downloaded the AI a week after her dad died. Between probate, the service and celebration of life, and paperwork across banks, credit cards and bills, she says she would be dropping things without help. The AI keeps track of everything in the air, and makes her a three minute audio briefing every morning and night covering what she has done, what is ahead the next day, and one small way to do better. She listens while brushing her teeth and says she sleeps better.

This only partly worked. Read what happened before you try it.

How it works

  1. She hands the AI the moving pieces: probate, services, banks, credit cards, bills
  2. The AI keeps track of what is done and what is ahead
  3. Every morning and night it makes a three minute audio briefing
  4. She listens and works from it

Why it’s worth knowing

The twice a day audio summary is set to prepare her, never to overwhelm her, which is a rule she gave it on purpose.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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