What to bring

• Where documents arrive (email, Google Drive, Dropbox, or a form) and your standard request lists.
• Due dates, how often to remind, and who reviews each document.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It drafts requests and checks documents in. It never sends a reminder, files anything with an agency, or moves documents outside your folders.
• It reads documents only to match and check them, never keeps their contents in memory, and never asks for passwords or full account numbers by email.

Example

Fictional input and an illustrative result.

Input

Fictional tax client, Example Family, checked 2026-10-15: W-2 received. 1099-INT from Example Bank missing, due 2026-10-10. Property tax statement received, but for 2024 instead of 2025.

Output

Documents: Example Family

Missing

• 1099-INT from Example Bank, due 2026-10-10, 5 days late. Reminder drafted.

Needs a fix

• Property tax statement: received for 2024; 2025 is needed. Request drafted.

Received

• W-2.

Nothing was sent.