daily-review

name	daily-review
description	End of day review with learning capture, daily plan completion tracking, and meeting follow-up surfacing.
context	fork

Purpose

Conduct an end-of-day review to capture progress, track what you actually accomplished vs. planned, surface meeting follow-ups, and set up tomorrow.

Tone Calibration

Read System/user-profile.yaml → communication section and adapt accordingly.

---

Step 1: File Discovery

Find files modified TODAY:

TODAY=$(date +%Y-%m-%d)
find . -type f -name "*.md" -newermt "$TODAY 00:00:00" ! -newermt "$TODAY 23:59:59" 2>/dev/null

Critical rules:

1. No truncation — list all modified files
2. Today only — use date-based filtering
3. Verify with user — "These are the files I found. What did you actually work on?"

---

Step 1.5: Process Today's Meetings

Before gathering context, ensure today's meetings are in the vault by running /process-meetings today. This pulls any unprocessed meetings from the meeting source (Otter.ai, Granola, etc.), creates meeting notes, updates person/company pages, and extracts tasks — so the rest of the review has complete data.

• If no new meetings are found, continue silently
• If meetings are processed, note the count for the review summary
• Do NOT ask for a skill rating after this sub-step — save that for the end of the full review

---

Step 2: Gather Context

From 03-Tasks/Tasks.md

• Tasks completed today (look for ✅ YYYY-MM-DD matching today)
• Tasks started but not finished

From Weekly Priorities

Read 02-Week_Priorities/Week_Priorities.md for:

• This week's strategic focus
• How today's work connects to weekly priorities

From Recent Meetings

Check 00-Inbox/Meetings/ for meeting notes from today (should now include anything just pulled from the meeting source).

---

Step 2.5: Semantic Context Enrichment (if QMD available)

Check if semantic search is available by looking for qmd in PATH. If available, use it to map today's work to priorities and goals more intelligently.

What to search:

1. Map completed tasks to goals: For each task completed today, search semantically:

   qmd query "task description here" --limit 3
   

   Look for connections to quarterly goals or weekly priorities that keyword matching would miss. Example: completing "finalize stakeholder deck" might connect to a goal about "executive engagement strategy" — same concept, different words.

2. Enrich meeting follow-ups: For each meeting today, search for related past discussions:

   qmd query "meeting topic" --limit 5
   

   Surface any commitments, decisions, or context from previous meetings on the same theme.

3. Priority alignment check: For each weekly priority, search for today's work that advanced it:

   qmd query "priority title/description" --limit 5
   

   Catch work that moved the needle but wasn't explicitly tagged to the priority.

How to use results:

• Only surface genuinely new connections — if a task was already linked to a goal, don't repeat it
• Merge insights into the Plan vs. Reality section: "Task X also advanced Goal Y (semantic match)"
• Add to the Weekly Priorities Progress section if semantic search reveals hidden progress
• If QMD is not available, skip this step silently — the review works fine without it

---

Step 2.55: Dex Inbox Check (Phone Captures)

Check for tasks added from phone during the day that weren't triaged in the morning plan:

Use: reminders_list_items(list_name="Dex Inbox")

If the tool is unavailable or errors (Apple Reminders phone-capture is optional and may not be set up on this machine): skip this step silently — do not surface an error for a feature the user never enabled.

If items found:

• Surface them: "📱 Phone captures not yet triaged (X items in Dex Inbox)"
• Run the same triage flow as daily-plan Step 5.10a: infer pillar, confirm with user, create task, mark Reminder complete
• If user wants to defer: leave in Dex Inbox for tomorrow's daily-plan

If empty: Skip silently.

Setup: If the user hasn't created a "Dex Inbox" Reminders list yet, mention it: "You can capture tasks from your phone by adding them to a 'Dex Inbox' list in Apple Reminders. They'll show up here automatically."

---

Step 2.6: Reminders Completion Sync (Dex Today → Dex)

Check if tasks were completed on phone since the morning plan:

Use: reminders_list_completed(list_name="Dex Today")

For each completed item:

• Match to a Dex task by title
• Update task status via Work MCP: update_task_status(task_title="...", status="d")
• Surface what was synced:

"📱 Synced from phone:

• ✅ "Follow up with Hero Coders" — marked done in Dex"

Also check for tasks completed in Dex today that still have active Reminders:

# For each task completed today in Dex, check if a matching Reminder exists
Use: reminders_find_and_complete(list_name="Dex Today", title_query="task title")

Clean up completed items:

Use: reminders_clear_completed(list_name="Dex Today")

If nothing to sync: Skip silently.

---

Step 3: Daily Plan Completion Tracking (NEW)

Compare what you planned vs. what you did.

3.1 Find Today's Plan

Look for 07-Archives/Plans/YYYY-MM-DD.md (today's date).

3.2 Extract Planned Focus

From the "Today's Focus" section, extract the 3 items you planned to focus on.

3.3 Track Completion

For each planned focus item:

• Check if it was completed (look in Tasks.md for completion timestamps)
• Check if it was started but not finished
• Check if it was blocked or deferred

Surface this:

"📊 Daily Plan Completion:

You planned 3 focus items this morning:

1. ✅ Prep for Acme meeting — Complete
2. 🔄 Write pricing proposal — In progress (about 60% done)
3. ❌ Reply to Mike — Didn't get to it

Completion rate today: 1 of 3 (33%)

What happened with #3? Should it carry to tomorrow?"

3.4 Track Over Time (Optional)

If tracking completion rates:

• Update System/metrics/daily-completion.md with today's rate
• Surface patterns: "Your average completion rate this week is 67%"

---

Step 4: Meeting Follow-Up Surfacing (NEW)

For each meeting you had today, surface follow-ups.

4.1 Identify Today's Meetings

From calendar or meeting notes, list meetings that happened today.

4.2 For Each Meeting, Ask:

Use: get_meeting_context(meeting_title="...", attendees=[...])

Then prompt:

"📍 You met with Sarah Chen today (Acme Quarterly Review)

Any follow-ups to capture?

• Action items you committed to?
• Things they owe you?
• Decisions that need documentation?

(Type your follow-ups or 'none')"

4.3 Create Follow-Up Tasks

For any follow-ups mentioned:

• Add to Tasks.md with appropriate priority
• Link to the person page
• Add due date if mentioned

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Step 5: Progress Assessment

With user-verified information:

• What was accomplished?
• What progress was made against weekly priorities?
• What got stuck or blocked?
• What unexpected things came up?

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Step 6: Week Progress Check (Midweek Context)

Use: get_week_progress()

Show how today's work moved weekly priorities:

"Week Progress Update:

After today, you're at:

• Priority 1: ✅ Complete (finished today!)
• Priority 2: 🔄 60% (moved from 40%)
• Priority 3: ⚠️ Still not started

You have 2 days left. Tomorrow should focus on Priority 3."

---

Step 7: Auto-Extract Session Learnings

Scan today's conversation for learnings:

1. Mistakes or corrections — Did something not work as expected?
2. Preferences mentioned — Did you express how you like to work?
3. Documentation gaps — Were there questions about how the system works?
4. Workflow inefficiencies — Did any task take longer than it should?

Write to System/Session_Learnings/YYYY-MM-DD.md.

Then ask: "I captured [N] learnings from today's session. Anything else you'd like to add?"

---

Step 8: Categorize Learnings (If Applicable)

Check if any learnings should be elevated to pattern files:

• Recurring mistakes → 06-Resources/Learnings/Mistake_Patterns.md
• Workflow preferences → 06-Resources/Learnings/Working_Preferences.md

Get user confirmation before adding.

---

Step 9: Tomorrow's Setup

Based on:

• Incomplete items from today
• Weekly priorities (especially lagging ones)
• Commitments due tomorrow
• Tomorrow's calendar shape

Suggest 3 focus items for tomorrow:

"Suggested focus for tomorrow (Thursday):

1. Priority 3 — It's been untouched all week and you have 2 days left
2. Finish pricing proposal — 40% left, should be quick to complete
3. Reply to Mike — Carried from today

Tomorrow's shape: Moderate (4 meetings). You have a 2-hour block in the afternoon.

Does this feel right?"

---

Step 9.5: Retrospective Insight (Innovation Concierge)

At the end of the review, check if there's a relevant backlog idea to surface:

1. Call list_ideas(status="active", min_score=70) from Improvements MCP
2. Look for ideas that connect to today's work or learnings:
   • Did the user work on tasks related to a backlog idea?
   • Did learnings captured today strengthen an existing idea?
   • Is there a "Why Now?" idea with fresh evidence?
3. If a relevant match exists, surface it briefly:

Retrospective Insight: Today's meeting processing struggles connect to idea-027 (RAG-Powered Vault Search) — semantic search could make finding meeting context much faster. Worth exploring? Run /dex-improve idea-027.

Rules:

• Show at most 1 insight per review
• Only show if genuinely connected to today's work (not random)
• Frame as retrospective — "based on what you just did, here's what could help"
• If no connection, skip entirely
• Keep it to 1-2 lines max

---

Step 10: Track Usage (Silent)

Update System/usage_log.md to mark daily review as used.

Analytics (Silent):

Call track_event with event_name daily_review_completed and properties:

• wins_count
• learnings_count

This only fires if the user has opted into analytics. No action needed if it returns "analytics_disabled".

---

Step 11: Evening Journal (If Enabled)

If journaling.evening: true, prompt for evening reflection.

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Output Format

Create 07-Archives/Reviews/Daily_Review_YYYY-MM-DD.md:

---
date: YYYY-MM-DD
type: daily-review
plan_completion_rate: X%
---

# Daily Review — [Day], [Month] [DD], [YYYY]

## 📊 Plan vs. Reality

**Planned focus:**
1. [x] [Planned item 1] — ✅ Complete
2. [ ] [Planned item 2] — 🔄 In progress (X%)
3. [ ] [Planned item 3] — ❌ Didn't start

**Completion rate:** X of 3 (X%)

**What happened:** [Brief explanation of deviations]

---

## ✅ Accomplished

- ✓ [Completed item 1]
- ✓ [Completed item 2]

---

## 🔄 Progress Made

| Area | Movement |
|------|----------|
| [Priority 1] | [What moved forward] |
| [Priority 2] | [What moved forward] |

---

## 📊 Weekly Priorities Progress

After today:
- **Priority 1:** [Status/progress] — [emoji]
- **Priority 2:** [Status/progress] — [emoji]
- **Priority 3:** [Status/progress] — [emoji]

**Days remaining this week:** [X]

---

## 📍 Meeting Follow-Ups

### From [Meeting Name]
- [ ] [Follow-up action] — due [date]
- [ ] [Follow-up action]

---

## 💡 Insights

- [Key realization or connection]
- [Important learning]

---

## 🚫 Blocked/Stuck

| Item | Blocker | Status |
|------|---------|--------|
| [Item] | [What's blocking] | [Status] |

---

## ❓ Discovered Questions

1. [New question that emerged]
2. [Thing to research]

---

## 📅 Tomorrow's Focus

Based on weekly priorities and today's carryover:

1. [Priority 1 — tied to weekly focus]
2. [Priority 2]
3. [Priority 3]

**Tomorrow's shape:** [stacked/moderate/open]

---

## 🔄 Open Loops

- [ ] [Thing to remember]
- [ ] [Person to follow up with]
- [ ] **Awaiting:** [What you're waiting on from others]

---

*Generated: [timestamp]*
*Daily completion rate: X%*
*Week progress: X/3 priorities on track*

---

Step 12: Skill Quality Check (Gentle)

After generating the review, call get_skill_ratings(skill_name="daily-review") from Work MCP.

If 3+ ratings exist and average has dropped below 3.0 over the last 5 entries: Add one line at the end of the review output:

"Your daily reviews have been averaging [X]/5 lately. Common note: '[most recent note]'. Want to adjust the format?"

If no ratings exist or average is 3.0+: Say nothing. Don't mention ratings at all.

Then: Run /identity-snapshot silently in the background if System/identity-model.md is older than 7 days (check file mtime). Don't announce this.

---

MCP Dependencies

Integration	MCP Server	Tools Used
Meetings	Meeting source MCP (via /process-meetings today)	Fetches and processes unprocessed meetings
Work	work-mcp	list_tasks, get_week_progress, get_commitments_due, analyze_calendar_capacity
Calendar	calendar-mcp	calendar_get_today
Reminders	calendar-mcp	reminders_list_completed, reminders_find_and_complete, reminders_clear_completed, reminders_list_items