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 0: Demo Mode Check

Check System/user-profile.yaml for demo_mode. If true, use demo paths.

---

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 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.

From ScreenPipe (If Running)

Check if ScreenPipe is available:

curl -s http://localhost:3030/health | jq -r '.status' 2>/dev/null

If ScreenPipe is running, gather automatic activity context:

1. Time Audit — Query app usage for today:

   Use: screenpipe_time_audit(start_time="YYYY-MM-DDT09:00:00", end_time="YYYY-MM-DDT18:00:00")
   

2. Activity Summary — Get narrative of what happened:

   Use: screenpipe_summarize(start_time="YYYY-MM-DDT09:00:00", end_time="YYYY-MM-DDT18:00:00")
   

3. Surface to User:

   "📺 Screen Activity Summary (auto-captured):

   Time breakdown:

   • VS Code: 3.2 hours (41%)
   • Slack: 1.5 hours (19%)
   • Chrome: 2.1 hours (27%)
   • Zoom: 1.0 hour (13%)

   Activity narrative: [Generated summary of the day]

   Context switches: 34 (moderate) Longest focus session: 48 minutes

   Does this match your sense of the day?"

This provides ground truth for what actually happened vs. what was remembered.

Commitment Scan (If ScreenPipe Beta Activated & Enabled & Running)

First, check beta activation:

Use: check_beta_enabled(feature="screenpipe")

If beta NOT activated, skip this section entirely.

Then check if user has opted in:

Read System/user-profile.yaml → screenpipe.enabled. If false, skip this section entirely.

If beta activated AND enabled, scan for uncommitted asks and promises:

Use: scan_for_commitments(
    start_time="YYYY-MM-DDT09:00:00",
    end_time="YYYY-MM-DDT18:00:00",
    apps=["Slack", "Gmail", "Teams", "Notion"]
)

Then get pending items:

Use: get_uncommitted_items(include_dismissed=false)

Surface to user if items found:

"🔔 Uncommitted Items Detected

ScreenPipe noticed these potential commitments today that don't have matching tasks:

Inbound Asks

1. [Contact Name] (Slack, 2:34 PM)

"Can you review the proposal by Friday?"

📎 Matches: [Related Project] ⏰ Deadline: Friday

→ [Create task] [Already handled] [Ignore]

Outbound Promises

2. You → [Contact Name] (Slack, 4:20 PM)

"I'll send over the analysis tomorrow"

📎 Matches: [Related Project] ⏰ Deadline: Tomorrow

→ [Create task] [Already handled] [Ignore]

2 potential commitments detected. 0 have matching tasks."

For each item the user wants to create as a task:

Use: process_commitment(commitment_id="comm-XXXXXX-XXX", action="create_task")
Use: create_task(title="...", priority="P2", pillar="...", context="From Slack commitment")

For dismissals:

Use: process_commitment(commitment_id="comm-XXXXXX-XXX", action="dismiss")

---

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 2.6: Reminders Completion Sync (Amp Today → Amp)

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

Use: reminders_list_completed(list_name="Amp Today")

For each completed item:

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

"📱 Synced from phone:

• ✅ "[task title]" — marked done in Amp"

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

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

Clean up completed items:

Use: reminders_clear_completed(list_name="Amp 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 today's plan in this order (use the first one found):

1. 00-Inbox/Plans/YYYY-MM-DD - Daily Plan.md (current location)
2. 07-Archives/Plans/YYYY-MM-DD - Daily Plan.md (archived)
3. 07-Archives/Plans/YYYY-MM-DD.md (legacy naming)

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

3.4 Count Total Throughput

Count ALL tasks completed today, not just the 3 planned focus items:

• Scan 03-Tasks/Tasks.md for completion timestamps matching today's date (✅ YYYY-MM-DD)
• Include tasks that weren't in the daily plan but got done anyway (cascading work, quick wins, unplanned items)
• This is the "total throughput" number

Surface both numbers:

"📊 Daily Plan Completion:

You planned 3 focus items this morning:

1. ✅ Prep for [meeting] — Complete
2. 🔄 Write [deliverable] — In progress (about 60% done)
3. ❌ Reply to [Person] — Didn't get to it

Plan completion: 1 of 3 (33%) Total throughput: 7 tasks shipped

The gap between plan and throughput tells the story: Focus #1 cascaded into 4 follow-on tasks (launch comms, Slack post, discussion update, issue update). High-output day despite low plan completion."

3.5 Track Over Time (Optional)

If tracking completion rates:

• Update System/metrics/daily-completion.md with today's plan completion rate AND total throughput
• Surface patterns: "Your average plan completion this week is 53%, but average throughput is 5 tasks/day"
• When throughput consistently exceeds plan completion, note the pattern: "Your planned items tend to cascade. Consider this when estimating your day."

---

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 [Person] today ([Meeting Title])

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

---

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?

---

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 /amp-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.

---

Step 11.5: Archive Today's Plan

Move today's daily plan from Inbox to Archives:

if [ -f "00-Inbox/Plans/YYYY-MM-DD - Daily Plan.md" ]; then
  mkdir -p "07-Archives/Plans"
  if [ -e "07-Archives/Plans/YYYY-MM-DD - Daily Plan.md" ]; then
    echo "Archive already exists; not overwriting."
  else
    mv "00-Inbox/Plans/YYYY-MM-DD - Daily Plan.md" "07-Archives/Plans/YYYY-MM-DD - Daily Plan.md"
  fi
fi

---

Output Format

Create 07-Archives/Reviews/YYYY-MM-DD - Daily Review.md:

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

**Plan completion:** X of 3 (X%)
**Total throughput:** X tasks shipped *(includes unplanned work that emerged from planned items)*

**What happened:** [Brief explanation of deviations. If throughput >> plan completion, note what cascaded from the planned items.]

---

## ✅ 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]

---

## 📺 Screen Activity (Auto-Captured)

**Time by App:**
| App | Time | % |
|-----|------|---|
| [App 1] | Xh Xm | X% |
| [App 2] | Xh Xm | X% |

**Metrics:**
- Context switches: [X]
- Longest focus: [X] minutes
- Deep work ratio: [X]%

**Activity Summary:**
[Narrative summary from ScreenPipe]

---

## 💡 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]*
*Plan completion rate: X%*
*Total throughput: X tasks shipped*
*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
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
Screen Activity	screenpipe-mcp	screenpipe_time_audit, screenpipe_summarize, screenpipe_query

ScreenPipe Integration Notes

ScreenPipe provides automatic activity capture. When available:

• Pre-fills "what you actually did" with ground truth data
• Surfaces time allocation across apps
• Identifies communication overhead vs. deep work
• Detects context-switching patterns

If ScreenPipe is not running, skip the screen activity section gracefully.