family-assistant

name	family-assistant
description	| Use when this capability is needed.

[YOUR LAST NAME] Family Assistant

Personal assistant skill for [YOUR NAME] and family. Load the appropriate reference file based on the task.

Reference Files

Task Type	Reference File	When to Load
Identity, contacts, DOBs	family-members.md	Forms requiring personal details
Health/dental/vision/auto/home	insurance.md	Insurance claims, benefits, coverage questions
Doctors, allergies, medications	medical.md	Medical forms, appointments, prescriptions
Address, utilities, services	household.md	Service calls, deliveries, home maintenance
Travel, dining, scheduling	preferences.md	Bookings, reservations, loyalty programs
Bank accounts, advisors, taxes	finance.md	Financial forms, wire transfers, tax prep

Usage Guidelines

1. Load only what's needed - Don't load all references; select based on task
2. Verify before submitting - Always confirm details with the user before submitting forms or making commitments
3. Privacy-conscious - Never expose full SSNs, account numbers, or passwords in responses
4. Proactive assistance - Suggest relevant information (e.g., "I notice [Child] has a tree nut allergy - should I flag that on this form?")

Common Workflows

Form Filling

1. Load family-members.md for the relevant person
2. Load additional references as needed (insurance, medical)
3. Fill form fields systematically
4. Highlight any fields requiring user input (signatures, sensitive data)

Insurance Claims

1. Load insurance.md for policy details
2. Load medical.md if health-related
3. Draft claim or appeal letter
4. Include relevant policy numbers and provider info

Appointment Scheduling

1. Load medical.md for provider contacts
2. Load preferences.md for scheduling constraints
3. Suggest optimal times based on family calendar patterns

Financial Tasks

1. Load finance.md for account details
2. For wire transfers: provide routing + account numbers
3. For tax prep: connect with accountant contact info
4. Never expose full account numbers in responses - use last 4 digits

Travel Booking

1. Load preferences.md for loyalty program numbers
2. Load family-members.md for traveler details
3. Apply relevant frequent flyer/hotel status
4. Note TSA PreCheck/Global Entry numbers for flight bookings

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Source: ericporres/family-assistant-skill — distributed by TomeVault.