Monitors balances, last-24h orders, invoices, and today’s calendar; creates a concise briefing; and notifies via email and optional Telegram.
It runs automatically at 8:00 AM local time to collect bank balances, recent orders, open invoices, and today’s calendar. It consolidates data into a readable snapshot and can draft Top 3 Priorities using OpenAI when enabled. It then delivers a calm, soft-styled email (with optional Telegram) for immediate review.
The core actions the agent performs end-to-end.
Fetch balances from Mercury/Relay/Plaid via HTTP.
Summarize last-24h Shopify orders.
List open or overdue Stripe invoices.
Read today’s Google Calendar.
Draft Top 3 Priorities with OpenAI (optional).
Send a soft-styled morning email (and optional Telegram).
This AI agent replaces fragmented manual work with a predictable execution flow.
A simple 3-step flow that non-technical users can follow.
Fetch balances, Shopify orders, Stripe invoices, and calendar data via authenticated API calls.
Compile data into a concise briefing and optionally generate Top 3 Priorities with OpenAI.
Send a visually light email and optionally Telegram message.
One realistic scenario.
Scenario: At 8:00 AM, the AI agent fetches Mercury balances, last-24h Shopify orders, open Stripe invoices, and today’s calendar. It builds a snapshot, optionally drafts Top 3 Priorities with OpenAI, and sends a soft HTML + text email (and Telegram if enabled) to the household CEO, with a 2-minute turnaround.
One supporting sentence.
Need a daily, holistic view of finances and schedule without dashboard clutter.
Want a concise summary to coordinate clients and personal affairs.
Require daily revenue signals and upcoming calendar commitments.
Prefer a light, non-intrusive briefing over dashboards.
Need visibility into invoices and today’s tasks.
Coordinate cash flow and appointments across households.
One supporting sentence.
Fetch current balances via HTTP.
Summarize last 24 hours orders.
List open and overdue invoices.
Read today’s calendar events.
Deliver the briefing via email.
Deliver to Telegram if enabled.
One supporting sentence.
One supporting sentence.
The agent accesses bank balances (via HTTP APIs), Shopify orders, Stripe invoices, and Google Calendar through OAuth2. Data sources are optional and can be disabled individually. The briefing still delivers if one source fails, ensuring a calm morning. All data is processed to compile a readable snapshot without exposing raw data in the final brief.
OpenAI is optional. If enabled, the agent can generate a concise Top 3 Priorities section based on the gathered data. If disabled, the briefing relies on the raw data and default guidance. This allows a non-technical user to tailor the output to their preference.
Yes. Telegram delivery is optional and can be enabled during setup. When enabled, the same concise briefing is sent as a message in your chosen Telegram chat. This provides a hands-free, mobile-friendly alternative to email.
If a source fails, the agent still sends the remaining sections of the briefing. It gracefully handles partial data and flags any missing sections for later review. This ensures the morning briefing remains timely and reliable.
Yes. The briefing time is configurable via the Cron schedule. You can set different times for weekdays or weekends. Time zones are respected so the briefing aligns with local time.
Data is accessed via credentialed APIs and stored only as needed to compile the briefing. Keys are kept in secure credentials, not embedded in the workflow. Data retention is limited to the duration of the automation task, after which results are delivered and archived according to your policy.
You can run a dry test by using test keys for Stripe and Shopify, and by temporarily setting the Cron to a frequent interval. Add a dummy calendar event and verify the output in the email and optional Telegram. This helps validate each data source and the overall formatting before going live.
Monitors balances, last-24h orders, invoices, and today’s calendar; creates a concise briefing; and notifies via email and optional Telegram.
