★ Daily Brief — Generated 5:02 AM
Updated 12 min ago
Your long-term bucket is up 2.4% this week. 3 new parent inquiries came in overnight via Lead Connector. Liam has baseball at 5:30pm. Jackie sent the April bookkeeping summary — 2 transactions need your review.
↑ Portfolio +2.4%
3 New Inquiries
4 Patients Today
2 Items Need Review
Feeding Camp: 18 Days
YOUR AI OS — LIVE PREVIEW
This is what your dashboard looks like when it's built and running.
This is a demo mockup built specifically for you. Your live portal activates when your AI OS is installed.
Activates at install
PRACTICE TODAY
4
Patients scheduled
Mon–Thu–Fri drive route · 38 mi est.
9:00 AM
Emma R.
11:30 AM
Lucas P.
1:45 PM
Sofia M.
3:30 PM
Theo K.
PORTFOLIO SNAPSHOT
$847K
Total across all accounts — Fidelity
↑ $19,400 this month
Long-Term (Equities)
$612K
100% equities · 10yr+ horizon · No bonds
Intermediate (Kids/Goals)
$164K
College savings · Moderate allocation
Cash / Emergency
$71K
Schwab money market · 3.2% yield · Fully liquid
LEAD CONNECTOR
New inquiries (24h)
3 NEW
Awaiting reply
5 PENDING
Active follow-up sequences12
Google reviews (this month)4
Newsletter subscribers284
iMessage integration pending
Mac Mini server setup will connect Lead Connector to iMessage. Reply hands-free from the Tesla.
Financial Operations
QUICKBOOKS & BOOKKEEPING
$28,440
Revenue — April MTD
↑ 11% vs. March
$11,280
Expenses — April MTD
Within budget
RECENT TRANSACTIONS
Jane EMR — Monthly
Software
-$250
GHL Lead Connector
Software
-$1,500
Insurance Reimbursement
Revenue
+$3,200
Jackie — Bookkeeping
Professional Services
-$350
⚠ Gas Reimbursement x3
Needs categorization — 3 transactions
$94
AI Bookkeeping Ready
Claude + QuickBooks integration available. Replaces Jackie ($350/mo). Est. savings: $250/mo net of Digits.
MILEAGE & EXPENSES
847 mi
Logged this month
Est. deduction: $499 · IRS rate $0.59/mi
Auto-log via Tesla GPS
Once Mac Mini server is live, mileage logs automatically from your Tesla routes. No more paper calendar.
QuickBooks tracker bugged
Missed 3 days last week. AI-assisted logging is a direct fix — all routes captured, no manual entry.
Business Operations
COMMUNITY PLATFORM — IN BUILD
2
Tiers in build
Free
Tier 1 — existing patients
$10/mo
Tier 2 — premium content
Educational Videos
Blog Content
Parent Forum
Expert Q&A
Feeding Camp Prep
PRACTICE PIPELINE
22
Active patients
8
Waitlist
3
New inquiries
94%
Retention rate
MONTHLY PATIENT LIST — AUTOMATION STATUS
Automation active via GHL + Claude
Monthly export auto-triggers Google review outreach and newsletter subscription. No more manual send to Amish.
INBOX TRIAGE
Referral — Dr. Chen's office
New patient referral — 18mo feeding eval
Draft reply
Parent — Sofia M.
"Quick question about home practice"
Route to community
Jackie — Bookkeeping
April summary — 2 items need review
Review
Amish — Team
Chatbot conditional logic — ready to test
View update
COMMANDOS — QUICK ACTIONS
/
parent-followup
Draft from today's notes
/
monthly-report
Practice + financial summary
/
newsletter
This week's content draft
/
mileage-log
Log today's route
Family & Life
FAMILY CALENDAR
APR
22
Liam — Baseball
5:30 PM · Memorial Park Field 3 · Don't forget gear
APR
25
Tesla Delivery
Arriving this week · 0% APR · Cormac handling pickup
MAY
5
Feeding Camp — Registration Opens
Little Eaters & Talkers · Amish building portal · Promotion starts now
MAY
10
Feeding Camp — Planning Deadline
All registrations close · Materials need to be finalized
JUN
15
Feeding Camp — Week 1
Little Eaters & Talkers · Amish building registration portal
CORMAC'S VIEW — Financial & Household
SEPARATE VIEW — SAME DATA
Cormac sees the financial picture from his angle — audit-style reporting, portfolio performance, household budget. Jane sees the practice side. Both views pull from the same live data. Cormac can log in and configure his own sections independently.
Household net cash flow (April)+$9,840
Emergency fund (months covered)6.2 mo
Tesla loan — Apr payment-$847
Portfolio YTD return+8.4%
Trust accounts — last reviewedMar 12
Cormac's custom view ready to build
As an auditor, he'll want P&L format, balance sheet view, and audit trail access. He builds and modifies his own sections — separate login, same underlying data.
This is a preview of what your AI OS dashboard looks like when it's live.
Every number, every section, every view — pulled from your real systems in real time.
Advisor AI Partners · david@advisoraipartners.com
Every number, every section, every view — pulled from your real systems in real time.
Advisor AI Partners · david@advisoraipartners.com