Daily Review

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.

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

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 10: Track Usage (Silent)

Update System/usage_log.md.

Step 11: Evening Journal (If Enabled)

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

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*

MCP Dependencies