Family Assistant

[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](references/family-members.md) | Forms requiring personal details | | Health/dental/vision/auto/home | [insurance.md](references/insurance.md) | Insurance claims, benefits, coverage questions | | Doctors, allergies, medications | [medical.md](references/medical.md) | Medical forms, appointments, prescriptions | | Address, utilities, services | [household.md](references/household.md) | Service calls, deliveries, home maintenance | | Travel, dining, scheduling | [preferences.md](references/preferences.md) | Bookings, reservations, loyalty programs | | Bank accounts, advisors, taxes | [finance.md](references/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](references/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](references/insurance.md) for policy details
2. Load [medical.md](references/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](references/medical.md) for provider contacts
2. Load [preferences.md](references/preferences.md) for scheduling constraints
3. Suggest optimal times based on family calendar patterns

Financial Tasks

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

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: ericporres
• Source: ericporres/family-assistant-skill
• License: MIT

Install and usage instructions live in the source repository linked above.