🔒

Private dashboard

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🔒 Private — Nick only · behind auth, not on firm dashboard

Moneypenny daily

Nick's personal agent — calendar, household, vendors, correspondence, life admin
Last WA digest · 2026-05-20Last Gmail triage · 2026-05-17
Inboxes connected
1 / 3
admin@ only — needs nick@ + nicholas@gmail
Actionable items (WA)
8
last digest · ~60 chats
Routed to other agents
0
last triage · quiet day
Tracks active
6
calendar · travel · household · correspondence · gifts · triage

Top of mind

Yoga Bwork — recurring weekday 10 AM at Tropical Nomads (awaiting confirm) awaiting
2026-05-20 · Nick proposed; will bring Roxie
Gabriella's 11-page employment contract — needs Nick's review & sign / redline awaiting Nick
2026-05-20 · sent via WA · dated 06-29-26
Coffea–NLC pod pricing — Gabriella chasing 4-option matrix (Sabina domain)
2026-05-20 · deadline Meta Ads launch May 29
Handoff to Fred — Gabriella NLC dashboards Zoho task filed routed
2026-05-26 · NLC Account · owner Gabriella · due 2026-06-09
Tropical Nomads connection — Nick complained to Dika about speeds
2026-05-20 · waiting on Dika

Queue / next

Connect Gmail MCP to nick@levenstein.net urgent
Blocks household finance tracking (Maybank/Permata/BoA)
Connect Gmail MCP to nicholas.levenstein@gmail.com
Third inbox in scope
WhatsApp group routing — Nick to pick exit / keep / stop-summarizing per group
~20 groups awaiting decision
Build automated daily scanner
Currently runs via Claude in Chrome — needs scheduling
Friday status → Oskar
Weekly · 07:00 Bali

Decisions needed from Nick

Scope: Personal-only, private by default. Not part of firm OKR system. Zoho tasks attach to "Nick personal / biz stuff" Account (6862599000001503488) — not NLC.

Six tracks: calendar/appointments · travel · household/vendors · personal correspondence · gifts & life admin · inbox triage and cross-agent routing (v2 building).

Family scope: Max (Bali) · Wanda Suwandi (Max's mother) · Erik. Leon = Ulysses domain, not Moneypenny. Anna deceased. Family items get extra confidentiality care.

New scope (2026-05-17): household financial tracking (Maybank / Permata / BoA / Citibank / ATM). Files created (finances/household-ledger-2026.md, finances/recipients.md, finances/bank-watchlist.md) — dormant until nick@ inbox connects.