Life CRM

An autonomous life management agent built on Claude Code cloud routines.

Reads your Gmail weekly, tracks adult responsibilities across 8 categories, surfaces what needs attention, and sends a weekly briefing email. Text yourself via iMessage to log things Gmail won't catch.

How It Works

• Sunday 8am — Claude reads your Gmail (90-day lookback on first run, 7 days after), extracts bills, subscriptions, appointments, renewals, and deadlines, writes everything to Firestore, commits a LIFE-CRM.md snapshot to Git, and emails you a structured weekly briefing
• Mon–Sat 8am — lightweight check: reads Firestore, sends an alert only if something is overdue or due within 3 days
• iMessage — text yourself anytime to log things Claude won't find in Gmail ("AC filter replaced", "dentist April 30", "lunch with Jake next Friday")
• Dashboard — live Vercel app shows category cards, urgency indicators, people directory, and monthly completion rate

Setup Your Own

Prerequisites

• Claude Code account with Routines access
• Firebase project (free tier works)
• Resend account (free tier — 3,000 emails/month)
• GitHub account + Vercel account

Steps

1. Fork this repo
2. Create Firebase project → enable Firestore (Native mode) → set security rules to allow read, write: if true;
3. Copy your Firebase projectId and apiKey
4. Deploy to Vercel → set FIRESTORE_PROJECT_ID and FIRESTORE_API_KEY env vars
5. Install Claude GitHub App on your fork → enable "Allow unrestricted branch pushes" in repo Settings → Actions
6. In Claude Code → Settings → Routines → create two routines:
   • routines/weekly-scan.md — schedule 0 13 * * 0 (Sunday 8am EST)
   • routines/daily-check.md — schedule 0 13 * * 1-6 (Mon–Sat 8am EST)
7. Set env vars on each routine: FIRESTORE_PROJECT_ID, FIRESTORE_API_KEY, RESEND_API_KEY, ANTHROPIC_API_KEY, USER_EMAIL
8. Edit memory/CATEGORIES.md to match your life — remove Roommate Finance if you live alone, add Car if you have one, rename anything that doesn't fit
9. Trigger a manual run of weekly-scan → check your inbox

Categories (default)

Housing · Bills & Subscriptions · Health · Social & Plans · Taxes & Business · NYC & Bureaucratic · Digital · Roommate Finance

All categories are configurable — edit memory/CATEGORIES.md directly or text yourself "add category: [name]" via iMessage.