Monthly Life Review Agent

A conversational agent that guides you through a structured monthly review across eight core life areas: career, health, relationships, finances, learning, creativity, environment, and fun. Uses a coaching-style dialogue to surface honest assessments, celebrate wins, identify patterns, and set intentions for the month ahead.

Supported Platforms & Integrations

Platform	Setup Method	Auth Type	Notes
Notion	Integration token	OAuth2	Stores monthly review entries in a dedicated database
Google Docs	Service account	OAuth2	Generates formatted monthly review document
Day One	JSON export	Local file	Pulls journal entries from the past month for context
Apple Health	Shortcuts export	Local file	Imports health metrics for the health area review
YNAB / Mint	API key or CSV	REST API / file	Pulls financial summary for the finances area
Todoist / Things 3	API token or export	REST API	Reviews completed tasks and project progress

When to Use This Agent

• Use this on the last day or first day of each month to reflect on the previous 30 days
• Use this when you feel stuck or directionless and need a structured way to assess where you actually stand
• Use this when you want to celebrate small wins that get lost in the daily grind
• Use this when you are about to set new goals and need an honest baseline across all life areas
• Use this when one life area feels off but you cannot pinpoint which one needs attention
• Use this when you want a private, judgment-free space to be honest about what is and is not working
• Consider alternatives when you need therapy or professional mental health support — this is a reflection tool, not clinical
• Consider alternatives when you want real-time daily coaching — use a daily reflection skill instead

Agent Persona

You are a thoughtful, warm, and direct personal coach. You ask open-ended questions but also gently challenge vague answers. You celebrate genuine progress without hollow cheerleading. You notice patterns across months and bring them up tactfully. You never judge but you do not let the user off the hook with surface-level responses. Your tone is that of a trusted friend who genuinely wants to see you thrive.

Quick Start

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# ~/.claude/agents/monthly-life-review-agent.yaml
schedule: monthly
preferred_day: last_day_of_month
life_areas:
  - career
  - health
  - relationships
  - finances
  - learning
  - creativity
  - environment
  - fun
scoring: true
score_scale: 1-10
history_file: ~/.life-review/history.json
output_format: markdown
journal_integration: day_one

First Run Example

Copy
claude agent monthly-life-review-agent --month 2026-03

Expected Output

Monthly Life Review — March 2026
=================================

Hey, welcome to your March review. Let's take an honest look
at how things went across each area of your life this month.
No judgment — just clarity.

Let's start with CAREER.

What was your biggest professional win this month?
> [user responds]

Nice. And what felt like the biggest challenge or frustration?
> [user responds]

On a scale of 1-10, how satisfied are you with your career this month?
> [user responds: 7]

Got it — a 7. Last month you gave it a 6, so that is moving in
the right direction. What specifically changed?
> [conversation continues through all 8 areas]

--- FINAL SUMMARY ---

March 2026 Life Scores:
  Career:        7/10 (+1) -- Promotion conversation initiated
  Health:        6/10 (-1) -- Missed gym weeks 2-3, sleep declined
  Relationships: 8/10 (=)  -- Strong month, two meaningful catch-ups
  Finances:      7/10 (+1) -- Savings rate hit 22%
  Learning:      5/10 (-2) -- Course abandoned mid-month
  Creativity:    6/10 (=)  -- Weekend photography resumed
  Environment:   7/10 (+1) -- Desk reorganized, plants thriving
  Fun:           8/10 (+2) -- Concert and hiking trip

Overall Score: 6.75/10 (last month: 6.50)

Top Pattern: Health and Learning tend to dip together for you.
When one drops, check the other.

Top Priority for April: Restart the learning course with
a smaller daily commitment (15 min vs 1 hour).

Conversation Flow

Greeting + Context (reference last month's scores)
        |
        v
Area 1: Career -----> Open question --> Challenge --> Score --> Comparison
        |
        v
Area 2: Health -----> Open question --> Challenge --> Score --> Comparison
        |
        v
(... Areas 3-7 follow same pattern ...)
        |
        v
Area 8: Fun --------> Open question --> Challenge --> Score --> Comparison
        |
        v
Summary: Scores table + month-over-month deltas
        |
        v
Pattern Recognition: Cross-area correlations from history
        |
        v
Intention Setting: 1-3 priorities for next month
        |
        v
Export: Save to Notion/Google Docs/local markdown

Advanced Configuration

Platform-Specific Setup

Notion Database

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notion:
  enabled: true
  database_id: "your-notion-database-id"
  properties:
    month: "Month"
    career_score: "Career"
    health_score: "Health"
    relationships_score: "Relationships"
    finances_score: "Finances"
    learning_score: "Learning"
    creativity_score: "Creativity"
    environment_score: "Environment"
    fun_score: "Fun"
    summary: "Summary"
    priorities: "Next Month Priorities"

Day One Journal Import

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day_one:
  enabled: true
  export_path: ~/DayOne/Journal.json
  search_tags: ["reflection", "gratitude", "win", "struggle"]
  import_last_days: 30
  use_as_context: true

Full Options Reference

Parameter	Type	Default	Description
schedule	string	monthly	Review frequency
preferred_day	string	last_day_of_month	When to trigger the review
life_areas	list	all 8	Which areas to include in the review
scoring	bool	true	Enable numerical scoring per area
score_scale	string	1-10	Scoring scale to use
history_file	string	~/.life-review/history.json	Where to store historical scores
output_format	string	markdown	markdown, json, or notion
pattern_detection	bool	true	Analyze cross-month patterns and correlations
journal_integration	string	none	day_one, notion, or none
coaching_style	string	balanced	gentle, balanced, or direct
include_previous_scores	bool	true	Show last month's scores for comparison
custom_areas	list	[]	Additional life areas beyond the default eight
session_duration_minutes	int	30	Target time for the full review session

Core Concepts

Concept	Purpose	How It Works
Life Area Scoring	Quantifies subjective satisfaction	Each area scored 1-10 monthly, enabling trend tracking
Month-over-Month Deltas	Shows direction of change	Compares current scores to last month with +/- indicators
Pattern Detection	Reveals hidden correlations	Analyzes 6+ months of history to find areas that move together
Honest Challenge	Pushes past surface answers	Agent asks follow-up questions when responses are vague or deflective
Intention Setting	Converts reflection to action	Ends each review with 1-3 concrete priorities for the coming month

Architecture

Session Start
    |
    v
+-------------------+     +--------------------+
| History Loader    |---->| Previous Scores    |
| (local JSON)      |     | + Patterns         |
+-------------------+     +--------------------+
    |
    v
+-------------------+
| Conversation Loop |<----> User (8 life areas)
| (coaching persona)|       Open Q -> Score -> Compare
+-------------------+
    |
    v
+-------------------+     +--------------------+
| Summary Generator |---->| Pattern Analyzer   |
+-------------------+     +--------------------+
    |
    v
+-------------------+
| Export Module     |----> Notion / Google Docs / Local MD
+-------------------+

Workflow Examples

Scenario 1: First-Time Review (No History)

Input: User runs the agent for the first time

Conversation:
  Agent establishes baseline by asking about each area in depth
  No comparisons available, so focuses on current satisfaction
  Asks what "ideal" looks like for each area to set benchmarks
  Scores become the baseline for future month-over-month tracking

Output:
  Baseline scores saved for all 8 areas
  No patterns yet — will begin detection after month 3
  Three priorities set for the coming month
  Review saved to local markdown file

Scenario 2: Pattern Recognition After 6 Months

Input: Six months of review history available

Conversation:
  Agent notes: "I notice that every month your Health score drops,
  your Learning score drops the following month. When you exercise
  less, you also seem to lose momentum on courses. Sound right?"
  User confirms and discusses why

Output:
  Cross-area correlation detected: Health leads Learning by ~1 month
  Recommendation: Protect exercise routine even when busy, because
  it cascades into other areas
  Pattern logged for continued monitoring

Scenario 3: Major Life Event Month

Input: User mentions job change mid-month

Conversation:
  Agent adjusts expectations: "A job change affects almost everything.
  Let's score each area with that context — where you were heading
  before the change and where you are now."
  Splits career discussion into old role closure and new role start
  Checks relationship and fun areas for transition-related neglect

Output:
  Scores annotated with "transition month" flag
  Career scored as two phases: closure (7) and onboarding (6)
  Priorities focused on settling into new role and maintaining
  non-work areas during the adjustment period

Best Practices

1. Do the review in one sitting — Splitting it across days loses the emotional continuity. Block 25-35 minutes, close other apps, and move through all eight areas in sequence for the most honest and cohesive reflection.

2. Score before you rationalize — Give your gut reaction number first, then explain why. If you think too long before scoring, you will talk yourself into a higher number than you actually feel.

3. Be specific about wins and struggles — Instead of saying health was bad, say you skipped the gym for two weeks because of a project deadline. Specificity creates actionable insight that vague summaries cannot.

4. Review your previous month's priorities — The agent will bring them up, but actively think about whether you followed through. Accountability to your past self is the most powerful motivation loop.

5. Limit next-month priorities to three — More than three dilutes focus and nothing gets done. Pick the one area most in need and give it two of your three priority slots.

Common Issues

1. Scoring feels arbitrary or inconsistent — Anchor your scale: 5 means neutral or maintaining, 7 means actively good, 9 means exceptional. Write your personal anchors in the config under score_anchors for the agent to remind you.

2. Review takes too long — If sessions exceed 40 minutes, reduce life_areas to your top 5 most important areas. You can rotate the other three in quarterly reviews instead.

3. History file corrupted or lost — The agent stores backups in ~/.life-review/backups/ after each session. Restore from the most recent backup if the primary file is damaged.

Privacy & Data Handling

All review conversations and scores are stored exclusively on your local machine in ~/.life-review/. No personal reflections, life scores, or journal entries are transmitted to any external service. The agent processes your responses in real time and does not retain conversation history beyond what is saved locally. If Notion or Google Docs export is enabled, data is written only to your own accounts using your own credentials. Day One journal data is read from your local export file and never copied or cached elsewhere. You can delete your entire review history by removing the ~/.life-review/ directory at any time.