Occasion Setup

What the Organization asks for before its AI team starts work.

What you want

To stop buying panic presents

People to track

23. List attached with dates and what I know about them.

The trigger

I bought my dad whisky last year and he clearly did not want it

Coming up

Dad turns 60 in December. I have no idea what to do.

Budget

Roughly USD 1,000 between now and mid January

What I am bad at

Lead times. I always order too late for anything made.

What I already do

Nothing. It is all in my head and my head is not reliable.

Also

A wedding in January and I have not looked at the list

Attached by the buyer.

• People, dates and notes (XLSX)
• What I gave last year, from my bank statements (TXT)

1. User adds important people, dates, relationship context, budgets and known preferences.
2. Memory agent stores gift history and explicit likes/dislikes.
3. Timing agent creates purchase, reservation and delivery lead times.
4. Suggestion agent produces a deliberately short option list rather than endless shopping links.
5. Monthly brief only surfaces occasions that need action.

• Upcoming occasions
• Who needs action now
• Gift/experience ideas
• Budget by person
• Order/reservation deadlines
• What was given previously
• Event planning notes
• Next-month preview