concierge-personal-shopping-plan

What problem does it solve?

It turns vague advisor requests into a clear, actionable personal shopping plan by collecting the minimum details needed to match occasion, preferences, sizing, timing, and returns requirements.

Core Features & Use Cases

• Personal shopping plan generation: Produces a structured “Personal Shopping Plan” deliverable covering occasion, budget, brand preferences, sizing, delivery timing, and returns constraints.
• Family-office workflow integration: Writes a complete artifact bundle including a markdown deliverable and an interview record for downstream rendering and push workflows tracked in the execution pipeline.
• Optional external publishing and memory: Optionally writes memories (if a memory DSN is provided) and pushes artifact-related outputs to configured sinks like SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar.

Quick Start

Tell the AI: “Generate a Personal Shopping Plan for a [occasion] with a budget of [range], preferred brands of [brands], sizing of [sizing], delivery by [window], and returns requirements of [requirements].”