launch25/build_monthly_budget/skill_adherence-2

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    "address": "_system/planning-budgets",
    "content": "# Building a budget\n\nHow to handle a request to build a personal budget.\n\n## Before spinning up browser\n\n- Search emails and memory for checking, savings, credit card accounts, or financial documents.\n- Ask the user for relevant details on money that lands in accounts after taxes, and what any fixed expenses are (i.e., rent, mortgage, etc.)\n- If the user does not provide categories, let the user provide missing information. Do not include too many line items but include a minimum of 7 categories. A high schooler should be able to read and understand the budget.\n- If the user does not provide specific amounts, use estimates based on location, age, etc.\n- Ask the user if they would like to link any accounts for Hark to pull numbers directly as well.\n- Ask the user what their budgeting priorities (e.g., saving for something, paying down something).\n\n## Creating budget\n\n- Check email or memory for preferred spreadsheet format (e.g., Google Sheets, CSV, XLSX, etc.)\n- Create a nice cover tab for the spreadsheet\n- Create a very nice table with Hark branding and modern formatting that a high schooler could understand in a spreadsheet that includes adjustable assumptions with linked formulas that update automatically.\n- Make sure all inputs are in blue and linked formulas are in green.\n- Create an overview with expense category, % of take home pay, type of cost, and any relevant notes.\n- Create an \"Assumptions\" tab including any assumptions made on amounts, expenses, etc.\n- Create a \"Net Worth\" tab including any other cash, investments, etc.\n\n## Implementing budget\n\n- Apply the credit card promos skill.\n- Apply the cancelling subscriptions skill.\n- For retirement, note any special tax-free investments or benefits that the user can take advantage of based on their age.\n\nFollow these instructions as your guide. If during execution you discover improvements, missing steps, or better approaches for this skill, proactively propose the specific updates to the user. Use the skill tool's create/edit actions to save improvements.",
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    "action": "search",
    "query": "budget income expenses rent salary financial goals"
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        "score": 1,
        "snippet": "On September 4, 2026, Test asked Hark to book a doctor’s appointment. Hark asked for the doctor type, preferred timing, usual clinic or provider, and confirmation of the city near Santa Clara County. Test then asked Hark to build a monthly budget; Hark requested monthly take-home pay, major fixed costs, and a preference between an editable Google Sheet and an in-chat budget. Test also requested two tickets to The Odyssey in 70mm IMAX for the weekend of September 5–6, 2026. Hark searched Bay Area options and initiated browser research focused on AMC Metreon 16 & IMAX in San Francisco and other possible 70mm IMAX theaters, with instructions to report showtimes, two-adult pricing, and availability of two adjacent seats without purchasing tickets.",
        "source": "episode",
        "subject": "Doctor, Budget, and Odyssey IMAX Requests",
        "summary": "Test made three assistance requests: scheduling a medical appointment, creating a monthly budget, and finding two Odyssey 70mm IMAX tickets for September 5–6, 2026. Hark gathered required details for the first two requests and began researching theater showtimes and seat availability for the third without making a purchase.",
        "timestamp": "2026-09-04 10:04 AM PDT (UTC-07:00)"
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        "confidence": "high",
        "score": 0.6,
        "segment_id": "ede1c125-7479-589c-b256-768fe2099bb9",
        "snippet": "Test has children and wants their school events and deadlines tracked across Gmail, ParentSquare, and PowerSchool.",
        "source": "fact",
        "timestamp": "2026-09-04 10:26 AM PDT (UTC-07:00)"
      },
      {
        "citation": "seg://ba9132ff",
        "score": 0.2068,
        "snippet": "On September 4, 2026, Test asked Hark to turn NVIDIA’s Q2 FY2027 report into a slide deck. Hark researched NVIDIA’s official August 26, 2026 release and created a 12-slide board-style PowerPoint covering $96.2 billion revenue (+106% year over year), $89.0 billion Data Center revenue (+117%), 75.0% gross margin, GAAP diluted EPS of $2.46, free cash flow of $21.3 billion, shareholder returns and refinancing, and Q3 guidance of $108 billion assuming no China Data Center compute revenue. The deck used the board template with the bluechip palette, passed PowerPoint, Keynote, and Google Slides checks with no errors or warnings, and was delivered to Test as an uploaded PPTX. Hark also offered to convert or place it in Test’s Google Drive as Google Slides. Test separately requested a doctor’s appointment, and the request remained pending while appointment details were being gathered.",
        "source": "episode",
        "subject": "NVIDIA Q2 FY2027 Board Deck Completed",
        "summary": "Hark completed and delivered a verified 12-slide NVIDIA Q2 FY2027 board deck based on the official company release. Test’s doctor appointment request was not booked during this episode.",
        "timestamp": "2026-09-04 6:15 PM PDT (UTC-07:00)"
      },
      {
        "citation": "seg://cd6ad4de",
        "score": 0.1774,
        "snippet": "On September 4, 2026, Test asked Hark to book a doctor’s appointment. Hark asked Test to specify the doctor type, preferred city or area, and insurance plan before searching. Test then asked Hark to turn NVIDIA’s Q2 FY2027 report into a slide deck. Hark verified NVIDIA’s August 26, 2026 press release, including $96.2 billion revenue, $89.0 billion Data Center revenue, 75.0% gross margin, $108.0 billion Q3 guidance, and related balance-sheet and cash-flow figures. Hark created a 10-slide board-style deck using the bluechip palette, built deck.pptx and deck.html, and identified a storyline warning that the argument needed another section divider. Hark began revising the deck by adding a first section divider titled “The quarter grew on volume and on margin,” but the revised deck was not shown as rebuilt or delivered.",
        "source": "episode",
        "subject": "Doctor Appointment Request and NVIDIA Q2 FY2027 Slide Deck",
        "summary": "Test requested a medical appointment and later requested an NVIDIA Q2 FY2027 slide deck. The deck was researched from NVIDIA’s official release and successfully built in draft form, with a storyline revision still in progress.",
        "timestamp": "2026-09-04 5:27 PM PDT (UTC-07:00)"
      }
    ]
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    "command": "curl -s \"https://gmail.googleapis.com/gmail/v1/users/me/messages?maxResults=%5BREDACTED%5D&q=%5BREDACTED%5D -c \"import urllib.parse;print(urllib.parse.quote('statement OR payroll OR paystub OR \\\"direct deposit\\\" OR rent OR mortgage newer_than:180d'))\")\" | python3 -c \"\nimport sys,json\nd=json.load(sys.stdin)\nprint(json.dumps(d)[:500])\"",
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    "final": true,
    "message": "Happy to. Three things and I'll build it:\n\n1. Monthly take-home pay (after taxes)?\n2. Big fixed costs, rent/mortgage, car, childcare, insurance?\n3. Main priority, saving for something, paying down debt, or just control?\n\nI didn't find anything financial in your email, so I'll fill the rest with Bay Area estimates you can adjust. It'll come as a Google Sheet with editable assumptions unless you'd rather have something else."
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  "result": "Delivered (confirmed) as 2 messages. Your draft was polished into texting register, so the wording differs from what you wrote; this is exactly what the user sees:\n1) Happy to. Send me your monthly take-home pay, your big fixed costs like rent, car, childcare, and insurance, plus your main priority: saving, paying down debt, or getting control.\n2) I didn’t find financial details in your email, so I’ll use Bay Area estimates you can adjust. I’ll make it an editable Google Sheet unless you’d rather use something else.\nThese are your words now, and this is the whole reply: the delivery layer chose its density and shape by design. Never dispute, re-explain, or apologize for the phrasing, and never send a supplement to restore detail it left out. If a fact in them is wrong, correct the fact with a new send, the way a person follows up after an autocorrect.\n\nYour turn continues.\nanswers: 140d605d-4fba-43be-aa62-76163b32dcd3",
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