Work

Agent hardening

Real estate holding company

I took over an existing AI agent for a real-estate business, rebuilt its memory, improved its status reports, and added AI that pulls to-dos from email and reads documents.

Private operations assistant turning an email and attachment into tasks, with recurring jobs and a reply awaiting review.
40mailbox folders read without a single write
Client
Multi-unit portfolio operator
Role
Improved
Timeline
2026 · Ongoing
Stack
Python 3.14, Chat bot API, Microsoft Graph, SQLite WAL, Claude routing, launchd, Tailscale

Your answer on reliability and failure handling was the best I heard from anyone.

Founder, a month before hiring meMulti-unit portfolio operator

Four milestones delivered, and the work is ongoing.

The founder already had an AI assistant, but its status reports weren't reliable enough to tell him whether work had actually finished. He needed clearer records, monitoring, and control over email access.

  1. Improved how the assistant stores what the owner tells it and reports whether work is complete.
  2. Added AI that pulls to-dos from incoming email and reads the PDF, Word, and Excel files the owner sends it.
  3. Added monitoring for 18 recurring tasks and a private status dashboard.
  4. Hardened the existing email and calendar connection, so reply drafts wait on their thread and email can only be sent to the owner.
  5. Added installation steps that could be reversed on the client's computer.

Checks behind the work

648tests passingfrom 172 at takeover

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