personal memory agent
Improve document import agent preamble for estate planning use case
Expand the import.document guidance to specifically mention party roles
(grantor, trustee, beneficiary), plain-language summaries, and
time-sensitive requirements — critical for the primary estate document
use case driving this feature.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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think/agents.py
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think/agents.py
···
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"What was the author thinking about and working through?"
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),
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"import.document": (
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"This is an imported PDF document. The content has been extracted from the original file. "
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"Focus on the document's purpose, key information, named parties, dates, and any "
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"actionable items. Preserve the document's structure in your analysis."
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"This is an imported document (legal, financial, medical, or personal). "
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"Extract all named parties and their roles (grantor, trustee, beneficiary, "
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"attorney, witness, agent, etc.). Produce a plain-language summary that a "
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"non-expert could understand. Identify key provisions, dates, conditions, "
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"obligations, and deadlines. Note any time-sensitive requirements (renewal "
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"dates, filing deadlines, review periods)."
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),
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"import.kindle": (
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"These are reading highlights. Describe what was being read and what "