Playbook: Family Admin Automation

Objective

Automate the routing and notification of family-wide administrative tasks (bills, insurance, medical).

Pre-requisites

• Paperless-ngx
• Home Assistant
• Matrix/Signal

Step-by-Step Flow

1. Ingest: Document arrives via Email or Scan.
2. Classify: Paperless matching rules categorize as Insurance or Utility.
3. Process: n8n workflow triggers on tag application.
4. Notify: Home Assistant sends a notification to the shared family chat: "New Insurance document received. Due: [Date]".
5. Dashboard: The document appears in the "Unprocessed Admin" card on the Home Assistant dashboard.
6. Action: Once a family member pays or acknowledges, they manually remove the needs-action tag in Paperless.

Data Contract

JSON payload to Home Assistant: - doc_id - category - due_date - summary

Failure Modes & Recovery

• Missing Due Date:
  • Detection: LLM returns null for due_date.
  • Recovery: Default to "ASAP" or 7 days from today.

Variants

• SMS Notifications: Using Signal-cli for urgent alerts.