Vault
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ClickUp
18 active
Gmail
3 unread
Drive
Connected
Calendar
2 today
Total outputs
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Ready to implement
Gold items
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High value outputs
Platforms
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Vision Agent memory active
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Vision Agent
Identity
Tone and behavior
Challenge ideas, don't just validate
Agent pushes back constructively when it spots flaws
Surface vault matches before creating new
Always check if something similar already exists
Proactive insights
Agent surfaces relevant items without being asked
No em dashes in any output
Hard rule across all agent responses
Model selection
Context window
Include vault context in every message
Agent always knows what's in your vault
Include memory in every message
Core memory always present in system prompt
Rolling conversation history
Include last 10 messages for continuity
Core memory
Name
Erik Allison
Role
Co-Founder and Managing Partner, Wealth Vision and Skyfront Insurance
Style
Systems thinker, first principles, speed over perfection, prolific AI builder, low golf handicap
Rules
No em dashes. Challenge ideas. Direct answers. Speed over perfection.
Upload memory file
Drop memory.md or click to browse

A markdown file with facts and context about you

Always-in-context documents

Documents added here are always included when the agent responds. Use for reference material, SOPs, client guides, or anything the agent should always know.

Drop files or click to browse

PDF, DOCX, MD, TXT or paste a Drive / Dropbox link

Order of Wealth Methodology
10-layer advisory framework — always in context
Active
Wealth Vision Service Library
Full service definitions and positioning
Active
Voice output
Enable voice responses
Agent speaks responses via ElevenLabs
Auto-play responses
Speak every response automatically
ElevenLabs configuration
Built-in tools
Vault search
Search and retrieve items from your intelligence vault
ClickUp task creator
Push vault items or ideas directly to ClickUp
Web search
Search the web for current information
Gmail reader
Read and draft emails from your Gmail
Google Drive reader
Read and search your Google Drive files
Calendar reader
View and manage your Google Calendar
Connected MCP servers
Zapier MCP
https://mcp.zapier.com/api/mcp/a/23271806/sse
Connected
HubSpot MCP
https://mcp.hubspot.com/anthropic
Connected
ClickUp MCP
https://mcp.clickup.com/mcp
Connected
Google Drive MCP
https://drivemcp.googleapis.com/mcp/v1
Connected
Canva MCP
https://mcp.canva.com/mcp
Disconnected
Active scheduled tasks
Monday vault digest
Every Monday 8:00 AM — Summarize new vault items from the past week and flag action items
Active
Daily ClickUp review
Every day 9:00 AM — Check for overdue tasks and surface them in the agent chat
Active
Friday client prep
Every Friday 7:00 AM — Pull next week's calendar and generate meeting prep briefs
Paused
Conversation history

Your full conversation history is stored in Firebase. Each session is logged with a timestamp and summary.

Session — May 2, 2026
Discussed vault architecture, captured first item, deployed to Firebase Hosting
Pinned
Categories
All items
0 items
Title
Type
Platform
Category
Status
Actions
Connections:
Shared tags
Category
Platform
Temporal
Problem type
Status

Settings

Appearance
Sidebar labels
Show text labels in navigation
Theme
Light, dark, or system
Compact mode
Reduce spacing across the app
Agent
Persistent memory
Agent learns and remembers across sessions
Voice output
Agent responds with voice via ElevenLabs
Auto-tag uploads
AI analyzes and tags files on drop
Vault-aware context
Agent always knows your vault contents
Integrations
Google Drive
Connected
Gmail
Connected
ClickUp
Connected
HubSpot
Connected
Google Calendar
Connected
Dropbox
Not connected
Firebase
Connected
Notifications
Action item alerts
Notify when items are flagged for action
Weekly vault digest
Monday summary of your vault activity
Agent proactive insights
Agent surfaces relevant items unprompted