Did we follow through on what we decided?
Remember what you decided, check what happened, and pick up loose ends.
Try this with your agent- What your agent needs
- Previous decisions and notes in Candor, plus confirmation of anything handled elsewhere.
- What you get back
- A short list of unresolved outcomes and only the next steps that still matter.
- When to use it
- Run it when you need it, or ask your agent to repeat it weekly.
Try it with your finances.
Copy the prompt into the AI agent you use with Candor. It works from your Candor records and asks for anything it's missing. New to Candor? Connect your agent first.
Review our financial decisions and your notes in Candor. Identify what we intended to do, what evidence shows actually happened, and what still needs follow-through. Ask me about outcomes that happened outside your view. Revisit deadlines and assumptions, close notes for confirmed resolved outcomes, and preserve useful context for the next check-in. Bring me only the decisions or missing information that need me. Ask before taking external actions that I have not authorized.
Nothing runs until you send the prompt to your agent.
Separate what you intended from what happened
An earlier conversation may record a decision without proving the outcome. Your agent's notes in Candor can preserve what was expected, when, and why. A follow-through review checks that expectation against new records and asks about anything completed outside the agent's view.
Check the answer
- For each open note, identify the expected outcome and the evidence that would resolve it. Keep a draft or promise distinct from completion.
- Drop irrelevant follow-up when your plans changed, while keeping enough context to explain the decision later.
Choose a next step
Close confirmed outcomes and leave a clear next check for the rest. If you ask for recurring reviews, specify which changes deserve a message so unchanged notes do not generate repeated reminders.
Keep exploring.
Did that refund ever show up?
Close the loop on a refund or cancellation you already requested.
One-time or weeklyWhere I standWhat changed this week, and what's coming?
This week's review, what changed, what is coming up, and what still needs following through.
One-time or weeklyFull guideGoalsAm I on track for my goals?
Know when your savings pace and target date need another look.
One-time or monthlyAsk it with your own numbers.
Connect your accounts to Candor, then send this to the agent you already use. It answers from your real records and keeps the plan for next time.
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