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Playbook: Family Admin Automation

Objective

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

Pre-requisites

Step-by-Step Flow

flowchart TD
    A[Ingest: Email or Scan] --> B[Classify: Paperless Matching Rules]
    B --> C[Process: n8n Workflow]
    C --> D[Notify: Home Assistant Alert]
    D --> E[Dashboard: HA Unprocessed Admin Card]
    E --> F[Action: Manual Tag Removal]
  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.

Contribution Metadata

  • Confidence: high
  • Last reviewed: 2026-03-01

Sources / References

  • https://github.com/joanmarcriera/Home-office-automations