This is roughly how I use it as well, except I made it a little bit more proactive and actively chases me whether it should track certain things in OmniFocus and chases me about completing overdue tasks or other things I would otherwise forget.

I keep data collection out of the LLMs. I have separate scripts that push and pull data from external sources. So I don’t need to provide the LLM with auth keys, and the things it can do is very limited.