two new projects on Claude: 

(1) Financial Advisor: uploaded my tax return and asked it to give me a list of 30 Qs to answer to best help me achieve my financial goals

I put those answers in a Gdoc and had it create a financial plan for me then re-uploaded it all as "project knowledge" so I can ask it questions as-needed 

(2) Personal Trainer: uploaded a Gdoc with my personal health information, fitness baselines, goals and preferences and asked it to give me a list of Qs it needed to best help me achieve my fitness goals

added those back into the Gdoc and uploaded them alongside my shoulder PT plan (recently rebuilt with Deep Research) and 
@kneesovertoesg exercises to the "project knowledge" section

thinking monthly check-ins to gauge my progress and one-off chats to come up with workouts when I want to switch it up

(this was mad cumbersome and will probably be solved with Plaid/ Apple Health MCPs but should be helpful in the interim)