Client activity report

I need a comprehensive view of all activity with a specific client for internal review purposes. This workflow compiles everything that's happened over the past year into a detailed report.

Follow these steps:

1. Pull the client's full contact record from my CRM including their name, client since date, household members, account values if available, and current status or tags.

2. Check my calendar for all meetings with this client over the past 12 months. For each meeting, include:
   - Meeting date
   - Meeting type or purpose
   - Duration if available
   - Attendees

3. Pull all email communication with this client over the past 12 months from my email and CRM. Summarize:
   - Total number of emails sent and received
   - Key topics discussed across email threads
   - Any important decisions made or information shared via email

4. Review all CRM notes and meeting notes from the past 12 months. Summarize:
   - Major themes or recurring topics
   - Key decisions made
   - Planning work completed
   - Life events or changes noted
   - Concerns or issues raised by the client

5. Check for all tasks related to this client that were completed in the past 12 months. Include:
   - Task name
   - Completion date
   - Brief description if available

6. Check for any open tasks, pending items, or outstanding deliverables currently assigned to this client.

7. Review any portfolio changes, account activity, or financial transactions recorded in the past 12 months if this information is available.

8. Respond with a detailed activity report organized into the following sections:
   - Client Overview
   - Meeting Summary (total count and list of meetings)
   - Email Communication Summary
   - Key Topics and Themes
   - Completed Tasks
   - Open Items
   - Portfolio/Account Activity (if available)
   - Notable Life Events or Changes
   - Overall Relationship Health Assessment (based on frequency of contact, engagement level, and any concerns noted)