Stage 1 SAFE MODE — Retry Confirmation

Second webhook delivery for n8n-stage1-consult-scheduled — confirmed: no “Consult Scheduled” stage exists in the Telos Sales Pipeline. No writes executed.

Session Context

Webhook delivery #2 at 21:03 UTC for the same pipeline.consult_scheduled event. The first delivery at 21:06 UTC (session 20260529_210625_ef51837e) produced a full analysis. This session verified that nothing changed in the 3 minutes between deliveries.

Root Cause

The webhook triggers on “Consult Scheduled” but the Pipeline has no such stage

The Telos - Sales Pipeline database (ID: 93b9459f) has 11 Sales Stage values. None of them are “Consult Scheduled.” The n8n workflow and/or subscription are firing for a stage name that doesn’t match the Pipeline schema.

Actual Sales Stage Values (11 total)

Won — Onboarding Complete (11) · Proposal Sent (Less likely) (10) · Proposal Needed (5) · Contact Made (4) · Proposal Sent (Likely) (4) · Won — Onboarding in Progress (3) · Awaiting Contract Signing & Invoice Payment (3) · Not Interested (3) · Follow Up at a Future Time (3) · New Student Form Completed (2) · New Lead (2)

Closest Candidates: “Contact Made” (4 entries)

Jacob Kim
Stage: Contact Made
Owner: none assigned
Org: not linked
✗ No Lead Owner. Grad Year unknown (not a Pipeline field).
Yang Family
Student: TBD
Owner: none assigned
✗ Student name is “TBD.” No Lead Owner.
Bhalla Family (Wu Referral)
Owner: George Mailat
Student: blank
✗ Student name not filled in.
Yriarte Family ‘27
Owner: George Mailat
Student: blank
✗ Student name not filled in (grad year ‘27 is only in the title).

All 4 candidates fail pre-flight Step 0 checks. Even if the stage name were corrected, Stage 1 cannot run until these fields are populated.

What Stage 1 Would Do

If a valid entry existed at an equivalent stage (student name present, grad year known, consult on calendar):

  1. Step 1 — Create Initial Meeting Project in Projects DB (122ba53a)
    SKIPPED: no eligible entry
  2. Step 2 — Create Student Dashboard (Senior 4.0 or Non-Senior 4.0 based on grad year)
    SKIPPED: grad year not available on any candidate
  3. Step 2a — Google Doc from Template (1XprRUqY…)
    SKIPPED
  4. Step 3 — Link dashboard back to project
    SKIPPED
  5. Step 4 — Verify Pipeline + stale project cleanup
    SKIPPED
  6. Step 5 — Notify counselor via Gmail (draft or send based on mode)
    SKIPPED: no counselor assigned for viable candidates

Fix Items (Before Stage 1 Can Operate)

  1. Fix stage mapping. Either add a “Consult Scheduled” stage to the Pipeline, or update the n8n workflow to fire on “Contact Made” (or whichever stage Jon promotes leads to before initial consults).
  2. Populate student names on Bhalla and Yriarte entries (currently blank).
  3. Assign Lead Owners to Jacob Kim and Yang Family entries.
  4. Verify Grad Year is accessible. The Pipeline DB has no “Grad Year” field — the skill expects it but it must come from the People DB or be added to Pipeline. Without it, the Senior vs Non-Senior dashboard choice cannot be made.
  5. Check webhook retry logic. Two deliveries in 3 minutes suggests the n8n workflow may be retrying. Confirm the HTTP Request node has appropriate retry settings to avoid duplicate sessions.
📄 Full Detailed Report:
http://5.78.205.62:8888/stage1-safe-mode-20260529.html
Generated by the first delivery at 21:06 UTC. Covers all 11 stages, candidate-by-candidate breakdown, step-by-step simulation, and infrastructure notes.

Systems Checked (Read-Only)

✅ Notion Sales Pipeline — queried 50 entries, enumerated all stages
✅ Notion Projects DB — ID confirmed (122ba53a)
✅ Notion Student Dashboards DB — ID confirmed (27fba53a)
⚪ Google Calendar — not checked (no eligible candidate, pre-flight halted early)
⚪ Google Workspace (Docs/Gmail) — not accessed (no candidate to prepare for)