SAFE MODE webhook/n8n-stage1-consult-scheduled

Stage 1 — Initial Meeting Prep

Jeremiah Choi · The Choi Family · 2026-05-29 23:05 UTC

1. Trigger Verification

FAIL Not a real Notion stage change
n8n workflow IXJy5q59FfJuY3Ej
Workflow name Onboarding — Stage 1: Consult Scheduled → Hermes
Workflow active ✅ True
Recent n8n executions ❌ 0 executions
⚠ This is a manual test trigger, not a real Notion automation event. No Sales Pipeline entry actually changed stages. The webhook was fired via hermes webhook test or a manual n8n trigger.

2. Trigger Stage “Consult Scheduled”

PASS Stage exists — 1 entry

Contrary to the 2026-05-29 inventory, “Consult Scheduled” IS a current Sales Stage value. The earlier scan may have been before the stage was added, or it was filtered out by the scan pagination.

EntryStageStudent
36fba53a-dfd4… Consult Scheduled Jeremiah Choi

3. Jeremiah Choi — Readiness Assessment

NOT READY 3 of 5 required inputs missing
Student Name Jeremiah Choi ✅
Sales Stage Consult Scheduled ✅
Lead Owner Not assigned ❌
Organization No family Org linked ❌
Graduation Year Not in Pipeline or People DB ❌
Calendar consult (14 days) No consult event found ❌
Existing Initial Meeting project None (clean) ✅

4. Google Calendar — Next 14 Days

NO CONSULT Only internal syncs found
DateEvent
2026-06-02 15:00 PT*[INT] Abby Cordovilla — Jeremiah Choi (weekly sync)
2026-06-09 15:00 PT*[INT] Abby Cordovilla — Jeremiah Choi (weekly sync)
These are [INT] (internal) weekly syncs — not a consult/family-facing meeting. Searched for “Jeremiah” (10 results, mostly unrelated) and “Choi” (only these 2).

5. What Stage 1 WOULD Do (Draft Only)

All steps below are blocked in SAFE MODE. Nothing has been written to Notion, no emails drafted.

  1. 1 Create [INITIAL MEETING] Project in Projects DB
    Title: [INITIAL MEETING] Jeremiah Choi ('??)
    Category: Initial Meeting · Status: Initial Meeting
    Organization: (none — no family Org exists)
    Grad year: ?? (unknown — default to Non-Senior dashboard)
  2. 2 Create Non-Senior Dashboard 4.0 in Student Dashboards DB
    Title: [INITIAL MEETING] Jeremiah Choi's Dashboard (v4.0)
    Student Project: linked to Step 1 project
    Student (person): NOT set (Stage 2's job)
  3. 2a Create Google Doc from template 1XprRUqYRlnjrECivz-mYncpi6HOk4zTXVOC7ABHtktc
    Rename: [INITIAL MEETING] Jeremiah Choi ('??) — Consult Notes
    Share with: Lead Owner (BLOCKED — no one assigned)
  4. 3 Link dashboard back to project — PATCH project's Student Dashboards relation
  5. 4 Verify & clean up — confirm Pipeline Projects relation includes new project; remove stale [INITIAL MEETING] projects
  6. 5 Notify counselor BLOCKED — no Lead Owner assigned. Fallback would be jon@telosprep.com.

6. Blockers (3 Independent)

🔴

No Lead Owner assigned

The Pipeline entry for Jeremiah Choi has an empty Lead Owner field. Stage 1 needs this to notify the counselor (Step 5) and share the Google Doc. Without it, the notification can only fall back to jon@telosprep.com — which may be wrong if George Mailat or another counselor is running this consult.

🟡

No Graduation Year

The Sales Pipeline has no Grad Year property. Search in People DB also returned no grad year for Jeremiah Choi. Would default to Non-Senior Dashboard 4.0 and flag for human review. The correct dashboard matters — Senior vs Non-Senior have different sections.

🟡

No consult on calendar

Pre-flight Step 4 requires a Google Calendar event with the student's name in the next 14 days. Only weekly internal syncs with Abby Cordovilla were found — no family-facing consult. Stage 1 can proceed without this (it's a warning, not a halt), but the counselor notification would say “no calendar event found.”

🔵

Integration lacks write access to target databases

The current Notion integration (31fba53a-dfd4-815f-a31a-0027b019d75d) can read the Sales Pipeline data source but likely cannot write to Projects, Student Dashboards, or People databases. A new integration with explicit write access to these three DBs must be created before Stage 1 can create pages.

7. Recommended Next Actions

1 — Human

Jeremiah (or Jon/George) fills in: Lead Owner on Jeremiah Choi's Pipeline entry and confirms Graduation Year (via People DB or direct entry).

2 — Human

Schedule the consult meeting on Google Calendar with Jeremiah Choi in the event title so the pre-flight check passes.

3 — Infra

Create a new Notion integration with read+write access to Projects DB, Student Dashboards DB, and People DB. Replace the current integration token in .env.

4 — Trigger

After blockers are cleared, re-trigger Stage 1 via an actual Notion stage change (move Jeremiah Choi back to Contact Made, then to Consult Scheduled) to test the real pipeline.

8. Reference — Pipeline Entry

FieldValue
Page ID36fba53a-dfd4-8060-9b28-e0a47b4fb0ab
Notion URLThe Choi Family (Jeremiah) →
TitleThe Choi Family (Jeremiah)
Student NameJeremiah Choi
Sales StageConsult Scheduled
Lead Owner(empty)
Organization(empty)
Lead Source(empty)
Pipeline DB4fc121f9-12f4-42ba-adee-96d52495f60e
n8n workflowIXJy5q59FfJuY3Ej
Webhook routen8n-stage1-consult-scheduled
Telos Stage 1 · SAFE MODE Hermes Agent · Alfred 2026-05-29 23:05 UTC webhook/n8n-stage1-consult-scheduled

Zero writes to Notion. Zero emails sent. This is a read-only analysis. Nothing was modified.