Stage 1 SAFE MODE — Emily Adrean

Three-Point Verification

🔗

Check 1 — Real Trigger

PASS

n8n execution 27911 (success)
2026-06-01 21:54 UTC

📋

Check 2 — Stage Exists

PASS

"Consult Scheduled" active
2 entries in Sales Pipeline

✅

Check 3 — Entry Ready

READY (Flags)

Student Name ✓ · Lead Owner ✓
Grad Year ✗ · Calendar ✗

Check 1 · Trigger Evidence

n8n workflow "Onboarding — Stage 1: Consult Scheduled → Hermes" (ID: IXJy5q59FfJuY3Ej) executed successfully at 2026-06-01T21:54:02 UTC. The Sales Pipeline entry for Emily Adrean was created at 21:51 UTC — the 3-minute gap is consistent with Notion automation → n8n webhook → Hermes delivery chain. Not a manual test.

Check 2 · Stage Inventory

"Consult Scheduled" is a valid select option in the Sales Pipeline data source. Current entries at this stage:

1. Emily Adrean — new, created 2026-06-01 (Lead Owner: George Mailat)
2. Jeremiah Choi — existing test record (Lead Owner unset)

Check 3 · Entry Readiness — Emily Adrean

Field	Required	Value	Status
Student Name	✅ Required	Emily Adrean	✓ Present
Lead Owner	✅ Required	George Mailat · george@telosprep.com	✓ Present
Grad Year	⚠️ Optional	Not in Pipeline, not in People DB	⚠ Unknown → default Non-Senior
Organization	Optional (Stage 1)	None	✓ Not needed yet
Calendar Consult	Pre-flight check	No events for "Adrean" or "Emily" in next 14 days	⚠ Not found — flag for counselor
Lead Source	Informational	Sibling of former/current student	—
Sales Pipeline URL	Informational	Notion Pipeline Page	—

Flags Requiring Attention

⚠️ Flag 1 — Grad Year Unknown

The Sales Pipeline has no Grad Year property. Emily Adrean does not appear in the Notion People database under her own name. Her sibling Nicholas has Grad Year 2026. Stage 1 will default to the Non-Senior Dashboard 4.0 template and use '?? in project naming. The actual grad year will be confirmed at Stage 2 when the New Student Questionnaire is submitted.

⚠️ Flag 2 — No Calendar Consult Found

Google Calendar search for "Adrean" and "Emily" in the next 14 days returned zero events. The notification email will note this so George knows to schedule (or confirm) the consultation time. This does not block Stage 1 project/dashboard creation.

ℹ️ Note — No Organization (Normal for Stage 1)

Most families at the "Consult Scheduled" stage do not yet have an Organization record in Notion. Stage 1 creates the project unlinked; the Org record is created later at Stage 3. No action needed.

What Stage 1 Would Do (SAFE MODE — Draft Only)

The actions below are drafts only. No Notion pages have been created, no Google Docs copied, and no emails sent. Jeremiah must graduate this subscription from SAFE MODE for autonomous execution.

1 Create Initial Meeting Project
Template: [INITIAL MEETING] Emily Adrean ('??) in Projects data source (122ba53a-dfd4-8105-a611-000bce78782e)
Category: Initial Meeting · Status: Initial Meeting
Organization: unlinked (no Org exists) ⚠ grad year unknown → '??
2 Create Student Dashboard
Template: Non-Senior Dashboard 4.0 (grad year unknown)
Name: [INITIAL MEETING] Emily Adrean's Dashboard (v4.0)
In Student Dashboards data source (27fba53a-dfd4-8008-ae6f-000b743e38bb)
Linked to project from Step 1 via Student Project relation
2a Create Counselor Google Doc
Copy template: 1XprRUqYRlnjrECivz-mYncpi6HOk4zTXVOC7ABHtktc
Rename copy: [INITIAL MEETING] Emily Adrean ('??) — Consult Notes
Share with writer: george@telosprep.com
Fill: student name, grad year, dashboard URL, project URL, pipeline URL, consult date
3 Link Dashboard Back to Project
PATCH Project page: set Student Dashboards relation → new dashboard
4 Verify Pipeline + Clean Stale Projects
Current Projects Related rollup: empty — no stale [INITIAL MEETING] projects to clean.
PATCH Pipeline to add new project to Projects relation.
5 Notify Counselor (George Mailat)
Draft email below ↓

Draft Notification Email

To: george@telosprep.com

Subject: Consult scheduled — Emily Adrean ('??) — new dashboard ready

A new Initial Meeting dashboard is set up for Emily Adrean ('??). Dashboard: [URL — created in Step 2] Project: [URL — created in Step 1] Sales Pipeline: https://www.notion.so/The-Adrean-Family-Emily-Nicholas-Adrean-s-sibling-372ba53adfd4803bb5f1d2d9b531167a Consult: ⚠️ No calendar event found for "Adrean" in the next 14 days. Please confirm the consult date/time is booked. Note: Grad year unknown — defaulted to Non-Senior Dashboard 4.0. Will be confirmed when the family submits the New Student Questionnaire. — Hermes (Stage 1 Initial Meeting Prep)

What's Needed to Graduate from SAFE MODE

This subscription is currently in SAFE MODE — it drafts outputs only. Before enabling autonomous execution, Jeremiah should confirm:

1 Integration access — The current Notion integration lacks access to Projects and Student Dashboards. A new integration with explicit write access to these databases is required before any Notion writes will succeed.
2 Review a live safe-mode run — Confirm the drafted steps and email wording look correct (this report serves as that review).
3 Set safe_mode: false in ~/.hermes/webhook_subscriptions.json for the n8n-stage1-consult-scheduled subscription.
4 Verify gateway toolsets patch — Confirm the _run_agent path merge is active so the agent has terminal, file, web, skills, vision, todo, search, session_search during webhook sessions.

Next Steps (After Graduation)

→ Conduct consultation meeting — George Mailat runs the initial consult with Emily Adrean's family
→ Send New Student Questionnaire — After consult, the family fills out the form
→ Stage 2 fires automatically — telos-stage2-questionnaire-processing triggers when questionnaire is submitted, creates People record with confirmed grad year

Emily AdreanConsult Prep