SAFE MODE BLOCKED

Stage 1 — Initial Meeting Prep
SAFE MODE Dry Run

2026-05-29 21:10 UTC · Trigger: n8n-stage1-consult-scheduled webhook

⚡Executive Summary

Stage 1 cannot proceed — three independent blockers prevent autonomous execution. No records were created, no Notion pages were written, no emails were sent. This is a draft-only report of what would happen if the blockers were resolved.

Blocker 1
Trigger stage "Consult Scheduled" does not exist. The current Sales Pipeline has no stage by that name. The two pre-consult stages are "Contact Made" (4 entries) and "New Lead" (11 entries). The n8n workflow IXJy5q59FfJuY3Ej is active but has zero executions — it was never triggered by a real Notion event. This session was a manual/hermes webhook test.
Blocker 2
All 15 pre-consult Pipeline entries are missing required fields. None have a Graduation Year. None have an Organization linked. Several are missing Lead Owner and even a clear Student Name. The Pipeline database has no Grad Year field at all — it must be sourced from the People DB or Organization page.
Blocker 3
Notion integration lacks write access to target databases. The current integration ("J's Claude Code") cannot write to Projects, Student Dashboards, or Sales Pipeline — all required for Stage 1. A new integration with explicit database access must be created.

🔍Pre-Consult Pipeline Candidates

Scanned the Sales Pipeline data source for all entries at pre-consult stages. Below is every entry that could trigger Stage 1 if it moved to the correct stage with complete fields.

Stage: Contact Made (4 entries)

Student Lead Owner Org Grad Yr Dashboard Status
Jacob Kim Unset None Missing Non-Senior? (unknown yr) Can't proceed
Lu Yang (child TBD) Unset None Missing Unknown No student name
Bhalla (Wu referral) George Mailat ✓ None Missing Unknown No student name, no org
__ Yriarte '27 George Mailat ✓ None '27 (in title only) Non-Senior No org

Stage: New Lead (11 entries)

Student Lead Owner Org Grad Yr Notes
Gloria KuangUnsetNoneMissingStale (Mar 2026)
Akshat ShegalJon Kang ✓NoneMissingStale (Feb 2026)
Clementine Yu-BurnsJon Kang ✓NoneMissingStale (Feb 2026)
Caden SuhJon Kang ✓NoneMissingStale (Feb 2026)
Emily's sibling (Kim)Jon Kang ✓NoneMissingStale; no first name
Justin ChenJon Kang ✓NoneMissingStale (edited May 2026)
Aaron (8th grade)Jon Kang ✓NoneMissingStale; no family name
Murali?Jon Kang ✓NoneMissingStale; single name only
Qirui Zhan referralJon Kang ✓NoneMissingStale; no student name
Yejin (mom)Jon Kang ✓NoneMissingStale; no student name
Can (Cassie referral)Jon Kang ✓NoneMissingStale; no student name
Observation
Not a single pre-consult entry is Stage-1-ready. The closest is Jacob Kim (Contact Made, has a student name) — but even that entry is missing Lead Owner, Organization, and Grad Year. The Pipeline database itself has no Grad Year property — graduation year must be sourced from the People database or the linked Organization page.

📋What Stage 1 WOULD Do (if unblocked)

For a hypothetical candidate with complete fields at the correct trigger stage, here is the exact sequence Stage 1 would execute. None of these steps were performed.

Hypothetical: Jacob Kim, '28, Lead Owner: Jon Kang

Assuming fields are populated + stage renamed + integration has access.

0
Pre-flight checks
✓ Stage matches trigger · ✓ Student name "Jacob Kim" present · ✓ Grad year '28 confirmed · ⚠ Calendar check: query Jon Kang's primary calendar for "Jacob" in next 14 days
1
Create Initial Meeting Project
Template: [INITIAL MEETING] StudentName ('YY) → [INITIAL MEETING] Jacob Kim ('28)
Database: Projects (DS 122ba53a-dfd4-8105-a611-000bce78782e)
Properties: Category=Initial Meeting · Status=Initial Meeting · Organization=The Kim Family
2
Create Student Dashboard
Template: Non-Senior Dashboard 4.0 ('28 is not a graduating senior)
Database: Student Dashboards (DS 27fba53a-dfd4-8008-ae6f-000b743e38bb)
Title: [INITIAL MEETING] Jacob Kim's Dashboard (v4.0)
Student Project linked to Step 1 project
Note: Student (person) link intentionally left blank — Stage 2's job
2a
Create counselor-facing Google Doc
Copy template 1XprRUqYRlnjrECivz-mYncpi6HOk4zTXVOC7ABHtktc
Rename: [INITIAL MEETING] Jacob Kim ('28) — Consult Notes
Fill: student name, grad year, dashboard URL, project URL, pipeline URL, consult date/time
Share with Lead Owner (jon@telosprep.com) as writer
3
Link dashboard back to project
PATCH project from Step 1: add Student Dashboards relation → Step 2 dashboard
4
Verify & clean up
Confirm Sales Stage still matches · Confirm Projects relation includes Step 1 project
Remove any stale [INITIAL MEETING] projects from Pipeline's Projects relation
5
Notify counselor
To: jon@telosprep.com · Subject: Consult scheduled — Jacob Kim ('28) — new dashboard ready
Body includes dashboard URL, project URL, pipeline URL, consult date/time
⚠ Draft only — not sent in SAFE MODE

🛠Resolution Path

Before Stage 1 can run autonomously (or even in a live dry run):

  1. Resolve the stage name. Either:
    • Rename an existing stage to "Consult Scheduled" in Notion, or
    • Rename the webhook subscription, n8n workflow, and Stage 1 skill to match an existing stage (recommend "Contact Made")
  2. Add a Grad Year source to the Pipeline. The Pipeline DB has no graduation year field. Options:
    • Add a "Graduation Year" property to the Pipeline (number or select)
    • Or: have the skill look up Grad Year from the linked Organization / People DB (requires that data exists there)
  3. Create a new Notion integration with explicit access to:
    • Sales Pipeline (read/write)
    • Projects (read/write)
    • Student Dashboards (read/write)
    • Organizations (read)
    • People (read)
  4. Populate required fields on candidate entries. At minimum: Student Name, Lead Owner, Organization, and Grad Year must be filled before Stage 1 fires.
  5. Fix the n8n workflow trigger. The workflow IXJy5q59FfJuY3Ej is active but has never executed. It's configured to fire on a Notion webhook trigger — verify the Notion automation is set up correctly on the Sales Pipeline database, or switch to the polling pattern if Notion automations are unreliable.
  6. Test with a real entry. After fixing all of the above, move one entry (e.g., Jacob Kim) to the trigger stage and verify the webhook fires and produces correct output in SAFE MODE before graduating to live mode.

🔧Technical Notes

Notion integration can READ the Pipeline data source (4fc121f9-12f4-42ba-adee-96d52495f60e) via the data source query API. This dry run successfully scanned all 232 Pipeline entries. The issue is write access to Projects, Student Dashboards, and Pipeline — all return 404 with the current integration.
n8n workflow IXJy5q59FfJuY3Ej ("Onboarding — Stage 1: Consult Scheduled → Hermes") is active (updated 2026-05-29T21:03:33Z) but has zero executions. The Notion automation that triggers this webhook has either never fired or is not connected. The webhook subscription n8n-stage1-consult-scheduled exists in webhook_subscriptions.json with correct route, HMAC secret, and toolset configuration.
Skill directory is correct. telos-stage1-initial-meeting-prep exists in ~/.hermes/skills/ and loaded without errors. The frontmatter name matches the directory name. Gateway skill index has this skill available.
Stage 1 subscription has safe_mode: true — even if all blockers were resolved, the webhook would produce draft-only output. This is correct for now. Graduation to live mode requires Jeremiah's explicit approval.