🛡️ SAFE MODE — This is a read-only draft. No Notion pages have been created. No emails have been sent. No external changes made. All outputs below are hypothetical and for review only.

SAFE MODE ALL CHECKS PASS STAGE 1 — INITIAL MEETING PREP

Jeremiah Choi — Consult Prep Draft

Draft outputs for Stage 1 Initial Meeting Prep. All three verification checks passed. Review the proposed actions below, then graduate to live mode to execute.

📅 2026-05-31 🔗 webhook: n8n-stage1-consult-scheduled ⚙️ safe_mode: true 📋 n8n execution: #27659 · success

Verification Results

🔌

Check 1 · Real Trigger

PASS ✓

1 n8n execution found
#27659 · success · 2026-05-31 21:30 UTC

🎯

Check 2 · Stage Exists

PASS ✓

"Consult Scheduled" EXISTS
1 entry in Sales Pipeline

✅

Check 3 · Entry Ready

PASS ✓

Jeremiah Choi is quasi-ready
Lead Owner → Jon Kang (default)

Sales Pipeline Entry

Field	Value	Status
Student Name	Jeremiah Choi	✓ Present
Sales Stage	Consult Scheduled	✓ Correct
Lead Owner	(unset)	⚠ Default → Jon Kang
Organization	(none linked)	— Optional at Stage 1
Graduation Year	Not in Pipeline · Not found in People DB	⚠ Default → Non-Senior ('??)
Pipeline Page	`36fba53a-dfd4-8060-9b28-e0a47b4fb0ab`	—

📅 Calendar Consult

⚠ NOT VERIFIED

Google Calendar API returned invalid_scope error. Search for "Choi" in next 14 days could not complete. Consult date will be flagged as "NOT FOUND — verify manually" in the counselor notification email.

📚 Existing Projects

None Found

No existing [INITIAL MEETING] project for Jeremiah Choi. 5 other IM projects exist in Projects DB for other students — no duplicate risk.

🎓 Grad Year

Unknown → Non-Senior

Not in Pipeline (confirmed no Grad Year property). Not found in People DB via search. Defaulting to Non-Senior Dashboard 4.0 with grad year '??. The questionnaire (Stage 2) will provide the actual grad year.

👤 Default Lead Owner

Jon Kang

jon@telosprep.com. Lead Owner unset on Pipeline entry; Stage 1 defaults to Jon per guardrail.

What Stage 1 Would Do (in Live Mode)

1 Create Initial Meeting Project
Template: [INITIAL MEETING] Jeremiah Choi ('??) in Projects DB
Category: Initial Meeting · Status: Initial Meeting
Organization: not linked (no Org exists at this stage)
Head Counselor, Principal, Package, Services Purchased: left blank

2 Create Student Dashboard
Template: Non-Senior Dashboard 4.0 (grad year unknown → default)
Named: [INITIAL MEETING] Jeremiah Choi's Dashboard (v4.0)
Student Project relation: linked to project from Step 1
Student (person): not set (Stage 2's job after questionnaire)

2a Create Counselor Google Doc
Copy template 1XprRUqYRlnjrECivz-mYncpi6HOk4zTXVOC7ABHtktc
Rename: [INITIAL MEETING] Jeremiah Choi ('??) — Consult Notes
Share with jon@telosprep.com as writer
Fill: student name, grad year ('??), dashboard URL, project URL, pipeline URL, consult date

3 Link Dashboard ↔ Project
Patch Project page's Student Dashboards relation to include the new dashboard.

4 Verify Pipeline + Clean Stale Projects
Re-query Pipeline entry, confirm Sales Stage = Consult Scheduled.
Check Pipeline's Projects relation — if missing the new project, PATCH to add it.
Scan for stale [INITIAL MEETING] projects in the relation and unlink them.

5 Notify Counselor
Send plain-text email to jon@telosprep.com with dashboard & project URLs.
Consult date: flagged "NOT FOUND — verify manually" (Calendar API unavailable).

Draft Email (Would Send)

To: jon@telosprep.com
Subject: Consult scheduled — Jeremiah Choi ('??) — new dashboard ready
From: jeremiah@telosprep.com (Hermes — Stage 1 Initial Meeting Prep)

A new Initial Meeting dashboard is set up for Jeremiah Choi ('??).

Dashboard: [Would be Notion dashboard URL]
Project: [Would be Notion project URL]
Sales Pipeline: https://notion.so/36fba53adfd480609b28e0a47b4fb0ab

Consult: NOT FOUND — verify manually (Calendar scope error prevented search)

— Hermes (Stage 1 Initial Meeting Prep)

Resolution Steps (to Graduate to Live)

1 Fix Google Calendar scope — the OAuth token at ~/.hermes/google_token.json needs calendar.readonly scope. Re-authorize or add the scope so Stage 1 can find the actual consult event.

2 Verify Notion integration access — the current integration ("J's Claude Code") may not have write access to Projects and Student Dashboards databases. Test a dry-run PATCH before live execution.

3 Decide on Grad Year — if Jeremiah Choi's grad year is known, set it before running live. Otherwise Stage 1 will default to Non-Senior Dashboard 4.0 with '??.

4 Graduate to live mode with Jeremiah's explicit approval, then re-trigger the webhook or run Stage 1 manually for Jeremiah Choi.