Telos Student Onboarding
Autonomy Plan

Hermes takes over the full pipeline — Stages 1 through 4 — triggered by n8n webhooks and Google Chat @mentions, with safe gradual rollout from draft-only to full autonomy.

Stage 2 live in production DeepSeek Pro v4 4 n8n workflows 1/5 phases complete
PHASE 0

What Already Exists

BASELINE
HERMES

4 Webhook Subscriptions

n8n-new-questionnaire, n8n-transcript-exceptions, n8n-mrl-needs-review, hiring-screening

Status: All live on port 8644
SKILLS

4 Pipeline Skills

Stage 1 (Initial Meeting Prep), Stage 2 (Questionnaire Processing), Stage 3 (Contract Prep), Stage 4 (Billing Activate)

Repo: almnddigital/telos-skills on GitHub
N8N

4 Active Workflows

Website Lead → Pipeline, Hiring Pipeline → Hermes, Chat Post Relay, Pipeline → Stripe Customer

Instance: telosprep.app.n8n.cloud
CHAT

Google Chat Bot

Pub/Sub connected, @mention works, DMs routed to Hermes. Home channel: Telos Prep Operations.

GCP: hermes-telos
PHASE 1

Stage 2 — GPA & Transcript Deep Extraction

DONE
TASK 1.1

Update Stage 2 Skill

Added Step 4b with full GPA/transcript extraction format — bolded labels, course-by-year breakdowns, GPA trends, AP counts.

File: skills/stage2-questionnaire-processing/SKILL.md
✓ Committed + Pushed
TASK 1.3

Promote Subscription to Autonomous

Promoted n8n-new-questionnaire from SAFE MODE to full autonomy — writes enabled, 8 toolsets, model pinned to DeepSeek Pro v4.

Deliver: google_chat  |  Toolsets: terminal, file, web, skills, vision, todo, search, session_search
✓ Live
TASK 1.4

Create n8n Workflow

Notion trigger → HMAC signing → POST to Hermes webhook. Active, retry-on-fail with 3 attempts.

ID: zDcKhtZ6fMRJ8cat  |  Route: questionnaire-submitted
✓ Active
TASK 1.5

End-to-End Test

Tested with real submission: Aylin Ahn ('27). Transcript downloaded, GPA extracted, structured notes populated in Notion.

Student: Aylin Ahn  |  GPA: 3.76  |  Model: deepseek-v4-pro
⚠ Partial — Steps 5–9 skipped

✓ What Worked

  • Webhook received and processed on DeepSeek Pro v4
  • Full toolsets loaded (9 toolsets merged)
  • Transcript downloaded from Notion (PDF + screenshot)
  • GPA extracted to decimal precision (3.76 / 4.0)
  • Structured notes populated in Notion

⚠ What Didn't Complete

  • Sales Stage update (correct — "Proposal Sent" is further)
  • Courses & Tests dashboard population (Steps 5–6)
  • UC A-G course verification (Step 7)
  • Jon + Abby email notification (Step 9)
  • Google Chat completion report (Step 8)

Infrastructure Fixes Shipped During Testing

FixWhat changedStatus
Gateway model overrideHonors subscription provider / model per route✓ Deployed
Main toolsets merge_run_agent path now reads enabled_toolsets from subscriptions✓ Deployed
Duplicate code cleanupRemoved duplicate toolsets block at lines 11876–11902✓ Deployed
Skill symlink → directoryReplaced symlink with real directory — skill_manage now finds it✓ Deployed
Stage 1 Doc templateDocs now copy from 1XprRUqY… template instead of raw creation✓ Deployed
PHASE 2

Stage 1 — Consult Scheduled → Initial Meeting Prep

NEXT

Trigger: Pipeline Sales Stage changes to Consult Scheduled. Hermes creates the [INITIAL MEETING] Project + Dashboard automatically — what Jon currently does manually.

TASK 2.1

Create n8n Workflow

Notion trigger on Sales Pipeline DB, filter Sales Stage = Consult Scheduled. HMAC-sign and POST to Hermes.

Payload: event_type, page_id, student.name, grad_year
TO DO
TASK 2.2

Create Hermes Subscription

New route n8n-stage1-consult-scheduled. Start in SAFE MODE. Skills: telos-autonomy-operations + telos-stage1-initial-meeting-prep.

Model: deepseek-v4-pro  |  Deliver: google_chat
TO DO
TASK 2.3

Test & Graduate

One dry run in SAFE MODE → Jeremiah reviews draft in Google Chat → supervised run with Notion writes → promote to autonomous.

Gate: Human approval required before writes enabled
PENDING PHASE 2
ROADMAP

Full Autonomy Timeline

Phase 1 — Stage 2: GPA & Transcript Extraction

Complete. n8n workflow → Hermes webhook → GPA extraction → Notion. Tested with real data. Infrastructure stable.

Phase 2 — Stage 1: Initial Meeting Prep

Consult Scheduled trigger creates Project + Dashboard. 3 tasks: n8n workflow, Hermes subscription, test & graduate. Start in SAFE MODE.

Phase 3 — Stage 3: Contract Prep

Verbal Commit trigger. Converts Initial Meeting → active student plan, creates People records, parses contract for billing fields.

Phase 4 — Stage 4: Billing Activation

HIGH BLAST RADIUS. Requires manual approval gate in Google Chat before creating Stripe customers, subscriptions, and MRL rows. @mention dispatch only.

Phase 5 — @mention Manual Override System

Keyword dispatch from Google Chat: "stage 2 <name>", "activate billing for <name>", "rollback <name>", "audit onboarding <name>".

GUARDRAILS

What NOT to Build (Yet)

Automatic Stage 4 Firing

Too dangerous without human gate. Contract Signed = true must NOT auto-fire Stripe creation. Stick to @mention dispatch.

Risk: Stripe customer, subscription, MRL row creation

Auto Rollback

telos-onboarding-rollback already exists as a skill. Wire to @mention but never auto-fire — cancellations need human confirmation.

Trigger: "rollback <name>" in Google Chat

Multi-Sibling Detection

Skills already handle siblings via Org reuse in Stage 3. No new code needed — parent People records are reused by email match.

Status: Built into existing Stage 3 skill
PROCESS

Rollout Gates (Per Stage)

1

Dry Run

Draft output to Google Chat. No Notion/Stripe/Gmail writes.

2

Review

Jeremiah confirms draft looks right in Google Chat.

3

Supervised Run

Hermes writes to Notion with human watching.

4

Promote

"promote stage N" — subscription moves to autonomous.