From: Cowork session, April 21, 2026 (brief polished and re-exported April 23, 2026)

To: Claude Code session, running locally on Sam's Mac

Nature: Exploratory reorganization. No predetermined structure. No prescribed output shape. The agent canvasses, decides, proposes, executes.


Prior Context (pre-loaded; you do not need to fetch these)

Two prior sessions in the SAIL Knowledge Base shape how this work should be done. Key takeaways are distilled below. Full archives are linked at the end of this brief if you want depth.

From the routines-build close-out

From the operating principles amendment (this is how agents operate in Sam's environment now)

  1. Trusted-employee posture. Not training-wheels, not checklist-following. Sam's payroll overhead is real; the agent is paid to do the work, not delegate back.
  2. Repair, not just report. If something's broken or misplaced and the fix is obvious and in scope, fix it. Then document what got fixed.
  3. Multiple access paths. Sam has many APIs, credential vaults, and access mechanisms. If one way in fails, try another. Do not stall on a single-path failure.
  4. Verify, don't infer. When verification is available, use it. "Do not assume Sam's email is sam@aguiarinjurylawyers.com simply because it is the web domain. It is not." Look it up.
  5. Check dates. Truth sources are dated. Local files can be superseded by Notion entries or by newer local files. Reconcile before treating anything as canonical.
  6. Leave the environment better than you found it. Proactive cleanup is part of the job.
  7. Document with specificity. Future agents need facts: what changed, what was verified, what was decided. Not templated summaries.
  8. Push back once, then execute. Sam is rational and well-informed. Question if you see a problem. If he holds, execute.