Importance: High. Status: Pending (today's two emails are unprocessed; decision needed on how to process + whether to schedule the lane).
The question
Sam asked whether the recently implemented Litify automation that should trigger from Brian Guetter emails ran today (2026-05-31).
Context: "Brian Guetter" is Dr. Brian Guetter at ExactaCare (bguetter@exactacare.com). The automation is the medical-email-to-Litify lane built and run on 2026-05-30, which posts his "Patient Update" diagnostic emails into Litify as Notes (and conservative Injury rows), backdating CreatedDate to the email received time. Its 2026-05-30 handoff explicitly states the lane is a manual, gated runner and is NOT yet scheduled or trigger-based.
Finding (live-validated against samaguiarinjurylawyers2, user sam@kylawoffice.com)
The automation did NOT run today. Two qualifying emails arrived and went unprocessed:
- Patient Update - Mr. Brayden Leppla, received 2026-05-31 14:51 UTC, MRI attachment, still unread.
- Patient Update - Mr. Sheldon Bhoolai, received 2026-05-31 15:45 UTC, MRI attachment, still unread.
Litify evidence:
- 12 Notes were created today, all RingSense/call-summary/SMS and one PIP note. Zero medical-email Notes.
- The lane's signature is a Note named "[Medical Update] {Patient} diagnostic update - {date}" with External_Id__c = medical_email_msg_{hash}. The only such Note in the last 7 days is Mandy Maidens (5/30 14:29 UTC), which is yesterday's output. None exist for Bhoolai or Leppla, on any date.
- Both patients clearly have matters (many prior notes/calls), so they would have matched and produced Notes if the runner had executed. Their absence confirms the runner did not run today.
Root cause: as the 2026-05-30 handoff predicted, the lane has no scheduler or webhook. It only writes when invoked manually with --apply from the Mac repo. Nothing has scheduled it since, so today's emails sat unprocessed. This is working-as-currently-built, not a regression.
What was deliberately NOT done
Did not hand-create the two Notes via the Salesforce write API. Reason: the lane is idempotent on External_Id__c = medical_email_msg_{hash of the message id}, and that hash function is in the Mac repo script, not visible from this web session. Writing Notes with a guessed External_Id__c would not match what the real runner expects, so the next real run would create duplicates. Confidence that a manual write would be duplicate-safe was below the bar, so it was skipped per Sam's safety rule. The existing tested runner (with rollback) is the correct way to process these two, or a new cloud scheduler.
Recommended next actions (Sam's call)
- Process today's two emails by running the existing tested runner with --apply on the Mac (fast, already has rollback), or via a new cloud lane.
- Build the missing scheduler so this stops depending on a manual run. Cloud-first per scheduled-task-architect: a Cloudflare Worker cron (or GitHub Action) that polls Graph for new bguetter@exactacare.com Patient Update emails and applies the lane with the same idempotency and attorney-review gates. This was open action #2 in the 2026-05-30 handoff.
- While building, resolve the broaden-the-filter and Graph InefficientFilter items noted in the 2026-05-30 handoff.
Handoff for the next agent