Importance: High. Status: Needs Follow-up (5 open questions awaiting Sam's pick). Session type: scheduled daily briefing run (real work: 1 Google Ads negative-keyword write applied).
What was done
- Pulled live Outlook calendar (5 events, next 24h), full overnight Outlook mail (74 of 76 messages reviewed), Litify open-matter stage counts (SOQL), and Google Ads yesterday performance (NotFair MCP).
- Wrote the briefing to
Documents/Codex/Daily-Briefing_2026-06-04.md and mirrored to workspace root.
- Applied one Google Ads change under standing authorization: added
miller law firm as a PHRASE negative to the shared Competitor Negatives list (id 12074205339). Change-id 164473. Reversible.
Calendar (ET)
- All day: Ali's Birthday (organized by former staff Paul Miles, stale, not a Sam action)
- 9:00 Owen tennis (family) | 10:00 Huddle (Teams) | 10:30 Attorney Meeting (Teams) | 4:30 PM dysport appt
Action-required email
- Salesforce SOAP API deprecation: versions 31.0 to 64.0 logins detected in May; touches Litify org integrations.
- Adobe Sign signature request: H&A Property Holdings 2025-12-31 Tax Compliance (Cherry Bekaert).
- Low-fit cold inquiry: flat-fee / unbundled ยง 1983 civil-rights matter, likely decline or refer.
Intake (overnight)
- Signed: Nicole Scheffer, B-rated truck case.
- Lead #103 Nicole Sheffer (semi, Poplar Level) being worked by Trent Burns.
- Several call-in car leads (Patterson x2, Edwards, Stewart) with intake follow-up; some had transfer/audio issues.
- Lead #107 Simon Little = spam. Lead #104 = Codex QA test record.
Litify (open matters: 1,207)
Treatment 432, Negotiation 250, Resolution 214, Demand Preparation 155, Litigation 118, Trial 24, no-stage 8, Intake 6.
Google Ads (06-03)