Session Overview

This session started on 2026-05-22 when Sam asked to set up a recurring weekday 7AM morning brief pulling from Gmail, Google Calendar, Microsoft Teams, and Notion open project notes. The brief should rank urgent items, flag site launches waiting on QA, meetings needing prep, and messages requiring Sam's direct decision. The goal was a brief readable in under three minutes.

The session then ran as a cron-triggered session through May 28, with the cron firing on May 25, 26, 27, and 28. Along the way, Sam provided feedback to tune the brief's behavior: prioritize recency and urgency, remove stale Notion items, clarify ex-staff whose calendars need migration, add TLC email folder routing, clean up events owned by ex-staff, and fix noindex page issues surfaced by the Sunday QA report.

The session also uncovered a critical infrastructure issue: the wp-credentials skill was pointing to a stale Cloudways server (ssh.app21392.cloudwayssites.com) instead of the real production server (Vultr 155.138.233.18, app fctbkwwahp). This was corrected and the skill was updated.

What Was Accomplished

Cron setup (Turn 1, 2026-05-22): A weekday 7AM ET morning brief cron was scheduled with four ranked buckets: (1) Decisions Needed Today, (2) Meetings Needing Prep, (3) Site Launches Waiting on QA, (4) Other Urgent. Data sources: Gmail (last ~16 hours), Google Calendar, Microsoft Teams (DMs + @mentions), Notion SAIL Knowledge Base (in-progress/awaiting-Sam/blocked pages). Brief ships even if a source fails, with a data-gaps footer.

May 25 run (Turn 2): Brief fired. Key items: RC Migration Sync (8 A/B/C/D choices open, Notion link), Memorial Day holiday, Sunday QA report flagging 6 pages set to noindex, and a duplicate meta tag issue on /resources/kentucky-pip-reform-hb627/. Gmail failed with 401 Unauthorized; GCal failed, Outlook used as fallback.

May 26 run (Turn 3): Brief covered: Zina Williams lead intake (possible Morgan & Morgan conflict), calendar cleanup (Jennifer's Birthday event owned by ex-staff), AppSheet phishing email on hello@kylawoffice.com, Teams self-chat paused after 10 OAuth failures, TLC 2026 college app due May 31, US Open Tickets Pre-Sale (8:30-9:00 AM ET with Janelle). Data gaps: Gmail/GCal auth still failing, Teams channel scan showed nothing new, Notion search returned no clear QA items.

Feedback and tuning (Turn 4, 2026-05-26 14:31): Sam directed several changes:

Ex-staff identification and calendar audit (Turn 5): Sam confirmed ex-staff is Paul Miles. Calendar was searched across 2.5 years (Nov 2025 to May 2028) across all name variants (Paul Miles, Paul, Miles, pmiles, pmiles@kylawoffice.com, paul.miles). Result: zero events organized by Paul Miles, zero events with Paul Miles as attendee. The 16 "Miles" hits were all from the case name JON/MILES (client matter). Paul Miles is also gone from the Microsoft 365 directory. No calendar migration needed.

Noindex/indexing decisions (Turn 5 summary):