Learnings

77 active rules the fleet reads at session start. This table wins on conflict.

ProcessActiveCriticalPasadena - SCHARP office, Apr 30
Christi's standing onsite pattern: Mon+Wed = SCHARP, Tue+Thu = AF (starts week of 2026-05-04)

Christi's standing weekly onsite pattern. **Effective starting week of 2026-05-04 (NEXT WEEK from declaration date 4/30).** Supersedes the old 'AF every Tuesday' rule which was only a partial truth. - **Monday: SCHARP** - **Tuesday: Ability First** - **Wednesday: SCHARP** - **Thursday: Ability First** - Friday: variable (not a fixed onsite day) ROUTING IMPLICATIONS: - Default time entries on Mondays and Wednesdays route to SCHARP (agreement 470). - Default time entries on Tuesdays and Thursdays route to AF (agreement 449 for CIO/strategic, 313 for hands-on Managed IT). - Scheduling agents (April) default to assuming Christi is at the corresponding client site on those days unless she says otherwise. - Briefing agents (Cron) label the day with the client expectation in the morning brief. - Dewey uses this for time backfill ONLY for days from 5/4/2026 forward. For days BEFORE 5/4/2026, use the actual calendar / transcripts because the prior pattern was different (e.g. last week 4/20-4/24 was AF Mon+Tue, SCHARP Wed+Thu). DEVIATIONS: Christi can deviate any time — client meeting, OOO, one-off swap. The pattern is the default, not a hard rule. Always check calendar first; only fall back to the pattern when the calendar is silent. ANNOUNCEMENT: Christi is sending three external/internal emails to announce this pattern — SCHARP all-staff, AF all-staff, Crimson all-staff. See related Task.

Applies toAllAgentsAprilDeweyCronAll
ProcessActiveCriticalPasadena - SCHARP office, Apr 30
STOP surfacing KnowBe4 training reminder emails (any of them)

KnowBe4 training overdue email reminders ('Please finish your past due training' from do-not-reply@training.knowbe4.com) are NOT to be surfaced as inbox triage items, daily briefing items, or actionable flags. They are training nag emails. Christi will complete the training when she chooses. The emails themselves are noise. Specific senders to filter: - do-not-reply@training.knowbe4.com - training.knowbe4.com KnowBe4 Tasks in Airtable that Christi creates herself (e.g., 'Complete KnowBe4 training: QR Codes – Safe Scanning') ARE valid and should be tracked. The auto-reminder emails from KnowBe4 are not.

Applies toAllAgentsAprilCron
ProcessActiveCriticalWork - Laptop, Apr 7
Always track CW Projects alongside service tickets

Always track CW Projects alongside service tickets. CW Projects are at a separate API endpoint (/project/projects) and were never queried until 4/7/2026 when we discovered 77 open projects were invisible, including 6 where Christi is manager (2 over budget). Briefing should pull open projects. April should check emails against active projects. Segrid tracks in NEST Projects table. Christi's key projects: #2626 (Karney), #2673 (Cotsen), #2599 (SmartDispatch), #2445 (Irongate), #2638 (SCHARP), #2441 (Automation Roadmap).

Applies toAllAgentsSegridCronAprilAll
ProcessActiveApr 30
STOP surfacing Teams notification emails (no-reply@teams.mail.microsoft)

Teams message notification emails ('X sent a message' from no-reply@teams.mail.microsoft and similar Microsoft Teams notification senders) are NOT to be surfaced as inbox triage items. Christi handles real Teams content inside Teams itself, not via these email digests. Specific senders to filter: - no-reply@teams.mail.microsoft - noreply@teams.microsoft.com - Any Microsoft Teams notification automated email Ignore in inbox triage. Don't include in daily briefing. Don't surface as 'Christi to Respond.'

Applies toAllAgentsAprilCron
ToneActiveWork - Laptop, Mar 27
Briefing email design: light theme, compact stats, executive-grade

Use the light theme briefing design (approved 3/27/2026). Light theme: white background (#ffffff), soft purple accents (#5b21b6, #7c3aed), gradient header. Stats strip: left-aligned compact row, NOT centered boxes. Anzor Priority: red-bordered box with badge, always prominent. Wins section: highlight deliverables, NOT tools/methods. Never mention agents, background agents, or Claude Code internals. Frame as Christi's direct work. Tags: pill-shaped (green=done, blue=in progress, yellow=pending, red=urgent). Tables: rounded corners, subtle borders. No dark theme. Omit marketing emails and CW notifications.

Applies toAllAgentsCronAll