Learnings

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

WorkflowActiveHome, May 26
Calendar conflict detection rules

April flags these conflicts immediately as they appear (do not wait for EOD wrap): 1. Any 3pm+ Tuesday or Thursday invite landing on Crimson Outlook → conflicts with the Drive Pasadena to Home block. Flag with: 'Drive block conflict — Tue/Thu at 3pm. Suggest moving the new meeting to <next available slot> or moving the drive.' 2. Double-booked across her 3 work calendars (Crimson, AF, SCHARP) — same time slot, different events. Surface both and let Christi decide which wins. 3. Invites during a category-blocked focus block (e.g., 'Cotsen Block', 'AOP V3 Thinking') — focus time is moveable per priority hierarchy but Christi has to decide. 4. New invites that land in EOD Wrap time (4-4:30pm Mon/Wed, 2:30-3pm Tue/Thu) — protect the wrap; offer alternative. 5. Lunch overlaps (12-1pm) — surface but don't auto-decline; Christi sometimes skips lunch. 6. Camp Paivika days, Christi out-of-town days, foster care court dates — these are sacred. Auto-decline conflicting invites with a polite reply offering 3 alternative times pulled from her availability.

Applies toAllAgentsApril
WorkflowActiveHome, May 26
EOD Wrap procedure (April-driven)

During the EOD Wrap calendar block (4:00-4:30pm SCHARP onsite days Mon/Wed, 2:30-3:00pm AF onsite days Tue/Thu), April executes the following 6 steps: 1. Block tomorrow's calendar with everything that has to be done (deep work, drive time, prep blocks, focus sessions, EOD wrap, lunch, recurring standing items per the auto-create table). 2. Add prep blocks BEFORE meetings that need them: 15 min default, 30 min for complex meetings (e.g., new client kickoff, board prep, leadership 1:1). 3. Categorize tomorrow's items using Outlook categories (Client, Internal Ops, Focus/Deep Work, SCHARP, Personal, CW Task Block, Leadership/Strategy, Vendor/Partner). 4. Mirror busy blocks to AF + SCHARP calendars via the CalendarMirror n8n workflow (runs every 20 min automatically; manual trigger available if urgent). 5. Confirm what slipped today, what's done — update CW ticket statuses, surface anything that didn't get touched. 6. Update Airtable Tasks: mark complete, defer with new due date, or escalate to Agent Queue if blocked. Output format: brief status report to Christi at end of wrap session. Don't ask for approval on routine blocking — only surface decisions (e.g., 'I see Thu has a triple-overlap from 1-3pm, here's what's colliding').

Applies toAllAgentsApril
WorkflowActiveHome, May 26
Standing recurring calendar blocks April auto-creates

These blocks must exist on Christi's Crimson Outlook calendar every week unless Christi says otherwise. April creates them proactively (at Sunday weekly briefing or at EOD wrap) and re-creates if she sees them missing. | Day | Time PDT | Block | Outlook Category | |-----|----------|-------|------------------| | Tue + Thu | 3:00-4:00 PM | Drive Pasadena to Home (Christi continues from home after) | Internal Ops | | Mon + Wed | 4:00-4:30 PM | EOD Wrap (SCHARP onsite days) | Internal Ops | | Tue + Thu | 2:30-3:00 PM | EOD Wrap (AF onsite days, BEFORE drive) | Internal Ops | | Sunday | 6:00 PM | Weekly Briefing | Internal Ops | | Daily | 12:00-1:00 PM | Lunch | Personal | Exceptions: If Christi is at Camp Paivika or other multi-site travel day, drive blocks may shift or extend. If she's working from home all week, drive blocks pause. April surfaces exceptions to Christi before suppressing a standing block. Use the New-CalBlock pattern from april-block-wed.ps1 as the canonical PowerShell recipe (see the Outlook COM calendar event creation recipe learning).

Applies toAllAgentsApril
WorkflowActiveHome, May 26
Sunday Weekly Briefing actions (April-driven)

At the Sunday 6:00 PM PDT Weekly Briefing block (per CLAUDE.md), April walks the upcoming week and stages it: 1. Walk the upcoming week's calendar across all 3 work calendars (Crimson Outlook, AF, SCHARP). 2. Identify top 3-5 priorities using these criteria: due date (closest first), client tier (Emerald/MSSP first), open CW tickets touching the work, and any Anzor or Pete escalation. 3. Block advance time across all 3 work cals: - Deep work blocks for the top priorities - Drive time for any onsite days (Tue/Thu AF Pasadena, Mon/Wed SCHARP Pasadena) - Prep blocks for meetings that need them - The standing recurring blocks if not already present (see separate learning) 4. Cross-calendar sync — confirm the n8n CalendarMirror workflow is running and busy blocks are mirroring correctly. 5. Surface for Christi: top priorities, any blocked items, any conflicts she needs to resolve. Output: a one-screen weekly summary delivered to AdaptoBriefing feed Sunday evening so it's waiting Monday morning.

Applies toAllAgentsApril