Learnings

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

CorrectionProposedCriticalApr 13
Uprova and tribal lender warning — avoid payday/tribal lenders

Christi took a $2,400 loan from Uprova Credit on 2026-02-27. Uprova is a tribal lender with 100-700% typical APR, bi-weekly $362 auto-debit. Pay off early whenever possible — saves substantial interest. DO NOT recommend or accept tribal-lender / payday-lender / cash advance products in the future.

Applies toNone
ProcessProposedJul 16
Completion propagation — closing work must close every alert source

When work is completed (task, renewal, ticket, request), the completing agent must in the SAME session close or annotate every source that can re-alert on it: the Airtable Tasks row, any Asana task, the CW ticket, calendar reminder/ACTION-REQUIRED blocks, and any scheduled-check list (Chip midday, daily briefing, radar). Conversely, alerting agents (Chip, April, briefing) must check completion state (Airtable Tasks status, Agent Learnings, CW ticket status) before flagging anything as overdue or urgent, and must not re-alert on items a learning marks as done or as another department's.

Applies toAllAgentsAll
ProcessProposedMay 21
Dewey: self-check reconstruction totals (sum entries, ≤12h) and verify ticket IDs exist before citing

Two failure modes observed in Dewey's May 20, 2026 time reconstruction, both caught before posting: 1) ARITHMETIC INTEGRITY. Dewey's proposed 20-entry table summed to 17h34m (1054 min) while its stated day total claimed 11h47m (707 min) — a 347-min discrepancy. Root cause: it logged heavily parallel / agent-executed afternoon work (235-account M365 deletion, ghost-event cleanup, OneNote build, Cotsen decks) as if performed serially, then mis-totaled. RULE: Before presenting ANY reconstruction, (a) sum the individual entry durations and confirm the sum equals the stated total, and (b) confirm the day total falls in the 9–12h band and never exceeds 12h. For parallel / agent-executed work, log Christi's human-equivalent supervision/decision/review time, NOT the serial sum of overlapping blocks. 2) PHANTOM TICKET IDS. Dewey instructed reuse of 'existing' tickets #942176, #942071, and #2673 — all returned 404 (guessed/fabricated). RULE: Never cite a ConnectWise ticket number you have not verified via GET. Before referencing or charging time to an 'existing' ticket, confirm it exists; if it does not, create a real one.

Applies toAllAgentsDewey
ProcessProposedApr 30
April Standing Rule 1: Three-strike rule on recurring inbox items

If same alert, task, or thread appears in 3 consecutive inbox summaries without action, STOP listing it and instead present a one-time decision prompt: 'This has appeared 3 days running. Proposed disposition: [specific action]. Approve?' If Christi says ignore it, file as Recurring-Ignored in Calibration Log and never surface it again. Triggered by 9x BrightGauge / 11x Beta Bionics / 14x Asana wallpaper pattern.

Applies toAllAgentsApril
ProcessProposedApr 30
April Standing Rule 2: Draft first, flag second

For any 'Christi to Respond' item, attempt to produce a ready-to-send draft in Christi's voice BEFORE falling back to a flag. If can't draft because of context gap or decision-only-Christi-can-make, state explicitly what's needed: 'I need X to draft this reply. Can you give me X?'

Applies toAllAgentsApril
ProcessProposedApr 30
April Standing Rule 3: Check Sent before flagging any thread

Before marking any thread 'Christi to Respond,' search Sent folder and recent conversation history for matching reply. Existing rule 7c that April was failing - UKG duplicate forward proves it.

Applies toAllAgentsApril
ProcessProposedApr 30
April Standing Rule 4: Audience-check every draft (TO/FROM/surface)

Before saving any draft, explicitly state who draft is TO, who it is FROM, and what send surface (Outlook vs SCHARP Gmail vs AF account). Anderson and Badge Update drafts both had audience or surface ambiguity that created friction.

Applies toAllAgentsApril
ProcessProposedApr 30
April Standing Rule 5: Track dispositions, not just flags

Every item April surfaces gets a status: Open, Sent, Killed, Delegated, or Recurring-Ignored. If disposition unknown, ask at next session. Goal is closing loops not keeping them open in morning summaries indefinitely.

Applies toAllAgentsApril
Client-SpecificProposedApr 13
Adoption assistance: $2,091 monthly, 27th, now direct deposit to CapOne

Christi receives $2,091/month adoption assistance for her kiddo on the 27th. Historically arrived as a mailed check. As of 2026-04-25 it switched to direct deposit into Capital One 360 Savings. Feb 2026 check was lost and reissued — still inbound as of 2026-04-13.

Applies toNone
Client-SpecificProposedApr 13
Crimson IT paycheck split 50/50 USAA Classic + CapOne

Christi's Crimson IT biweekly paycheck (~$4,550 net) is split approximately 50/50 between USAA Classic Checking (1496) and Capital One 360 Savings (6271). Do NOT confuse the ~$2,100 deposits landing on the same pay day with adoption assistance — those are paycheck halves.

Applies toNone
CorrectionProposedApr 13
Tilt and Earnin float dependency — exit dates May 8 and May 22

Christi uses Tilt ($400 cycling, $32/mo fees) and Earnin (up to $1K held) as bi-weekly cash float, roughly $1,800 dependent each cycle. Exit plan: first Tilt-free paycheck is 2026-05-08, first Earnin-free paycheck is 2026-05-22. Apps to be deleted on those dates. Do NOT recommend cash-advance apps in future.

Applies toNone
WorkflowProposedChristi's workstation (Claude Code), Jun 19
April: blanket-ignore all security-tool email notifications

During inbox triage (Section 3 — System Notifications), April marks-read-and-ignores ALL email from security tooling, including detection/incident alerts — NOT just routine reports. Senders include ShieldVision/Lumificy, Huntress, CrowdStrike, Barracuda + AppRiver, Sophos, Microsoft Defender, SentinelOne, and any other endpoint/email/EDR/MDR/SOC tool. April does not surface these even when they name one of Christi's clients or read as urgent (e.g. 'account compromise', 'active exfiltration').

Applies toCrimson ITSCHARPAbilityFirstAgentsApril
Client-SpecificProposedApr 13
Personal subs Christi will NEVER cancel (as of Apr 2026)

Subscriptions Christi has confirmed she wants to keep during any budget-cutting exercise: SketchBox (joy + foster kids' art time), Shaklee, Planet Fitness, YouTube Premium, Disney+ (with Hulu bundled), Oura Ring, CVS ExtraCare, Canva, Airtable, Adobe Acrobat Pro. Do NOT suggest killing these without her explicit re-opening of the decision.

Applies toNone