St. Pierre Builder Kanban v2

single source = brain public.tasks · generated 2026-08-04 10:48 UTC · preview build
One board, auto-laned. Every card is triaged into who executes it. Autonomous is the agent lane — it builds without you. QA is finished agent work parked for your batch review. Human-only holds the work that needs a person: your rulings and approvals (Akash lane) and the whole-system builds scoped to Collins. Everything else runs on its own.
10
Autonomous (agent)
0
QA — waiting on Akash
9
Human-only — Akash
4
Human-only — Collins
10
Done

🤖 Autonomous — agent lane

10builds without you

Doing

0

— empty —

Next (queued for agents)

5

Week of Aug 3 — get Booked Appts back on target

Done when: **Booked Appts is behind this week. This card exists until that number moves.** * **Where it is right now:** 0 * **Where it should be by today:** 1 * **How far behind:** 1 short * **Where it needs to be by Sunday:** 5 Owner: Akash. Pick the one change that adds to this number this week, and do that. If nothing on this card will move it, close the card — it will not come back until next Monday, when the week is scored again. --- *Technical notes (for agents)* * Number: `booked-appts` · week starting 2026-08-03 * Numbers as of 2026-08-04 * Written automatically by the metric-card rail (runs 06:30 daily inside the scorecard render). One card per red hero number per week; never a second one.

agentNext0d
details
  • keyinternal id: STP-87

Week of Aug 3 — get Cash Collected back on target

Done when: **Cash Collected is behind this week. This card exists until that number moves.** * **Where it is right now:** $0 * **Where it should be by today:** $2,000 * **How far behind:** $2,000 short * **Where it needs to be by Sunday:** $10,000 Owner: Akash. Pick the one change that adds to this number this week, and do that. If nothing on this card will move it, close the card — it will not come back until next Monday, when the week is scored again. --- *Technical notes (for agents)* * Number: `cash-collected` · week starting 2026-08-03 * Numbers as of 2026-08-04 * Written automatically by the metric-card rail (runs 06:30 daily inside the scorecard render). One card per red hero number per week; never a second one.

agentNext0d
details
  • keyinternal id: STP-88

Weekend check-in: run the Sunday projections rite (2026-08-02)

Done when: Standing weekly check-in card, dispatched every Sunday 18:05 ET by n8n workflow 'WKND-2026-07-28 sp-weekend-checkins' (this replaces the frozen Cowork scheduled task sp-loop-sunday-projections that stalled on Mac sleep/permission prompts). Self-contained steps: (1) Run: python3 ~/loop_engine.py migrate then python3 ~/loop_engine.py project (brain shim already at ~/brain.py; canonical [brain.py](<http://brain.py>) at ~/Documents/Claude/.codex/references/brain.py). (2) The review panel HTML lands at 01-Projects/StPierre-GTM/loop-engine/sunday-projections-YYYY-MM-DD.html. Surface that path to Akash for his one voice-note approval pass. Do NOT run 'project --lock' - locking is Akash-gated. Do NOT post to Slack. (3) On success write the completion heartbeat (this is what the 20:30 ET stall tripwire checks): INSERT INTO brain.surface_heartbeats (surface, ran_at, status, detail) VALUES ('sp-loop-sunday-projections', now(), 'ok', 'targets drafted via agent-board card'); (4) Proof note: how many targets drafted across how many departments, the panel path, and the rolling hit-rate line printed by the script. --- *Technical notes (for agents)* * Internal id: 86b1844b-4272-4a15-87dc-58f108ed5e8a

agentNext1d
details
  • keyinternal id: 86b1844b

n8n at 80 percent of monthly executions (8,000/10,000) - watch cap risk; all rails + lead-transfer drain depend on it

Done when: From Jul-28 Gmail sweep: n8n usage warning 15:25 UTC. If capped, sync rails and the transfer drain stall. Options: upgrade plan, or trim polling cadence (event-based > loop-based). Decision = Akash. --- *Technical notes (for agents)* * Internal id: 227a9c49-c2e0-4501-8a9d-fc6819516f68

agentNext2d
details
  • keyinternal id: 227a9c49

Weekend check-in: run the Monday cash check (2026-08-03)

Done when: Standing weekly check-in card, dispatched every Monday 08:05 ET by n8n workflow 'WKND-2026-07-28 sp-weekend-checkins' (replaces the frozen Cowork scheduled task monday-cash-check). The deterministic core (cash, burn, runway, tripwires, Meta spend, Fixed-account cap) is already computed cloud-side by the same workflow and written to public.signals (domain=finance, source_skill=sp-weekend-checkins) - read it first, do not recompute. This card covers the local-only legacy steps of /Users/akash/.claude/scheduled-tasks/monday-cash-check/SKILL.md: (1) python3 /Users/akash/Documents/Claude/01-Projects/St_Pierre_Digital/Funding-Bridge/stpierre-pnl-build.py (capture RECONCILE / PROJECTION / RUNWAY lines) and python3 /Users/akash/Documents/Claude/01-Projects/St_Pierre_Digital/Funding-Bridge/stpierre-mrr-game-build.py . (2) Subscription cancellation verification per the kill table in 01-Projects/St_Pierre_Digital/Funding-Bridge/_staged/cash-defense-2026-07-10.html (VERIFIED CANCELED / STILL BILLING / unverified - never assume). (3) Sarah-transfer reconciliation: count Akash<->Sarah transfers/Zelles last 7d across depository accounts; rule is ONE labeled transfer per week max - flag extras with dates+amounts. (4) Deposit-landing protocol: any inbound business deposit >= $500 (not Stripe $1-trial, not internal transfer) since last run -> post the 50/25/25 split per _staged/deposit-landing-protocol-2026-07-10.html. (5) Write a short plain-English Monday briefing (<400 words) as the proof note: cash, burn/day, runway, tripwire status, ad spend last week, new revenue, cap status, subscription table, transfer rule, and the single most important action this week. (6) On success write the completion heartbeat (checked by the 10:30 ET stall tripwire): INSERT INTO brain.surface_heartbeats (surface, ran_at, status, detail) VALUES ('monday-cash-check', now(), 'ok', 'weekly cash check completed via agent-board card'); --- *Technical notes (for agents)* * Internal id: 4aaefac0-439e-404e-8db9-9fe99b09280d

agentNext0d
details
  • keyinternal id: 4aaefac0

Inbox

0

— empty —

♻︎ Daily rails

5

Keep every lead's reply drafts up to date (send stays manual)

Done when: Every live lead has a current draft reply ready; nothing sends automatically. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: c8aaa2b7-8af1-4784-8a90-f76dcf519f76

agentNextBooked calls6d
details · 2 update(s) · latest: progress
  • progressagentJul 29Ran canonical drafts-only generator; 7/7 live leads now carry a current draft (status='draft'). Nothing sent — manual GHL send is Akash's gated step. Parked for QA.
  • planagentJul 29Refresh reply drafts for every live SP lead into the inbox reco engine (sp_next_action_drafts); status stays 'draft', nothing sends; park the send action as manual/gated.
  • keyinternal id: D-DRAFTS
  • triageAutonomous: reversible build/fix work, no human-only gate

Ship today's batch of our own ads (paused, ready for Akash's OK)

Done when: One batch a day passes the pre-launch checklist and sits paused with screenshots for Akash. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: b42641df-d77d-4a6d-959b-fb2d6e0db710

agentInboxNew ads / day1d
details · 2 update(s) · latest: progress
  • progressagentJul 31[hermes-runner hrun-20260731T174255 | mid] runner error: MAX TURNS EXCEEDED
  • planagentJul 31hermes runner working this card (hrun-20260731T174255)
  • keyinternal id: D-B2B-PACK
  • triageAutonomous: reversible build/fix work, no human-only gate

Ship today's batch of ads for each active client

Done when: Each active client has a paused batch ready, with screenshots for Akash. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: cf6044d8-61a5-4cd7-afa5-39a9c934c875

agentInboxLeads for clients1d
details · 4 update(s) · latest: progress
  • progressagentAug 2[hermes-runner hrun-20260802T123513 | mid] runner error: MAX TURNS EXCEEDED
  • planagentAug 2hermes runner working this card (hrun-20260802T123513)
  • progressagentJul 31Runner halted mid-card by Akash directive (execution gated until explicit approval). Nothing external landed; card reset to next, claim released — will be re-claimed when the worke…
  • planagentJul 31hermes runner working this card (hrun-20260731T174255)
  • keyinternal id: D-B2C-PACK
  • triageAutonomous: reversible build/fix work, no human-only gate

Clear client messages and hit any check-ins due today

Done when: Client messages are cleared and every check-in due today is done. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: e7aa688e-c287-484d-9a53-2bd11fe0855b

agentInboxClient retention1d
details · 2 update(s) · latest: progress
  • progressagentAug 2[hermes-runner hrun-20260802T123513 | mid] runner error: MAX TURNS EXCEEDED
  • planagentAug 2hermes runner working this card (hrun-20260802T123513)
  • keyinternal id: D-CX
  • triageAutonomous: reversible build/fix work, no human-only gate

Check the morning health report and fix anything red

Done when: The health report is green, or each red item is fixed and logged with an undo. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: 8fb6fb9a-b2a2-481c-ad1c-56c232c05e74

agentInboxKeeps the machine running1d
details · 2 update(s) · latest: progress
  • progressagentJul 29Read report; resolved 17 stale/dup alerts reversibly (ledger 92056-72). Parked: 45 remaining are all gated (re-sends/manual pushes/owner decisions/registry+scheduler work/credentia…
  • planagentJul 29Read morning health report (surface_heartbeats + brain.ops_alerts open); triage each red item; apply reversible fixes only; park gated re-sends (failed lead transfers) for Akash wi…
  • keyinternal id: D-WATCHDOG
  • triageAutonomous: reversible build/fix work, no human-only gate

✅ QA — waiting on Akash

0finished agent work, batch-review with proof

Awaiting your review

0

— empty —

👤 Human-only

13work only a person can execute

Akash lane — your rulings & approvals

9

Decide: relight the B2B ad stack (deliberately paused since Jul 22-23)

Done when: Truth as of Aug-2: the B2B stack (R4 / R2 / CTRL + AO 4-magnet) is not broken - Akash paused it deliberately Jul 22-23 during the rail freeze. Meta insights sync healed Jul-27, standing order is ask-before-relight. The old framing ('stopped spending Jul 21' as a failure) was stale. Separately, the CL Dallas client campaign (B2C) is LIVE since Aug-1 at $150/day - that one needs nothing. The decision on this card: relight the B2B stack or keep it dark while outbound rebuilds.

akashWaitingBooked calls7d

Needs you: Akash re-enables the paused campaign (spend/activation decision).

details
  • keyinternal id: G-CP1
  • triageParked waiting on Akash: Akash re-enables the paused campaign (spend/activation decision).

Turn on call recording in the CRM (needed to coach setters)

Done when: A test call records and can be played back. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: GHL UI setting change - workflow-builder/UI work is Akash-only. * Internal id: ef46964c-a5ab-4099-9502-1e22366076f6

akashWaitingSetter shows7d

Needs you: GHL UI setting change - workflow-builder/UI work is Akash-only.

details
  • keyinternal id: G-GHL-REC
  • triageParked waiting on Akash: GHL UI setting change - workflow-builder/UI work is Akash-only.

Approve moving the sign-up question higher on the landing page

Done when: At least one form question shows without scrolling on both phone and desktop, after Akash approves the preview. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Visual LP change needs Akash's preview approval. * Internal id: ec792356-ab4e-4143-9827-7ea18fcb9677

akashWaitingBooked calls7d

Needs you: Visual LP change needs Akash's preview approval.

details
  • keyinternal id: G-LP-FOLD
  • triageParked waiting on Akash: Visual LP change needs Akash's preview approval.

Confirm the job value for each trade (this sets the target cost per lead)

Done when: Each trade has a confirmed job value on record, with no made-up default. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Akash must confirm each trade's ticket; unknowns stay 'unknown'. * Internal id: 605b41fe-b301-4892-b66d-69250a0a3b64

akashWaitingCost per lead7d

Needs you: Akash must confirm each trade's ticket; unknowns stay 'unknown'.

details
  • keyinternal id: G-NICHE-TICKETS
  • triageParked waiting on Akash: Akash must confirm each trade's ticket; unknowns stay 'unknown'.

Approve small fixes to the live application form so we can track where leads come from

Done when: The tracking fields fill in on more than 9 of every 10 new applications. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Editing the one live application form needs Akash's okay. * Internal id: 14a06961-0d98-4038-a3ee-998494ad5e04

akashWaitingCost per lead7d

Needs you: Editing the one live application form needs Akash's okay.

details
  • keyinternal id: G-TYPEFORM
  • triageParked waiting on Akash: Editing the one live application form needs Akash's okay.

Decide whether to switch the earlier ad round back on

Done when: Akash decides relight or leave off, and the decision is logged with an undo path. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Owner relight decision. * Internal id: 772c858b-8e0a-42ad-8a00-00867a0b503c

akashInboxBooked calls1d

Needs you: Owner relight decision.

details
  • keyinternal id: G-R2-RELIGHT
  • triageParked waiting on Akash: Owner relight decision.

Launch the two more ad packs that are built and waiting

Done when: Both packs are live after Akash's go, with tracking tags on every ad link. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Akash's launch approval + activation. * Internal id: f6ffbd68-c11c-4e81-8871-e004b290f81e

akashInboxBooked calls1d

Needs you: Akash's launch approval + activation.

details
  • keyinternal id: G-R3AO-ACT
  • triageParked waiting on Akash: Akash's launch approval + activation.

Launch the 27-ad campaign that's built and waiting

Done when: All 27 ads are live at the agreed budget, confirmed by an independent check, with a screenshot sent to Akash first. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Akash's budget + stop-loss + activation decision. * Internal id: 1e3b67a9-dcdc-4f93-a183-1dfbe806274b

akashInboxBooked calls1d

Needs you: Akash's budget + stop-loss + activation decision.

details
  • keyinternal id: G-R4-ACT
  • triageParked waiting on Akash: Akash's budget + stop-loss + activation decision.

Approve removing the 'I'm a real person' line from the client bots

Done when: Akash lifts the hold and the line is removed across the bots, with a tested undo in place. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Live client-bot script change needs Akash sign-off. * Internal id: 031ffdb7-66d2-437a-8dd1-b35a342553b5

akashInboxLeads for clients1d

Needs you: Live client-bot script change needs Akash sign-off.

details
  • keyinternal id: G-REALPERSON
  • triageParked waiting on Akash: Live client-bot script change needs Akash sign-off.

Collins lane — whole-system builds (not sent to Collins)

4

Turn Dan's setup into a reusable checklist for the next client

Done when: A checklist covers page, local ad, account ownership, lead routing, customer list, and measurement. --- *Technical notes (for agents)* * Triage: Onboarding-automation system (Collins 6-systems scope) — mapping/standardizing client launch * Internal id: bab4a3ca-13a2-4cc7-a417-979b917acd9c

collinsNextTime to launch7d
details
  • keyinternal id: R-ONB-CHECKLIST
  • triageOnboarding-automation system (Collins 6-systems scope) — mapping/standardizing client launch

Map out today's client-setup steps (what's built vs missing)

Done when: A map lists every setup step marked done or missing. --- *Technical notes (for agents)* * Triage: Onboarding-automation system (Collins 6-systems scope) — mapping/standardizing client launch * Internal id: d06ad12c-235e-45d9-ae21-d144485c564a

collinsNextTime to launch7d
details
  • keyinternal id: R-ONB-MAP
  • triageOnboarding-automation system (Collins 6-systems scope) — mapping/standardizing client launch

Build the daily coaching brief for each setter

Done when: A sample daily brief is produced per setter from real call data. --- *Technical notes (for agents)* * Triage: Setter-performance system (Collins 6-systems scope) — design/build of setter tracking + coaching * Internal id: 960def99-4183-4e78-9e67-e2bac0eceb08

collinsNextSetter shows7d
details
  • keyinternal id: R-SETTER-BRIEF
  • triageSetter-performance system (Collins 6-systems scope) — design/build of setter tracking + coaching

Design the system that tracks and coaches setters

Done when: A written plan defines what to track per setter and how the daily brief works. --- *Technical notes (for agents)* * Triage: Setter-performance system (Collins 6-systems scope) — design/build of setter tracking + coaching * Internal id: 79bb8b1f-8596-4617-a1ae-c3712f84db41

collinsNextSetter shows7d
details
  • keyinternal id: R-SETTER-SPEC
  • triageSetter-performance system (Collins 6-systems scope) — design/build of setter tracking + coaching

✔ Done (recent)

10evidenced complete

Done

10

Review the ad promote/pause suggestions (suggestions only)

Done when: The suggestion list is reviewed daily; nothing changes spend on its own. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: 9bfb35ab-0458-43f1-99c4-d85263e8d417

agentDoneCost per lead1d
details · 2 update(s) · latest: progress
  • progressagentAug 2[hermes-runner hrun-20260802T123513 | mid] Reviewed sp_action_queue + sp_test_decisions: 7 open recs, all graduate/refill_slot (no pause/kill exists in history), oldest unactioned …
  • planagentAug 2hermes runner working this card (hrun-20260802T123513)
  • keyinternal id: D-ADS-QUEUE
  • triageAutonomous: reversible build/fix work, no human-only gate

Fix the Facebook lead tracking and re-send 3 client leads that got lost

Done when: The tracking setup is live and the 3 lost Dallas leads are re-sent, with receipts, before the window closes. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Akash confirms re-sending client leads (client-facing send). * Internal id: bcdfea93-a752-489b-9fdc-88f28b11ea3a

akashDoneLeads for clients1d

Needs you: Akash confirms re-sending client leads (client-facing send).

details
  • keyinternal id: G-CP2
  • triageParked waiting on Akash: Akash confirms re-sending client leads (client-facing send).

Submit the Facebook app review before deadline so the client bot keeps running

Done when: The app review is submitted before the trial deadline, confirmed by a screenshot. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Needs Akash's own FB browser session + passcodes (host/credential). * Internal id: d7568fd5-49de-467d-abc5-8371927b98a4

akashDoneLeads for clients1d

Needs you: Needs Akash's own FB browser session + passcodes (host/credential).

details
  • keyinternal id: G-CP5
  • triageParked waiting on Akash: Needs Akash's own FB browser session + passcodes (host/credential).

Get the two missing pieces for Dan's setup (software key + service area)

Done when: Dan's leads flow into his follow-up software and his service area is set on the bot. --- *Technical notes (for agents)* * Triage: Parked waiting on Akash: Only Akash can provide the DripJobs key + confirmed ZIP list. * Internal id: 3045d42f-7122-4534-be50-8e2ed23a6452

akashDoneLeads for clients1d

Needs you: Only Akash can provide the DripJobs key + confirmed ZIP list.

details
  • keyinternal id: G-DAN-UNBLOCK
  • triageParked waiting on Akash: Only Akash can provide the DripJobs key + confirmed ZIP list.

Watch the Dallas client bot for 3 days to prove it delivers leads

Done when: One real customer message runs through every step, the lead reaches Dan within 5 minutes, and Facebook records the lead. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: 4bc293f2-2ad2-4c3f-a135-eca91b79e57f

agentDoneLeads for clients1d
details
  • keyinternal id: IP-DFW-CANARY
  • triageAutonomous: reversible build/fix work, no human-only gate

Decision (shipped): Jean STOP opt-out finalMessage = Jordan approved wording verbatim

Done when: Legacy decision-queue call redirected to a normal next-action task. Default path: Reuse Jordan's approved Opt-Out wording VERBATIM: "sorry about that! we won't message you again unless you reach out" (Jordan action Xw0NcJzYOx39lWa163Yp). No invented copy. Context: Exec call under co-CEO discretion 2026-07-31 (Akash: "ship all staged"; only blocker was the required field). Number it serves: homeowner trust/compliance on the transfer rail — Jean must go silent on STOP instead of drafting a reply (eval adv-10). SHIPPED: Jean action mvuOm28VdCEE03UtfiXq, ledger 92219. Undo: DELETE /conversation-ai/agents/R6mqKPSx0Lcv2kCe0Mru/actions/mvuOm28VdCEE03UtfiXq?locationId=6c4MSgjdfngrPhwWD2cb. Live SMS self-test deferred to Aug-1 (no messages today). Options: ["Reuse Jordan approved wording verbatim (PICKED, shipped)", "Hold for Akash to write new copy (rejected — blocks a shipped-approved pack on a field constraint)", "Chrome-UI build attempting empty message (rejected — unproven, UI likely enforces same rule)"] Legacy reversible: True; legacy expires_hours: 24 Created by: lane-c-bots; source_ref: ledger-92219 --- *Technical notes (for agents)* * Internal id: df8dfb82-0c3b-4fab-b168-befabf864c85

agentDone2d
details
  • keyinternal id: legacy-log-decision:lane-c-bots:ledger-92219

Fix the Facebook lead-event error and switch the relay on

Done when: One lead event reaches Facebook successfully with no error. --- *Technical notes (for agents)* * Triage: Autonomous: reversible build/fix work, no human-only gate * Internal id: a71a457b-de9c-4733-a136-d676addf2c1a

agentDoneLeads for clients7d

Proof: session_handoff:1918 — Done per handoff 1918 (2026-07-24): CAPI relay moved off the dead Pipeboard token onto the vaulted system-user token; Anas's stuck Lead even

details
  • keyinternal id: R-CAPI
  • triageAutonomous: reversible build/fix work, no human-only gate

Tell Dan the pipeline page is live, then cut over to the merged view on his go

Done when: Akash texts Dan one line announcing the page (adoption is 0); then merged-view cutover on his go --- *Technical notes (for agents)* * Internal id: 62bdc7e6-4a45-4467-822a-70cfe30ab005

agentDone2d
details
  • keyinternal id: STP-67

Watch Dallas qualified-lead pace for 7 days and fix the morning lead-event misroute

Done when: 7-day watch on qualified pace vs 11+/wk; Claude patches morning CAPI backfill pixel misroute --- *Technical notes (for agents)* * Internal id: 3c4ec81e-5965-4c49-afd5-21feb168e7d3

agentDone2d
details
  • keyinternal id: STP-68

Finish the board: backfill the empty projects, file the orphan cards, set priorities

Done when: Claude backfills 8 empty projects + files 10 orphan cards + priorities; Akash: Monday feel test + 30-min Waiting-column pass --- *Technical notes (for agents)* * Internal id: 78ecc5a4-b9d8-40e3-8d67-dbd7710b2032

agentDone1d
details
  • keyinternal id: STP-71
This board shows essential work only. Everything else waits in the admin holding pen (25 card(s)) and never reaches an agent unless explicitly promoted.
Technical notes Filter: tasks.lane='core'. Server-rendered from public.tasks (source='builder-board-v1' + flow_status) by 01-Projects/St_Pierre_Digital/builder-kanban-v2/render_board.py. Promote: UPDATE public.tasks SET lane='core' WHERE id=…