Triage Downloads folder (99GB) — check if podcast raw videos are on YouTube/GDrive, delete or transfer
Unbox and connect Apple Studio Display to MacBook
Sign out of iCloud, erase iMac
List iMac on Facebook Marketplace (~$500)
Delete `~/Documents/GitHub/Claude/` stale clone
Set up Bitwarden Keychain entries on MacBook for automated env backup
Set up remaining LaunchAgents on MacBook (autosave, fontsync, deal-flow-autopilot)
Verify SSH keys match between iMac and MacBook
Upload loose Desktop PDFs (PSA Addendum, etc.) to GDrive deal files
Upload `~/Desktop/To-Sort/` contents to GDrive
Upload `~/Desktop/dispute-evidence/` to GDrive
Consider creating a Google Form linked to the sheet for mobile expense entry (10-second logging from phone)
Add the sheet to Haley's Google Drive for shared access before Vietnam trip
Test with real VND transactions to verify GOOGLEFINANCE rate accuracy
Manually unmerge cells in row 11 (C11:E11) — legacy merge from original template
2 submodules show as modified (monarch-mcp, quickbooks-online-mcp-server) — managed separately
Consider registering SSH key with GitHub for faster auth
Aldo checks BA.com for AA PHL → LIS business class award space, May 6 & May 12
June-July: Search Aeroplan for ANA business class to Vietnam Dec 1-12
Confirm both passports valid 6+ months past May 12
Book Alfa Pendular train tickets Lisbon ↔ Porto on CP.pt
Transfer 30K Bilt → Hyatt, book Hyatt Regency Lisbon May 8-9
Book InterContinental Lisbon May 6-7 via Chase Travel (Sapphire Stack)
Book all 4 flight legs on BA.com immediately after transfer
Transfer 166,667 Chase UR → BA Avios before March 31 (20% bonus)
Thu books Porto hotel on Capital One portal before April 2 (burn $250 credit)
Hard refresh aldochandra.com/free-website and test full 3-step flow end to end
Consider adding business_type and company_name to the Discord embed for richer context
Monitor Discord #clients channel for real form submissions coming through
Test Superpowers `/brainstorm` command on next property search SaaS feature
Install Tailscale on iPhone and connect to same account for Wolfpack mobile
Start new session at <50% context — this session at ~59%+ at wrap
Open Warp terminal for heavy build sessions to see statusline live
Consider adding Kie.AI-generated imagery to the headshot/about section for visual depth
Generate actual hero video via Kie.AI (Kling Pro or Wan 2.6) and place at `public/videos/hero-ambient.mp4`
Audit sub-pages (services, portfolio, contact) for luxury palette consistency
Add more portfolio screenshots as sites are built
Consider Backblaze B2 or Time Machine as 3rd backup layer
Add SSH keys to Bitwarden manually
Set up same Bitwarden Keychain entries on MacBook for sync
Run `git filter-repo` to purge .pack files from git history (repo still 532MB)
LaunchAgent health audit — verify all 7+ agents are actually running
Progress file consolidation — many progress files accumulating, consider archiving old ones
Demo chart files in `output/chart-examples/` can be deleted — served their purpose
Demo chart files in `output/chart-examples/` can be deleted — served their purpose
LaunchAgent health audit — verify all 7+ agents are actually running
Progress file consolidation — many progress files accumulating, consider archiving old ones
After 1 week, review: did auto-context actually improve session starts?
Monitor Sunday automation cascade (6 PM health → 7 PM memory audit → 8 PM weekly review)
Check Discord #reports daily — system posts there but value is zero if unread
Run `/wrap` at end of every session to feed the auto-context system
Monitor Sunday automation cascade (6 PM health → 7 PM memory audit → 8 PM weekly review)
Check Discord #reports daily — system posts there but value is zero if unread
Run `/wrap` at end of every session to feed the auto-context system
After 1 week, review: did auto-context actually improve session starts?
Check specific April dates against work calendar (Google Calendar)
Look into whether Haley wants a separate couples trip (bucket list items to knock out)
Build detailed day-by-day itinerary with work blocks for chosen destination
Once points confirmed, map exact booking strategy (airline, transfer partner, # of points)
Aldo to share which credit cards he holds + approximate point balances
Look into whether Haley wants a separate couples trip (bucket list items to knock out)
Aldo to share which credit cards he holds + approximate point balances
Once points confirmed, map exact booking strategy (airline, transfer partner, # of points)
Build detailed day-by-day itinerary with work blocks for chosen destination
Check specific April dates against work calendar (Google Calendar)
Consider writing a blog post or LinkedIn post about this positioning (AI-native builder vs. traditional coder)
Consider writing a blog post or LinkedIn post about this positioning (AI-native builder vs. traditional coder)
Set up cron job for automatic daily sync (e.g. `0 8 * * * python3 /Users/.../sync-inbox.py`)
Check if Abigail replied to the 503 area code email sent today
Decide on "run resimpli email" output format — per-client summary? Open action items? Unanswered emails?
Clean up uncategorized.md — 351 emails, likely contain other clients not yet mapped (add patterns to CLIENTS dict in sync-inbox.py)
Actually run through each client's email thread and produce status summaries
Consider adding `Wedding/` and `Personal/` to `.gitignore` if those contain anything sensitive
Add `.claude/` to `.gitignore` if Claude Code internal files shouldn't be tracked, or confirm it's intentional
Set up proper auth for future pushes — either a new scoped PAT or SSH key (`ssh-keygen -t ed25519 -C "aldo@kaizen-development.com"`)
Revoke the PAT shared in chat (GitHub → Settings → Developer Settings → Personal Access Tokens)
Install `gh` CLI for easier GitHub operations: `brew install gh && gh auth login`
Consider adding a `.gitignore` inside `Automize-REI/cms/` for Payload CMS-specific ignores (uploads, build output)
Verify Kaizen/, Chandra-Capital/, REsimpli/, Personal/ folders have content committed (check if any files in those folders are untracked)
Configure macOS Keychain credential helper so future pushes don't require manual token entry: `git config --global credential.helper osxkeychain` then push once to store creds
Have Joe Console draft settlement agreement with mutual releases
Confirm $35K is acceptable to Daniel Haick (per Authorization agreement, he must consent)
Rate discrepancy resolved — Aldo confirmed 15%/25% are the correct rates
Ensure liens are not released until wire funds received
Set hard closing deadline (tied to 4/16 sale or sooner)
Wait for Joe to confirm complaint is filed
If sale falls through, already positioned for default judgment
Review Closing Disclosure / Settlement Statement before agreeing to any discount
Title company outreach for payoff letter (as April 16 approaches)
Aldo to reply to David Wisniewski confirming alignment
Continue quiet title (~May) and property disposition independently
If overruled → Odyssey must file Answer → likely default judgment or settlement
Monitor docket for ruling
David attaches mortgage to amended complaint
David files Opposition (20-day deadline from service)
David attaches mortgage to amended complaint
Continue quiet title (~May) and property disposition independently
Aldo to reply to David Wisniewski confirming alignment
David files Opposition (20-day deadline from service)
If overruled → Odyssey must file Answer → likely default judgment or settlement
Monitor docket for ruling
Text Teddy — partner update (template in call_summary file)
Pull Wayne County tax status on all 6 properties (free online lookup)
Email Tom Rourke — Eric Monzo's contact info (Tom requested), sheriff sale records, quiet title case number
Text Eric Monzo — ask which title company he uses for distressed closings + whether buyers will close without title insurance
March 25 PA case management conference — check with David Soble on status
Monitor MLS showing activity — if zero/low after 2 weeks, reassess pricing or take bulk offer
Call Embassy Title (248-945-9610) + Cislo Title (313-272-3800) if Eric doesn't have a title company
Review and send both Gmail drafts
Check with backend team on Retail AI ↔ REsimpli Zapier/webhook integration (Todoist task created, due 4/9)
Fix ClickUp API key in REsimpli .env so future call-recap runs can auto-create tasks
Send Adam the migration game plan with exact sequence/timeline
Coordinate with support team on Adam's lead import when spreadsheet arrives
Review and send both Gmail drafts
Follow up once Janine reviews warm lead test batch → trigger full import
Confirm full import completion directly with Janine when it runs
Send the final email response to Janine
Escalate Len Baez texting issue (need: number Robert texted from, REsimpli number texted to, screenshot)
Record Loom walkthrough for batch-moving under contract records
Get 6.0 feature list clarity for lead manager KPIs
Talk to Danielle re: previous conversations and solutions attempted
Talk to Andrea re: existing notification ticket for GTA House Buyers
Aldo to review and send Gmail draft
Escalate Canadian address dedup (phone/email matching) to dev team
Check if role/status fields can be cleared back to blank
Follow up with Janine Rivera in ~3 days to confirm call flow setup is working
Set up iSpeed to Lead → REsimpli integration for Nathan (waiting on his credentials)
Connect Matt Sutherland to Jewel for A2P once he decides on website (Monday)
Email Jason Leonard TODAY — confirm what happens to data when sub-users removed (committed on call)
Schedule Matt Sutherland onboarding session 2
Follow up with Property Rush in ~2 weeks on A2P registration and buyer imports
Gmail draft ready to send — review and hit send
Aldo: Schedule follow-up call once Keyland completes action items — cover pipelines + workflow
Aldo: Push port request once received
Keyland: Add team member phone numbers + call flows
Keyland: Submit port request form for CallRail numbers
Keyland: Connect GoDaddy domain to REsimpli website
Speaker identification could be improved — Fathom shows "Unknown" for all speakers
Test `/call-recap` trigger in a fresh session to verify end-to-end
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)
Test `/call-recap` trigger in a fresh session to verify end-to-end
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)
Speaker identification could be improved — Fathom shows "Unknown" for all speakers
Send the Gmail draft (add Jordan/Michael/Arlene emails to To field)
Jordan to send Property Leads + Zapier credentials for integration setup
Monitor A2P status next week
Schedule follow-up call to help with Forefront lead export (CSV mapping)
Jordan needs to submit A2P 10DLC registration (2-4 week bottleneck)
Log the no-show on Zahir's REsimpli contact record
If no reply by 2026-03-05 → send final follow-up, then mark cold
Send the follow-up email to thedebonair.re@gmail.com
Nothing — housekeeping complete
Ask James: of last 10 no's — price, timeline, or not motivated?
Activate AI Text exit workflows in GHL (~15 min in UI)
Audit James call sample — is he using "cash, as-is, fast close" reframe before giving number?
Pull tax delinquent + code violation lists for NJ target zips from county assessor (free)
Load leads into Instantly.ai (4 accounts warmed, 6 campaigns idle)
Rename Cash Buyer pipeline stages to clearer names (GHL UI)
Clone Diana Buyer Prequal → Agent Prequal in GHL UI (5 min)
Create Agent Outreach pipeline (6 stages) + 2 custom fields via MCP
Build Under Contract → Disposition handoff workflow via MCP
**TODAY**: Publish "Customer Replied - Auto Handling for Buyers" in GHL UI (5 min)
Rewrite Deal Blast SMS to include actual deal details
Decide payment method preference (Wise vs PayPal) before onboarding
Grant GHL + InvestBase access with scoped permissions on start date
Set up Hubstaff workspace and invite Max on day 1
Confirm Max's last name to personalize the letter
Aldo to review final Google Doc and confirm before sending to Max
Meta: Export Ads Manager CSV for KAI-13
Millville: Call Melissa at 954-900-1863 if no email response by noon
SJREIA: Prepare deal sheet for buyer networking (April 9)
GHL: Publish exit workflows (KAI-9 + KAI-10) — 30 min
Consider restricting Google Maps API key to kaizenhomebuyers.com domain only
GHL workflow field mapping may need adjustment for Step 2 data (condition, situation, timeline, priceRange)
Remove debug console.log statements from AddressAutocomplete after confirming stable
Request indexing for top pages (/, /how-it-works, /contact, /about, /faq)
Adapt total-indexing script to support kaizenhomebuyers.com domain
Run full /seo-audit on kaizenhomebuyers.com after indexing is set up
Submit sitemap to GSC: https://kaizenhomebuyers.com/sitemap.xml
Add `NEXT_PUBLIC_META_PIXEL_ID=827758730287090` and `NEXT_PUBLIC_GA_MEASUREMENT_ID=G-ZL04XGZQ6G` to kaizen-website-nationwide `.env.local`
Verify site in Google Search Console (URL prefix method)
Rebuild and redeploy after adding env vars so pixel + GA4 fire
Resolve $5k lien on OR property before closing
Negotiate OR property down to $220-230k range for better margins
Blast CA property to buyer list first (InvestorLift + Facebook groups)
Get current photos from James for both listings
Generate SMS blast copy if needed
Verify lot size and year built for both properties (county records)
Negotiate final split percentage if mentor pushes back
Set up lead handoff process (text/email/form) once agreed
Aldo to review and send proposal to mentor
Track deal flow volume to evaluate partnership after 90 days
Tomorrow: re-run `tools/index_fellowhomes.py --google` once shared quota resets (midnight PT) to submit remaining 47 URLs — or accept that the sitemap + manual GSC Request Indexing from Thursday is sufficient (Google has had 4 days to crawl)
Tim needs to respond with: GTM publish permission, GA4 Measurement ID, Google Ads Conversion ID, homepage video (when recorded)
Once Tim replies, ~30 min to wire GA4 + form_submit + phone_click + Ads Conversion + Remarketing tags in GTM workspace
**Lombardi (Taberne)**: Discussion scheduled for tomorrow
**Portugal bookings**: Leave May 4 — Hotel Lisbon (Alfama, May 7-10), Alfa Pendular trains, Hyatt Bilt points
**Supabase envs**: Add to Vercel to activate /sessions, /loops, /projects, /lessons, /routines
**Paperclip UI login**: Sign up at paperclip.automizecrm.com/auth/signup → SQL grant instance_admin + company memberships
**CRITICAL**: Paperclip agents all broken — Claude CLI not authenticated on VPS. Run `claude setup-token` on Mac, paste `CLAUDE_CODE_OAUTH_TOKEN` to `/home/paperclip/.env`, restart PM2
**Todoist**: Kill/reschedule batch still pending
Phase 5: New one-pager (with 10x product + 80% kill list baked in)
Portugal SOPs (trip May 4)
James call review Wed 10:30 AM conflict resolution
Ben Sulka partnership message
5 canceled Stripe subs re-engagement
Todoist brutal triage (prompt ready, not yet executed)
Phase 4: Lifetime EV (10x vs 2x delta — much bigger than April 11's $7-10M)
Phase 3: Playing to Win / Not to Lose (updated for Hardy identity lens)
Phase 2: Fresh Valid SWOT (likely different soft table than April 11)
Group D: Stress / Relationships / Health (4 Q)
Group C: 3-5 Year Future Self (4 Q)
Group B: Money + Work Picture (4 Q)
Group A: Who You Are Right Now (5 Q)
Aldo to review and personalize before pasting into JOLT tool
Optional: export as PDF / Google Doc for Denali Consulting submission
Optional: export as PDF / Google Doc for Denali Consulting submission
Aldo to review and personalize before pasting into JOLT tool
**2026 GoBundance one-sheet sync** — Aldo filled locally, not yet in pod workbook
**Ben Sulka message** — draft PPL referral + demo ask
**James call review event** — still conflicts with REsimpli Tue 2-3 PM; needs to move to Wed 10:30 AM
**5 canceled Stripe subs** — pull list, build re-engagement sequence
**Portugal SOPs** — Wed 4/15 3-4:30 PM block; not started yet (leave May 4)
**Shola Abaje demo outcome** — Mon 4/13 3:30 PM demo; follow up if not yet converted
**Todoist brutal triage** — prompt at `output/personal-strategy/2026-04-12-todoist-cleanup-prompt.md`; target 337 → <50
If Anthony engages: FUB contact export plan, field mapping to GHL
Build Google Doc formal proposal (one-pager) once Anthony confirms interest
**Send outreach email to Anthony Lombardi** — carried from 04-07 session, still not sent. Needs updated pricing ($374/mo vs FUB $140/mo) + request for NMLS# and Movement compliance confirmation.
Book trains on cp.pt
Book Hotel Moliceiro (Aveiro)
Add breakfast notes to Lodging tab rows for Social Hub Porto + Hotel Moliceiro
Reserve Fado show + Belcanto dinner
Pre-book timed entries: Livraria Lello, Pena Palace, Quinta da Regaleira, Jerónimos
Adjust Locke de Santa Joana booking to May 7-10
Continue logging Vietnam expenses to the sheet as they're booked
Book Vietnam hotels through Bilt Travel portal to capture the $200 H2 hotel credit
Confirm Capital One $250 credit expiry for Porto — check Capital One app (anniversary-based reset on Venture X)
None — email is ready to send. Aldo reviewing final draft in Gmail.
3 stale email drafts from aldosiuschandra@gmail.com need manual deletion
Calendly OAuth needs re-authentication — credentials not stored in any .env
Anthony's email address needs verification
Consider cutting Cabo da Roca to reduce Sintra day exhaustion
Book Aveiro hotel (Hotel Moliceiro)
Adjust Locke booking May 7-10
Book trains on cp.pt
Pre-book: Livraria Lello, Pena Palace, Quinta da Regaleira, Jerónimos
Reserve Fado show, Belcanto dinner
Haley to build visual itinerary using design specs
Old Mac tunnel `5d4bf551` still exists in Cloudflare (inactive, safe to delete)
FAISS advisor index not yet on VPS (~154MB) — needed only if advisor agents run heartbeats there
`feedback_exports` table missing on VPS (newer table from v2026.403.0, non-critical telemetry)
Mac LaunchAgent plist files still exist at ~/Library/LaunchAgents/ (unloaded but not deleted)
Aldo needs to decide: book Locke de Santa Joana Terrace Apartment vs. original Lisbon Hyatt plan
Decision pending: which viz format to standardize on for future GHL workflow documentation (HTML/SVG vs Mermaid).
User still hasn't confirmed Excalidraw file opens visually in VS Code. May need Developer Reload Window.
**Aldo-only** (tax already done, 6 client PITs pending 15-min UI work, Anthony reply Monday)
**Automated** (next weekly audit fires Sat 4/18 8:00 AM ET)
**Deferred** (Kaizen list diversification, archive 95 draft workflows, NJ probate lists, cron VPS migration)
**Philly events Monday 7am verification** — heartbeat will confirm if the RE Networking feed actually fires. If the `event_fetcher.py` scraper is also broken, will see it in Monday's log.
**2 remaining RSS feed warnings may appear** on future morning-brief runs if Barron's or others recover — they're just removed now, not replaced. If Aldo wants replacements, add to news-bot.js feed arrays (lines ~100-185).
5 canceled Automize Stripe subs not yet pulled for re-engagement list
James call review event still conflicts with Tuesday REsimpli 2-3 PM — not yet moved
Ben Sulka message not yet drafted
2026 GoBundance one-sheet draft (Aldo says he filled it locally) not yet synced to pod workbook
**BLOCKER**: Restart Claude Code to reload ~/.claude.json env vars (GHL_PIT_MAXIMIZE)
**NEXT**: Build Disposition AI snapshot in Maximize location from scratch:
**NEXT**: After restart, verify Maximize auth: run ghl_list_pipelines location=aO3ZRTPtat4cZ7ZtjvtK
**Push v4 prompt to live GHL bot** — lwOSa7fmWBMZvqMkkIvK (SMS) + 1K5511WF3D5sNtPL4s9J (omnichannel) — due Monday
**Add `bot-conversation-complete` tag** to bot's GHL conversation settings so it fires on conversation end — due Monday
**Build GHL workflow** "Automize — Lead Intelligence Processor" — trigger: tag `bot-conversation-complete` → GPT → note → notify — due Monday
Screenshot the Excalidraw cover, drop at top of Google Doc
Generate QR code from GHL pointing to the funnel URL
Create sjreia-april-2026 tag manually (5 sec)
Build GHL workflow: tag sjreia-april-2026 → instant SMS with PDF link → Day 2 follow-up → Day 4 CTA (15 min in GHL UI)
Build GHL Funnel Page using the Funnel AI prompt (10 min in GHL UI)
Set Google Doc sharing to "Anyone with link can view"
Build the slide deck (15-18 slides per Notion plan)
Pre-event LinkedIn post (1 week out, 3 days out, day-of)
Confirm with Jordan Ward once users 11 & 12 are fully active without charges
Backend team needs to execute the ClickUp task
Assign: Churn post-mortem on 3 canceled clients
Nitin meeting — confirm role, hours, open deliverables, sign retainer
Follow-up: confirm retainer signed + first deliverable (KPI dashboard) due date
Assign: GHL snapshot system (confirm if done, if not → Sprint 1)
Assign: AI Sales Bot — 5 missing workflows (Warm Lead Nurture, VIP Alert, Callback, Not Interested Router, Video Walkthrough Sender)
Pull fresh tax delinquent + probate + code violation lists
Build 6 GHL lead scoring workflows
Deploy kaizen_kpi_report to VPS
Execute pipeline-cleanup.py --execute
Fix config.py stage IDs (still mismatched with actual GHL)
Aldo start calling Tier 1 leads
James commission conversation (still pending)
Add the AI SMS sequence to Contacted/Follow Ups for leads that go cold (2-day trigger)
Brief the acq guy on the new stage rule (when to move to AI Follow Up)
Actually rename the stage in GHL Kaizen subaccount
Confirm guest count under 500
Book and sign with planner
Confirm venue is in Bien Hoa city (not just Dong Nai province)
None blocking
If Anthony says yes: create Automize sub-account, begin FUB contact export
Optionally build formal proposal doc or Google Doc one-pager
Send response to Anthony (draft text provided in conversation)
None — fix is complete and automated
Deploy daily-pipeline-report.js to VPS (needs DISCORD_WEBHOOK_KAIZEN_PIPELINE env var)
Apply lead-score tags to all 135 Offer Made leads (MCP bug blocks batch tagging)
Load Instantly.ai campaigns with fresh NJ lists
James commission conversation (by 4/11)
Max 1:1 — set KPIs, assign Maffeo/Cain blasts
Cut SMS spend to $1.5K, pull fresh NJ probate + tax lien lists
Restart NJ Facebook ads at $30/day
Create GHL workflow triggered by Lead Score field change (A → notify, D → dead pipeline)
MCP fix committed but untested via the MCP tool itself — needs server restart to verify
SJREIA event snippets can be added before April 9
Snippets not yet wired into GHL workflow automations (speed-to-lead, nurture sequences, deal blast triggers)
Run `pipeline-cleanup.py --execute` to clean pipeline
Run `pipeline-cleanup.py --dry-run` to review cleanup candidates
Load Instantly.ai campaigns with fresh NJ lists
Max 1:1 — KPIs + deal blasts
James commission conversation (by 4/11)
Test full report with `main.py --dry-run`
Build 6 GHL workflows from specs in `GHL-Workflows/kaizen-lead-scoring-system.md`
Deploy updated KPI report to VPS
SJREIA talk Thursday 4/9 (prepped)
Session A: Build Automize AI outreach pipeline in GHL
Session B: Kaizen operations audit (conversion drop, James, ad spend)
Decide on Aseem subscription
Follow up SJREIA contacts Friday 4/10
Waiting for Court ruling on Preliminary Objections
Need to confirm Soble vs Burns White division of labor
Andrew recording sheriff's deeds at Wayne County (4/8)
Hot-tier GHL push (next session)
Fix dead Apify token in `~/.claude.json` MCP config (future — restricted zone)
Instantly upload (user action)
Score the 3,407 "unknown" avatar leads (future)
GHL AI prequalification bot workflow (next session)
Instagram images will go stale in ~2-4 weeks — consider automating via cron on Hetzner VPS
Custom domain `thetabernegroup.com` — verify it picks up the latest Cloudflare deploy (may need a trigger)
None
Google Doc tabs/headers — user asked, not yet done (low priority, doc is readable as-is)
Max (new dispo manager) needs to be given access to the Drive folder
Google Doc master SOP could benefit from proper H1/H2 heading styles for TOC navigation
Kai's GoLogin + US proxy access still needs to be revoked (overdue Todoist task)
Add GitHub secret: `SANITY_PROJECT_ID=iyxntpuw`
Test end-to-end: create landing page in Sanity → auto-rebuild → verify live at /lp/slug
Raise website fee from $50 → $150/mo
Record Loom walkthrough for Tim
Invite Tim to Sanity project as Administrator
Delete legacy `cf-deploy` Sanity webhook (redundant, deploys stale content)
Verify existing Sanity webhook URL matches worker route
Add Sanity CORS origins: `fellowhomes.com`, `localhost:3000`
Deploy webhook-worker: `cd webhook-worker && wrangler deploy`
No automated cleanup for zombie MCP processes — this will happen again
Consider: hook or LaunchAgent to periodically kill orphaned MCP processes
Previous session changes (advisor-index, YouTube API memory, kaizen-agent-finder skill) still uncommitted (58 files)
2 Paperclip agents (PIDs 25991, 26785) still running from Fri 11PM — may be zombies
Decide whether Claude hooks should be ported, documented, or ignored
Reconcile `project-registry.json` with the actual workspace
Add packaging/bootstrap docs to `mcp-server/`
Decide whether to mirror the high-value home-level skills into the repo
Paperclip API key still not generated (needed for bot trigger script on VPS)
Paperclip Discord plugin (paperclip-plugin-discord) still needs channel mapping in UI — separate from this webhook approach
Verify first Discord posts appear in #paperclip after next heartbeat cycles
DNS cutover pending (no custom domain confirmed yet)
GHL sub-account still needs to be created for Aaron
A2P campaign resubmission still pending in GHL Trust Center
Aaron still needs to provide: GHL webhook URL, business address, correct phone (505-948-2771 vs 978-625-3760)
Decide whether CMS/admin surfaces like Sanity Studio should be excluded from future SEO audits
Standardize canonical and OG image handling across all static-site templates
Fix the failing set first: Fellow Homes Sanity Studio, Aldo & Thu Wedding, Aldo One-Sheet, Automize Deal Suite, Automize Property Search
Kaizen website redesign — yellow/gold theme (prompt saved)
Check ad approval status in 24hrs (rate limited today)
Monitor PA at $10/day — kill if >$30 CPL by April 12
Consider pausing URGENCY ad ($46.40 CPL)
Create video ads (biggest remaining CPL lever)
Accept Custom Audiences TOS (done per Aldo) — verify website audience is building
Some migrated Claude plugins are wrappers and may not have perfect 1:1 runtime behavior if Claude-specific command/hook semantics differ in Codex.
Figma triggered Codex OAuth support during migration and completed successfully during the MCP registration step.
Decide which Claude plugins are worth rebuilding as Codex plugins versus replacing with Codex curated equivalents.
If requested, perform the actual MCP migration into `~/.codex/config.toml`.
None from this session
Custom domain: Add `fellowhomes.com` to CF Pages → fellow-homes → Custom Domains
Social links: Verify FB/IG/YouTube handles in `fellow-homes-website/src/constants.ts`
GHL Workflow 2: Aldo to build `source = seller-form-complete` workflow in Fellow Homes GHL
GHL Workflow 1: Aldo to build `source = seller-form-contact` workflow in Fellow Homes GHL
Timothy needs role changed from Administrator → Editor at `sanity.io/manage/project/iyxntpuw`
**FUTURE:** Migrate event-driven scripts (project-registry, website-builds) to use `report-queue.sh` instead of direct webhook posts
**MANUAL ACTION:** Install local LaunchAgents (run these commands):
**MANUAL ACTION:** Set `DISCORD_WEBHOOK_DAILY_BRIEF` and `DISCORD_WEBHOOK_BREAKING` in VPS `.env` to route morning brief and breaking news to dedicated channels (currently both fall back to `#news`)
Post pinned comment: `Comment "WHOLESALE" below and I'll send you the full free step-by-step guide 👇`
Publish video (review in YouTube Studio first)
Schedule X post
Schedule LinkedIn post
Schedule Instagram Reel clip (60-sec short from assets file)
Post community post (same day as publish)
Upload script already updated by Aldo for wholesale video — ready to run when that video is rendered
Review video in YouTube Studio and publish
Add chapter timestamps in Studio if auto-detect missed any
Update `video-workflows/CLAUDE.md` component inventory with new graphic components
DNS: CNAME `megacontainersolutions.com` → `mega-container-solutions.pages.dev` at registrar
GHL sub-account for Aaron not found in Automize GHL — may need to be created
Business address placeholder in `constants.ts` (`[BUSINESS ADDRESS]`, `[CITY]`, `[ZIP]`)
Confirm correct public phone: Blinq says **505-948-2771** (cell), site had **978-625-3760**
GHL webhook URL (replace `PLACEHOLDER` in `webhookUrl`, `dealWebhookUrl`, `investWebhookUrl`)
Aaron needs to replace webhook placeholder in constants.ts with real GHL webhook
GHL sub-account for Aaron not found — may need to be created under Automize
Aaron needs to replace Calendly URL placeholder with his real Calendly link
Aaron needs to add business address to `constants.ts` (replace `[BUSINESS ADDRESS]` placeholder)
Point megacontainersolutions.com DNS to Cloudflare Pages (CNAME: mega-container-solutions.pages.dev)
Meriden Jun 10 auction — 33 properties (largest upcoming)
Monitor cttaxsales.com — New Britain not currently listed
Call New Britain Tax Collector 860-826-3317 — request delinquent roll
Email DRS@ct.gov — request CT 90-day delinquency list
Windsor Locks Apr 23 auction — 11 Hartford County properties
None blocking deployment
Fellow Homes logo consistency (color vs white) — minor visual issue, not urgent
User confirms 3 cleanup rules
Execute tag removal (bulk — need GHL workflow or script approach for 160K+ contacts)
Add Tomomi, Alex, Rachelle email addresses to Gmail draft r-791160666775718081 before sending
Todoist task created: ID 6gH74pm4946rfjm2, due 2026-04-01
April 9: Follow up with Thomas Rourke after Andrew's April 8th sheriff's office visit
Get sheriff's deed recording numbers
Confirm redemption period expiration date
Confirm OMC status (Flanders) — did they ever convey out?
Salem release needed
None from this session
QuickBooks MCP auth broken — `invalid_client` when refreshing token
QB balance sheet for exact 12/31/25 numbers not pulled — estimates based on bank statements are solid
Add `beehiiv_daily_stats.py` to Hetzner VPS cron: `0 8 * * * python3 crons/beehiiv_daily_stats.py`
Draft first Aldo personal brand newsletter: `/automize-newsletter aldo`
Set up Beehiiv opt-in on automizecrm.com website (website already exists)
Design one master email template in Beehiiv UI (for future API use with `post_template_id`)
Confirm `GHL_LOCATION_ID` in `.env` — sync script needs it to pull contacts
Run `python3 tools/beehiiv_sync.py kaizen --dry-run` — preview buyers list before live sync
Install Airalo eSIM before departure
Restaurant reservations via TheFork app
Book Sintra timed entries (Pena Palace 9am + Regaleira)
Book train tickets on cp.pt (60 days before May 6)
Hotel decision: Hyatt (free via Bilt, Belem) vs Chiado boutique (cash, walkable)
Discord plugin needs UI configuration (bot token secret created, channels need mapping)
Approval gates not yet enabled in Paperclip settings
Named Cloudflare tunnel for permanent URL (paperclip.automizecrm.com)
LaunchAgents not yet loaded (`launchctl load` needed)
7 blocked tasks awaiting SRE triage (Sanity token, GHL sub-account access, etc.)
Instantly.ai API key not in .env — need to add
Beehiiv API key empty in .env — need to get from beehiiv.com
Resume Whisper 10k transcription when ready (181 done, ~9,800 remaining)
Get Notion API token → run `push_transcripts_to_notion.py`
Start personal brand strategy session (brief at `output/2026-03-29-personal-brand-session-brief.md`)
Referral program tracking not yet built in GHL
Annual pricing + $500 setup fee not yet implemented in Stripe
Blog posts agent (Hormozi rewrite) file location needs verification
YouTube channel setup (if not already configured for broad content)
AMEX Gold Business: Aldo should verify enrolled in $20/mo FedEx/Grubhub/office credit + Walmart+
Aldo mentioned "skull business" (voice transcription) — unclear which card; may need follow-up
Green Biz Charge Card ($95/yr, Inactive): Verify not still being billed
Need GHL UI access (or Ben's screen share) to verify Slack webhook chain — API can't see workflow internals
Meta ads performance conversation with Ben — separate from this proposal
Aldo to review and send the Gmail draft to Ben
After Ben approves: begin Phase 1 (inbound flow fix, pipeline merge)
Set up YouTube channel branding
Run channel research script again after midnight Pacific (API quota reset) for remaining 860 channels
Self-host jaypaun007 transcript API for future transcript extraction
Set up GHL landing page
Build lead magnet PDF
Film 5-min HeyGen training video
Record first 3 videos
Add Discord webhook env vars to ~/.zshrc (template in output/)
60+ manual tasks triaged (purchases, recordings, phone calls, GHL UI, emails)
Add GSC verification token to aldochandra.com layout.tsx
Schedule social media batch
Set up Automize Alliance referral tracking in GHL
Record video scripts
Gate /resources behind email capture
Implement SEO fixes (canonical tags, schema, H1s)
Build ROI calculator
Render carousels to PNG
Publish blog posts to Sanity CMS
Score 3 cluster still at 42% — needs more data sources to spread (vacant property scraper, probate courts)
Add actual comps API for real ARV in deal analysis (currently uses market_value as proxy)
Clean NJ addresses — strip "CITY NJ ZIP" suffix from CivilView
Store allRawData in DB for full rescore parity (multi-violation leads under-score vs scrape-time)
Aldo needs to share the GoLogin profile with VA
Monitor for first week to ensure no Facebook flags
VA needs to install GoLogin on her machine
ClickUp API key needs to be added to REsimpli/.env for future call-recap task creation
Gmail drafts need Aldo to review and send manually
Other `*-website/` projects may also have untracked images — should audit
Ask Ben for official client headshots (Todoist task created, due Apr 6)
Test kie.ai GPT-Image → code text overlay hybrid pipeline
Create Canva/Figma templates for flagship posts
Rewrite content pillars and topic ideas
Schedule content via Postiz or Publer
Thu needs to book Porto hotel on Capital One Travel by **April 2** ($250 credit expires)
Book Sintra tickets
Book trains on cp.pt (Lisbon↔Porto)
Confirm passports valid 6+ months past May 12
Transfer Bilt → Hyatt + book Lisbon Hyatt Regency (3 nights)
Matthew hasn't been sent the doc yet — Aldo needs to share the Google Doc link
Matthew's email still needed to finalize offer letter send
Consider adding a fallback in `schedule-linkedin-text.js` that auto-generates a simple branded image when no media is provided
Evaluate Blotato as Publer replacement (existing Todoist task)
User wants Revamp365-style property detail popups on lead click
User wants phone number columns visible on leads table
NJ addresses have city/state/zip appended (cosmetic, geocoder handles it)
89 phone lookups all returned "invalid" — likely placeholder numbers from skip trace
User wants richer property data (beds, baths, sqft, AVM, ARV) in popups
Memory: no updates needed (Chandra Capital Detroit case already documented in project_chandra_capital.md)
Todoist task created: "Share organized Detroit foreclosure folder with David Soble" (due today)
Legal pages need real content from Adrian's lawyer
No analytics integrated yet (spec mentions Google Analytics or Plausible)
Custom domain not yet connected
Contact form needs backend (Formspree recommended)
Adrian needs to provide: last name, email, testimonials (3), booking URL, photo, Instagram, number of people guided
auto_editor.py exists but needs the full 5-stage pipeline wired together
HeyGen avatar clone not yet created (needs Aldo to record 2-min training video)
Remotion template pack not built (lower thirds, callouts, animated captions)
Excalidraw → Remotion animator not built
B-roll library folder structure not created
Teleprompter integration (display script on Apple Studio Display) not set up
Build Remotion `<Still />` compositions for 3 design families
Create Figma templates for flagship posts (via Figma MCP)
Update /social-media and /idea-mining skills for new voice
Update /carousel skill to support both Puppeteer (volume) and Remotion (flagship)
Rewrite content-ideas.json with new topic pillars
Get Aldo's feedback on Remotion renders
Render test carousels with real headshot + screenshot assets
Create reusable components: PhoneMockup, TextureBackground, HandDrawnElements, AvatarBadge
None from this session
Consider adding HashScroller to layout.tsx instead of page.tsx if other pages need anchor links
Verify `#ai-agent` scroll works on mobile (not tested)
Future: A7S3 setup once content rhythm is validated
Download Descript (today)
Order Elgato Cam Link 4K + micro HDMI cable
Record first video by Friday 3/27
Todoist task created: Move Discord webhook URLs to env vars (due 2026-04-03)
None — standalone improvement, fully complete
Add Burlington County + Mercer County NJ data sources (requested by Aldo)
Future: productize for Automize clients (add tenant config UI)
Consider Vercel Pro upgrade for 300s timeout (hobby has 60s limit)
Also set DATABASE_URL on phone-scrubber Vercel project (shares same Neon DB)
Run first full pipeline test (stage by stage)
Activate Source Tagging + Name Capitalization workflows after rename
Workflow rename execution (manual in GHL UI or via Claude browser with iframe URL fix)
None — Ben said this was the "last change"
**Client logos**: Woodies Drumsticks logo not visible — Ben needs to provide new image
**Blog**: Route exists at /blog but empty — Ben wants to write posts himself (no AI)
**75% AOV case study**: Ben says "results don't appear when scroll down" — may be CSS/render issue, needs live testing
Hand off VA ops guide to Andrea
Build in GHL UI: WF1 fix (picklist if/else), WF2, WF5, WF10
Verify in GHL UI: WF4, WF6, WF7, WF9
Publish outbound WFs after triaging 169 Follow-up leads
Delete 2 junk workflows in GHL UI
End-to-end test all workflows
Send Ben the pricing proposal ($2,500)
Review and send the Gmail draft to Cameron
Aldo needs to attach STOP/DNC screenshots to email before sending
ClickUp ticket needed for custom question backfill (Q1)
Q8 open status logic needs final internal alignment
Call with Andrea + Robert scheduled for tomorrow (March 26)
Build the deal analyzer giveaway prompt for the talk
Prep screen-share walkthrough of GHL dashboard for live demo
Send headshot + bio to Lynn (info@sjreia.org)
Assign (267) 329-0090 to a campaign (currently unattached)
Scale AI voice dialer (70 calls/month → 1,500)
Meta access token expires ~60 days — need long-lived token
Cancel Signal House Pro Plan after migration
Bump Signal House auto-recharge in the meantime ($50 → $300)
Migrate Signal House → GHL LC Phone (port 9 numbers, rebuild workflows)
Sales team call TBD
Aldo needs to resend the recap email from aldo@resimpli.com manually
Friday dispo call with Chantel & Michelle
Transfer Chase UR → United + book flights on united.com
Buy eSIM (Airalo ~$10/person)
Update Cloudflare trip page (portugal-trip-b9b.pages.dev)
Update Google Sheet (ID: 1OM3U09AgDo5qhiHVArt4VooG7UoH9yHL1XkajohYTIk)
Book Sintra tickets on parquesdesintra.pt
Book trains on cp.pt (by April 15)
Book Lisbon hotel — Alfama/Santa Apolónia area (by April 15)
Thu: Book Porto hotel on C1 portal (by April 1)
Confirm passports valid 6+ months past May 10
None — complete
Set up HubStaff account for Matthew
Get Matthew's email address and send the offer
Set up Discord access for Matthew
Decide on start date
Follow up with Nitin on remaining deliverables ($300 withheld)
Google Doc still has some extra blank lines between sections (cosmetic)
Check lead flow tomorrow (2026-03-26) — are leads hitting GHL with custom fields?
Record UGC selfie video for Phase 2 creative refresh
Clean up 4 dead shell campaigns in Meta Ads Manager (can't delete via API, archive manually)
Day 7 review (2026-04-01) — kill bottom 5 ads, scale winners
Tim may want a new headshot photo
DNS pointing: fellowhomes.com still needs to be confirmed before switching from pages.dev
Reply to Tim with the updated site for final approval
Old `/deal` JS pipeline code (handleDeal, buildSummaryEmbed, etc.) is dead code — should be removed
Bricked.ai itemized repair estimates not yet pulled into analysis
`sanity_blog.py` sys.exit() at import time should be converted to raise
Revamp365 "NE Deals" email filtered out by address/keyword filter
Discord bot `/analyze` command has interaction timeout issue (3-second window)
Offa emails still parse 0 deals (link-only format, needs URL scraping)
DecapBridge currently has 1 "site" — may need separate sites per domain for production use
Remaining sites need to be re-deployed for CMS to go live (auto-deploy on push should handle most)
Sites deployed via direct upload (SulkaSearch) need manual `wrangler pages deploy` to pick up CMS changes
OG image (1200x630 branded) still needed for SulkaSearch SEO
Cloudflare API token needs cache purge permission added for future use
None — PDF is complete and ready to share
Run /dream on all memory files
Update Cowork desktop app for Computer Use
Set up Discord channel integration
Add /context auto-check to PreCompact hook
Add dynamic context injection to heavy skills
Build MCP profile manager for per-project MCP loading
Build /init-parallel skill for worktree automation
Add validation loop commands to CLAUDE.md per project
CLAUDE.md audit — trim to 300 lines + add few-shot examples
88 no-date tasks flagged for future triage session (task ID: 6g9f752Xx7JQFR83, due 3/28)
8 remaining overdue tasks need Aldo's manual action (passports, hotel booking, BA flights, CPA taxes, Detroit title insurance)
~40 numbered Automize launch tasks (3-50) with no dates need bulk triage or project plan
Get clarity on 6.0 update timeline
Follow up with Andrea within 1-2 days
Ask Andrea to forward her full issue list
Investigate Tyler (sales rep) situation
Review support history with Robert (head of CS)
Aldo needs to get answers to 9 product questions from dev team
When strategic plan updates, re-sync to VPS: `scp progress/2026-03-23-strategic-plan.md vps:/root/automize/strategic-plan.md`
Consider auto-syncing strategic plan via deploy webhook
Tomorrow's 6 AM briefing will be first with accountability — verify it posts correctly
Phase transition logic: scripts need manual update when Phase 1 → Phase 2 (May 1)
No Todoist tasks created (advisory only)
Draft reply to Spina (not requested yet)
Generate clean illustrations (no baked-in text) per carousel topic via Kie.ai
Buy Tabitha Emma dark luxury template pack ($15) or Etsy black+gold ($3.26) for quick Canva posts
Set up weekly content generation routine (Perplexity news → carousels + LI posts)
Generate 5 more carousels for weekly batch
Schedule this week's content via Publer API
HeyGen talking-head versions via /content-pipeline
Build Discord approval bot for content review before auto-posting
Add Blotato MCP for multi-platform posting (replaces Publer long-term)
Install Remotion to animate carousels as video reels
Embed Kie.ai illustrations into carousel hook slides programmatically
Fix Kie.ai Midjourney + GPT-Image endpoints in kie_media.py (404 errors)
Wait for Meta app review (up to 10 days from 2026-03-24)
Consider YouTube, TikTok, Pinterest (lower priority)
Create X/Twitter developer app
Plug in Reddit credentials
Once approved: test LinkedIn connection in Postiz UI
Once approved: test Facebook/Instagram connection in Postiz UI
Wait for LinkedIn Community Management API approval (email from Microsoft Vetting Services)
Plug in Reddit credentials (have them, just not configured)
Update Hetzner VPS memory with two-server setup
Set up Metricool (free tier to start)
Sign up for Blotato Starter ($29/mo)
Migrate schedule.js and schedule-batch.js from Publer API → Postiz API
Configure Cloudflare R2 storage for TikTok media
Set up Bluesky app password
Create TikTok developer app
Create Google Cloud app (YouTube)
Create X/Twitter developer app
Create LinkedIn developer app
Create Meta developer app (covers Facebook + Instagram + Threads)
None — fully complete
None — fully complete
None for this session — night routine is self-contained
Verify all 9 topics posted to Discord correctly (full run triggered at end of session)
Monitor Perplexity API costs (sonar model, 9 calls per run, ~4 runs/day)
None — all 5 servers connected and verified
Set up HubStaff account for Matthew
Follow up with Nitin on remaining deliverables ($300 still withheld)
Decide: rev share % (5% of MRR above $5K proposed)
Decide: commission per onboarding ($100 proposed)
Send email to Matthew with offer
**BUILD: Daily Lead QA cron job** — 8:30 AM on Hetzner, posts to #lead-qa
Template library (SMS/email)
Build webhook processor on Hetzner (Phase 2)
Enroll ~420 orphaned leads into AI Text outreach
Enter assignment fees on Paul Lelii + Bobbi Maffeo
Assign dispo deals to Kylah in GHL
10 Days of Hell dead end fix
Activate Source Tagging + Name Capitalization workflows
Workflow renames — rename ~25 published workflows (manual in GHL)
Workflow cleanup — delete ~50 legacy workflows (manual in GHL)
Tag deletion completing overnight (~75K tags)
Workflow cleanup — 42 junk workflows to delete, 71 to rename
MCP config — add Automize client sub-accounts (need agency API key or sub-account IDs)
Assistable AI integration — review outbound calling notes quality
Custom Objects — Phase 4, structured deal timeline tracking
Webhook processor — build FastAPI endpoint on Hetzner for Automize product
10 Days of Hell dead end — fix chain to 30 Day Loop
Template library — SMS/email templates for full pipeline
Tag cleanup — 73K+ junk tags to categorize and delete
Aldo to send the email to Jordan
Jordan to schedule group session for sales reps via Calendly
Samantha onboarding call tomorrow (already scheduled)
Todoist has 201 tasks, 83 with no date — needs triage session
Consider adding more sender rules to email_triage.py as new senders appear
Monitor first autonomous 7am cron run tomorrow
Delete 2 stuck Unroll.me labels from Gmail Settings manually
Set up Kaizen email forwarding (aldo@kaizen-development.com → Gmail)
None — full coverage achieved for available GHL API v2 endpoints
If PA/NJ underperforming by 4/6, split into 2 ad sets
7-day performance review on 3/30 for new creatives
Fix Special Ad Category to HOUSING (Todoist task created, priority: urgent)
Check ad delivery Wednesday evening (Todoist task created)
Consider adding .env to Bitwarden as a secure note backup
Hooks won't clear until next session (cached at startup)
Fill in blank .env values (Todoist task created, due 2026-03-25)
~23 spam messages still in Discord morning channel — need manual deletion or bot cleanup
Create VPS cron job for email polling (every 30 min)
Add Perplexity neighborhood research to /analyze deep dive button
Pull Bricked.ai itemized repair estimates (they have it, we're not using it)
Disable local LaunchAgent once VPS cron is live
Add interactive buttons (comp map, offer, deep dive, save, enter details)
Build scenario analysis button (best/likely/worst case)
Remove duplicate `!analyze` from Discord bot (keep only `/analyze`)
Set Gemini API key in .env (`AIzaSyCsjKO4OYMDcQUw95rrVc91hByWnE5ylbI`)
GEMINI_API_KEY not set — photo analysis skipped (add to .env for full analysis)
Zip-only emails (e.g. "19082 - Upper Darby") need body parsing for full address
Add "closing" to exclude_subject_keywords to skip closing confirmations
Consider moving to Hetzner VPS for 24/7 operation (iMac must be awake)
Connect remaining Blotato accounts (X, TikTok, Pinterest, Reddit)
Delete test posts from LinkedIn, IG, FB, YouTube (manual)
Consider scheduling weekly performance reports via cron
Run full /content-machine test with approval gate
Set up Blotato video templates for faceless pipeline
Internal alignment needed: Robert vs tech team on several claims
Aldo to copy-paste Slack message to Robert
Aldo to BCC Robert manually
Aldo to review and send Gmail draft
Record Aldo's 12 tutorials (AI features, sales, strategy)
Decide hosting: GHL membership area vs YouTube unlisted vs Loom library
Draft assignment message to Nitin with list + deadlines
**Create Stripe products** — Set up the 8 add-on products/prices in Stripe test mode, update addon_catalog with real stripe_price_ids
**Test end-to-end** — Login flow, chat streaming, config changes, marketplace checkout
**Wire auto-deploy on apply-change** — Trigger deploy after AI changes are approved
**Extend billing webhook** — Handle addon checkout.session.completed and subscription.deleted events
**Wire PreviewRenderer into chat page** — Component exists but isn't imported in the chat UI yet
**Set up Supabase project** — Create tables, configure auth (email + Google OAuth), set up RLS
**Fix critical code review issues** — (1) Chat route: user message text missing from Claude API call, (2) Chat UI: infinite loop risk in useEffect/useCallback chain, (3) Verify profiles FK reference in migration
**Add Next.js middleware** — No auth middleware exists. Protected routes need middleware to redirect unauthenticated users to /login.
**Create base schema migration** — The core tables (websites, profiles, website_subscriptions, change_requests, deploy_logs, analytics_snapshots, gsc_snapshots, monthly_reports) don't have a migration file yet. Need to create the foundational schema before the chat/addon migration can run.
Add `ANTHROPIC_API_KEY` to `.env` for transcript summarization + title variant generation
Set up Google Sheets credentials (`credentials.json`) for outlier output — reuse from carousel-generator if available
Consider TubeLab API as alternative to yt-dlp for more reliable channel scraping
Create reference photos directory for thumbnail face-swap matching
Wire up `/video-edit` skill to use new DOE scripts instead of old approach
Install Remotion node_modules: `cd video-workflows/execution/video_effects && npm install`
Test thumbnail generator end-to-end (outlier thumbnail → face direction → kie.ai face swap)
Test video editor end-to-end on a real recording (OBS → silence removal → audio enhancement → swivel intro)
Gather parents' solar panel receipts/installer contract ($15K) for Form 5695
Send the Spina email (copy from Google Doc draft in 2025 Taxes folder)
Clean up the 3 intermediate tracker files on Drive (keep only final-expanded version)
File parents' taxes on FreeTaxUSA once K-1s are ready
Ask Spina: was depreciation claimed on 2126 S 4th St in 2024?
Confirm Form 1098 (Rocket Mortgage) is parents' mortgage — currently in Aldo's tax folder
Upload tax docs to Liscio portal (spinacpa.liscio.me) — priority: Chandra Capital P&L first for 1065
Verify actual monthly Meta ad spend via QuickBooks (after restart)
Kaizen 2nd AM: 3 deals/mo × 6 months sustained?
Customer success hire: needed?
Primary residence: go or delay?
Evaluate MRR — is it $15K+?
Scott/Tim renewal conversations — convert to $497 Optimize or let churn
Start content production (1 video/week)
Pitch first 2 podcasts
First FB group post week
Launch AI outreach campaign (50 contacts/week)
Hire sales VA (source from OnlineJobs.ph or Shepherd)
Prepare Haick Lending payoff letter
Confirm 1633 wire instructions with Console
Close Ben Sulka $2K GHL build scope of work
Build Taberne edit request form (2 hours max)
Create Matthew Ryu test project (5 workflows, $200-300, 2-week deadline)
Build list of 10 target podcasts with host contact info
Set up "eat your own cooking" Automize AI outreach campaign in GHL
Draft 3 Facebook group value posts (Mon/Wed/Fri templates)
QC automation fully live (scorecard + daily report + pipeline monitor)
Check Tim's Automize usage — blocked until Automize API token is created
Check Scott's Automize usage — blocked until Automize API token is created
Pay Nitin $300 final invoice, send wrap-up message
Close pending additional deals (details TBD)
Build call quality scorecard workflow in GHL (see Section 2)
Build QC custom fields in GHL (15 fields — see `GHL-Workflows/kaizen-qc-automation.md` Section 1)
**Generate Automize Private Integration Token** — GHL API key is scoped to Kaizen only. Go to Automize sub-account → Settings → Integrations → Create Private Integration Token. Add to `mcp-server/.env` as `GHL_API_KEY_AUTOMIZE`
**Restart Claude Code** to activate QuickBooks MCP + GHL custom fields fix
Follow up on 5 no-shows: Jayla Moore, Yasmin Sadiq, Zahir Nashid, Blacky Men, Acquisitions Manager
Update Google Sheet to assign the 7 missing clients to Aldo (Camilo Tatis, Jordan Ward, Janine Rivera, Bernardo Tancredi, Omri Ben Baruch, Loany Baide, Adam Painter)
Consider tracking follow-up calls more systematically (only 2 recorded)
Matt Cronin shows "No" attended in sheet but has Fathom recording on Mar 17 — update sheet
Set reminder to refresh QuickBooks token before ~late June 2026 expiry
Restart Claude Code session to verify QuickBooks MCP shows as "Connected" in `claude mcp list`
Test a QBO query (e.g., search customers or invoices) to confirm end-to-end works
Save QuickBooks credentials to Bitwarden manually (CLI was locked)
Add Neon Postgres + Vercel Blob via Vercel dashboard
Refactor scrub.js and bulk route to use Vercel Blob
Refactor cache.js from SQLite to Neon Postgres
Redeploy and smoke test /api/scrub/single
Address background job processing for serverless
Remove jobs.js in-memory Map — use DB exclusively
Refactor download route to serve from Vercel Blob
Top up Perplexity API credits ($5 minimum) at perplexity.ai/settings/api
Test Perplexity MCP tools in a new session (requires restart)
Close before April 10th if possible
Obtain V&A payoff letter (contact Evan Pickus 732-254-5333)
Confirm tax lien cancellation with Borough of Keansburg
Buyer's attorney: run title on Block 160, Lot 17
Get addendum signed by seller (price to $138K, closing April 17)
James: call Whiteman Law Group for V&A mortgage payoff amount
Get assignment contract signed with buyer
Purchase 3 secondary domains (automize-rei.com, getautomize.com, tryautomize.com)
Build initial list of 500 REI leads via Apollo.io free tier
A/B test subject lines after first 500 sends
Set up GHL inbound email workflow for Instantly replies
Sign up for Instantly Growth plan ($30/mo)
Start 14-day warm-up
Configure SPF/DKIM/DMARC on all 3 domains
Set up Google Workspace on each domain (9 inboxes total)
Add conversation search tool
Add contact notes and tasks tools (POST /contacts/{id}/notes, POST /contacts/{id}/tasks)
Verify Phase 3 endpoints that may 404 (blogs, social planner, documents, snapshots, funnels, trigger links)
Smoke test write operations (create test tag → delete)
Restart Claude Code to pick up new tools
Fork transcript summary workflow to also write `lead_summary`
Update all AI agent prompts with memory variables (Diana SMS/Voice, AI Text Acq/Dispo)
Enable GHL native auto chat summary on all Conversation AI bots
Archive 95 draft workflows
Create `lead_summary` + `long_term_memory` custom fields in GHL
Build "Memory — Post-Conversation Summary" workflow
Refresh Automize + Aldo Personal API tokens (403 errors)
Fix MCP server 404s (custom fields, tags, custom values)
Clean up remaining paused ad sets (Text Overlay sets, old V1-V4 broad sets)
**April 6:** If any angle has CPL > $30, pause it and create replacement
**March 30 (7-day):** First performance check — which new angles are winning?
**March 24-25:** Check if all 5 new ads passed Meta review
**April 6 (14-day):** Full analysis — if PA/NJ still underperforming, split into 2 ad sets
Consider NJ-specific ad copy if NJ continues to produce 0 leads
Uncomment and configure MCP servers in config.toml (GHL, Perplexity, Google Calendar, Notion, Skip Trace, GDrive)
Create AGENTS.md files for other projects (Kaizen, Chandra Capital, REsimpli)
Test each skill in Codex to verify they work with Codex's tool naming conventions
Consider upgrading to Production when a proper HTTPS callback is available
Test all 12 tools in a live session after restart
Register MCP server in `.mcp.json` or Claude Code settings (needs restart)
Set up webhook subscriptions for real-time booking notifications (invitee.created, invitee.canceled)
Review automation health check output after new agents are running to confirm they're all healthy
Fix broken task-daemon (needs Supabase env vars in plist)
Monitor first runs of all 5 new local agents and 3 remote triggers over the next week
Consider upgrading plan if 3-trigger limit becomes a bottleneck
Expand thin blog posts to 2,500+ words for competitive keywords
Monitor Google Search Console for automizecrm.com indexing (check in 7 days)
If pages stay at 0 indexed after 7 days, check GSC "Pages" report for blockers
Add featured blog posts to automizecrm.com homepage for internal linking
Create content for uncovered keywords (buyers list, speed to lead, etc.)
Build backlinks (guest posts, podcasts, directories)
Build individual comparison pages (/compare/resimpli, /compare/investorfuse)
Upload final `/tmp/run-morning-fixed.sh` to VPS (linter-fixed version)
Back up new SSH key to Bitwarden properly
Add cron entries for 7 newly migrated scripts
Convert todoist-nag.sh and todoist-weekly.sh from Claude CLI to Gemini on VPS
Disable redundant Mac LaunchAgents (automation-health, memory-audit, autosave-github)
Add SERP scripts cron schedule to VPS
Change VPS root password from `rootroot` to something secure
Monitor Stripe for dispute outcome
Evidence due: April 7, 2026
VROL Case #2627525062 / Dispute ID: du_1TDq5b3ztAOKZLaWJdwSRrWg
**WHEN READY:** Transfer Chase UR → United MileagePlus (instant)
Passport validity check (6+ months past May 12)
eSIM purchase (Airalo 10GB ~$10/person)
Restaurant reservations, activity bookings
Detailed day-by-day itinerary
Hotel strategy: Hyatt + Sapphire Stack for whichever destination
**BOOK:** Amtrak 30th St → Newark Penn
**BOOK:** Economy outbound + Premium Economy return on united.com
**BEFORE APRIL 2:** Thu books hotel on Capital One Travel ($250 credit expiring)
**DECIDE:** Portugal or Italy
QuickBooks OAuth — run `qbo_authenticate` on first use after Claude Code restart
Delete duplicates (36.66 GB)
Remove 4,380 empty folders
Empty Google Drive trash (1,115 GB) to actually free space
Store Bitwarden API credentials (client-id, client-secret) in Keychain for automated env-backup script
Get iMac Brewfile for full package parity
PARA reorganization of Google Drive (separate session)
If Cleveland/Charlotte leads are bad quality after 30 days, remove those DMAs
Housing campaign (120246480469190188) sitting paused as backup
Text-overlay ads — use for organic posts, not paid ads
Back up Meta credentials to Bitwarden
Record 15-sec UGC selfie video (2-4x engagement vs static per research)
7-day performance review (check 2026-03-28) — target CPL < $20
Review if My iMac/ and My MacBook Pro/ contents can be archived via web UI
Consider consolidating Wedding files in Projects/ into a subfolder
QuickBooks OAuth — need to complete browser auth flow
Empty Google Drive trash (1.12 TB) to actually free space — do via Google Drive web UI
Test full build with `pnpm build` across all packages
7-day performance review — target CPL < $20
Refill campaign budget ($1.09 remaining → needs $50/day)
Record 15-sec UGC selfie video (2-4x engagement vs static per research)
Create new API-compatible creatives (V1/V4 copy with current format) for more ad variety
Back up Meta credentials to Bitwarden
Activate the ad set + all 5 ads in Ads Manager
Test the combined pipeline end-to-end on a client website build
Build the full assembly step — merge v0 sections + kie.ai assets into a deployable Next.js project
Add v0 API key to .env instead of hardcoding in v0_designer.mjs
Refine v0 prompts for different website types (SaaS, real estate, agency)
Follow up after the call — update Tim's account based on outcome
If he mentions leads: schedule follow-up call to pitch Automize Leads ($3K + $200/lead)
Update project-registry.json with Tim's new tier after the call
If website-only: set up $150/mo billing in Stripe
If he stays: schedule 30-day performance sprint check-in
Consider adding a health check that alerts when indexing cron fails (automation-health already catches stale logs)
Hit "Start New Validation" in GSC if desired (optional — the redirect warning is cosmetic)
Audit other LaunchAgents for the same `/usr/bin/python3` issue
Request indexing on 15 tool page URLs individually
Consider adding FAQ schema to pages with FAQ sections
Set up Google Business Profile if not done
Fix remaining PageSpeed issues (accessibility: button names, contrast ratios)
Get backlinks to tool pages (Reddit, RE forums, Facebook groups)
Monitor tool page indexing in 2-4 weeks
Resubmit sitemap in Google Search Console
Monitor first automated Monday run (March 23) for RE events
Consider adding Eventbrite event detail pages for better price extraction
Filter junk events from AllEvents scraper (FAQ pages, category listings)
Test `/event name:wine fest` in Discord to verify calendar creation
Review all ads in Ads Manager → activate winners
7-day performance check → kill losers, scale winners
Pause old overlapping campaigns
Record 15-sec UGC selfie video (Aldo at a property)
Deploy ads via `meta_ads.py deploy-ads`
Create campaign via `meta_ads.py restructure`
Wait for Custom Audiences to finish processing (~few hours)
Pre-commit hook for secret scanning (complement to CI workflow)
Rebuild/redeploy 19 client sites with new form proxy URL active
SERP Toolkit → VPS deploy: `scp -r tools/serp/ vps:~/tools/` + add cron entries
Deal Flow Autopilot Phase 1 — Gmail OAuth2 poller → email parser → Bricked.ai → Discord embeds (plan: `plans/2026-03-17-deal-flow-autopilot.md`)
Create Supabase project → run migrations → set env vars in Vercel (SUPABASE_URL, SUPABASE_ANON_KEY, GEMINI_API_KEY)
Set `DEPLOY_CALLBACK_SECRET` in Vercel + GitHub Actions: `24a9ec3ffd479cbde33613d9de240cb792c724b19e0164ab9b0315d769fcc40d`
Set GitHub webhook secret in repo settings: `e9b5d2cdd1c7658c99456f4ff21f2118edaf46c21d5a93aadf59a0806038e433`
Portfolio image optimization: stellwell (1.3MB), sulkasearch (879KB)
Move SITE_WEBHOOKS from CF secret JSON blob → Cloudflare KV (more resilient)
Tailwind v4 `:root` fix on 5 remaining sites: epic-revive, fellow-homes, rlm-homebuyers, kaizen-website, kaizen-nationwide
Set up iCloud Keychain sync verification — confirm Bitwarden creds sync to MacBook
Add new env files to backup script as projects are created
Load these sequences into GHL as actual workflows
Personalization fields in Post-Demo Email 1 need a process — who fills in [SPECIFIC THING] after each demo?
Create a "client wins" tracker to keep Re-Engagement Email 4 fresh monthly
Set up the Post-Demo Hot Lead → Re-Engagement handoff (10-day gap between sequences)
Standardize LaunchAgent prefix (com.aldo vs com.automize)
Investigate 19 failing agents — many have stale logs or non-zero exit codes
Fix keepalive services (cloudflared, webhook-server, discord-bot) — all showing process not running
Delete redundant 3/23 9am Publer post (manual dashboard)
Clean up demo render scripts (consolidate into generate.js)
Install Playfair Display + Caveat system-wide for reliable Puppeteer rendering
Try face-swap model for actual Aldo lifestyle photos
Fix kie_media.py download function (curl workaround for 403)
Copy-paste Facebook posts from facebook-personal-mar19-31.md
Schedule March 26-31 new carousels to Publer
Update Publer captions for March 19-25 posts (images locked, captions can change)
Render all 35 carousels with new design system
Generate AI editorial illustrations for all 35 carousel topics via kie.ai
Build new design system into generate.js (replace/add 'brand' style with Playfair + green/gold + illustration support)
Confirm mobile images load on Aldo's phone after deploy
Add `:root` fallback to website-cloner/builder skill template so all future sites include it automatically
Patch remaining 5 sites without `@theme` block (epic-revive, fellow-homes, rlm-homebuyers, kaizen-website, kaizen-nationwide)
Optimize large portfolio PNGs (stellwell 1.3MB, sulkasearch 879KB)
Scrub landline/VoIP numbers from future text blast lists before sending
Consider re-validating mobile carrier numbers that failed (T-Mobile, AT&T, Verizon) — may need phone number validation API
Investigate the 9,460 records with no carrier info
Determine if the remaining ~45K GHL contacts should be included in the audit
Add VPS cron entries for 3 batch scripts
Consider splitting Discord channel if alerts get noisy
Compare rank-track output vs old rank_tracker.py before retiring it
Run 1-week burn-in monitoring budget via `python3 tools/serp_toolkit.py budget`
Deploy to VPS: `scp -r tools/serp/ vps:~/tools/`, config, routines
Set up Meta Pixel for conversion tracking (optional but recommended)
Create first ad creative (image/video) for Automize CRM campaign
Add HoodHealers to project-registry.json
Update old site (aldo-chandra-website-old) to also remove Sulka Search if needed
Re-add Sulka Search to portfolio with correct URL (sulkasearch.pages.dev instead of sulkasearch.com) — user wanted this but session was interrupted
Set up `GITHUB_TOKEN` worker secret if GitHub Actions build trigger is wanted
Hard-test aldochandra.com/free-website end-to-end on mobile
Verify Discord notifications are coming through on real form submissions
Add more deal email sources to inbox: forward MLS alerts, Zillow/Redfin notifications
Consider max asking price filter per state to auto-pass luxury listings (e.g. Gladwyne $1.3M)
State auto-detection from Bricked response when email doesn't include state (currently defaults to PA)
Add Pittsburgh exclusion or move to separate lower-priority channel (PA but not Aldo's market)
Verify "212 S Oak St" STRONG BUY — no city/state in email, Bricked may be pulling wrong market comps
Delete old duplicate posts from Publer dashboard (3/26-3/31 have old + new versions at different times)
Post Facebook content manually from Notion calendar (or connect FB to Publer)
Track engagement on new impact-style posts vs old styles — compare performance after 2 weeks
Retry 2 failed AI illustrations (credit-card-stacking, fed-rate-cuts) when kie.ai queue clears
Create Reddit API app (reddit.com/prefs/apps) — add REDDIT_CLIENT_ID + SECRET to .env
Sign up for Serper.dev (free 2,500 queries) — add SERPER_API_KEY to .env
Consider replacing `isTouchDevice()` pattern entirely with CSS `prefers-reduced-motion` or scoped GSAP checks
Clear iMessage link preview cache by sending aldochandra.com in a new iMessage thread to verify OG image
Audit other ScrollReveal-wrapped content on aldochandra.com for same mobile visibility bug
Build the app from Codex using `output/phone-scrubber-codex-prompt.md`
Test with known landline + known mobile to verify accuracy
Run initial bulk scrub of existing Kaizen contact database
Set up GHL workflow: "Contact Created" trigger → webhook to `/api/scrub/single`
Add cloudflared route for `scrubber.aldochandra.com → localhost:3848`
Deploy to Hetzner VPS at `/root/automize/phone-scrubber/`
Sign up for Telnyx account and get API key (`KEY_xxxxxx`)
Add Bricked.ai endpoint details to api-reference.md when working on property search
Consider installing LAP for other APIs we write raw code against (Bricked.ai, HeyGen, Publer)