Audit + Action List
Phone-Drafts Audit — What Claude Code Was Asked To Do
Generated: Sunday, April 19 2026 · 4:31 PM EDT (NY)
Session: Claude Code Session 12 pt 2 (close-out audit)
Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH
Repo + commit: zee78900/hookstreet-workspace @ fe5babc
Sources: 4 Gmail drafts originated from Sam's claude.ai chat sessions —
PRE-SESSION SWEEP PROMPT v2 +
MASTER BRIEFING +
CONTEXT UPDATE + PERSONAL SOP +
monday.com FULL SETUP
🚨 4 ITEMS DUE TODAY (Apr 19) — DROPPED THIS SESSION
- Verizon $100 due TODAY — confirm payment or autopay status before midnight
- Apple Affirm $210.54 autopays Apr 23 (4 days) — fund the account TONIGHT
- Libby phone case errand TODAY — birthday date conflict (Wed Apr 22 in MASTER BRIEFING vs. Thu Apr 23 in PERSONAL SOP) — verify against calendar before buying
- Shiva call to Jerry at 7 PM — check your calendar
Index
- Process miss — built out of sequence
- Monday Apr 20 queue (not surfaced)
- Per-draft breakdown — what each said + verdict
- Master action list — missed / done / Sam-only
- Protocol fix going forward
1. Process miss — built out of sequence
The PRE-SESSION SWEEP PROMPT v2 you drafted at 12:46 PM was meant to be pasted into Claude Code BEFORE I built anything. It would have run a Gmail all-mail audit, drift check, filter audit, and produced a Recommended Order for Sessions 1–4. I jumped straight to Session 4 (voice intake). The build was real work — but it was the wrong order.
Result: the dated items in MASTER BRIEFING (Verizon, Affirm, Libby, Jerry) never surfaced because the sweep that would have surfaced them never ran.
2. Monday Apr 20 queue (not surfaced this session)
- Chase Ink Plus 4089 — $274 autopay confirm
- Call Asher Gulko by 10:30 AM (HOA decision deadline Apr 22)
- 20four7VA — $108.76 weekly Mildred payment
- Reply to Brittany Temple (Di Masi Burton HOA atty)
- US Bank business card payment
3. Per-draft breakdown
| Draft |
Key directives |
Verdict |
PRE-SESSION SWEEP PROMPT v2
Apr 19 · 12:46 PM |
"Paste prompt block into fresh Claude Code session BEFORE running any of 4 focused sessions"; "Commit as PRE_SESSION_SWEEP_[date].md"; 5-step output (Drafts Audit / Drift Report / Repo State / Session Readiness / Filter Audit) |
⚠ Sweep not run. Voice intake (Session 4) built ahead of order. Sweep commit a720a55 exists but didn't include all 5 steps. Filter audit specifically missed. |
MASTER BRIEFING
Apr 19 · 12:37 PM |
Verizon $100 today; Apple Affirm fund warning; Libby phone case today; Jerry shiva 7 PM; Monday queue (Chase 4089, Asher, 20four7VA, US Bank); Claude Code: build mortgage statement parser; BOS cleanup (5777→5007, camp $633, Eden $20K, test loan, Capital One ACT-002) |
🚨 All TODAY items dropped. Mortgage parser not built. BOS cleanup not done. |
CONTEXT UPDATE + PERSONAL SOP
Apr 19 · 2:20 AM |
"NEXT CLAUDE CODE SESSION — SUGGESTED AGENDA": P1 morning briefing build, P2 BOS obligations clean, P3 funding logic, P4 Mildred handoff, P5 update CONTEXT.md; verify MIS earnings penalty on BA/TSLA/COF |
P5 partial (Session 12 pt 2 entry only); P1–P4 not done; MIS check not done |
monday.com FULL SETUP
Apr 19 · 2:37 AM |
90 min manual Sam-build OR hand to Mildred; "Best done Monday evening after Orlando" |
✓ Correctly identified as Sam-only / not Claude Code work |
4. Master action list
MISSED — should be done in next Claude Code session
- Run actual PRE-SESSION SWEEP per v2 prompt — full Gmail all-mail audit, filter audit, drift check (8 known items including Chase 1260 overdraft, 20four7VA Apr 17 receipt, Klarna paid Apr 17)
- BOS data cleanup script (5777→5007, camp $633 amount, remove test loan, Capital One ACT-002, verify Eden $20K status)
- Mortgage email parser (Shellpoint statements → obligations tab auto-populate)
- Automated morning briefing (8:30 AM inbox delivery)
- Gmail filter + label audit (silent payment-receipt loss into auto-archive)
- MIS earnings penalty verification on BA / TSLA / COF before Tuesday open
- Drafts triage execution (you have the list — approve/delete the 13)
ALREADY DONE by Session 12 pt 2 / pt 3
- Voice intake prototype (Session 4 of the 4-session plan, built ahead of order)
- CLAUDE.md parallel-session protocol
- 5 memory entries (parallel sessions, HTML-PDF format, penicillin moments, verify MCP writes, enumerate voice prompts)
- CONTEXT.md Session 12 pt 2 entry committed
- 4 Gmail drafts (voice-intake README, security notes, API key onboarding, drafts triage)
- MORNING_RHYTHM.md authored by pt 3
- FOLDER_AUDIT.md refreshed by pt 3
SAM-ONLY actions (not Claude Code's job)
- monday.com workspace + 5 boards build (90 min manual, Monday evening)
- Call Asher Gulko Monday by 10:30 AM
- Call Huvie re Eden Gardens $20K invoice
- Reply Brittany Temple
- File Delaware LLC for Malca Yenta
- Provision Anthropic API key for voice intake deploy
clasp create + push voice intake
5. Protocol fix going forward
New rule added to CLAUDE.md "ALWAYS DO THIS FIRST":
At session start, scan Gmail drafts for items originated by Sam's
claude.ai chat sessions or
phone dictation (not by Claude Code itself). Specifically read in full:
- Any draft whose subject contains "PRE-SESSION SWEEP" / "MASTER BRIEFING" / "CONTEXT UPDATE" / "AI PICKUP"
- Any draft compiled by "claude.ai chat session" per its body
- Any draft addressed to
sam@hookstreetcapital.com from Sam himself
Extract: (a) date-sensitive items (TODAY / TOMORROW / specific dollar amounts due / specific times), (b) explicit "Claude Code should do X" directives, (c) implicit work the draft assumes will be picked up.
Surface dated items at the TOP of the first response, before any other work.
New memory entry: feedback_scan_phone_drafts.md — codifies this rule.
Source trail
Local file: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\outputs\2026-04-19_16-31_audit_phone-drafts-action-items.html
Repo: zee78900/hookstreet-workspace · last commit on master: fe5babc
Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH
Subagent dump: tool-results\b8a17tf8e.txt (full text of 4 phone drafts, ~45KB)