Hook Street Cadence — weekly rhythm + email + Mildred access
Last updated: 2026-06-11 (Worker 🐝) — daily cadence relocked as a two-part morning loop per Sam's voice walkthrough. SUPERSEDES the 5/12 "v3 / 9:55 single brief" plan below it. Delivery is now portal-first via Telegram ping + tap-through link (the cloud morning-spine, not the never-built BOS v3 functions).
One page. The plan for how you actually run the week.
🆕 Locked daily firings — v2 (locked 2026-06-11 · SUPERSEDES the v3/9:55 plan)
Delivery for EVERY item below = Telegram ping (headline + the one move) + tap-through link to the full briefing on the portal (
ops.hookstreetservices.com). No auto-draft email — portal-first; a Gmail draft is created ONLY when something must be forwarded to a human. Market numbers = real-time via the authorized Schwab API — always show something live; label any delay. Principle (Sam 6/11): reliable-and-present beats fancy-and-broken — but he has real-time, so use it.
| Time | Artifact | What it does |
|---|---|---|
| 7:30 AM | Day-Ahead (active prep + commentable) ⭐ | Scans ALL inboxes (sam@ · ztreitel@ personal · zalmy@ · local folders) + calendar/invites since overnight, organizes, drafts mini-replies where needed, and surfaces ~3 clarifying questions. Lands BEFORE davening so Sam answers by Telegram voice note → his answers feed Part Two. |
| ~10:15 AM (flex 10:05–10:30 — never before 10:00, Sam locked 6/12: let the market settle in) | Real Morning Briefing — Part Two ⭐ | The post-davening actionable read. Folds in (a) Sam's 7:30 voice-note answers, (b) everything that arrived since 7:30, (c) live market — indices, VIX, real reads. If the tape moved hard, this reflects it. First "here's the move." |
| Midday | Quick-hit (Telegram/SMS · on-demand or material-change only) | 2 lines: where things are + why. For when Sam's out/driving. Snooze-able. |
| 2:05 PM Mon-Fri | MIS Trade Action | Existing intraday playbook (MIS clasp). |
| 3:00 PM Mon-Fri | MIS Power Hour | Existing EOD market read (MIS clasp). |
🔧 The morning two-way loop (the one real build this needs): Sam's 7:30 voice notes → Telegram bot (Whisper transcription) → command-inbox/brain capture → regenerates Part Two with his answers folded in. Sam talks to the bot/brain, NOT a specific Claude Code session. Market deltas come from his broker alert emails (Fidelity/IBKR/Schwab) + Schwab API, scanned on the 7:30 and Part-Two runs. Owner: #042 / cloud. Until built, Part Two runs on emails + market only (no answer-folding). Snooze default = Sunday, flexible.
Locked weekly firings
| When | Artifact | Notes |
|---|---|---|
| Fri ~3 hrs before candles | Erev-Shabbos EOD briefing ⭐ (locked 2026-06-12, Sam's ask) | Week-in-review + news summary + Shabbos zmanim for 11581 (Hebcal) + shul times from LevSMS (honest flag if week's schedules not uploaded) + dvar Torah on the parsha tied to Sam's actual week. Worker 🐝 hand-delivers until the generator absorbs it. |
| Sat ~10:00 PM (motzei Shabbos) | Motzei-Shabbos re-entry brief ⭐ (locked 2026-06-12) | News from over Shabbos + what landed since Friday + week-ahead. Delivery rail LIVE (multiplexed cron, YT-gated); content = generator's Saturday run. |
| Sun 7:00 AM | BOS v3 Weekly Digest | Full system state |
| Sun 7:30 AM | Weekly Review | ⚠ Sam flagged potential redundancy with 7 AM — to investigate; may merge into single Sunday morning email |
| Sun AM (TBD) | News Briefing ⭐ NEW | Curated from selected sources, filtered to Sam's lanes (MIS / STR / consulting / wholesale). NOT generic news. Sam ask 5/12. |
| Sun AM (TBD) | Between-days bridge brief ⭐ NEW | Bridges context between daily stuff and what's actually happening. Sam ask 5/12. Possibly merges with News Briefing. |
| Sun 6:00 PM | Week Ahead | Sam + MIS class summary. Existing. |
| Tue 10:38 AM | Mildred sync (NOT 10:30 — corrected 5/12) | 30 min. Last week wins · open loops on her plate · new asks both ways · 7-day plan lock |
| Fri Sam EOD / Mildred EOW | Mildred 5-bullet rollup | What shipped / blocked / next week plan |
Locked monthly
| When | Artifact | Notes |
|---|---|---|
| 1st of month | Monthly Overview | Sam wants this as REPLY-TO-ABLE email (Quick Capture pattern). Total savings progress · card snapshot · obligations refresh · auto-populate from prior month data |
| 1st of month | Sam refreshes Citi 2550 balance + min-due | Action_List row 34 · Manual SOP · ~5 min |
| 1st of month | Sam refreshes Wife_View B6 cash on hand | Action_List row 35 · ~3 min |
| End of month | Strategic Deep Insights briefing | 3/6/12-month outlook. Desktop Claude triggered by "do deep insights" / "monthly close" |
| 1st of month | Mildred pulls Chase 6651 + 2528 statements → STR-Operations/ | Mildred standing task |
Locked quarterly
| What | Owner | Time |
|---|---|---|
| Re-pull Rocket Money 6-month export → Cashflow_Assumptions | Sam | 20 min |
| Re-pull bank CSVs (Chase 6651 + 2528 + primary cards) | Sam | 20 min |
| Sources_&_Provenance refresh (any "Days Since Refresh" >90?) | Sam | 10 min spot check |
| Sharing audit — verify no domain grants snuck back in | Sam + Desktop Claude | 5 min |
| Insurance policy review (GEICO etc.) | Mildred | 15 min · added 5/12 |
The rhythm — locked in
Per user_sam_weekly_rhythm.md: Sun prep / Mon-Tue ramp / Wed GO DAY / Thu cool / Fri pre-Shabbos.
| Day | Mode | What you do | What you DON'T do |
|---|---|---|---|
| Sunday | PREP | Read CONTEXT.md, scan drafts, plan 3 priorities for the week | Big new builds; Mildred stuff |
| Monday | RAMP | Triage inbox, send 2-3 emails that unblock the week, light decisions | Deep work; long meetings |
| Tuesday | RAMP | Mildred sync (10:30 AM EDT), execute Mon's emails, prep Wed's deep work | Random new ideas |
| Wednesday | 🎯 GO DAY | Deep build work, hard problems, no-meetings if possible. The day you SHIP. | Email, calls, errands |
| Thursday | COOL | Land Wed's work, document, commit. Light meetings OK. | Starting new threads |
| Friday | PRE-SHABBOS | Tie loose ends, Asher / legal stuff that needs to land before weekend, Mildred handoff for next week | New scope; long calls |
| Saturday | SHABBOS | Off. No email. No code. | Everything |
Daily rhythm (within each day)
| Time | Block |
|---|---|
| Before 9:30 AM | Personal / family / quiet read |
| 9:30 AM | Shacharis — amud — DO NOT SCHEDULE |
| 10:30 AM | Earliest meetings start |
| 10:30 AM – 12 PM | Block 1 — focused work or calls |
| 12 PM – 1 PM | Lunch / Mincha buffer |
| 1 PM – 3 PM | Block 2 — execution |
| 3 PM | MIS Power Hour fires (passive read) |
| 3 PM – 5 PM | Block 3 — wrap-ups / Mildred handoff |
| 5 PM | Hard stop — family / dinner |
| Evening | Light review, no new threads |
Email consolidation — the plan
Current state (mess)
sam@hookstreetcapital.com— primary workztreitel@gmail.com— personalzalmy@treitelventures.com— Treitel Ventures legacy + utility/bill routingmildred@hookstreetcapital.com— Mildred's- Plus aliases:
info@,hookstreetservices.com,chanietreitel@gmail.com
Target state
Layer 1 — One inbox to rule them all (sam@hookstreetcapital.com)
- ztreitel@gmail.com → forwards to sam@
- zalmy@treitelventures.com → forwards to sam@
- All bills/financial → zalmy@ (already routed correctly per memory)
- All client / strategic → sam@
- 2FA codes → separate label 2FA, skip inbox
Layer 2 — Mildred's view (delegate access, not full takeover)
- Mildred logs in as herself → opens sam@hookstreetcapital.com mailbox in delegated view
- Sees: everything labeled MILDRED/* + everything unlabeled
- Doesn't see: anything labeled SAM-ONLY/* (per honor system + filters)
- Per docs/HOW_TO/gmail-delegation-mildred-access.md — 30-45 min setup
- Per docs/HOW_TO/gmail-labeling-audit-execution.md — 7 filter rules + manual review pass
Layer 3 — Bank visibility for Mildred
- Chase → already shared (per CONTEXT.md "Mildred has Chase account access")
- Citi → add as delegate / second user
- Amex → add as authorized user (read-only via account.amex)
- Selene Finance / Shellpoint / US Alliance → share login credentials via 1Password Family or similar — NOT plain email
- Track in docs/MILDRED_BANK_ACCESS.md (TODO — write next session)
Layer 4 — One place to see everything (monday.com or BOS Dashboard)
- Mildred opens ONE URL in the morning
- Sees: this-week's obligations · STR vendor follow-ups · Eden admin AR · pending reimbursements · her direct asks for Sam
- Does NOT see: strategic Eden stuff · personal · legal correspondence
Recommended: Don't pay for monday.com yet. Use v2's BOS Dashboard tab + a new MILDRED_TODAY tab in v2. Free, already wired.
If/when Mildred says "I need a real PM tool" — then evaluate monday. Per docs/HOW_TO/monday-pro-decision-setup.md, the decision gate is real (3+ people, daily login for 30 days, etc.).
Tuesday sync agenda — locked-in template
Every Tuesday 10:30 AM EDT (Mildred's 5:30 PM EAT). 30 minutes max.
| Block | What |
|---|---|
| 0:00 – 0:05 | Last week's wins (her words first) |
| 0:05 – 0:15 | Open loops on her plate — status each |
| 0:15 – 0:25 | New asks from me + clarifying questions both ways |
| 0:25 – 0:30 | Confirm next 7 days — what's on her plate; lock email cadence |
After every Tuesday: she writes a 5-bullet rollup email by EOD Friday her time.
When to break the rhythm (and how)
Real life happens. Acceptable breaks:
- Asher / legal urgency — drop everything. Doesn't matter what day.
- Eden Inv 20028 ($20K) signal — drop ramp work for the day.
- HOA / Orlando Law payoff deadline — interrupt anything.
- Family emergency — obviously.
How to break without losing the week:
1. Note the interrupt in CONTEXT.md → SESSION LOG → "Interrupted Wed go-day for X"
2. Shift Wed's deep work to Thursday
3. Don't try to compress a 4-hour block into a 1-hour break
What this cadence is NOT
- ❌ Not a productivity system. It's a rhythm.
- ❌ Not for Mildred. She has her own (Mon-Fri 9-5 EAT, no weekend).
- ❌ Not for clients. They don't see this.
- ❌ Not aspirational. This is what you actually do, slightly cleaned up.
What's still unbuilt that this depends on
| Item | Status | Trigger to build |
|---|---|---|
| Gmail delegation + labels for Mildred | HOW-TO written, not executed | When you have 45 min on a Wed/Thu |
MILDRED_TODAY tab in v2 BOS |
Not started | Before Tuesday Apr 28 sync if possible |
MILDRED_BANK_ACCESS.md doc |
Not written | Sometime this week |
Forwarding rules from ztreitel@ and zalmy@ to sam@ |
Not configured | Quick — 10 min in Gmail settings |
The closing question — for every session
Before signing off, ask yourself:
"Did today's work leave me better positioned for Wednesday?"
Recurring artifacts — locked cadence + location
Sam's reaction Apr 30 to the Apr 29 Strategic Deep Insights briefing: "pretty crazy. Maybe we should make that something normal. Have to figure out how to create a cadence for it and where I could find it."
Daily (auto-fired, no Sam action)
| Artifact | Fires | Source | Purpose |
|---|---|---|---|
| MIS Morning Brief | ~9:55 AM Mon-Fri | MIS Apps Script | Daily market state + Lean Ins + Watch + Mag 7 + 30-day charts |
| MIS Trade Action | 2:05 PM Mon-Fri | MIS Apps Script | Mid-day playbook |
| MIS Power Hour | 3:00 PM Mon-Fri | MIS Apps Script | End-of-day summary |
| BOS Daily Snapshot | ~7:40 AM | BOS v1 Apps Script | Daily obligations + alerts |
| BOS OS Alert | When triggered | BOS v1 Apps Script | Utilization / urgent payment warnings |
Weekly (auto-fired Sundays)
| Artifact | Fires | Source | Purpose |
|---|---|---|---|
| MIS Sunday Week-Ahead | Sun ~6 PM | MIS Apps Script | Week-ahead positioning |
| BOS Operations Summary | Sun ~7:05 AM | BOS v1 (HookStreet_Operating_OS) | Eden + STR + projects + people view |
| BOS Weekly Review | Sun ~7:53 AM | BOS v1 | Loop closure check |
| BOS Monthly Overview | Sun (1st of month) | BOS v2 | Cashflow + debt classification |
| Mildred Weekly Update | Wed/Thu (Mildred-driven) | Mildred manual | 3-5 items needing Sam response |
NEW — Monthly Strategic Deep Insights (locked Apr 30)
Cadence: Monthly, fires last day of the month or 1st (Sam's pick — recommend last day so it caps the month vs framing the next).
Location:
- HTML at outputs/YYYY-MM-DD_HH-MM_briefing_deep-insights-3-6-12.html
- Gmail draft (subject [CLAUDE CODE · DEEP INSIGHTS] 3/6/12 Month Outlook · YYYY-MM-DD)
- Pinned link in latest CONTEXT.md session log entry
Format (template from Apr 29 briefing):
1. Where you are — single-paragraph honest snapshot
2. What's working — 3-5 bullets, evidence-based
3. What you're not seeing — blind spots / patterns / drift
4. 3-month outlook — short tactical horizon (next 90 days)
5. 6-month outlook — medium-term arc (Q-style)
6. 12-month outlook — annual arc + scenarios
7. What to add / retire / change — concrete actions
8. Recurring metrics to track — last month's vs current
Trigger: for now, Sam asks "do deep insights" or "monthly close" any time on/around the last 2 days of the month. We'll automate later if the cadence sticks for 3 months.
Why monthly not quarterly: Sam's pace + life moves fast enough that 90-day windows lose freshness. Monthly keeps the doc honest.
On-demand artifacts (Sam triggers)
| Artifact | Trigger phrase | Location |
|---|---|---|
| Session-open briefing | New session start | outputs/ + Gmail draft |
| Strategic deep insights | "do deep insights" / "monthly close" | outputs/ + Gmail draft |
| Drafts cleanup pass | "scan drafts" | Chat response |
| Workspace audit | "audit workspace" | docs/WORKSPACE_AUDIT.md (LIVING, overwrite) |
| HSC Gmail cleanup | "do HSC drafts now" | Chat response (queued) |
| ChatGPT chat ingest + critique | Sam pastes chat content | Chat critique + relevant doc updates |
Where to find any artifact
- Auto-fired emails: Gmail inbox (filter by sender / subject)
- Generated briefings/recaps:
outputs/folder, date-stamped filename - Living reference docs:
docs/folder (CONTEXT.md · CADENCE.md · CLOSURE_STACK.md · MORTGAGE_ROUTING.md · MIS_FSE_ARCHITECTURE.md · MALCA_YENTA_CONTEXT.md · MIS_ENTRY_PAD_REFERENCE.md · etc.) - HOW-TO library:
docs/HOW_TO/— 17+ runbooks - Memory (Claude-side):
.claude/.../memory/MEMORY.mdindex → individual memories - Workspace audit (latest map):
docs/WORKSPACE_AUDIT.md— refreshed when needed
If yes → good day. If no → check why. The cadence only works if Mon/Tue protect Wed.