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CedarCopilot/cedar-mail

Branch: staging

Account setup , Understudy Labs (Luis Manrique)

merged#2490CedarCopilot

CedarCopilot wants to merge 0 commits into staging from account-setup/understudy-luis

Live on prod, no production signal yetTimeline and evidence
  1. Opened
    Aug 15, 2026, 9:48 AM
  2. Merged
    Aug 15, 2026, 5:48 PM
  3. Live on prod
    Aug 15, 2026, 5:48 PM
  4. Observed 2 days
    Aug 15, 2026, 5:48 PM
  5. Pipelines steady after this deploy
    Aug 15, 2026, 5:48 PM
  6. Unobserved

    Live on prod, no production signal yet

    Aug 17, 2026, 6:06 PM

Behaviors Libra is checking

Accounts that have not explicitly opted in continue to avoid automatic drafts for inbound emails.Inconclusivelow confidence

OTEL fallback found no prod spans matching inbound-email-notifier email trigger since deploy.

prod, checked Aug 17, 2026, 6:03 PM
Accounts that explicitly opt in can have qualifying inbound external emails drafted as a single in-thread Gmail response task and receive a Slack DM when the draft is ready, without auto-sending.Inconclusivelow confidence

OTEL fallback found no prod spans matching inbound-email-notifier email trigger since deploy.

prod, checked Aug 17, 2026, 6:06 PM

Libra has verdicts on 0 of 2 tracked behaviors on prod; 2 are still being checked. Libra checks hourly for 3 days after each deploy.

Pre-execution setup plan for Luis Manrique @ Understudy Labs, built from the Aug 14 onboarding transcript (pulled from Isabelle's Cedar conversation) + HubSpot `account_context`.

Awaiting approval , no DB writes have run. Two files:

  • `docs/account-setup/understudylabs-com-2026-08-15.md` , full technical plan
  • `docs/account-setup/understudylabs-com-proposal.md` , customer-facing proposal for Luis

Review/edit either file directly. Reply approve / y to run phases in order, or skip [phase] to defer.

šŸ¤– Generated with Claude Code

Greptile Summary

This PR adds an opt-in inbound-response drafting template and expands account-setup guidance for response drafting and customer-facing proposal artifacts. The drafting variant is not wired into setup or backfill, and several of its runtime instructions do not match the available drafting API.

  • Adds a draft-capable inbound-email notifier template.
  • Documents response-drafting opt-in behavior in account setup.
  • Revises the customer proposal format and introduces an optional branded HTML sharing flow.

Confidence Score: 3/5

The PR should not merge until opted-in accounts actually receive the drafting notifier and that notifier uses executable drafting APIs.

The new behavior is unreachable through both production seeding paths, and its prompt requires unsupported parameters and draft-management operations when invoked.

Files Needing Attention: apps/server/src/services/playbook/templates/inbound-email-notifier.ts, apps/server/src/services/playbook/seed-playbook.ts, apps/server/src/services/playbook/backfill/email-wiki-backfill.ts

Important Files Changed

FilenameOverview
apps/server/src/services/playbook/templates/inbound-email-notifier.tsAdds the inbound drafting variant, but leaves it unreachable from current callers and instructs it to use unsupported drafting operations.
apps/server/src/db/migrations/scripts/account-setup/phase2c-seed-playbook.tsDocuments the manual opt-in edit but does not connect that opt-in to selection of the draft-capable notifier.
.claude/skills/account-setup-from-transcript/SKILL.mdExpands account setup with response-drafting and proposal-artifact guidance; its promised drafting behavior depends on the currently incomplete notifier integration.
Prompt To Fix All With AI
### Issue 1
apps/server/src/services/playbook/templates/inbound-email-notifier.ts:163-176
**Drafting notifier remains unreachable**

When an account opts into inbound-response drafting, both playbook seeding paths still call `buildInboundEmailNotifierSeedInput` without `drafting: true`, so they install the notify-only handler and the user receives Slack prompts instead of the enabled reply drafts.

### Issue 2
apps/server/src/services/playbook/templates/inbound-email-notifier.ts:125-133
**Drafting prompt uses unsupported API**

When the drafting notifier handles a reply-worthy email, it requests the removed `drafting/email` resource, passes the unsupported `taskType` parameter to `draft-email`, and requires unavailable read-back and discard operations, so the agent cannot reliably create and validate the promised Response draft.

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For each issue above, determine whether it is valid and should be fixed. If so, fix it directly.

Reviews (1): Last reviewed commit: "feat(account-setup): durable skill + see..." | Re-trigger Greptile

Greptile also left 2 inline comments on this PR.

Show production surfaces and changed-file mapping

Production surfaces

Libra has not measured any production surfaces for this change yet.

Changed files → surfaces

  • .claude/skills/account-setup-from-transcript/SKILL.mdno production surface mapped
  • apps/server/src/db/migrations/scripts/account-setup/phase2c-seed-playbook.tsno production surface mapped
  • apps/server/src/services/playbook/templates/inbound-email-notifier.tsno production surface mapped