Sam clarified that the reviewed Notion page was part of a broader Kathy mail to Litify backfill project and asked for a general look into the project.
Reviewed the local automation folder /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill, the SAIL Knowledge Base entries, the memory registry entry, the rollout summary, parser and writer code, run outputs, and live Litify readback. Confirmed LITIFY_ORG is connected and performed read-only Salesforce queries.
The project currently has two main scripts. run_kathy_mail_backfill.py fetches Kathy Farias Saved Mail & Faxes messages, parses rows, classifies categories, and writes review queues. apply_litify_insurance_updates.py is the guarded writer for litify_pm__Insurance__c; it is dry-run by default, only allows Status__c, Limits__c, and litify_pm__Comments__c, and requires --apply --confirm APPLY_LITIFY_INSURANCE_UPDATES for production writes.
The June 9 backfill parsed 10 messages covering May 27 through June 9, with 880 rows, 773 high-value rows, and 736 review-queue rows. Category counts were 382 medical record/bill rows, 160 PIP rows, 120 BI/UM/UIM rows, 111 lien/subro rows, 31 ORR/evidence rows, 27 litigation rows, and 49 other rows.
The first live write is verified: Quincy Moore, matter MAT-26043066787, insurance record a0kUV00000LOdXBYA1, PIP - State Farm, claim 17-95L8-28D, Status__c changed from blank/null to Exhausted. Live readback on June 12 shows Status__c = Exhausted, LastModifiedDate = 2026-06-10T02:05:35.000+0000, and LastModifiedBy.Name = Sam Aguiar.
A read-only current-mail check for June 10 through June 12 found 2 new Kathy digests, dated June 10 and June 12, with 181 parsed rows and 168 high-value rows. This check did not write a new run folder.
A broad scheduler search found the project automation.toml marked ACTIVE, but did not prove active daily execution beyond the local TOML/config. The local runs directory only contains June 9 runs plus the first dry-run/live-write reports. That means the project is configured as active, but current evidence does not prove the scheduler has continued producing daily outputs.
Treat Kathy email as an index only. Drive/Aguiardrive remains the source of truth for document contents. Litify is the write target only after matter, claim, document, and field safety checks pass. The only proven production write lane is the narrow PIP insurance status update path on litify_pm__Insurance__c.
Source Notion handoff: Kathy Mail to Litify Backfill - Live Guarded Write - 2026-06-09
Local automation folder: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill
Parser: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/run_kathy_mail_backfill.py
Guarded writer: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/apply_litify_insurance_updates.py
Automation config: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/automation.toml
Main June 9 run folder: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/runs/2026-06-09T21-51-18Z
Go-live readiness note: /Users/samaguiar/.codex/automations/kathy-mail-litify-backfill/runs/2026-06-09T21-51-18Z/GO_LIVE_READINESS.md