docs: sync templates, rename workflows and notes.org

Sync from templates. Rename NOTES.org to notes.org,
session-wrap-up to wrap-it-up, retrospective-workflow to
retrospective, session-start to startup. Update all references.

1 files changed, 198 insertions, 0 deletions

diff --git a/docs/workflows/send-email.org b/docs/workflows/send-email.org
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+#+TITLE: Email Workflow
+#+AUTHOR: Craig Jennings & Claude
+#+DATE: 2026-01-26
+
+* Overview
+
+This workflow sends emails with optional attachments via msmtp using the cmail account (c@cjennings.net via Proton Bridge).
+
+* When to Use This Workflow
+
+When Craig says:
+- "email workflow" or "send an email"
+- "email [person] about [topic]"
+- "send [file] to [person]"
+
+* Required Information
+
+Before sending, gather and confirm:
+
+1. **To:** (required) - recipient email address(es)
+2. **CC:** (optional) - carbon copy recipients
+3. **BCC:** (optional) - blind carbon copy recipients
+4. **Subject:** (required) - email subject line
+5. **Body:** (required) - email body text
+6. **Attachments:** (optional) - file path(s) to attach
+
+* The Workflow
+
+** Step 1: Gather Missing Information
+
+If any required fields are missing, prompt Craig:
+
+#+begin_example
+To send this email, I need:
+- To: [who should receive this?]
+- Subject: [what's the subject line?]
+- Body: [what should the email say?]
+- Attachments: [any files to attach?]
+- CC/BCC: [anyone to copy?]
+#+end_example
+
+** Step 2: Validate Email Addresses
+
+Look up all recipient names/emails in the contacts file:
+
+#+begin_src bash
+grep -i "[name or email]" ~/sync/org/contacts.org
+#+end_src
+
+**Note:** If contacts.org is empty, check for sync-conflict files:
+#+begin_src bash
+ls ~/sync/org/contacts*.org
+#+end_src
+
+For each recipient:
+1. Search contacts by name or email
+2. Confirm the email address matches
+3. If name not found, ask Craig to confirm the email is correct
+4. If multiple emails for a contact, ask which one to use
+
+** Step 3: Confirm Before Sending
+
+Display the complete email for review:
+
+#+begin_example
+Ready to send:
+
+From: c@cjennings.net
+To: [validated email(s)]
+CC: [if any]
+BCC: [if any]
+Subject: [subject]
+
+[body text]
+
+Attachments: [list files if any]
+
+Send this email? [Y/n]
+#+end_example
+
+** Step 4: Send the Email
+
+Use Python to construct MIME message and pipe to msmtp:
+
+#+begin_src python
+python3 << 'EOF' | msmtp -a cmail [recipient]
+import sys
+from email.mime.multipart import MIMEMultipart
+from email.mime.text import MIMEText
+from email.mime.application import MIMEApplication
+from email.utils import formatdate
+import os
+
+msg = MIMEMultipart()
+msg['From'] = 'c@cjennings.net'
+msg['To'] = '[to_address]'
+# msg['Cc'] = '[cc_address]'  # if applicable
+# msg['Bcc'] = '[bcc_address]'  # if applicable
+msg['Subject'] = '[subject]'
+msg['Date'] = formatdate(localtime=True)
+
+body = """[body text]"""
+msg.attach(MIMEText(body, 'plain'))
+
+# For each attachment:
+# pdf_path = '/path/to/file.pdf'
+# with open(pdf_path, 'rb') as f:
+#     attachment = MIMEApplication(f.read(), _subtype='pdf')
+#     attachment.add_header('Content-Disposition', 'attachment', filename='filename.pdf')
+#     msg.attach(attachment)
+
+print(msg.as_string())
+EOF
+#+end_src
+
+**Important:** When there are CC or BCC recipients, pass ALL recipients to msmtp:
+#+begin_src bash
+python3 << 'EOF' | msmtp -a cmail to@example.com cc@example.com bcc@example.com
+#+end_src
+
+** Step 5: Verify Delivery
+
+Check the msmtp log for confirmation:
+
+#+begin_src bash
+tail -3 ~/.msmtp.cmail.log
+#+end_src
+
+Look for: ~smtpstatus=250~ and ~exitcode=EX_OK~
+
+** Step 6: Sync to Sent Folder (Optional)
+
+If Craig wants the email in his Sent folder:
+
+#+begin_src bash
+mbsync cmail
+#+end_src
+
+* msmtp Configuration
+
+The cmail account should be configured in ~/.msmtprc:
+
+#+begin_example
+account cmail
+tls_certcheck off
+auth on
+host 127.0.0.1
+port 1025
+protocol smtp
+from c@cjennings.net
+user c@cjennings.net
+passwordeval "cat ~/.config/.cmailpass"
+tls on
+tls_starttls on
+logfile ~/.msmtp.cmail.log
+#+end_example
+
+**Note:** ~tls_certcheck off~ is used because Proton Bridge uses self-signed certificates on localhost.
+
+* Attachment Handling
+
+** Supported Types
+
+Common MIME subtypes:
+- PDF: ~_subtype='pdf'~
+- Images: ~_subtype='png'~, ~_subtype='jpeg'~
+- Text: ~_subtype='plain'~
+- Generic: ~_subtype='octet-stream'~
+
+** Multiple Attachments
+
+Add multiple attachment blocks before ~print(msg.as_string())~
+
+* Troubleshooting
+
+** Password File Missing
+Ensure ~/.config/.cmailpass exists with the Proton Bridge SMTP password.
+
+** TLS Certificate Errors
+Use ~tls_certcheck off~ in msmtprc for Proton Bridge (localhost only).
+
+** Proton Bridge Not Running
+Start Proton Bridge before sending. Check if port 1025 is listening:
+#+begin_src bash
+ss -tlnp | grep 1025
+#+end_src
+
+* Example Usage
+
+Craig: "email workflow - send the November 3rd SOV to Christine"
+
+Claude:
+1. Searches contacts for "Christine" -> finds cciarmello@gmail.com
+2. Asks for subject and body if not provided
+3. Locates the SOV file in assets/
+4. Shows confirmation
+5. Sends via msmtp
+6. Verifies delivery in log