Email Schedule at a Glance

Phase 1 — Formation

① Welcome to Your Circle → all members

② Anchor Invitation → anchor only

Phase 2 — Scheduling (Call 1 only)

③ Circle Invitation + Scheduling Poll → all members

④ Poll Reminder 24h → non-responders

⑤ Poll Reminder 48h → non-responders

⑤a Poll Quorum — "A time is forming!" → anchor

Phase 3 — Pre-Call (every call)

⑥ Time Confirmed / RSVP Invite → all members

⑦ RSVP Confirmation + Zoom Link → each on RSVP

⑦½ RSVP Nudge 24h & 48h → non-RSVP'd members (skips inactive)

⑧ Anchor 24h Briefing → anchor only · call flow, RSVP list, opening question

⑨ Anchor 2h Update → anchor only · updated RSVP list + host link

⑩ Guest 2h Reminder → RSVP'd members only

Phase 4 — Post-Call (every call)

⑪ Post-Call Feedback Invite → all members

A Admin Feedback Digest → admins

Phase 5 — Next Call Setup (Calls 2 & 3)

⑫ Next Call Invite → non-anchor members · single RSVP email, no scheduling poll

Then phases 3–4 repeat for Calls 2 and 3

Anytime Emails

A Circle Note → all members · sent by admin or anchor

A Re-poll Request → anchor · admin cancels poll, asks for new times

A Step-Away Notification → admins

A Anchor Declined → admins

A Poll No-Match / Stalled → admins

Key difference — Call 2 & 3: No scheduling poll. The anchor proposes a date in their feedback form; admin creates the event and a single RSVP invite goes out. RSVP nudges (24h/48h) follow up with non-responders, same as all calls.

View interactive workflow map →
To: Each member individually  ·  When: At matching
To: Anchor only (Priya)  ·  When: Immediately after welcome emails
To: All members  ·  When: After anchor confirms  ·  Trigger: Anchor clicks "I'm In"
To: Non-responders only  ·  When: 24h after poll invite  ·  Trigger: Automated cron
To: Non-responders only  ·  When: 48h after poll invite  ·  Trigger: Automated cron
To: Anchor only  ·  When: Enough members select a common time  ·  Trigger: Automated cron (poll monitor)
To: All members  ·  When: Poll closes  ·  Trigger: Anchor/admin selects winning time
To: Each person on RSVP  ·  When: Immediately on RSVP click  ·  Trigger: Auto-accept
To: Anchor only  ·  When: 24 hours before call  ·  Trigger: Automated cron  ·  Note: Full briefing — call flow, reminders, opening question, RSVP list
To: Anchor only  ·  When: 2 hours before call  ·  Trigger: Automated cron  ·  Note: Lighter — just RSVP update, host link, and opening question. Skipped if this email already sent. 1-hour window is skipped if 2h was sent.
To: RSVP'd members  ·  When: 2 hours before the call  ·  Trigger: Automated cron

✦ Call 1 happens here — 75 minutes of presence ✦
To: All members  ·  When: ~1–2 hours after call ends  ·  Trigger: Automated cron
URL: /metta/?op=feedback&t=TOKEN&eid=EVENT_ID  ·  Shows: When member clicks "Share My Reflection"
To: Nipun, Marilyn, Rohit  ·  When: Each time someone submits feedback  ·  Trigger: Feedback submission

Post-Call Feedback: "Stewarding AI with Heart"

Call 1 — Arriving · 3 of 5 responded

📋 View circle feed

Average rating: 8.3/10 (from 3 responses)

Priya (anchor) · Rating: 9/10

Reflection: The silence at the start was electric — you could feel everyone settling in. Marcus's honesty about building things he's not sure are good really landed. I noticed Elena tearing up when Amara talked about her grandmother. Something is already building here.

📅 Next call proposed: Saturday, Mar 14, 2026 at 9:00 AM PT

Marcus · Rating: 8/10

Reflection: I didn't expect to share as much as I did. There was something about Amara's framing — "the tools remember but they don't know" — that cracked me open. Still sitting with Kenji's question about whether alignment is even the right metaphor. Want to explore: what does "enough" look like in tech?

Amara · Rating: 8/10

Reflection: I was nervous coming in — I'm not in tech and wondered if I'd feel out of place. But the opposite happened. Elena's question about raising kids in this world is my question too, just from a different angle. Priya held beautiful space.

🔒 PRIVATE NOTE (not in circle feed):

Everything felt great. Kenji's audio was cutting out a bit — might want to mention headphones for next time.

⏳ Still waiting on: Elena, Kenji

✅ Anchor proposed a date. Ready to create next call:

php /var/www/pod/public/metta/bin/create-next-call.php 27 "2026-03-14" "9:00 AM"

This will create the event, Zoom link, RSVP the anchor, and email everyone.

To: All non-anchor members  ·  When: Admin runs CLI command  ·  Trigger: create-next-call.php

✦ Calls 2 and 3 follow the same post-call → invite → pre-call cycle ✦

How Calls 2 & 3 Differ from Call 1

No scheduling poll. The anchor proposes a date in their feedback form after the previous call. An admin then runs create-next-call.php to create the event.

Single RSVP invite. All non-anchor members receive one email with an RSVP link. The anchor is auto-RSVP'd when the event is created.

RSVP nudges included. Same as Call 1: non-RSVP'd members get a gentle reminder at 24h and 48h after the invite. Inactive/deactivated members are skipped.

Anchor briefings adjust. The 24h briefing includes a call-specific flow guide (e.g., "Re-arrive" for Call 2, "Gratitude round" for Call 3) instead of the generic first-call flow.

Same post-call cycle. Feedback invite → admin digest → (next call or completion) works identically for all three calls.

To: Nipun, Marilyn, Rohit  ·  When: Member submits step-away form  ·  Trigger: Form submission

Circle Member Reached Out

Name: Elena Vasquez

Email: elena.v@gmail.com

Reason: 📅 Will miss the next call but wants to continue

Context: Circle: "Stewarding AI with Heart" (group_id 27)

My daughter's school play is on March 14 — I'll be back for Call 3. Would it be possible to get the recording or a summary of what the group discusses?

To: Nipun, Marilyn, Rohit  ·  When: Anchor clicks "Not Now"  ·  Trigger: Immediate on click

Anchor Declined — Action Needed

Priya Sharma has declined to anchor the circle "Stewarding AI with Heart" (group #27).

This circle needs a new anchor. Members:

• Priya Sharma — priya.s@example.com (was anchor)
• Marcus Chen — marcus.c@example.com
• Elena Vasquez — elena.v@gmail.com
• Kenji Tanaka — kenji.t@example.com
• Amara Osei — amara.o@example.com
To: Nipun, Marilyn, Rohit  ·  When: Feedback submitted but < 3 responses  ·  Note: Quorum warning shown in digest

Post-Call Feedback: "Stewarding AI with Heart"

Call 2 — Going Deeper · 2 of 5 responded

Average rating: 7.5/10 (from 2 responses)

Priya (anchor) · Rating: 8/10

Reflection: Smaller group today — Elena was missed. But the intimacy was actually deeper. Marcus and Kenji had a remarkable exchange about what "enough" means. Amara's grandmother story came full circle.

Kenji · Rating: 7/10

Reflection: The silence felt different this time — less awkward, more alive. I think we're starting to actually hear each other. Missing Elena's perspective though.

⏳ Still waiting on: Marcus, Elena, Amara

⚠️ Below quorum — only 2 of 5 have responded. Minimum 3 needed to proceed. Consider reaching out to non-responders or rescheduling.
To: Anchor only  ·  When: Admin cancels current poll  ·  Trigger: Admin clicks "Cancel Poll & Re-poll" on circle detail page
To: All active members  ·  When: Admin or anchor sends a note  ·  Trigger: "Send Note to Circle" from admin page or anchor SSO page

🌿 Stewarding AI with Heart

Dear Marcus,

I wanted to share a brief thought before our next call. Something Amara said last week about her grandmother's way of knowing has been sitting with me — the idea that wisdom doesn't always arrive through words.

For our Going Deeper call, I'd love for us to begin with a longer silence than usual. Maybe two minutes instead of one. Just an experiment in listening differently.

Looking forward to being with you all again.

— Priya

This note was sent to everyone in your Metta Circle.

To: Nipun, Marilyn, Rohit  ·  When: All members voted but no time works, or poll stalls 72h+  ·  Trigger: Automated cron (poll monitor)

Scheduling Issue — Action Needed

All 5 members voted in the scheduling poll for "Stewarding AI with Heart", but no time slot reached quorum (minimum 4).

Vote breakdown:

Sat Mar 7 at 9:00 AM PT — 3 yes, 1 maybe, 1 no
Tue Mar 10 at 5:00 PM PT — 2 yes, 2 maybe, 1 no
Thu Mar 12 at 6:30 PM PT — 2 yes, 0 maybe, 3 no

Options:

• Use the "Cancel Poll & Re-poll" button on the circle admin page to ask the anchor for new times

• Or manually confirm the best-fit slot if close enough

"The whole of spiritual life is noble friendship."

Sample data · All names and reflections are illustrative