Route Stage

Analyze an enriched note against routing memory, vault rules, and generic signals. Move to destination or mark for review.

See references/pipeline.md for stage definitions and status flow. See references/routing.md for the scoring algorithm. See references/routing-memory.md for the correction and learning loop.

Input

An enriched note in the inbox with status: enriched.

Process

1. Load routing context:

   • Read .routing-memory.md from vault root (create with defaults if missing)
   • Read vault CLAUDE.md for disambiguation rules
   • Run sb vault structure for available destinations
   • Run sb note context --note "{note-path}" for keywords and signals

2. Score destinations (priority order): a. Check .routing-memory.md corrections for matching topics/keywords b. Check .routing-memory.md learned patterns c. Apply vault CLAUDE.md disambiguation rules d. Apply generic signal scoring (per references/routing.md)

3. Apply threshold:

   • Score >= auto-route-threshold: auto-route, move file, set status: routed
   • Score < threshold: set status: pending-review, return without moving

4. If auto-routing, move the file:

   npx @techpickles/sb note move --from "{note-path}" --to "{destination}/"
   

   Update frontmatter: status: routed

5. If pending-review, present suggestions to human (when called by orchestrator):

   • Show top 2-3 destinations with scores and reasoning
   • Include "Leave in inbox" option
   • If user overrides suggestion, capture correction to .routing-memory.md

Capturing Corrections

When the user picks a destination different from the top suggestion:

1. Ask: "Quick note on why {chosen} over {suggested}?"
2. Append to ## Corrections in .routing-memory.md:

   - {YYYY-MM-DD}: "{note title}" routed to "{suggested}", corrected to "{chosen}"
     Reason: {user's reason}
   

Output

• Note moved to destination with status: routed, OR
• Note marked status: pending-review for human input

Constraints

• Only suggest destinations from sb vault structure output
• Always include "Leave in inbox" for pending-review notes
• Show reasoning for all suggestions
• Capture corrections on every override (this is how routing improves)