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Smart Paste

Definition

The AI-assisted capture path where the Lead pastes raw, unstructured text (meeting notes, chat threads, email excerpts) and the Squire extracts a structured commitment candidate from it.

Avoid: AI paste, magic paste, auto-extract.

Role

Smart Paste is the highest-friction input with the highest fidelity output. The Lead pastes any messy text into the Capture surface; the Squire sends it to /api/gather using the Lead's BYOK provider key and returns a single structured candidate: objective, suggested assignee, and deadline. The Lead reviews the extraction, corrects any fields, and saves — producing a Draft row with source = smart_paste.

The Squire never auto-sends the Draft to the Knight. The review step is mandatory; the Lead always controls when a commitment enters Pending_Handshake.

Smart Paste requires a BYOK key to function. If no key is set, /api/gather returns a clear error directing the Lead to the BYOK settings panel. There is no platform-side AI fallback.

Lifecycle

Not a stateful concept — Smart Paste is a capture path, not an entity. It produces a Draft row and exits.

  1. Lead pastes raw text.
  2. Squire extracts fields via /api/gather using the Lead's BYOK key.
  3. Lead reviews and saves → Draft row created with source = smart_paste.
  4. Lead promotes to Pending_Handshake from the Detail Sheet when ready.

Last updated: 22 June 2026