Add workflow for looking up blank SE notes from notes directory

update-salesforce-tech-validation/SKILL.md

@@ -74,11 +74,46 @@ As of the initial skill creation, the report includes these columns:
 | Solutions Engineer: Team | SE User |
 | SE Notes | Opportunities (added via this workflow) |
 
+## Workflow: Find Blank SE Notes and Look Up from Notes Directory
+
+After adding the SE Notes column and running the report, use this workflow to identify opportunities missing SE Notes and find the corresponding notes in the local notes repo.
+
+### Step 1: Identify Blank SE Notes
+
+1. Scroll through the full report to see all rows (Salesforce lazy-loads rows; click "Load more widgets" or scroll to the bottom of the iframe body)
+2. For each row, check the SE Notes cell. Blank entries show as a single dash: `-`
+3. Build a list of all opportunities with blank SE Notes, noting the opportunity name and the account name
+
+### Step 2: Look Up SE Notes from Account Notes
+
+For each account with a blank SE Notes entry:
+
+1. **Find the account note file** in `/Users/connor.rhodes/code/notes/` (e.g., `San Antonio ISD.md`, `AR Dept of Transportation.md`)
+2. **Find the relevant wip file**:
+   - Account notes link to wip files under a `## WIP` section or similar
+   - Look for a wip file that matches the specific opportunity (e.g., `wip/ardot phase 2.md`)
+   - If no opportunity-specific wip file exists, use a **general expansion** wip file if one is linked (e.g., `wip/general saisd expansion.md` for any SAISD expansion opportunity)
+3. **Extract the SE Note content**:
+   - Open the wip file and look for a header matching `SE Notes` or `SE Note` (case insensitive, any header level)
+   - Return the content under that header, but not the header itself
+   - If no SE Notes header exists in the wip file, report that no SE note was found
+
+### Step 3: Present Results to the User
+
+Group results by account. For each opportunity:
+- If an SE note was found, show the opportunity name and the SE note content (header omitted)
+- If no SE note was found, say so
+
+Note: Multiple opportunities for the same account can share the same general expansion SE note. This is expected behavior (e.g., all SAISD expansion opps use `wip/general saisd expansion.md`).
+
 ## Common Gotchas
 
 - **Salesforce loads in an iframe**: The report content lives inside an iframe called "Report Viewer" (view mode) or "Report Builder" (edit mode). Snapshots and interactions must target elements within this iframe.
 - **Ephemeral UIDs**: Salesforce Lightning re-renders frequently. Element UIDs change between snapshots. Always take a fresh snapshot before clicking.
 - **Progressive loading**: The report builder shows "Previewing a limited number of records" while loading. Use `wait_for` with text like "Columns" or "Run" before interacting.
+- **Lazy-loaded rows**: The report view only renders ~12 rows initially. Scroll the iframe body or click "Load more widgets" to see the rest.
 - **SSO session expiry**: If the session has expired, the page will redirect to Okta login. Ask the user to re-authenticate manually.
 - **Field tree is large**: The Opportunities object alone has 400+ fields. Use the "Search Fields" searchbox to find specific fields quickly rather than scrolling.
 - **"Run" vs "Save"**: Clicking "Run" re-runs the report with the new columns but does not persist the change to the report definition. Use "Save" if the column should be permanent.
+- **General expansion wip files**: When no opportunity-specific wip file exists, check for a general expansion wip file linked from the account note. This is the catch-all SE note for all expansion opportunities under that account.
+- **Wip files may not exist on disk**: Some wip files linked from account notes may have been deleted or never created. Check for the file before trying to read it.