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Draft the Monday pipeline summary
Weekend deal activity, anything stalled over two weeks, into one summary.
Daily · 09:00
IV
in 2 days
5 days ago
Reconcile last week's card spend
Paused by you on 19 August, after the card was replaced.
Mondays · 13:00
RF
Paused
18 days ago
Send the Thursday client digest
One note per active client: what moved, and what is waiting on you.
Weekly · Thu 17:30
IV
in 1 day
7 days ago
Watch for replies from the Henderson thread
Drafts the answer and holds it for you when Priya or Marcus replies.
On reply
IV
on next reply
2 hours ago
Chase unpaid invoices
Anything over 30 days gets a second notice, copied to you before send.
Fri · 09:00
RF
in 3 days
6 days ago
One routine is paused. Anything a routine cannot finish on its own appears in Needs you.