Who did what
A plain record of what ran on its own and what waited for you. Every line has a receipt.
What the agents did
7- Commitment sweep reportToday, 6:14am
Flagged the overdue commitment on the Driftwood Inn follow-up
- Draft saved to ApprovalsToday, 6:20am
Drafted a check-in for a cooling relationship
- Correction backlog, content reviewYesterday, 11:02pm
Caught a duplicate entity in the qualified index
- Briefing logToday, 7:00am
Compiled the morning briefing, 5 items flagged
- Pipeline health report2 days ago
Flagged a stale opportunity past 90 days of no contact
- Signal triage report2 days ago
Routed an urgent signal to Approvals
- Correction backlog, content reviewYesterday, 4:15pm
Reconciled 3 corrections against the source transcript
What you did
4- Approvals recordToday, 9:02am
Approved the commitment reminder for the Q2 investor update
- SettingsYesterday
Adjusted the ask-before-review threshold
- Pipeline record3 days ago
Reviewed the pipeline health digest
- Transcript, 40 minutes5 days ago
Called a client contact for the one-on-one follow-up