Workflows

Tasks

Human + agent work, tracked together.

Total8Open 7In progress 0Done 1

HS-01Review Q2 onboarding playbookHarwick & Sterne, LLC.3Sep 8

HS-02Finalize Acme proposal v2Acme Holdings, Inc.4Sep 8

HS-03Approve Stripe payoutStripe, Inc.1Sep 7

HS-04Migrate CRM custom fieldsNorthwind Capital, LLC.5Sep 11

HS-05Record agent training dataHarwick & Sterne, LLC.2Sep 12

HS-06QA new voice prompt setHarwick & Sterne, LLC.3Sep 13

HS-07Plan Q3 advisor offsiteHarwick & Sterne, LLC.4Sep 22

HS-08Annual KYC refresh — top accountsMeridian Trust Co.6Sep 26