Workflows

Operations Memory

Review AI-maintained follow-up tasks, client operational state, and source events from email, calls, SMS, and synced workflows.

Review TimelineClientsDashboard

list-checkOpen Tasks

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Operational work queue

alert-triangleHigh Priority

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Needs attention first

activityRecent Events

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Visible event rows

usersClients To Watch

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Operational state engine

What Needs Attention

Start with these open operational tasks, then use the queue below to clear or assign work.

Open Task Queue

No open operational tasks

Run an intake or review the event timeline if you expected follow-up items. Cleared tasks stay in memory without cluttering the active queue.

Review Queue

Search the visible tasks, client state, and event timeline. Use bulk actions only after confirming the rows are safe to clear.

Search current rows

Refresh

Auto-Generated Tasks

Tasks are outputs from events. Duplicate calendar/update emails can be collapsed here without deleting the source timeline.

Select operational tasks below, then clear them together.

Mark done Ignore selected

	Priority	Task	Client	Type	Due	Action
No open operational tasks yet. Run a Gmail intake to start building memory.

Client Operational State

Clients with watch or needs-review status based on recent operational signals.

Client	Status	Urgency	Summary	Next Action	Updated
No client state snapshots yet.

Operational Event Timeline

Source evidence behind the task queue. Use details/source links before teaching a new intake rule.

Type	Event	Client	When	Source
No operational events stored yet.