Overview
Where the business stands today: clients, automations, pipeline and what needs doing.
Active clients
6
$10,500 monthly recurring
Automations live
3 / 5
All healthy
Open pipeline
$34,500
5 open deals
Open tasks
8
Nothing overdue
Automations
All automations| Automation | Clients | Status | Health | Key metric | Last run |
|---|---|---|---|---|---|
| HCFA Claims Pipeline Claim forms in, priced procedures out. | GreenLink | Live | Healthy | 412 claims this month | 1h ago |
| PIP Order Automation PO email to paid invoice without touching QuickBooks. | Palmetto Industrial Products | Live | Healthy | 37 open orders | 2h ago |
| CIM Portal Document intake for confidential information memorandums. | Purpose Equity | Building | Unknown | 1 active deals | — |
| SEO Engine Static, drip-published local content sites. | Harbin Law | Live | Healthy | 1 sites | 7h ago |
| Ads Command Center Meta spend, GHL pipeline and cost per lead in one place. | 4 clients | Planned | Unknown | — | — |
Recent activity
- TQ
HCFA v2 Parse processed 18 pages from Incoming.
Tim · Deploy · 1h ago
- TQ
3 orders held for QuickBooks retry; Conductor reconnected.
Tim · Incident · 2h ago
- JJ
Reedy River Roofing: owner wants the contract by Friday.
Jeff · Call · 4h ago
- CK
Nightly rebuild published 2 drip pages on scduiguide.com.
Charles · Deploy · 7h ago
- CK
Moved legacy v1 UI out of public/ after Cloudflare import picked it up.
Charles · Note · 21h ago
- JJ
Sent discovery recap to Upstate Fasteners.
Jeff · Email · 1d ago
- WH
Payment reminder sent for GR-2026-044.
Walker · Invoice · 1d ago
- GH
Qualified Foothills Family Dental.
Graham · Task · 1d ago
Due soon
All tasks| Task | Client | Assignee | Priority | Status | Due |
|---|---|---|---|---|---|
| Confirm Simco acknowledgment window with Jimmy | Palmetto Industrial Products | CKCharles | High | In progress | Sep 23 |
| Add Cloudflare Access allow-list entry for new GreenLink reviewer | GreenLink | TQTim | Medium | To do | Sep 24 |
| Send proposal v2 to Carolina Ortho Billing | Internal | WKWill | High | Blocked | Sep 24 |
| Add gridlink-ads to the organization | Internal | CKCharles | Medium | To do | Sep 25 |
| Wire documents INSERT webhook to n8n classifier | Purpose Equity | TQTim | High | In progress | Sep 26 |
| Follow up with Upstate Fasteners after discovery | Internal | JJJeff | Medium | To do | Sep 26 |
Pipeline
Board- Lead1 deal$6,000
- Qualified1 deal$4,500
- Proposal2 deals$21,000
- Negotiation1 deal$3,000