Jobs
Schedules and standing orders. Every hand-back stays on the record.
0 selected
| Who | Next action | Actions | ||||
|---|---|---|---|---|---|---|
| Leader watch | Daily · 07:00 | Working | Research | |||
| Weekly sweep | Monday · 07:00 | Next run in 2d | Signals | |||
| Board prep | Friday · 15:00 | Handed back | Meeting record | |||
| Renewals | Daily · 08:00 | Paused | Meeting record |
Done today
12 leaders checked across 41 accounts
6 renewal risks briefed
Board brief handed back as PDF
Triggers
Standing orders in plain sentences, with their filters, knowledge and tools.
When a Tier 1 account visits the pricing page twice in a week
Tier 1 onlyPricing pageRepeat · Checked every dayKnowledge: Account tier, Website visits · Tools: HubSpot, Slack
New trigger