Tasks

Work that workflows handed to people: approvals, calls and reviews.

Assignee

To do

Call Amara Nwosu re: EU rollout
Lead enrichment
HighDue Thu
Assigned to Sarah Okafor
Approve invoice INV-20931 from Kestrel Supply
Invoice processing
HighDue Today
Assigned to Daniel Ortiz
Kickoff call with Tessellate Foods
Customer onboarding
MediumDue Fri
Assigned to Priya Raman
Check Q3 campaign sheet before resuming workflow
Campaign reporting
LowDue Wed
Assigned to Lena Hoffmann
Prepare renewal review for Brightwater Clinics
Renewal reminders
LowDue Next week
Assigned to Priya Raman

Review escalation: export failing for Moraine Health
Support escalation
HighDue Today
Assigned to Priya Raman
Fix webhook payload mapping
Support escalation
MediumDue Today
Assigned to Marcus Lee

Send reviewed draft to Halden Robotics
Lead enrichment
MediumDue Yesterday
Assigned to Sarah Okafor
Collect W-9 from new vendor
Vendor intake
LowDue Next week
Assigned to Daniel Ortiz