Tasks

8 tasks · auto-created from call follow-ups and rules

Follow up with Sarah Chen on pilot scope

Assigned to Ava · Acme Inc

high

Today 16:00

Send renewal terms to Northstar Bank

Assigned to Leo · Northstar Bank

urgent

Tomorrow 10:00

Review Rex transcripts flagged low sentiment

Assigned to Supervisor

medium

Today 18:00

Update Vela Labs lead with discovery notes

Assigned to Nova · Vela Labs

low

Fri 12:00

QA new compliance script v3

Assigned to Compliance

high

Wed 17:00

Sync HubSpot deal stages

Assigned to Ops

medium

Thu 09:00

Onboard Pinecrest admin users

Assigned to CSM · Pinecrest Edu

medium

Done

Approve Q3 campaign list — APAC

Assigned to Manager

high

Mon 09:00