Complete full working Procore upload demo by end of week

Verify current Yardi access permissions and provide account credentials that allow API access and automation functions

Get Yardi account credentials with appropriate access levels for API testing and automation

Provide Yardi account credentials for API testing

Contact Charles about Yardi write-enabled API options

Compare AI estimates against actual commitment amounts for accuracy validation

Confirm Jeremy's availability and timeline for staying with the company

Use estimated cost of completion as target comparison metric instead of original budget amounts

Schedule meeting with Jeremy to discuss additional automation opportunities

Provide access to Amber project files and data

Configure AI model to exclude tenant improvement scopes for Cassidy's shell-only projects

Send screenshots of bank statement request emails and updated quarterly loan list

Investigate Round Rock project estimate variance (3.1M AI vs 1.06M actual)

Prepare comprehensive automation wishlist meeting with Jeremy

Provide complete list of banks not sending statements to Perry

Provide standard phase code reference

Test automation workflow on Amber project

Set up Microsoft SSO for portal access

Request access to Procore bidding tool from Greg in preconstruction

Get access to Procore bidding tool and add GreenStephens team

Research Box folder integration for subcontractor bid management

Review generated scopes for accuracy and completeness

Test current scope generation functionality with Tiffany

Implement ability to add/edit/move items between scope packages

Update copy and paste language for inclusions/exclusions to be state-specific

Provide project classification data (shell-only vs full TI projects)

Compare AI estimates against revised contract amounts instead of original amounts

Investigate data source discrepancy between budget and commitment amounts

Set up filter system to exclude developer costs from construction estimates

Provide complete list of standard phase codes used across projects

Configure AI model to break out concrete work by phase codes (slab, curb, sidewalks, concrete paving, asphalt paving)

Set up data collection system to store test run results for model improvement

Analyze variance between AI estimates and actual costs to improve model accuracy

Create enterprise app for Microsoft SSO integration

Research Stage Hand AI agent for fallback navigation

Provide list of banks that don't send statements to Perry

Review Diana's email examples and loan list to scope email automation workflow