All actions across deliverables, tasks, and invoices
Landon (dashboard) Deleted deliverable "Scope Generation - Phase 5 PM Review Queue Builder"
Landon (dashboard) Deleted deliverable "Drawing Revision Workflow"
Landon (dashboard) Deleted action item "Prepare demo of current workflows for Sean"
Landon (dashboard) AI processed meeting "Sean Weekly Process Update" — 0 action items, 0 proposed deliverables
dashboard Scheduled meeting "Tiffany Procore Workflow Update"
dashboard Scheduled meeting "Sean Weekly Process Update"
Landon (dashboard) Deleted meeting "Test"
Landon (dashboard) AI processed meeting "Tiffany Workflow Review" — 2 action items, 0 proposed deliverables
dashboard Scheduled meeting "Tiffany Workflow Review"
Landon (dashboard) AI processed meeting "Cassidy Bank Rec Workflow" — 3 action items, 0 proposed deliverables
Landon (dashboard) Deleted action item "Research loan management automation requirements to replace Yardi Debt Manager module"
Landon (dashboard) Deleted action item "Assess feasibility of replacing Debt Manager module functionality with custom automation"
Landon (dashboard) Deleted action item "Test Twilio number with First Liberty Bank for 2FA acceptance"
Landon (dashboard) Deleted action item "Set up Twilio phone number for 2FA codes"
Landon (dashboard) Deleted action item "Research Twilio 2FA solutions for bank authentication"
dashboard Scheduled meeting "Cassidy Bank Rec Workflow"
Landon (dashboard) AI processed meeting "Cassidy Quarterly Workflow" — 1 action items, 0 proposed deliverables
dashboard Scheduled meeting "Cassidy Quarterly Workflow"
dashboard Scheduled meeting "Stratus Cleaning Intro Call"
dashboard Scheduled meeting "Test"
Landon (dashboard) Updated deploy to "not_started"
Scope Generation - Phase 1 Document Collection
Landon (dashboard) Updated build to "approved"
Scope Generation - Phase 4 Gap Analysis
Landon (dashboard) Updated build to "approved"
Scope Generation - Phase 3 Cost Estimation
Landon (dashboard) Updated build to "approved"
Scope Generation - Phase 2 AI Drawing Analysis
Landon (dashboard) Marked invoice as sent
Landon (dashboard) Updated invoice for 2026-04-03
Landon (dashboard) Updated invoice for 2026-04-03
Landon (dashboard) Updated invoice for 2026-04-03
Landon (dashboard) Created invoice for 2026-04-03
Landon (dashboard) Deleted invoice for 2026-04-03
Landon (dashboard) Created invoice for 2026-04-03
Landon (dashboard) Deleted invoice for 2026-04
Landon (dashboard) Deleted invoice for 2026-04-03
Landon (dashboard) Created invoice for 2026-04-03
Landon (dashboard) Updated invoice for 2026-04
Landon (dashboard) Updated invoice for 2026-04
Landon (dashboard) Created invoice for 2026-04
Landon (dashboard) Deleted deliverable "GreenStephens Internal Dashboard"
Landon (dashboard) Deleted invoice for 2026-04
Landon (dashboard) Marked invoice as sent
Landon (dashboard) Deleted invoice for 2026-04
Landon (dashboard) Created invoice for 2026-04
Landon (dashboard) Created invoice for 2026-04
Landon (dashboard) Generated invoice for 2026-04
Claude (test) Generated scorecard for 2026-03 (0 points, below threshold)
via APIClaude (test) Updated design to "approved"
GreenStephens Internal Dashboard
via APIClaude (test) Updated design to "in_progress"
GreenStephens Internal Dashboard
via APILandon (dashboard) Generated invoice for 2026-04
Landon (dashboard) Updated build to "in_progress"
GreenStephens Internal Dashboard
Landon (dashboard) Updated design to "approved"
GreenStephens Internal Dashboard
Landon (dashboard) Updated design to "approved"
Procore Webhook Receiver
Landon (dashboard) Updated design to "in_progress"
Procore Webhook Receiver
Landon (dashboard) Updated design to "approved"
Procore Webhook Receiver
Landon (dashboard) Updated design to "in_progress"
Procore Webhook Receiver