Confirm schedule and prepare for Chris Yamada's fleet inspection on April 11
Re: Upcoming 1st Source Bank inpsectionfrom CHRIS YAMADA <[email protected]>· Tue, 17 Mar 2026 14:18:51 -0600
Show reasoningHide reasoning
Chris Yamada will send a formal schedule in about a week and the fleet list one week prior to the visit on April 11; the user needs to be ready to receive and act on that information.
pending
high
Notify Christy Bader to proceed with pulling funds for sold vehicles
RE: EXT: Two Sold Vehiclesfrom Christy Bader <[email protected]>· Tue, 17 Mar 2026 20:15:44 +0000
Show reasoningHide reasoning
Christy Bader approved the payoff request and asked to be notified when they can pull the funds, which requires a follow-up action from the user.
pending
medium
Update coding for bill in spreadsheet as per Kristy's action item
Queries Versatile... - @[email protected] Where should we co...from "Kristy Imada (Google Sheets)" <[email protected]>· Tue, 17 Mar 2026 13:12:52 -0700
Show reasoningHide reasoning
You were directly assigned an action item in a Google Sheets comment to code a bill currently in uncategorized expense; it requires a specific accounting action.
pending
high
Due: 2026-03-18
Confirm inspection dates with Chris Yamada for 1st Source Bank
Re: Upcoming 1st Source Bank inpsectionfrom CHRIS YAMADA <[email protected]>· Tue, 17 Mar 2026 14:12:01 -0600
Show reasoningHide reasoning
Chris is proposing specific dates (April 9-12 or 19-21) for a fleet inspection and needs a response to finalize travel plans; a prompt reply is needed to coordinate.
pending
medium
Update Independent Contractor Agreement with PTO and holiday policies for Maria
Bladimir Rivera said he will inform the body shop after JD's confirmation of net 30 terms; this is a direct follow-up action from the email thread.
pending
medium
Add Mando's Ramp card to Ronald Zelaya's profile
Mando's Ramp cardfrom Ronald Zelaya <[email protected]>· Tue, 17 Mar 2026 12:22:46 -0700
Show reasoningHide reasoning
Ronald Zelaya requested to have Mando's Ramp card added to his profile; this is a direct request requiring action.
pending
high
Return call to Chris Yamada (First Source Bank inspector)
New Voice Message from YAMADA C. (801) 710-2199 on 03/17/2026 12:18 PMfrom RingCentral <[email protected]>· Tue, 17 Mar 2026 19:19:02 +0000 (UTC)
Show reasoningHide reasoning
Chris Yamada left a voicemail requesting a callback to discuss scheduling issues for the last half of April; this is a time-sensitive inquiry from a business contact.
pending
medium
Confirm that the two bills in Bill.com are matched to auto-debit payments
Re: Employer's Personnel Bills in Bill.comfrom Accounting <[email protected]>· Tue, 17 Mar 2026 19:10:40 +0000
Show reasoningHide reasoning
JD asked the accounting team to ensure bills are matched to auto-debited payments; the reply indicates they are matched, but a final verification may be needed to close the loop.
pending
medium
Pay the other four bills in Bill.com that lack ACH setup
Re: Employer's Personnel Bills in Bill.comfrom Accounting <[email protected]>· Tue, 17 Mar 2026 19:10:40 +0000
Show reasoningHide reasoning
JD noted that four bills need to be paid through Bill.com because automatic ACH payments are not set up; this requires manual payment action.
pending
high
Due: 2026-03-18
Reply to Bladimir Rivera with instructions on Grind City Auto payment status
Bladimir is directly asking for guidance on how to reply to a vendor about a payment status, which requires a timely response to maintain vendor relations.
pending
medium
Due: 2026-03-17
Follow up with Sean French to review Summerjax Studios billing report
Re: Summerjax Studios billingsfrom Sean French <[email protected]>· Tue, 17 Mar 2026 11:26:23 -0700
Show reasoningHide reasoning
Mike Dos Santos requested a report for a meeting later today, and Sean French needs to review it; a follow-up ensures the data is correct before the meeting.
pending
high
Due: 2026-03-21
Process outstanding payments to Versatile for February and January invoices
RE: March 2026-Fees $59,838.58 ATTACHED - *** February Fees still outstanding $ 59,838.58 & Jan BB Invoice $ 14,707.67from "[email protected]" <[email protected]>· Tue, 17 Mar 2026 14:25:30 -0400
Show reasoningHide reasoning
Angela Madden is following up on overdue invoices and requests payment 'this week'; this is a clear financial obligation requiring immediate action.
Faustino committed to providing a status update this Friday regarding overdue vehicle repairs, requiring a follow-up to receive the information.
pending
high
Monitor bank account for levy transactions and confirm resolution
RE: Positive Pay - Avonfrom Lottie Tai <[email protected]>· Tue, 17 Mar 2026 11:14:12 -0500
Show reasoningHide reasoning
Lottie flagged potentially erroneous levy transactions; while she confirmed they won't be approved, the underlying issue of the erroneous charges may need further investigation.
pending
medium
Due: 2026-03-17
Review Summerjax billing report with Sean French
Re: Summerjax Studios billingsfrom Michael Dos Santos <[email protected]>· Tue, 17 Mar 2026 12:07:24 -0400
Show reasoningHide reasoning
Mike has a meeting later today to review the deal and needs the data checked; JD's email indicates Sean French needs to gut check the report.
pending
high
Review and approve levy transactions in MB account
Positive Pay - Avonfrom Lottie Tai <[email protected]>· Tue, 17 Mar 2026 10:56:20 -0500
Show reasoningHide reasoning
Lottie is asking for approval on two suspicious levy transactions in the MB account, which requires immediate attention to prevent potential fraud or errors.
pending
medium
Respond to month-end queries for Versatile
RE: Month End Qs (February) - Versatilefrom Kristy Imada <[email protected]>· Tue, 17 Mar 2026 08:49:22 -0700
Show reasoningHide reasoning
Kristy is following up on month-end questions from March 12; the linked spreadsheet requires review and response to close out February accounting.
pending
medium
Due: 2026-03-17
Discuss and respond to sublease proposal for 2911 Winona Ave
Re: FW: Proposal to Sublease 2911 Winona Ave, Burbank | Luminys Systemsfrom James Adcock <[email protected]>· Tue, 17 Mar 2026 10:39:23 -0400
Show reasoningHide reasoning
James said they would discuss today (March 17) and come back to Patrick; a follow-up is needed after the discussion.
pending
high
Due: 2026-03-17
Pull Summerjax Studios billing report for August through February
Summerjax Studios billingsfrom Michael Dos Santos <[email protected]>· Tue, 17 Mar 2026 11:36:14 -0400
Show reasoningHide reasoning
Mike needs the report for a meeting later today to review their deal.
An AR aging report was sent for your review, which likely requires analysis or follow-up.
pending
medium
Due: 2026-03-17
Discuss and respond to Patrick Reddy regarding sublease proposal for 2911 Winona Ave
RE: FW: Proposal to Sublease 2911 Winona Ave, Burbank | Luminys Systemsfrom Patrick Reddy <[email protected]>· Tue, 17 Mar 2026 14:59:00 +0000
Show reasoningHide reasoning
James (who is copied) indicated they would discuss the proposal today and come back to Patrick.
pending
medium
Advise Bladimir on how to proceed with the unexpected RAMP company card
Fwd: Text HIRAMP (447267) to activate your Silverco Enterprises, LLC company cardfrom Bladimir Rivera <[email protected]>· Tue, 17 Mar 2026 07:14:30 -0700
Show reasoningHide reasoning
Bladimir received a physical company card and is asking for instructions on activation or handling.
pending
medium
Due: 2026-03-17
Review Richard's draft email to Sean regarding sales responsibilities and scope
Re: Sales Responsibilities and Scope for Sean - Versatile / Cahuengafrom Michael Dos Santos <[email protected]>· Tue, 17 Mar 2026 10:00:26 -0400
Show reasoningHide reasoning
Mike committed to reviewing the draft today and getting back to Richard before end of day.
pending
medium
Confirm review of draft email to Sean so Richard can send it
Re: Sales Responsibilities and Scope for Sean - Versatile / Cahuengafrom Richard Chang <[email protected]>· Mon, 16 Mar 2026 20:19:59 -0700
Show reasoningHide reasoning
Richard is waiting for confirmation that the review is complete before sending the email to Sean.
pending
high
Due: 2026-03-23
Verify bank account for Support Shepherd payment via Stripe
Verify your bank account for Support Shepherd, LLC DBA Somewherefrom Stripe <[email protected]>· Tue, 17 Mar 2026 02:27:27 +0000
Show reasoningHide reasoning
The email requires verifying a bank account to complete a payment; while no explicit deadline is given, verification is typically time-sensitive to avoid payment delays.
pending
high
Due: 2026-03-25
Review RAMP bid opportunity for On-Call Sediment, Water Quality, and Biological Resources Professional Services
RAMP - New Opportunity: On-Call Sediment, Water Quality, and Biological Resources Professional Servicesfrom RAMP Opportunities <[email protected]>· Tue, 17 Mar 2026 01:12:06 +0000 (GMT)
Show reasoningHide reasoning
A new bidding opportunity with a firm deadline of March 25, 2026, has been posted; requires evaluation and potential action to submit a bid.
pending
medium
Monitor or follow up on support ticket 184260 with Avon Rent a Car
[Request received]from Avon Rent a Car Truck Van <[email protected]>· Mon, 16 Mar 2026 19:55:35 -0500
Show reasoningHide reasoning
A support request has been submitted and is under review; may require checking status or providing additional information via reply.
pending
medium
Verify incoming $700 payment from CASHet for HBO project and confirm bank account details
Incoming payment for goods/services provided to HBO: UNT. JULY 4TH ANNIVERSARY SHOW (CP)from "[email protected]" <[email protected]>· Tue, 17 Mar 2026 00:54:42 +0000
Show reasoningHide reasoning
A payment notification requires confirmation that the funds are received correctly and that the bank account ending in 1194 is accurate.
pending
low
Due: 2026-03-21
Note filming notice for 261 S Figueroa St on March 21 and prepare for potential disruptions
Notice of Filming -from FilmLA <[email protected]>· Mon, 16 Mar 2026 19:15:13 -0400 (EDT)
Show reasoningHide reasoning
A filming notice indicates lane/street closures and filming activity on March 21, which may impact operations or require coordination.
pending
medium
Review batch report for 03/16/26 from Maria Salguero
Batch Report 031626from Maria Salguero <[email protected]>· Mon, 16 Mar 2026 15:14:17 -0700
Show reasoningHide reasoning
An internal report has been sent; likely requires review for financial or operational accuracy.
pending
low
Explore Anthropic training courses at provided link
A self-sent email contains a link to training courses, suggesting an intent to review or enroll for professional development.
pending
medium
Pay RKE Invoice 20260205597
RKE Invoice 20260205597 for services rendered through 2/5/2026from [email protected]· Mon, 16 Mar 2026 23:15:07 +0000 (UTC)
Show reasoningHide reasoning
Invoice received for services rendered; payment is expected and can be made online.
pending
medium
Pay RKE Invoice 20260205594
RKE Invoice 20260205594 for services rendered through 2/5/2026from [email protected]· Mon, 16 Mar 2026 23:14:44 +0000 (UTC)
Show reasoningHide reasoning
Invoice received for services rendered; payment is expected and can be made online.
pending
high
Follow up on delinquent invoice payment
Re: Delinquent Invoicefrom The Finance Crew Accounting <[email protected]>· Mon, 16 Mar 2026 14:34:36 -0700
Show reasoningHide reasoning
There is a past due balance of $14,694.70, with $7,347.35 being 90+ days delinquent. The user previously requested an invoice and needs to ensure payment is processed to avoid further issues.
pending
medium
Review BILL onboarding and confirm setup
Re: VS Rental Opco, LLC wants to pay you using BILLfrom Joshua Hummel <[email protected]>· Mon, 16 Mar 2026 16:25:42 -0500
Show reasoningHide reasoning
Joshua Hummel has completed onboarding and added the user as a customer on BILL. The user should verify the setup is correct and ensure bank info is properly linked for ePayments.
The insurance license has expired and Zurich has requested that the business not sell counter products until it is renewed. Alex is working on reinstatement, but the user should follow up to ensure timely resolution.
pending
high
Follow up with Alex on insurance license reinstatement
Re: Insurance License Expired (Silverco)from Alex Reyes-Ruiz <[email protected]>· Mon, 16 Mar 2026 14:07:28 -0700
Show reasoningHide reasoning
Alex is looking into reinstating the expired insurance license. The user needs to ensure this is completed urgently to comply with Zurich's requirement and resume normal business operations.
pending
medium
Due: 2026-04-01
Review RAMP opportunity for rubbish removal services
RAMP - New Opportunity: 144609 SERVICES, RUBBISH REMOVAL, HIGH DESERT, KERN COUNTY, PCMfrom RAMP Opportunities <[email protected]>· Mon, 16 Mar 2026 21:00:43 +0000 (GMT)
Show reasoningHide reasoning
A new bidding opportunity for rubbish removal services has been posted with a bid due date of April 1, 2026. The user should assess and decide whether to pursue this opportunity.
pending
low
Review pending Adobe team requests and recommendations
You have pending requests and new team recommendationsfrom Adobe <[email protected]>· Mon, 16 Mar 2026 20:44:50 +0000
Show reasoningHide reasoning
Adobe Admin Console has pending team requests and recommendations for domain matching. The user should review these to consolidate billing and manage team access.
pending
medium
Due: 2026-03-23
Respond to John Cheatham about ERP meeting
Why Every Business—Thriving or Struggling—Needs a Modern ERP Solutionfrom John Cheatham <[email protected]>· Mon, 16 Mar 2026 19:46:05 +0000
Show reasoningHide reasoning
Sales outreach requesting a meeting this week; requires a decision to schedule or decline.
pending
medium
Send Bill.com invite to Josh Hummel for ACH payments
Re: Joshua Hummel / Producer - Exclusive Rental Agreementfrom Sean French <[email protected]>· Mon, 16 Mar 2026 12:34:16 -0700
Show reasoningHide reasoning
User offered to send a Bill.com invite if Josh provides his email; action is pending that information.
The email is a direct due date reminder from the tax authority for a prepayment due by 3/24/2026, requiring action to avoid penalties.
pending
high
Follow up with Alex on insurance license renewal for Silverco
Re: Insurance License Expired (Silverco)from Richard Chang <[email protected]>· Mon, 16 Mar 2026 12:58:12 -0700
Show reasoningHide reasoning
Richard Chang said he will ask Alex to look into the renewal, but the user (likely JD) should ensure this is completed as Zurich has flagged the expired license as a compliance issue.
pending
medium
Respond to Kara Locklin about API access status
RE: Hollywood Depot Rentals LLC - CS132427 (316791 & 132427) adding API Accessfrom Kara Locklin <[email protected]>· Mon, 16 Mar 2026 19:56:03 +0000
Show reasoningHide reasoning
Kara is following up to check if the API access for Company ID 316791 is working; a response is needed to confirm or address any issues.