The recruiter states that after payment is received, they will share the new hire's contact info and signed offer letter, which is needed for onboarding.
pending
medium
Follow up with Devin to get ScreenConnect or access tool for quote report
Garret looped in Devin to provide access instructions; user needs to coordinate with Devin to gain direct access to the report sheet.
pending
medium
Review and acknowledge Stephanie's breakdown of B Note interest and fees
RE: EXT: Breakdown of the B Notefrom Stephanie Becvar <[email protected]>· Thu, 12 Mar 2026 18:46:21 +0000
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Stephanie provided the requested breakdown; user should review the details and likely respond to confirm or ask follow-up questions.
pending
high
Due: 2026-03-12
Send final invoice to Lauren Kleeman (Ondamax Films) with updated company info
Fwd: Pro Supplies 3/8-3/11 | Ondamax Filmsfrom Sean French <[email protected]>· Thu, 12 Mar 2026 11:15:16 -0700
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Lauren explicitly requests the final invoice be sent quickly as she only has today to wrap up the project, and provides updated billing information.
pending
high
Due: 2026-03-12
Attend meeting with JD Busfield at noon
Re: Aging at a Glance 03/12/26from Julie Lawson <[email protected]>· Thu, 12 Mar 2026 11:06:38 -0700
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JD confirms a meeting plan for today at noon, which requires the user's attendance.
pending
medium
Review the Aging at a Glance report for the meeting
Aging at a Glance 03/12/26from Maria Salguero <[email protected]>· Thu, 12 Mar 2026 10:24:13 -0700
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Maria sends the weekly report for an upcoming meeting; the user should review it in preparation.
pending
high
Due: 2026-03-15
Provide payment status update and aim to pay outstanding invoices by end of week
RE: Outstanding Invoicesfrom H Tantanyan <[email protected]>· Thu, 12 Mar 2026 17:53:46 +0000
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Vendor is urgently requesting payment status and asking for payment by end of the week for multiple outstanding invoices.
pending
medium
Confirm meeting time with JD about Aging report
Re: Aging at a Glance 03/12/26from Julie Lawson <[email protected]>· Thu, 12 Mar 2026 10:53:19 -0700
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Julie is asking JD to decide if they will meet today or postpone until next week, requiring a response to coordinate.
pending
medium
Inform Sean French to send invoice approval requests to Kristy Imada
RE: Prettybird :: Elf "Vanity Vandals"from Lottie Tai <[email protected]>· Thu, 12 Mar 2026 12:52:57 -0500
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Lottie provided the contact for expedited invoice approvals; this information needs to be relayed to Sean to resolve the process issue.
pending
medium
Review Lu Powell commission spreadsheet from Garret
RE: Lu commishfrom <[email protected]>· Thu, 12 Mar 2026 10:24:31 -0700
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Garret sent an updated commission spreadsheet for Lu Powell that was previously requested; you need to review it and follow up with any questions.
pending
high
Address accounting response time for Prettybird invoices
Re: Prettybird :: Elf "Vanity Vandals"from Sean French <[email protected]>· Thu, 12 Mar 2026 10:22:12 -0700
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Sean French is urgently requesting a faster approval process for invoices (within 6 hours) as freelancers are waiting; this requires a response and possibly a process change.
pending
high
Approve and process Prettybird invoices for payment
Re: Prettybird :: Elf "Vanity Vandals"from Sean French <[email protected]>· Thu, 12 Mar 2026 10:22:12 -0700
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Invoices for Prettybird's project need to be approved and processed so payments can be made to freelancers, as they have been waiting since yesterday.
pending
medium
Listen to voicemail from Fort Lauderdale number
New Voice Message from FORT LAUDERD FL (954) 694-8229 on 03/12/2026 9:57 AMfrom RingCentral <[email protected]>· Thu, 12 Mar 2026 16:57:53 +0000 (UTC)
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A new voicemail was left from an unknown number; it should be checked for potential business or urgent matters.
pending
medium
Continue developing rebate tracking automation and share with Versatile Studios
Re: Vehicle & EQ Rental Holds for Caravan Clubfrom Michael Dos Santos <[email protected]>· Thu, 12 Mar 2026 09:47:58 -0700
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You committed to working on and sharing an automation tool for tracking client rebates; follow-up is needed to complete and deliver it.
pending
low
Review repair quote for unit 986108 from A&S Auto/Truck Care
A repair quote was forwarded for review; a decision is needed on whether to proceed with the repair.
pending
high
Provide breakdown of B Note disbursements to JD Busfield
FW: EXT: Breakdown of the B Notefrom Christy Bader <[email protected]>· Thu, 12 Mar 2026 16:20:31 +0000
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Christy Bader forwarded a request from JD Busfield asking for guidance on a financial breakdown; this requires a response with analysis or information.
pending
high
Due: 2026-03-11
Review and pay Microsoft invoice G146445500
Your Microsoft invoice G146445500 is readyfrom Microsoft <[email protected]>· Thu, 12 Mar 2026 03:01:33 +0000
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Invoice is due March 11, 2026, and automatic payment may not be set up; requires review and potential action to avoid service interruption.
pending
medium
Due: 2026-03-12
Track UPS package 1Z1828191354003594 for Hollywood Depot Rentals
UPS Ship Notification, Tracking Number 1Z1828191354003594from UPS <[email protected]>· Wed, 11 Mar 2026 21:03:31 -0400 (EDT)
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Package from Paylocity is scheduled for delivery March 12, 2026; should be tracked to ensure receipt, likely containing important payroll or tax documents.
pending
medium
Due: 2026-03-12
Track UPS package 1Z1828191354925268 for Silverco Enterprises
UPS Ship Notification, Tracking Number 1Z1828191354925268from UPS <[email protected]>· Wed, 11 Mar 2026 21:03:30 -0400 (EDT)
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Package from Paylocity is scheduled for delivery March 12, 2026; should be tracked to ensure receipt, likely containing important payroll or tax documents.
pending
low
Review Ram Promaster Vehicle Health Report for recall action items
View your March Vehicle Health Reportfrom Ram Service <[email protected]>· Wed, 11 Mar 2026 19:02:44 -0600
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Email contains a vehicle health report with recall action items; should be reviewed for potential safety or maintenance issues affecting the company vehicle.
pending
medium
Review and follow up on draft quotes from sales team
Quotes Created Today as of 06:00 PM - 03/11/2026from <[email protected]>· Wed, 11 Mar 2026 18:00:09 -0700
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Daily quote summary includes multiple draft quotes requiring review, approval, or follow-up to convert to revenue.
Scrive AB Invoice number 104467from "'Kleer Group AB' via Finance and Payables" <[email protected]>· Thu, 12 Mar 2026 00:13:51 +0000
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Invoice is attached to the email and requires processing for payment; it's a direct request from the finance/payables team.
pending
medium
Review Versatile Batch Report for 03/11/26
Versatile Batch Report 03/11/26from Maria Salguero <[email protected]>· Wed, 11 Mar 2026 15:46:44 -0700
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Maria Salguero has sent a batch report directly to Lottie & Team; this likely requires review and acknowledgment as part of daily operations.
pending
medium
Review HDR Batch Report for 03/11/26
HDR Batch Report 031126from Maria Salguero <[email protected]>· Wed, 11 Mar 2026 15:45:35 -0700
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Maria Salguero has sent a batch report directly to Lottie & Team; this likely requires review and acknowledgment as part of daily operations.
pending
high
Due: 2026-03-13
Start including Ronald and Richard on all initial customer email acknowledgements
Fwd: Customer email communications - Versatilefrom Richard Chang <[email protected]>· Wed, 11 Mar 2026 20:41:14 -0700
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A directive from the COO with a specific start date (3/13/26) to begin monitoring response times. This requires an immediate change in email procedure.
pending
high
Respond to Richard Chang about defining Sean's role and oversight
Sales Responsibilities and Scope for Sean - Versatile / Cahuengafrom Richard Chang <[email protected]>· Wed, 11 Mar 2026 17:09:13 -0700
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A direct request from the COO for a decision on who will define and enforce rules for an employee's role, requiring a thoughtful response.
pending
medium
Clarify rebate tracking process with Michael Dos Santos
Fwd: Vehicle & EQ Rental Holds for Caravan Clubfrom Michael Dos Santos <[email protected]>· Wed, 11 Mar 2026 16:49:35 -0700
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Michael is asking for guidance on how to handle final invoices for clients with rebate deals, which requires a response to ensure proper financial tracking.
pending
high
Respond to Sean French about Helcim account status
Helcimfrom Sean French <[email protected]>· Wed, 11 Mar 2026 16:20:53 -0700
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Sean is being pressured for financials and needs to know if the company can move off the Helcim card point system, requiring an urgent decision and response.
pending
medium
Decide and instruct Lottie on writing off sold vehicle in Debt file
RE: Two Family Unit Soldfrom Lottie Tai <[email protected]>· Wed, 11 Mar 2026 18:12:38 -0500
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Lottie is asking for a decision on whether to write off a sold vehicle that is still listed in the Debt file, as it wasn't on a payoff file. A response is needed to resolve the accounting discrepancy.
pending
high
Due: 2026-03-25
Confirm adjusted compensation and start timeline with recruiter for new accountant
JD proposed a compensation adjustment and a specific timeline to start the junior accountant search. The recruiter needs confirmation to proceed, and the search should start within two weeks of the senior accountant's start date.
pending
medium
Follow up on Set Stuff's billing and payment status
The forwarded email from Set Stuff Inc A/R requests payment status on 'very old invoices.' While Julie Lawson's note says they are current, the inquiry from the vendor requires a response or verification.
pending
medium
Due: 2026-03-18
Schedule a meeting with Sean French to discuss automating invoice process
Re: Joshua Hummel / Producer - Exclusive Rental Agreementfrom Sean French <[email protected]>· Wed, 11 Mar 2026 14:18:17 -0700
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In the forwarded thread, Sean French mentions 'We can talk about how to audimate that next week so we never have to go through that again.' This implies a commitment to discuss process improvement in the coming week.
pending
medium
Follow up with Julie Lawson regarding Set Stuff's billing and old invoices
Julie is asking to 'catch up' on billing, and the forwarded email from Set Stuff's A/R is requesting payment status on 'very old invoices'. This requires investigation and likely a response or action.
pending
high
Due: 2026-03-13
Approve updated payroll report for March 13 pay run
The payroll specialist is awaiting your approval to finalize the pay run for Friday, March 13th.
pending
high
Pay invoice for Joshua Hummel rental agreement
Fwd: Joshua Hummel / Producer - Exclusive Rental Agreementfrom Sean French <[email protected]>· Wed, 11 Mar 2026 12:41:57 -0700
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Sean French has forwarded an invoice and explicitly requested Accounting to 'get this paid right away'.
pending
medium
Provide details on PacketCo sales resources to Sean Griffin
RE: Sean/James: Connectfrom Sean Griffin <[email protected]>· Wed, 11 Mar 2026 19:20:45 +0000
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Sean Griffin has asked several specific questions about current sales staff and structure to help draft a post-merger sales org; a response is needed to move the project forward.
pending
medium
Follow up with Dawna to complete Mosaic Silverco training
Kady's email indicates Dawna has not completed required training and a reminder has been sent; follow-up may be needed to ensure completion.
pending
medium
Review pending Adobe team access request
You have 1 pending requests for Adobe apps to reviewfrom Adobe <[email protected]>· Wed, 11 Mar 2026 18:24:27 +0000
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An admin request is pending for someone to join the Adobe team; it requires review and approval.
pending
high
Investigate failed Vercel production deployment
Failed production deployment on team 'jdavon's projects'from Vercel <[email protected]>· Wed, 11 Mar 2026 16:46:45 +0000
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A production deployment failed, which requires immediate attention to maintain site/service stability.
pending
medium
Due: 2026-04-03
Review Vercel usage summary and upcoming billing cycle
Weekly Usage Summary for jdavon's projectsfrom Vercel <[email protected]>· Wed, 11 Mar 2026 16:27:32 +0000
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The billing cycle ends on April 3, 2026; usage should be monitored and optimized before the cycle closes.
pending
high
Investigate failed Vercel production deployment
Failed production deployment on team 'jdavon's projects'from Vercel <[email protected]>· Wed, 11 Mar 2026 16:21:30 +0000
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A production deployment failed, which requires immediate attention to maintain site/service stability.
pending
medium
Follow up with Ronald on SOPs for Versatile Studios
Fwd: Personnel Transfer - Dan Olivofrom Richard Chang <[email protected]>· Tue, 10 Mar 2026 21:41:59 -0700
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Sean French mentioned working with Ronald to finalize SOPs; a follow-up is needed to ensure progress.
pending
high
Investigate failed Vercel production deployment
Failed production deployment on team 'jdavon's projects'from Vercel <[email protected]>· Tue, 10 Mar 2026 23:35:18 +0000
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A production deployment failed, which requires immediate attention to maintain site/service stability.
pending
medium
Respond to Kat Bunting about Stripe partnership discussion
Re: Reconnecting with Stripefrom Kat Bunting <[email protected]>· Wed, 11 Mar 2026 17:45:27 +0000 (UTC)
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A Stripe account executive is directly asking if now is a good time to discuss a potential partnership, requiring a reply to either schedule a meeting or decline.