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AI-suggested tasks from your emails

pending medium

Provide project milestones and timeline for Paylocity API integration

RE: Hollywood Depot Rentals LLC - CS132427 (316791 & 132427) adding API Access from Kara Locklin <[email protected]> · Wed, 4 Mar 2026 17:27:39 +0000
Show reasoning
Kara from Paylocity explicitly asks for project milestones and timelines to proceed with the API access work, requiring a response.
pending medium

Review pending Adobe team access request

You have 1 pending requests for Adobe apps to review from Adobe <[email protected]> · Wed, 4 Mar 2026 17:23:06 +0000
Show reasoning
A user is waiting for team access approval; timely review is needed to onboard them.
pending high

Follow up with Garret for the February quote report

Re: Most Recent Quote Report from Garret <[email protected]> · Wed, 4 Mar 2026 08:55:54 -0800
Show reasoning
Garret promised to send the report in about an hour; it's needed for February revenue and payroll estimates.
pending medium

Confirm Paylocity tax payment details with Lottie

RE: Paylocity - HDR from Lottie Tai <[email protected]> · Wed, 4 Mar 2026 10:45:10 -0600
Show reasoning
Lottie mentions a tax payment needs to be expensed; ensure the details are correct and processed.
pending medium

Verify receipt of loan invoices from 1st Source and note new email sources

RE: NCNT/Two Family/Avon statements from SM-SFG Loan Accounting <[email protected]> · Wed, 4 Mar 2026 15:24:14 +0000
Show reasoning
Invoices were sent and new automated email sources were specified; user should confirm receipt and update email filters.
dismissed high Due: 2026-03-06

Approve HDR payroll for March 6th

HDR Payroll 03.06.26 from Atzin Rodriguez <[email protected]> · Wed, 4 Mar 2026 15:52:43 +0000
Show reasoning
Atzin from HR is requesting approval for the upcoming payroll, which is scheduled for payment on Friday, March 6th. Action is required to confirm or address any questions.
dismissed medium

Follow up on Versatile Fictitious Business Name statement

Re: Fictitious Business Name Filing from Alex Reyes-Ruiz <[email protected]> · Wed, 4 Mar 2026 07:42:17 -0800
Show reasoning
In the email thread, JD mentions they are still waiting on the Versatile statement for the fictitious name filing. This is an outstanding item from a previous request that needs follow-up.
dismissed high

Review security vulnerabilities in Supabase project 'My Accounting Hub'

Security vulnerabilities detected in your Supabase projects from Supabase <[email protected]> · Wed, 04 Mar 2026 07:48:10 +0000
Show reasoning
Supabase is alerting about security vulnerabilities that could expose data. This requires immediate review and potential action to fix the issues.
dismissed high

Respond to H. Tantanyan regarding payment status of 4 outstanding invoices

RE: Outstanding Invoices from H Tantanyan <[email protected]> · Wed, 4 Mar 2026 01:02:49 +0000
Show reasoning
This is a direct follow-up from a vendor requesting an update on unpaid invoices, which requires a response to maintain the business relationship and address financial obligations.
dismissed high Due: 2026-03-15

Pay Fleetio invoice #829334

Invoice #829334 from Fleetio from "'Fleetio' via Finance and Payables" <[email protected]> · Wed, 04 Mar 2026 00:54:25 +0000
Show reasoning
Invoice has a due date of 03/15/2026 and requires payment to avoid late fees or service disruption.
dismissed medium

Review updated payroll reports from Lottie

RE: Monthly Payroll Report - Avon / HDR from Lottie Tai <[email protected]> · Tue, 3 Mar 2026 17:27:08 -0600
Show reasoning
Lottie sent updated reports and asked for feedback on whether to include or exclude certain tax amounts, requiring a decision.
dismissed medium Due: 2026-03-03T13:30:00-08:00

Attend or respond to 'Upside' meeting invitation

Updated invitation: Upside @ Tue Mar 3, 2026 1:30pm - 2pm (PST) (JD Busfield) from James Adcock <[email protected]> · Tue, 03 Mar 2026 21:29:40 +0000
Show reasoning
Meeting is scheduled for today (Mar 3, 2026, 1:30 PM PST). Attendance is optional but requires action to accept, decline, or attend.
pending medium Due: 2026-04-24

Review RAMP opportunity for Rapid Pedestrian Facility Repair Program

RAMP - New Opportunity: Request for Qualifications for the Rapid Pedestrian Facility Repair Program Contract Serial No. 1 from RAMP Opportunities <[email protected]> · Wed, 4 Mar 2026 00:10:56 +0000 (GMT)
Show reasoning
A new bidding opportunity matching the company's profile has been posted with a deadline of 4/24/2026; the user should review and decide whether to submit a bid.
pending high

Process invoices V300563, V300562 for Versatile Studios

Re: 4ton Availability | Feb24 - Feb27 from Dawna Saucedo <[email protected]> · Tue, 3 Mar 2026 16:09:12 -0800
Show reasoning
Dawna Saucedo is urgently requesting processing of specific invoices because the customer is pushing for paid invoices asap.
pending medium

Review and approve marketing video project plan and budget

Sales Action Items Submission – "Avon Doesn't Suck" Marketing Video from Michael Dos Santos <[email protected]> · Tue, 3 Mar 2026 18:12:37 -0500
Show reasoning
A detailed project plan and budget for the 'Avon Doesn't Suck' marketing video has been submitted; the user needs to review and likely approve or provide feedback before filming starts on March 10th.
pending low

Review forwarded quotes from Ivan Cardenas

Fwd: Quotes from James Adcock <[email protected]> · Tue, 3 Mar 2026 17:05:59 -0500
Show reasoning
James Adcock forwarded an email from Ivan Cardenas with the subject 'Quotes'; the user should review the attached quotes for potential action.
pending medium

Create journal entry for $1,455.10 owed to HDR

Fwd: Order received! Does everything look right? from Sean French <[email protected]> · Tue, 3 Mar 2026 13:48:13 -0800
Show reasoning
Sean French explicitly requests a journal entry to settle a debt of $1,455.10 from Versatile to HDR for a furniture purchase split.
pending medium

Review AR aging report from Michelle

Re: Silverco Enterprises LLC – 26/27 Workers Compensation Renewal - Request for Info from Human Resources Team <[email protected]> · Tue, 3 Mar 2026 14:11:43 -0600
Show reasoning
Michelle sent an AR aging report for review; a follow-up or acknowledgment may be needed based on the prior request.
pending high

Provide payroll info for Workers Comp renewal

Re: Silverco Enterprises LLC – 26/27 Workers Compensation Renewal - Request for Info from Kady Svensson <[email protected]> · Tue, 3 Mar 2026 12:03:57 -0800
Show reasoning
An urgent request from Whiteboard Risk for updated payroll data to complete a Workers Compensation renewal; Kady has escalated it to payroll/HR.
dismissed medium Due: 2026-03-04

Follow up on checks for Oscar and Jorge Cardenas

Re: Deliveries from Ivan Cardenas <[email protected]> · Tue, 3 Mar 2026 13:19:27 -0800
Show reasoning
JD said checks should be ready 'today or tomorrow at the latest' (Mar 3-4, 2026). A follow-up is needed to ensure they are ready and delivered.
pending medium

Ask Jessica Tovar to code invoices 233146 and 234355 to 48007 Ticket Resales

RE: Ticket sales from Lottie Tai <[email protected]> · Tue, 3 Mar 2026 14:46:58 -0600
Show reasoning
Lottie explicitly requests that JD ask Jessica Tovar to correct the coding for two specific invoices, which is a direct action item for JD.
pending medium

Provide examples of ticket sales income coded to other accounts to Lottie

RE: Ticket sales from <[email protected]> · Tue, 3 Mar 2026 11:49:30 -0800
Show reasoning
Lottie has requested specific examples to investigate the accounting issue raised by Garret.
pending low

Follow up with JD Busfield on AR invoice coding for Suite Sale

RE: Ticket sales from <[email protected]> · Tue, 3 Mar 2026 11:49:30 -0800
Show reasoning
Lottie suggested JD Busfield could provide insight into how AR invoices for Suite Sale are coded.
pending medium

Determine contact for TPA loss runs request

Re: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from Kady Svensson <[email protected]> · Tue, 3 Mar 2026 11:20:13 -0800
Show reasoning
Kady states she is waiting for information on whom to request TPA loss runs from; this is a pending task.
pending medium

Grant Rachel Mazie access to the Google Drive folder

RE: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from "Mazie, Rachel" <[email protected]> · Tue, 3 Mar 2026 19:11:10 +0000
Show reasoning
Rachel Mazie has explicitly requested access to the Google Drive folder for the insurance renewal.
pending medium

Review Fleetio statement and provide planned payment date

March statement from Corporate Billing on behalf of FLEETIO powered by cbCharge GROUP from "'FLEETIO powered by cbCharge GROUP' via Finance and Payables" <[email protected]> · Tue, 3 Mar 2026 18:58:40 +0000
Show reasoning
The statement email requests the user to review the statement and provide a planned payment date to reduce follow-up communication.
pending high

Complete identity verification for VitalChek Fictitious Business Name filing

VitalChek Order - Action Required from VitalChek <[email protected]> · Tue, 3 Mar 2026 12:35:04 -0600 (CST)
Show reasoning
Email subject states 'Action Required' and indicates a process to begin for filing a Fictitious Business Name Statement, which requires user action to verify identity and proceed.
pending medium

Confirm with Lottie Tai on handling of payroll taxes in QuickBooks reports

RE: Monthly Payroll Report - Avon / HDR from Lottie Tai <[email protected]> · Tue, 3 Mar 2026 12:02:26 -0600
Show reasoning
Lottie asked for a decision on whether to keep or exclude certain tax amounts in payroll reports to tie to QuickBooks expense; a response is needed to finalize the reports.
pending medium Due: 2026-03-03

Attend or respond to 'Versatile Sales Action Items' meeting invitation

Invitation: Versatile Sales Action Items @ Tue Mar 3, 2026 10:45am - 11:45am (PST) (JD Busfield) from James Adcock <[email protected]> · Tue, 03 Mar 2026 16:52:19 +0000
Show reasoning
User is a guest on a calendar invitation for a meeting happening today (March 3, 2026); while attendance is optional, a response or decision is required.
pending high

Prepare for insurance renewal meeting with Lockton

Re: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from Kady Svensson <[email protected]> · Mon, 2 Mar 2026 13:41:22 -0800
Show reasoning
Email thread is about an upcoming insurance renewal meeting; user is cc'd and needs to review materials and be prepared for the discussion.
pending medium

Reply to Lottie about payroll report inclusion/exclusion

Monthly Payroll Report - Avon / HDR from Lottie Tai <[email protected]> · Tue, 3 Mar 2026 11:48:04 -0600
Show reasoning
Lottie is asking for a decision on whether to include or exclude certain tax amounts from the total PR number to tie to QB expense; a response is needed to clarify the reporting preference.
pending high Due: 2026-03-04

Confirm meeting time with Kara Locklin for Wednesday

RE: Hollywood Depot Rentals LLC - CS132427 (316791 & 132427) adding API Access from Kara Locklin <[email protected]> · Tue, 3 Mar 2026 17:15:33 +0000
Show reasoning
Kara provided availability for a meeting on Wednesday (March 4, 2026) at 11am, 12pm, or 2pm EST; you need to select a time and confirm.
pending medium Due: 2026-04-30

File Statement of Information for TWO FAMILY ENTERPRISES, INC.

Statement of Information Due by April 30, TWO FAMILY ENTERPRISES, INC. from CA Filing Services <[email protected]> · Tue, 03 Mar 2026 17:13:49 +0000 (UTC)
Show reasoning
A filing is due by April 30, 2026, to avoid a $250 late penalty and keep the business in good standing.
pending medium

Provide bank statements for NCNT/Two Family/Avon to Christy Bader

NCNT/Two Family/Avon statements from Christy Bader <[email protected]> · Tue, 3 Mar 2026 17:10:11 +0000
Show reasoning
Christy Bader is requesting statements for three entities on your behalf; you need to provide them or clarify who will.
pending low

Provide insight to Lottie Tai about AR invoice coding examples

RE: Ticket sales from Lottie Tai <[email protected]> · Tue, 3 Mar 2026 10:49:47 -0600
Show reasoning
Lottie Tai explicitly asked for your insight regarding examples of income coded into other accounts for ticket sales reconciliation.
pending medium Due: 2026-03-04

Review Maria's samples and provide feedback to Nicoll

Re: Sr. Accountant - Avon Rents & Somewhere from Nicoll Wilches <[email protected]> · Tue, 3 Mar 2026 08:14:23 -0500
Show reasoning
The recruiter sent candidate samples with an expiration date of 3/4/26 and is looking forward to feedback, implying a review is needed before the links expire.
pending medium

Coordinate with Mike about LA trip schedule and OOO coverage

MDS LA TRIPS AND OOO DATES from Michael Dos Santos <[email protected]> · Mon, 2 Mar 2026 17:58:08 -0500
Show reasoning
Mike has shared upcoming travel and out-of-office dates and is open to discussing coordination for meetings and coverage, requiring a follow-up conversation.
pending high

Review and approve pending employee changes in Paylocity

Outstanding Pending Approvals from Silverco Enterprises <[email protected]> · Mon, 02 Mar 2026 22:53:27 +0000
Show reasoning
The email is an automated notification about outstanding pending approvals that require attention, indicating an immediate administrative task.
pending medium Due: 2026-03-09

Monitor for and respond to VitalChek payment verification email for FBN filing

LA County RR/CC FBN Receipt from "LA County RR/CC" <[email protected]> · Mon, 02 Mar 2026 22:51:00 +0000
Show reasoning
The confirmation states an email from VitalChek for payment verification will arrive within 5 business days; the user must watch for it and complete the payment.
pending high

Address HSS LLC past due notice from CA FTB

Re: HSS LLC State of CA Past due notice from Kady Svensson <[email protected]> · Mon, 2 Mar 2026 14:19:05 -0800
Show reasoning
Kady is forwarding a past due tax notice, which requires a decision or action to resolve the outstanding balance.
pending high

Address NCNT LLC balance due notice from CA FTB

Re: 2024 / 2025 NCNT LLC Balance Due from Kady Svensson <[email protected]> · Mon, 2 Mar 2026 14:18:28 -0800
Show reasoning
Kady is forwarding another tax notice for a different entity, requiring review and potential payment.
pending medium

Add Rachel and Saamya to Google portal access for insurance applications

RE: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from "Covarrubias, Anthony" <[email protected]> · Mon, 2 Mar 2026 21:35:45 +0000
Show reasoning
Anthony Covarrubias explicitly requests that Rachel and Saamya be given access to the shared applications, which is a direct action item for Kady (or the user if they are Kady).
pending medium

Review AR aging report from Michelle

Updated Cars+ Aging report from Michelle Moreno <[email protected]> · Mon, 2 Mar 2026 13:53:16 -0800
Show reasoning
An AR aging report was sent for your review; this is a standard accounting task that requires attention.
pending high

Provide TPA loss runs to Anthony Covarrubias

RE: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from "Covarrubias, Anthony" <[email protected]> · Mon, 2 Mar 2026 21:38:14 +0000
Show reasoning
Anthony Covarrubias explicitly requested TPA loss runs for the insurance renewal, which is likely urgent given the upcoming meeting mentioned in the thread.
pending high

Review completed applications for Avon rental renewal

Re: Renewal Solicitation - Avon Rental Holdings LLC - 6/1/26 from Kady Svensson <[email protected]> · Mon, 2 Mar 2026 12:00:38 -0800
Show reasoning
Kady directly asks you to review the applications and respond ahead of this week's meeting, implying urgency.
pending medium

Cut checks for Oscar Cardenas and Jorge Cardenas for $600 each

Deliveries from Ivan Cardenas <[email protected]> · Mon, 2 Mar 2026 11:51:20 -0800
Show reasoning
Ivan requests payment for last-minute deliveries; this is a direct financial task requiring action.
pending medium

Process invoice #2226262060 from Veritable Screening

Invoice #2226262060 (2026-03-01) from Veritable Screening from "'Veritable Screening' via Finance and Payables" <[email protected]> · Mon, 2 Mar 2026 17:33:15 +0000
Show reasoning
An invoice for services was received; it needs to be reviewed and scheduled for payment.
pending high Due: 2026-03-02

Confirm attendance for interview with Maria

Re: Sr. Accountant - Avon Rents & Somewhere from Nicoll Wilches <[email protected]> · Mon, 2 Mar 2026 13:10:18 -0500
Show reasoning
The recruiter explicitly asks for confirmation of attendance for an interview scheduled today (March 2, 2026). Immediate action is required.
pending medium

Review candidate profiles for Miguel and Dimpho

Re: Sr. Accountant - Avon Rents & Somewhere from Nicoll Wilches <[email protected]> · Mon, 2 Mar 2026 13:10:18 -0500
Show reasoning
The recruiter has provided two candidate profiles for review and expects feedback. This is a direct request for action.
pending medium Due: 2026-04-01

Review secure invoice from Wells Fargo for Oracle Contract

Invoice from Wells Fargo Bank, N.A. for your Oracle Contract from "'Invoicing' via Finance and Payables" <[email protected]> · Mon, 02 Mar 2026 10:29:36 CST
Show reasoning
A secure invoice requires review and potential payment; the secure message expires on April 1, 2026.
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