Email Insights — Assistant

pending medium

Update ACH filter rules in Payment Manager

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 7 Apr 2026 08:58:43 -0400

Show reasoning

The exception messages instruct the user to update their ACH filter rules to prevent future unauthorized transactions, which is a distinct follow-up action after handling the immediate exceptions.

pending medium

Review completed DocuSign documents for NCNT HOLDINGS LLC

Completed: Documents for NCNT HOLDINGS LLC from Katlynn Vanator from Katlynn Vanator via Docusign <[email protected]> · Tue, 07 Apr 2026 05:37:46 -0700

Show reasoning

The email indicates documents have been fully executed and are available for review via a secure link; the user should verify the completed documents.

pending high

Login to Manufacturers Bank positive pay system to process exceptions

Positive Pay System Notifications (Exception: Unauthorized ACH Transaction) from [email protected] · Tue, 07 Apr 2026 07:27:31 +0000 (UTC)

Show reasoning

The bank notification indicates there is 1 unauthorized ACH transaction exception requiring immediate review and action to prevent fraud or payment issues.

pending medium

Monitor support ticket 186293 from Avon Rent a Car

[Request received] from Avon Rent a Car Truck Van <[email protected]> · Tue, 07 Apr 2026 00:53:27 +0000

Show reasoning

A support request was submitted and received a ticket ID; action may be needed to follow up or provide additional information if support responds.

pending medium

Monitor support ticket 186291 from Avon Rent a Car

[Request received] from Avon Rent a Car Truck Van <[email protected]> · Tue, 07 Apr 2026 00:41:29 +0000

Show reasoning

A support request was submitted and received a ticket ID; action may be needed to follow up or provide additional information if support responds.

pending medium

Monitor support ticket 186288 from Avon Rent a Car

[Request received] from Avon Rent a Car Truck Van <[email protected]> · Tue, 07 Apr 2026 00:23:37 +0000

Show reasoning

A support request was submitted and received a ticket ID; action may be needed to follow up or provide additional information if support responds.

pending medium

Review batch report for 04/06/26 from Maria Salguero

BATCH REPORT 040626 from Maria Salguero <[email protected]> · Mon, 6 Apr 2026 15:21:09 -0700

Show reasoning

Maria sent a batch report with a request to 'Please see'; this implies a task to review the attached report for accuracy or processing.

pending medium

Review batch report for 04/06/26 from Maria Salguero

BATCH REPORT 046026 from Maria Salguero <[email protected]> · Mon, 6 Apr 2026 12:54:29 -0700

Show reasoning

Maria sent a batch report with a request to 'Please see'; this implies a task to review the attached report for accuracy or processing.

pending medium Due: 2026-04-09

Provide quote for 3-ton truck rental for Coachella

Quote truck rental from Mariano rubin de celis <[email protected]> · Mon, 6 Apr 2026 18:40:46 -0700

Show reasoning

Mariano is requesting a quote for a truck rental needed for an event this Sunday, implying a need for a timely response before the event date.

pending high

Follow up on proof of utility payments for Account #233283

Re: Fourth follow up Proof of utility payments - Account #233283 from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 18:16:49 -0700

Show reasoning

Kady Svensson is following up for the fourth time on a request for proof of utility payments; this is an urgent outstanding request from a business contact.

pending medium

Confirm payment file sent to SilverCo for utility payments

Re: Fourth follow up Proof of utility payments - Account #233283 from Jennifer Marquez <[email protected]> · Tue, 7 Apr 2026 01:11:30 +0000

Show reasoning

Jennifer Marquez stated payments are scheduled for this week's payment file; a follow-up may be needed to confirm the file was sent and to provide proof to Kady.

pending medium

Respond to Jacky Norris about Brex introduction call

Jacky / JD - Introduction from Jacky Norris <[email protected]> · Mon, 6 Apr 2026 16:35:08 -0700

Show reasoning

Jacky requested a conversation next week to discuss priorities and potential services; a response is needed to accept, decline, or schedule.

pending medium Due: 2026-05-12

Review RAMP bidding opportunity for LAS PALMAS SENIOR CENTER

RAMP - New Opportunity: LAS PALMAS SENIOR CENTER (G1163) 1820 N. LAS PALMAS, CA 90028 from RAMP Opportunities <[email protected]> · Mon, 6 Apr 2026 23:14:54 +0000 (GMT)

Show reasoning

This is a new bidding opportunity with a clear deadline (Bid Due: 5/12/2026). The user's company is subscribed and likely needs to decide whether to pursue the bid.

pending medium

Respond to Christy Bader about Avon appraisal inventory plan

RE: EXT: RE: Avon Appraisal Publication - Final from Christy Bader <[email protected]> · Mon, 6 Apr 2026 22:48:05 +0000

Show reasoning

Christy is directly asking James Adcock for a decision on whether to publish the appraisal report as is or provide additional inventory details, requiring a response.

pending high

Make payroll adjustments for Dan Olivo's time allocation

Re: Month Preview Report - March from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 18:27:37 -0400

Show reasoning

JD Busfield committed to making adjustments for Dan Olivo's time reallocation, which is a clear follow-up task from the payroll discussion.

pending medium Due: 2026-04-08

Coordinate with Meagan to schedule dashboard review call for Wednesday

Re: VERSATILE STUDIOS WAREHOUSE AND MANAGEMENT DASHBOARDS from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 18:26:37 -0400

Show reasoning

Mike asked Meagan to coordinate a call for Wednesday (implied deadline) to review dashboard requirements, requiring scheduling action.

pending medium Due: 2026-04-08

Review dashboard requirements PDF and prepare for call with Mike

VERSATILE STUDIOS WAREHOUSE AND MANAGEMENT DASHBOARDS from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 18:03:36 -0400

Show reasoning

Mike sent detailed dashboard requirements and requested a call this week (before Thursday/Friday) to review scope and feasibility, requiring preparation.

pending medium

Accept shared calendar invitation for Culver Stage Managers

Accept your invitation to join shared calendar: "Culver Stage Managers" from Michael Dos Santos <[email protected]> · Mon, 06 Apr 2026 21:47:23 +0000

Show reasoning

The email is a direct invitation to join a shared calendar, requiring an action to accept or decline the invite.

pending low

Review shared spreadsheet VERSATILE WAREHOUSE SCHEDULE

Spreadsheet shared with you: "VERSATILE WAREHOUSE SCHEDULE" from "Michael Dos Santos (via Google Sheets)" <[email protected]> · Mon, 06 Apr 2026 21:44:24 +0000

Show reasoning

A spreadsheet has been shared with the user; while not urgent, it likely requires review or acknowledgment.

pending high

Respond to Lottie's questions about GL account 1254 and customer credits

RKE follow up - Avon from Lottie Tai <[email protected]> · Mon, 6 Apr 2026 16:38:49 -0500

Show reasoning

The email contains specific accounting questions requiring investigation and a response, indicating a direct follow-up is needed.

pending medium

Provide breakdown of March payroll OT hours and costs to Mike

Re: Month Preview Report - March from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 12:39:26 -0700

Show reasoning

Mike Dos Santos requested a breakdown of payroll costs and OT hours; this requires gathering and sending information.

pending medium

Ensure Veronica has top-level folder access for Avon Month End

Access - Follow ups from Veronica Monea <[email protected]> · Mon, 6 Apr 2026 12:06:58 -0300

Show reasoning

Veronica requested access to high-level folders; while Lottie handled it, the user (likely JD) should verify access is correctly granted.

pending medium

Confirm petty cash transactions for March

Petty Cash for March from The Finance Crew Accounting <[email protected]> · Mon, 6 Apr 2026 13:54:20 -0700

Show reasoning

The accounting team is directly asking for confirmation of any petty cash transactions for March, which requires a response.

pending low

Review Adobe Admin Console for pending team requests and recommendations

You have pending requests and new team recommendations from Adobe <[email protected]> · Mon, 6 Apr 2026 20:41:23 +0000

Show reasoning

Adobe is prompting a review of pending team requests and recommendations to manage licenses and billing, though it is a system notification.

pending low

Track UPS package for title (1ZA5V9871394422681)

RE: EXT: Sold Unit 97679 from Chelsey Borden <[email protected]> · Mon, 6 Apr 2026 20:07:59 +0000

Show reasoning

Chelsey provided a UPS tracking number for a title being sent; the user may want to monitor the delivery.

pending medium

Provide payroll cost and OT breakdown to Michael Dos Santos

Re: Month Preview Report - March from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 12:40:31 -0700

Show reasoning

Mike requested a breakdown of payroll costs and OT hours; a response with the details is needed.

pending high

Provide proof of utility payments for Account #233283

Re: Fourth follow up Proof of utility payments - Account #233283 from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 13:26:19 -0700

Show reasoning

This is a fourth follow-up requesting specific documentation; urgent action is needed to resolve the outstanding request.

pending medium

Discuss transferring software subscriptions to Veronica

Re: Accounts Payable: Vendor Contracts + Cash planning. from Veronica Monea <[email protected]> · Mon, 6 Apr 2026 16:47:09 -0300

Show reasoning

JD committed to beginning the process of transferring software subscriptions to Veronica at a later period; a discussion needs to be scheduled.

pending medium

Clarify Dan Olivo's OT period for March payroll

Re: Month Preview Report - March from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 15:46:15 -0400

Show reasoning

Mike is asking for clarification on whether OT is for the full month or needs adjustment; a response is needed to resolve the payroll review.

pending low

Grant Veronica access to 'HDR Accounting Plan' Google Doc

Share request for "HDR Accounting Plan" from "Veronica Monea (via Google Docs)" <[email protected]> · Mon, 06 Apr 2026 19:45:37 +0000

Show reasoning

Veronica has requested access to a document you own; action is required to add her as a collaborator.

pending medium

Find and report when Dan Olivo was repositioned to W&T

Re: Month Preview Report - March from James Adcock <[email protected]> · Mon, 6 Apr 2026 15:31:51 -0400

Show reasoning

James Adcock directly asks a question about an employee repositioning that requires an answer or follow-up.

pending high Due: 2026-04-06

Follow up with Mando Gonzalez to confirm Paylocity access is working

Re: Approving crew timecards thru Paylocity from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 11:34:45 -0700

Show reasoning

The original request was urgent (needed today) and while Mando says he has access back, a confirmation that the issue is fully resolved is prudent.

pending high Due: 2026-04-06

Investigate and fix Mando's Paylocity access issue

Re: Approving crew timecards thru Paylocity from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 10:47:27 -0700

Show reasoning

Kady acknowledges the access problem and commits to looking into it, requiring action to resolve the request for same-day access restoration.

pending medium

Provide payroll cost breakdown and OT details to Mike

Re: Month Preview Report - March from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 14:48:18 -0400

Show reasoning

Mike (CEO) explicitly requested a breakdown of payroll costs and who was getting OT hours for review.

pending medium Due: 2026-04-07

Follow up with Daniel/Hollywood Depot on approval for Unit #93775 repair

Re: Unit #93775 from "[email protected]" <[email protected]> · Mon, 6 Apr 2026 18:48:08 +0000

Show reasoning

Daniel said he would discuss with Garret and get back 'latest tomorrow' (April 7). A follow-up is needed to get approval for the $5k+ repair.

pending medium

Add notes to AR Allowance for Uncollectable Q1 report

AR Allowance for Uncollectable - Q1 - Avon from Lottie Tai <[email protected]> · Mon, 6 Apr 2026 13:34:01 -0500

Show reasoning

Lottie requested Blad to add notes to the Total Reserve tab and comment on items >3 months old, similar to last quarter's process.

pending medium

Confirm Mando's Paylocity access is restored

Re: Approving crew timecards thru Paylocity from Mando Gonzalez <[email protected]> · Mon, 6 Apr 2026 11:12:47 -0700

Show reasoning

Mando states he has access back, but the original request was urgent and for today. A quick verification that the issue is fully resolved is prudent.

pending high Due: 2026-04-07

Confirm payment to King Realty for outside broker fees

RE: King Realty - Invoices for Outside Brokers from Ryan King <[email protected]> · Mon, 6 Apr 2026 18:04:34 +0000

Show reasoning

Ryan King is following up on an overdue payment for broker commissions. JD said the wire should arrive today (Apr 6) or tomorrow (Apr 7), so confirming receipt is a high priority.

pending medium Due: 2026-04-07

Respond to Lottie about scheduling month-end review call

RE: Access - Follow ups from Lottie Tai <[email protected]> · Mon, 6 Apr 2026 12:19:33 -0500

Show reasoning

Lottie proposed a meeting time (tomorrow at 11a PST) and needs a response to confirm or propose an alternative for the important month-end review.

pending high Due: 2026-04-06

Send payment for King Realty outside broker invoices

RE: King Realty - Invoices for Outside Brokers from Ryan King <[email protected]> · Mon, 6 Apr 2026 17:58:35 +0000

Show reasoning

Ryan King is urgently requesting payment for outstanding invoices related to Hasa and Tesla subleases, noting payment was expected Friday and asking for it today.

pending medium Due: 2026-04-07

Follow up with Daniel Godinez about Unit #93775 repair decision

Re: Unit #93775 from Daniel Godinez <[email protected]> · Mon, 6 Apr 2026 10:53:54 -0700

Show reasoning

Daniel Godinez said he will discuss the repair with Garret and get back latest tomorrow (April 7). A follow-up is needed to get their decision on the $5k+ repair.

pending medium

Log out and back into Paylocity to check access

Re: Approving crew timecards thru Paylocity from Kady Svensson <[email protected]> · Mon, 6 Apr 2026 10:53:21 -0700

Show reasoning

Kady Svensson directly instructs Mando to log out and back into Paylocity to see if the timecard access issue is fixed.

pending medium

Review and decide on repair for Unit #93775

Unit #93775 from Faustino Garcia <[email protected]> · Mon, 6 Apr 2026 10:46:29 -0700

Show reasoning

Faustino Garcia is requesting a decision on how to proceed with a major repair costing over $5,000, requiring authorization or further instructions.

pending low

Confirm meeting with Lottie Tai for Thursday at 12 PM PST

RE: Access - Follow ups from Lottie Tai <[email protected]> · Mon, 6 Apr 2026 12:24:59 -0500

Show reasoning

Lottie Tai proposes a meeting time for a month-end review call; Veronica needs to confirm or propose an alternative.

pending high Due: 2026-04-06

Add Mando back to Paylocity for timecard approval

Approving crew timecards thru Paylocity from Michael Dos Santos <[email protected]> · Mon, 6 Apr 2026 13:31:13 -0400

Show reasoning

Mike requests adding Mando to Paylocity today so he can approve staff timecards and check issues.

pending medium

Send calendar invite for Thursday meeting with Veronica

Re: Access - Follow ups from Veronica Monea <[email protected]> · Mon, 6 Apr 2026 14:25:48 -0300

Show reasoning

Veronica agrees to send an invite for a meeting scheduled for Thursday, implying the user should expect or follow up on the invite.

pending medium

Confirm meeting time for Thursday 4/9 at 11 AM PST with Veronica

Re: Access - Follow ups from Veronica Monea <[email protected]> · Mon, 6 Apr 2026 14:23:37 -0300

Show reasoning

Veronica proposes a meeting time for a month-end review; the user needs to respond to confirm or reschedule.

pending medium

Provide best time for month-end review calls between 9 AM and 1 PM PST

Re: Access - Follow ups from Veronica Monea <[email protected]> · Mon, 6 Apr 2026 14:17:09 -0300

Show reasoning

Veronica asks for the user's best time for longer month-end review calls to schedule one this week.

pending medium Due: 2026-04-25

Review 1st Source Bank loan invoices due April 25th

1st Source Bank Invoices April Loan Invoices from SM-SFG Loan Accounting <[email protected]> · Mon, 6 Apr 2026 16:56:17 +0000

Show reasoning

Invoices for three loans are attached with a due date of April 25th; the user should review them and address any questions.

pending medium

Follow up with Lottie on Avon folder access for Veronica

RE: Access - Follow ups from Lottie Tai <[email protected]> · Mon, 6 Apr 2026 10:52:24 -0500

Show reasoning

Lottie said she would email Ops to share the Avon folder with Veronica and let you know when done. A follow-up may be needed if access isn't granted promptly.