Email Insights

AI-suggested tasks from your emails

pending medium

Send VIN plate photo for unit 97692 to Kiona Bass

RE: EXT: Re: Collateral Inspection Follow-up-Two Family Enterprises from Kiona Bass <[email protected]> · Wed, 1 Apr 2026 12:50:11 +0000
Show reasoning
Kiona requested a photo of the VIN plate to complete collateral inspection follow-up for a repaired vehicle.
pending medium

Resend expired calendar invite for NCNT Holdings, LLC meeting

Veronica Monea <[email protected]> messaged you on Google Chat while you were away from "Veronica Monea (via Google Chat)" <[email protected]> · Wed, 01 Apr 2026 03:04:47 -0700
Show reasoning
Veronica noted an expired invite for a call and requested it be resent, which is a preparatory action for the upcoming meeting.
pending medium Due: 2026-04-30

Update expiring credit card on file for Fleetio subscription

Fleetio Subscription - Credit Card on File Expiring Soon from noreply via Finance and Payables <[email protected]> · Wed, 01 Apr 2026 08:07:06 +0000
Show reasoning
The credit card on file for Fleetio expires in 30 days; it needs to be updated to avoid service interruption.
pending high

Review and fix critical security vulnerability in Supabase project 'My Accounting Hub'

Security vulnerabilities detected in your Supabase projects from Supabase <[email protected]> · Wed, 01 Apr 2026 08:03:21 +0000
Show reasoning
A critical security vulnerability (publicly accessible table) was detected and requires immediate attention to prevent unauthorized data access.
pending high

Log into Positive Pay system to process exceptions for Silverco Enterprises accounts

Positive Pay System Notifications (multiple messages are contained within this email) from [email protected] · Wed, 01 Apr 2026 07:27:24 +0000 (UTC)
Show reasoning
Multiple exceptions need to be processed for several bank accounts; this is a standard but important treasury control task.
pending medium

Review updated Hertz statement and arrange payment

Fwd: FW: Avon/Silverco OVERDUE from Julie Lawson <[email protected]> · Tue, 31 Mar 2026 21:56:42 -0700
Show reasoning
An updated statement from Hertz was forwarded; the user needs to decide on payment method and ensure overdue balances are settled.
pending high Due: 2026-04-01

Pay rent for COV-SAUGUS B LLC

COV-SAUGUS B LLC - Rent Payment Reminder from "'COV-SAUGUS B LLC' via Finance and Payables" <[email protected]> · Mon, 30 Mar 2026 22:21:20 +0000 (UTC)
Show reasoning
Rent payment is due on April 1st, as stated in the reminder email. Action is required to avoid a late payment.
pending high

Investigate returned direct deposit from Paylocity

[EXTERNAL] Returned Direct Deposit For Co: 316791 from Paylocity <[email protected]> · Mon, 30 Mar 2026 21:45:32 +0000
Show reasoning
The email indicates a direct deposit was returned by the bank, which requires immediate attention to resolve the payroll issue.
pending medium

Review damage repair estimate for RA #80015623

JEZERK & ASSOCIATES - VS/RA #80015623 - VEH #986116 - RIGHT FRONT TOP CORNER CAP AND RIGHT REAR LOWER CORNER POST DAMAGE from "Bladimir Rivera (Avon Rent a Car Truck Van)" <[email protected]> · Mon, 30 Mar 2026 21:17:09 +0000
Show reasoning
A repair estimate was emailed to Dawna to invoice the renter; the user (as a follower) may need to follow up or ensure the billing process proceeds.
pending medium

Follow up on damage claim for RA #80015623

JEZERK & ASSOCIATES - VS/RA #80015623 - VEH #986116 - RIGHT FRONT TOP CORNER CAP AND RIGHT REAR LOWER CORNER POST DAMAGE from "Maria Salguero (Avon Rent a Car Truck Van)" <[email protected]> · Mon, 30 Mar 2026 16:45:02 +0000
Show reasoning
The user is a follower on this Zendesk request regarding vehicle damage; they may need to monitor or take action on the internal note thread.
pending medium

Decide on Dawna's in-person warehouse training and approve cost

Re: RW Warehouse training next week from James Adcock <[email protected]> · Mon, 30 Mar 2026 17:46:32 -0400
Show reasoning
A decision is needed on whether to approve ~$1K for Dawna's travel to attend warehouse training in person this week, as requested by Mike and forwarded to you for your call.
pending high

Confirm to Bladimir that unit #97669 was sold and not repaired

Re: Avon v. Simons Caterers from Bladimir Rivera <[email protected]> · Mon, 30 Mar 2026 14:46:14 -0700
Show reasoning
Bladimir needs confirmation that unit #97669 was sold, not repaired, so he can provide accurate information to Jeffrey Bohrer who is urgently requesting proof of payment for damages.
pending high

Confirm to Bladimir that unit #97669 was sold and not repaired

Fwd: Avon v. Simons Caterers from Bladimir Rivera <[email protected]> · Mon, 30 Mar 2026 14:32:42 -0700
Show reasoning
This is a forwarded request from Bladimir explicitly asking for confirmation about unit #97669's status to provide accurate information to Jeffrey Bohrer, indicating it requires a direct response.
pending medium

Review and respond to Mike about Dawna's training travel

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Mon, 30 Mar 2026 17:03:51 -0400
Show reasoning
Mike is asking for thoughts and approval on spending ~$1K for Dawna to attend warehouse training in person; a response is needed to decide.
pending medium

Review Adobe Admin Console for pending team requests and recommendations

You have pending requests and new team recommendations from Adobe <[email protected]> · Mon, 30 Mar 2026 20:45:36 +0000
Show reasoning
The email states there is 1 team request and 1 recommendation waiting for review, requiring action to manage team access and billing.
pending high

Review and process outstanding invoices from Platinum Group

RE: Outstanding Invoices from H Tantanyan <[email protected]> · Mon, 30 Mar 2026 20:11:32 +0000
Show reasoning
The email is a follow-up on multiple outstanding invoices with a current balance of $14,673.62, requiring payment review and action.
pending medium

Prepare questions and topics for RW Warehouse training session

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Mon, 30 Mar 2026 13:18:39 -0400
Show reasoning
Mike commits to marking sections and preparing team questions for an upcoming training session, requiring preparation before the meeting.
pending medium

Update Employers Personnel address in system

RE: Hollywood Depot Rentals Past Due Invoices from Tina Hardymon <[email protected]> · Mon, 30 Mar 2026 17:32:25 +0000
Show reasoning
Tina Hardymon from Employers Personnel requested an address update for payments; this is a direct request to update a vendor's information.
pending medium

Review pending Adobe app access request

You have 1 pending requests for Adobe apps to review from Adobe <[email protected]> · Mon, 30 Mar 2026 17:26:51 +0000
Show reasoning
Adobe notification indicates a pending user request for app access that requires review and action from an admin.
pending medium

Share updated cash forecast with Brent Sitarski

Updated Cash Forecast from "Sitarski, Brent" <[email protected]> · Mon, 30 Mar 2026 16:51:41 +0000
Show reasoning
Brent Sitarski directly requested an updated cash statement/forecast, which is a clear task requiring a response.
pending high

Reply to Jezrah Lee with payment status for Oracle contract

RE: Ref - Oracle Contract | Account 300-0000810-000| PS 187071| Avon Rent a Car Truck Van from "Lee, Jezrah C." <[email protected]> · Mon, 30 Mar 2026 15:45:40 +0000
Show reasoning
This is a direct follow-up from a creditor (Wells Fargo) regarding an outstanding invoice; a prompt response is needed to maintain account standing and resolve the payment inquiry.
pending high Due: 2026-03-30

Resolve outstanding invoices 267510710003 & 267510710004 with Hollywood Depot Rentals

Re: Hollywood Depot Rentals Past Due Invoices from Accounting <[email protected]> · Mon, 30 Mar 2026 15:32:19 +0000
Show reasoning
A past due invoice requires payment by 12:00pm today (March 30, 2026) to avoid potential issues.
pending high Due: 2026-03-30T12:00:00-04:00

Pay Hollywood Depot Rentals past due invoice of $14,836.18

Hollywood Depot Rentals Past Due Invoices from Tina Hardymon <[email protected]> · Mon, 30 Mar 2026 14:24:31 +0000
Show reasoning
The email states an outstanding balance is past due and must be paid by 12:00pm today, which is a clear and urgent financial obligation.
pending high Due: 2026-03-30T18:00:00.000Z

Log into Payment Manager to make pay/return decisions on ACH exceptions

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 30 Mar 2026 08:46:31 -0400
Show reasoning
The email states all exception decisions must be made by 2:00 PM Eastern today (which is 18:00 UTC). It contains multiple urgent requests to log in and decide on unauthorized ACH transactions.
pending medium

Update ACH filter rules in Payment Manager

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 30 Mar 2026 08:46:31 -0400
Show reasoning
The email explicitly requests updating filter rules to prevent future exceptions for the mentioned client accounts.
pending medium

Review pending Adobe user access request

You have 1 pending requests for Adobe apps to review from Adobe <[email protected]> · Sun, 29 Mar 2026 17:08:45 +0000
Show reasoning
The email indicates a team member is waiting for access approval; timely review is needed to onboard the user.
pending medium

Review pending Adobe user request for team access

You have 1 pending requests for Adobe apps to review from Adobe <[email protected]> · Sat, 28 Mar 2026 17:08:58 +0000
Show reasoning
The email indicates a pending request for someone to join the Adobe team, which requires administrative review and action.
pending high

Process positive pay exceptions for SILVERCO-1283 and SILVERCO-6199 accounts

Positive Pay System Notifications (multiple messages are contained within this email) from [email protected] · Sat, 28 Mar 2026 07:27:12 +0000 (UTC)
Show reasoning
The bank notification states there are exceptions that need to be processed for two company accounts, which is a time-sensitive financial control task.
pending medium

Discuss plan to address finance team delays in closing invoices

Re: Lauren Halsey project x Versatile Rentals from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 21:57:37 -0400
Show reasoning
The email thread reveals a recurring issue where finance is slow to process invoices, causing client follow-up; a discussion and action plan are needed.
pending medium

Finalize approval for fiber internet upgrade at studio

Re: Fiber Internet at Studio from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 21:57:01 -0400
Show reasoning
A proposal for a fiber internet upgrade is pending final approval; the decision impacts operations and client satisfaction.
pending medium

Prepare agenda and coordinate attendees for Rental Works warehouse training

Re: RW Warehouse training next week from Kady Svensson <[email protected]> · Fri, 27 Mar 2026 16:31:55 -0700
Show reasoning
A training session is scheduled; action is needed to finalize the agenda, invite relevant staff, and ensure the session addresses key workflow questions.
pending low

Review shared Google Doc 'Stefanie, Pat, and Sean,'

Document shared with you: "Stefanie, Pat, and Sean," from "James Adcock (via Google Docs)" <[email protected]> · Sat, 28 Mar 2026 01:07:35 +0000
Show reasoning
A document has been shared for review; action is required to open and assess its contents.
pending medium

Follow up with Sara Devine in a few weeks about introductions

Re: Deal for Devine Reps from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 19:19:18 -0400
Show reasoning
Mike committed to touching base in a few weeks to keep the conversation going and explore introductions to other contacts.
pending high

Seek approval for fiber internet installation

Fiber Internet at Studio from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 19:12:16 -0400
Show reasoning
Mike is requesting approval from the team to proceed with a fiber internet contract, which is time-sensitive due to an end-of-quarter offer and critical business losses.
pending medium

Provide cost estimates for high-value Versatile inventory to Rouse Appraisals

RE: Avon Appraisal Publication - Final from Rhys De Saint-Pern <[email protected]> · Fri, 27 Mar 2026 21:54:55 +0000
Show reasoning
Rhys from Rouse is explicitly asking if the team is still planning to provide cost estimates for higher-value assets, which is a pending request.
pending medium

Coordinate with Mando and warehouse team for Rental Works training

Re: RW Warehouse training next week from Kady Svensson <[email protected]> · Fri, 27 Mar 2026 14:32:10 -0700
Show reasoning
Mike needs to coordinate with his team (Mando, warehouse, Dawna) to prepare questions and processes for the confirmed training session.
pending medium Due: 2026-04-03

Discuss plan to speed up invoice processing with JD next week

Re: Lauren Halsey project x Versatile Rentals from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 18:42:38 -0400
Show reasoning
JD said 'I have a plan to address this, we can discuss next week.' This is a clear commitment to a follow-up discussion about a recurring operational issue.
pending medium

Work with Dawna and Mando on agenda for RW Warehouse training

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 18:41:30 -0400
Show reasoning
Mike replied 'I don’t mind that, attached is a list...' and is actively collaborating on the training agenda. This requires action to finalize the plan.
pending medium

Provide cost estimates for high-value Versatile inventory assets to Rhys

Re: Avon Appraisal Publication - Final from James Adcock <[email protected]> · Fri, 27 Mar 2026 18:02:57 -0400
Show reasoning
Rhys's email (index 5) asks if the team is still planning to provide cost estimates. James's reply (index 3) says 'we'll circle back separately with cost data,' indicating a pending deliverable.
pending low

Let Kady take lead on mapping/planning the RW Warehouse training session

Re: RW Warehouse training next week from James Adcock <[email protected]> · Fri, 27 Mar 2026 18:00:29 -0400
Show reasoning
James recommends that Kady take the lead on planning the training. This is a directive that requires Mike to coordinate and delegate accordingly.
pending medium

Work with Dawna and Mando on RW Warehouse training preparation

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 17:33:08 -0400
Show reasoning
Mike states 'Perfect, will work on this now with Dawna and Mando.' This is a direct commitment to take action on training preparation.
pending low Due: 2026-03-30

Follow up on vehicle #97692 status on Monday

Re: Vehicle Updates from Faustino Garcia <[email protected]> · Fri, 27 Mar 2026 14:04:09 -0700
Show reasoning
Faustino states the vehicle will be kept out of service until Monday, implying a need to check on its status and return to service after that date.
pending medium

Clarify outstanding invoices with Mike Dos Santos

Re: Invoice for Feb 2026 Fees - $59,838.58 & Jan 2026 BB Invoice $14,707.67 from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 16:19:49 -0400
Show reasoning
Mike is asking for clarification on which invoices (January vs. February bill backs) are still outstanding, requiring a response to update Angela before the next MSA invoice.
pending medium Due: 2026-04-03

Discuss Dawna's invoice processing delays with JD next week

Re: Lauren Halsey project x Versatile Rentals from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 15:56:10 -0400
Show reasoning
Mike and JD agreed to discuss next week how to expedite finance closing invoices for Dawna, as clients are waiting for final receipts.
pending medium

Confirm 9 AM start time for Rental Works warehouse training with Kady

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Fri, 27 Mar 2026 15:54:11 -0400
Show reasoning
Mike proposed a 9 AM start time for the training and needs to confirm with Kady, as Rental Works requested confirmation for next week.
pending high Due: 2026-04-01

Pay April rent

Reminder: April Rent Due Soon from "BWB Residential, LLC" <[email protected]> · Fri, 27 Mar 2026 19:21:21 +0000 (UTC)
Show reasoning
Rent payment is due on April 1, 2026, which is in 5 days from the email date.
pending low

Register for Santa Monica Chamber Rebuild Committee meeting

Rebuild Committee Meeting - FREE! from Santa Monica Chamber of Commerce <[email protected]> · Fri, 27 Mar 2026 14:45:54 -0400 (EDT)
Show reasoning
Email is an invitation to register for a meeting, requiring a sign-up action to attend.
pending high

Confirm Thursday training time with Kady and coordinate with Mando/Dawna

Re: RW Warehouse training next week from Kady Svensson <[email protected]> · Fri, 27 Mar 2026 10:40:36 -0700
Show reasoning
Kady is asking for a specific time on Thursday to schedule warehouse training, requiring a direct reply and internal coordination.
pending medium Due: 2026-04-04

Complete Flex rent payment application

Rent is coming due soon: Complete your Flex profile to split your rent from "'Flex' via Finance and Payables" <[email protected]> · Fri, 27 Mar 2026 17:21:12 +0000
Show reasoning
The email states you have time to split your April rent if you complete your application by 5pm ET on April 4th, implying a deadline for action.
pending high

Review and pay Venable invoices for February 2026

Venable Invoices: February 2026 | Avon Rental Holdings, LLC (151352) from "'Zavala, Tracye R.' via Finance and Payables" <[email protected]> · Fri, 27 Mar 2026 16:54:35 +0000
Show reasoning
This is a direct invoice from a law firm with a payment link, requiring review and likely payment for services rendered.
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