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pending medium

Follow up on vehicle swap coordination for units 97679 and 97680

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Daniel Godinez <[email protected]> · Wed, 25 Mar 2026 13:27:12 -0700
Show reasoning
The email chain includes earlier action items for Alex and Faustino; you may need to ensure the swap and batching are completed as requested.
pending medium

Verify vehicle 97680 is batched with HDR logo and location set to 90

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Ronald Zelaya <[email protected]> · Wed, 25 Mar 2026 13:12:03 -0700
Show reasoning
Ronald's earlier email assigned tasks to Alex and Faustino; you should confirm these actions were completed for the vehicle swap.
pending medium

Review Mike's response and await confirmation on RW Warehouse training day

Re: RW Warehouse training next week from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 17:00:19 -0400
Show reasoning
Mike is coordinating internally and will get back to you; you need to be ready to respond or schedule once he confirms availability and needs.
pending high

Provide feedback on Devine Rep agreement options

Re: Deal for Devine Reps from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 16:58:00 -0400
Show reasoning
Mike is waiting for your thoughts on two agreement versions before sending them to Sara; a timely response is needed to move the deal forward.
pending medium

Review potential error in Exclusive agreements regarding tiered rebate definition

Error in Exclusive agreements? from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 16:51:13 -0400
Show reasoning
Mike has identified a possible ambiguity in contract language about yearly spend and wants to discuss implications for past agreements.
pending medium Due: 2026-03-31

Confirm RW Warehouse training day and time with Kady

RW Warehouse training next week from Kady Svensson <[email protected]> · Wed, 25 Mar 2026 12:50:18 -0700
Show reasoning
Kady is requesting a decision on which day (Wednesday or Thursday next week) works for the team to schedule onsite training, requiring a response.
pending low

Follow up with James Adcock about ProdPro sales email

Re: Contact Productions Before They Lock Vendors from James Adcock <[email protected]> · Tue, 24 Mar 2026 20:03:49 -0400
Show reasoning
James provided analysis on a sales tool, but the forwarded chain shows Mike (the user) asked for clarification. A follow-up may be needed to close the loop or decide on next steps.
pending high Due: 2026-03-28

Respond to Jezrah Lee about Oracle contract payment status

RE: Ref - Oracle Contract | Account 300-0000810-000| PS 187071| Avon Rent a Car Truck Van from "Lee, Jezrah C." <[email protected]> · Wed, 25 Mar 2026 18:46:58 +0000
Show reasoning
A past-due invoice requires an urgent update on payment status or remittance details to resolve the outstanding amount and avoid further late charges.
pending medium

Review and finalize CSR job description revisions

Re: CSR Hire from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 14:26:59 -0400
Show reasoning
Mike sent revised job description and asked for feedback before posting; user needs to review and finalize wording.
pending medium Due: 2026-04-04

Schedule time to review first round of CSR candidates

Re: CSR Hire from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 14:26:59 -0400
Show reasoning
Mike suggested scheduling a call to review candidates, possibly end of next week (around April 4, 2026). User needs to propose a time.
pending high Due: 2026-03-27

Attend SuperCo Regroup meeting

Updated invitation: HOLD: SuperCo Regroup @ Fri Mar 27, 2026 9:30am - 10:30am (PDT) (JD Busfield) from James Adcock <[email protected]> · Wed, 25 Mar 2026 18:22:01 +0000
Show reasoning
Calendar invite for a meeting on March 27, 2026; attendance is optional but likely requires action to accept/decline and attend.
pending high Due: 2026-03-27

Approve HDR payroll for March 27

Re: HDR Payroll 03.27.26 from Cynthia <[email protected]> · Wed, 25 Mar 2026 17:22:57 +0000
Show reasoning
Payroll details were sent for approval; Cynthia said it looks good, but final approval from the user may be needed before the payroll date.
pending medium

Confirm duplicate dues and subscriptions correction

RE: Duplicate Dues and Subs in Avon from Lottie Tai <[email protected]> · Tue, 24 Mar 2026 15:46:06 -0500
Show reasoning
Lottie updated the payment but user should verify the correction for accuracy and ensure Scrive is adjusted as noted.
pending high Due: 2026-03-25

Provide update on payment for Invoice 17883 from Database Works

Fwd: Invoice 17883 from Database Works from Kady Svensson <[email protected]> · Wed, 25 Mar 2026 10:38:43 -0700
Show reasoning
Kady is asking for an update on a past due invoice, and the forwarded email from Brock Heimann urgently requests an update 'today'.
pending medium Due: 2026-03-27

Confirm payment plan for VersaGroupe invoices and update Angela

Re: Invoice for Feb 2026 Fees - $59,838.58 & Jan 2026 BB Invoice $14,707.67 from Michael Dos Santos <[email protected]> · Wed, 25 Mar 2026 12:45:24 -0400
Show reasoning
Mike asks to be informed about what will be paid and what will remain outstanding before Angela sends the next invoice, implying a need to follow up with him.
pending high Due: 2026-03-27

Approve or ask questions about AVON payroll for March 27

AVON Payroll 03.27.26 from Atzin Rodriguez <[email protected]> · Wed, 25 Mar 2026 15:29:11 +0000
Show reasoning
Payroll specialist is requesting approval or questions for payroll to be paid on March 27, which is an immediate deadline.
pending medium

Approve or ask questions about HDR payroll for March 20

HDR Payroll 03.27.26 from Atzin Rodriguez <[email protected]> · Wed, 25 Mar 2026 15:26:59 +0000
Show reasoning
Payroll specialist is requesting approval or questions for a payroll that was paid on March 20; follow-up may still be needed to confirm approval.
pending high

Log into CDTFA account to review important account notification

FW: Account Notification from Lottie Tai <[email protected]> · Wed, 25 Mar 2026 10:12:07 -0500
Show reasoning
California tax authority has placed important information on the account; action is required to review it.
pending high Due: 2026-03-25T18:00:00.000Z

Log into Payment Manager to review and decide on ACH exceptions for NCNT HOLDINGS LLC

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 25 Mar 2026 09:12:16 -0400
Show reasoning
The email states all exception decisions must be made by 2:00 PM Eastern today (Mar 25, 2026). It contains multiple urgent requests to log in and make pay/return decisions on unauthorized ACH transactions.
pending high

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

Security vulnerabilities detected in your Supabase projects from Supabase <[email protected]> · Wed, 25 Mar 2026 07:16:36 +0000
Show reasoning
Email states vulnerabilities 'require your immediate attention' and could expose data to unauthorized access, indicating a high-priority security task.
pending medium Due: 2026-03-25

Pull unit 97679 for cleaning and buyer inspection

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Daniel Godinez <[email protected]> · Tue, 24 Mar 2026 15:55:59 -0700
Show reasoning
Original email from Ronald Zelaya (Email 29) states a potential buyer is scheduled to inspect the vehicle 'tomorrow' (March 25, 2026), requiring the unit to be pulled from the fleet.
pending medium

Set unit 97680 to owning location 90

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Daniel Godinez <[email protected]> · Tue, 24 Mar 2026 14:57:57 -0700
Show reasoning
Direct request from Ronald Zelaya to Alex Reyes-Ruiz to perform a specific fleet management action as part of a vehicle swap.
pending medium

Batch unit 97680 with the HDR logo

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Daniel Godinez <[email protected]> · Tue, 24 Mar 2026 14:57:57 -0700
Show reasoning
Direct request from Ronald Zelaya to Faustino Garcia's team to perform a specific branding/batching action as part of a vehicle swap.
pending high Due: 2026-03-25

Review and provide thoughts on Devine Reps deal proposal

Re: Deal for Devine Reps from Michael Dos Santos <[email protected]> · Tue, 24 Mar 2026 21:54:21 -0700
Show reasoning
Mike asks for your thoughts on the attached deal and wants to send it to Sara Barnthouse 'at some point tomorrow' (March 25). This requires your review and input before the deadline.
pending medium

Prepare for call about Devine Reps deal

Re: Deal for Devine Reps from Michael Dos Santos <[email protected]> · Tue, 24 Mar 2026 21:54:21 -0700
Show reasoning
Mike mentions they can also chat through the deal on 'our call tomorrow.' You should prepare to discuss the proposal and signing bonus incentive.
pending medium

Coordinate vehicle swap: set unit 97680 to location 90

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Francisco Rivera <[email protected]> · Tue, 24 Mar 2026 17:16:21 -0700
Show reasoning
Ronald Zelaya's email (in the thread) explicitly requests Alex Reyes-Ruiz to set unit 97680 to owning location 90. This is a direct task assignment requiring action.
pending medium

Coordinate vehicle swap: batch unit 97680 with HDR logo

Re: Vehicle Swap Coordination – Units 97679 & 97680 from Francisco Rivera <[email protected]> · Tue, 24 Mar 2026 17:16:21 -0700
Show reasoning
Ronald Zelaya's email explicitly requests Faustino Garcia's team to batch unit 97680 with the HDR logo. This is a direct task assignment requiring action.
pending medium

Answer Michael Dos Santos's question about ProdPro data on commercials

Re: Contact Productions Before They Lock Vendors from Michael Dos Santos <[email protected]> · Tue, 24 Mar 2026 19:03:52 -0700
Show reasoning
Michael is asking a direct question about whether a data source (ProdPro) includes information on commercials, requiring a response to clarify the service's capabilities.
pending medium

Review and process the February interest invoice from Kathy Meyer

Fwd: February Interest from James Adcock <[email protected]> · Tue, 24 Mar 2026 20:10:08 -0400
Show reasoning
An invoice for February interest has been forwarded and requires review and processing for payment.
pending medium Due: 2026-03-26

Respond to Stefanie about regrouping on Project SuperCo files

RE: SuperCo: Structure Clarity/Call Setting from Stefanie Bourne <[email protected]> · Wed, 25 Mar 2026 01:55:11 +0000
Show reasoning
Stefanie asks if the user wants to push the regroup or schedule a call for Friday morning to review newly uploaded files; a response is needed to coordinate next steps.
pending medium

Follow up with Patrick Reddy on sublease proposal

RE: FW: Proposal to Sublease 2911 Winona Ave, Burbank | Luminys Systems from Patrick Reddy <[email protected]> · Wed, 25 Mar 2026 01:54:29 +0000
Show reasoning
Patrick is waiting for a response from the tenant's broker and will keep the user posted; the user may need to follow up if no update is received soon, given the earlier request for a strategy call.
pending high

Ensure additional interest is remitted on next payment to Kathy Meyer

Re: February Interest from Kathy Meyer <[email protected]> · Wed, 25 Mar 2026 00:12:01 +0000
Show reasoning
The user committed to correcting an underpayment of interest on the next payment; this is a financial commitment that must be actioned.
pending medium

Investigate Garret's ProdPro account and contact status

Fwd: Contact Productions Before They Lock Vendors from Michael Dos Santos <[email protected]> · Tue, 24 Mar 2026 16:36:44 -0700
Show reasoning
Mike (CEO) is asking for clarification on whether Garret has an account and if the team is using ProdPro to lock jobs, requiring a follow-up to understand the situation.
pending high Due: 2026-03-24

Set unit 97680 to owning location 90

Vehicle Swap Coordination – Units 97679 & 97680 from Ronald Zelaya <[email protected]> · Tue, 24 Mar 2026 14:52:26 -0700
Show reasoning
Direct request from Ronald Zelaya to Alex Reyes-Ruiz; action is needed to coordinate the vehicle swap today.
pending high Due: 2026-03-24

Batch unit 97680 with the HDR logo

Vehicle Swap Coordination – Units 97679 & 97680 from Ronald Zelaya <[email protected]> · Tue, 24 Mar 2026 14:52:26 -0700
Show reasoning
Direct request from Ronald Zelaya to Faustino Garcia's team; action is needed to prepare the replacement vehicle for fleet introduction.
pending medium Due: 2026-03-25T14:00:00-07:00

Attend Avon <> Crew Weekly Meeting

Updated invitation: Avon <> Crew Weekly Meeting v2 @ Wed Mar 25, 2026 2pm - 2:30pm (PDT) ([email protected]) from Lottie Tai <[email protected]> · Tue, 24 Mar 2026 21:47:41 +0000
Show reasoning
Updated meeting invitation for JD; attendance is optional but requires action to join or decline.
pending medium Due: 2026-03-25

Confirm meeting reschedule for tomorrow

RE: Avon <> Crew Weekly Meeting v2 @ Tue, Mar 24, 2026 2:00pm – 2:30pm (GMT-07) from Lottie Tai <[email protected]> · Tue, 24 Mar 2026 16:00:45 -0500
Show reasoning
JD requested to push the meeting to tomorrow; Lottie confirmed, so JD should ensure the reschedule is finalized.
pending medium

Decide and inform Finance Crew about billing split for MT Studio Services

Fwd: A reminder from National Entertainment Law Corporation from The Finance Crew Accounting <[email protected]> · Tue, 24 Mar 2026 13:22:24 -0700
Show reasoning
The accounting team is asking for a decision on whether to start splitting billing from 2026 onward and needs the percentage or fixed amounts to proceed.
pending high Due: 2026-03-28

Send business materials to Veronica Monea

RE: Welcome and Setup from "María Verónica Monea" <[email protected]> · Tue, 24 Mar 2026 19:49:43 +0000
Show reasoning
Veronica requested materials over the weekend for review before her start date; sending them is a direct request to enable her onboarding.
pending medium Due: 2026-03-26

Confirm call time with Veronica Monea for Thursday

RE: Welcome and Setup from "María Verónica Monea" <[email protected]> · Tue, 24 Mar 2026 19:49:43 +0000
Show reasoning
Veronica proposed a time window (11am-3pm PST) for the Thursday call; a response is needed to finalize the meeting.
pending high Due: 2026-03-27

Provide WrapBook login info or clarify bank accounts for FUTA BCR refund

Re: Action Needed: Banking information required to process your 2025 FUTA BCR refund from Michael Dos Santos <[email protected]> · Tue, 24 Mar 2026 11:07:27 -0700
Show reasoning
JD needs to help resolve which bank account should receive a refund by the deadline of March 27, 2026, to ensure the refund is processed correctly.
pending medium Due: 2026-04-14

Configure Learning permissions in Paylocity User Access

Reminder: Customize Learning Permissions in User Access from Paylocity <[email protected]> · Tue, 24 Mar 2026 12:02:35 -0500
Show reasoning
The email is a reminder to customize Learning Security Settings in the User Access workspace by April 14, 2026, before the old page is retired. This requires active configuration.
pending medium

Adjust Scrive accounting entry per Lottie's instruction

RE: Duplicate Dues and Subs in Avon from Lottie Tai <[email protected]> · Tue, 24 Mar 2026 12:01:40 -0500
Show reasoning
Lottie instructs the accounting team to adjust Scrive, as a payment has been reclassified. This is a direct request for an accounting action.
pending medium

Update February prepaid expense schedule/JE for Wells Fargo

RE: Duplicate Dues and Subs in Avon from Lottie Tai <[email protected]> · Tue, 24 Mar 2026 11:55:20 -0500
Show reasoning
Lottie asks the Finance Crew Accounting team to update the February prepaid expense schedule or journal entry based on clarified payment dates. This is a direct task assignment.
pending high

Review and approve payment for KTS law firm invoice

Fwd: KTS Outstanding Invoices for Matter ID 26-1254066 Balance: $1,045.00 from Kady Svensson <[email protected]> · Tue, 24 Mar 2026 09:37:48 -0700
Show reasoning
Kady is forwarding a past-due invoice from a law firm and asking if you can approve the payment. This requires a decision and action to prevent further delinquency.
pending high

Explain wire discrepancy to Kathy Meyer

February Interest from Kathy Meyer <[email protected]> · Tue, 24 Mar 2026 14:34:16 +0000
Show reasoning
Kathy Meyer is asking for an explanation of a payment discrepancy ($2,865.52 received vs. $2,876.72 invoiced) for her files, which requires a response.
pending high Due: 2026-03-24T18:00:00.000Z

Log into Payment Manager to review and decide on unauthorized ACH exceptions

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 24 Mar 2026 09:12:31 -0400
Show reasoning
The email states all exception decisions must be made by 2:00 PM Eastern today (24 Mar 2026). It contains multiple urgent requests to log in, make pay/return decisions, and update filter rules.
pending medium

Update ACH filter rules for NCNT HOLDINGS LLC and HOLLYWOOD DEP - 6085

Payment Manager Notifications (multiple messages are contained within this email) from [email protected] · 24 Mar 2026 09:12:31 -0400
Show reasoning
The exception messages explicitly request updating ACH filter rules to prevent future unauthorized transactions for the listed clients.
pending high Due: 2026-03-31

Respond to Ryan King about payment timeline for outside broker invoices

RE: King Realty - Invoices for Outside Brokers from Ryan King <[email protected]> · Tue, 24 Mar 2026 05:31:20 +0000
Show reasoning
Ryan is urgently requesting an update on payment for outside broker fees to keep them apprised, implying a need for a prompt response.
pending medium Due: 2026-03-25

Review Microsoft invoice G148206514

Your Microsoft invoice G148206514 is ready from Microsoft <[email protected]> · Tue, 24 Mar 2026 01:57:34 +0000
Show reasoning
Invoice is ready for review with a due date of March 23, 2026 (past due), requiring attention to confirm payment status or address any issues.
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