Hello, Dana.
Wednesday, September 16 · 14 agent runs since 6:00 AM · 12 items waiting for your review
Inquiries
29
10 need attention
Quotes in progress
8
$319k open
Outreach scheduled
56
+18% vs last week
Orders won
25
18 entered by Order Entry
Needs your review12
Open Tasks- $1,240Due in 2 hMeridian Commercial InteriorsReply
Inbound agent · Re: Damaged drywall on this morning's delivery
- $48,427Due in 2 hRedwood ContractorsPurchase order
Order Entry · PO RC-2291 · 10 lines
- —Due in 3 hGranite Peak BuildersReactivation
Outbound agent · Checking in from Harbor Ridge — Weathered Wood is back in stock next week
- $2,363Due in 3 hBayline Property GroupReplyCredit hold
Inbound agent · Re: Need 120 sheets of 5/8 drywall by Friday
- $112,640Due in 4 hModern Build Co.Quote
Inbound agent · Re: Pricing on 42 SKUs — Alder Street Apartments, phase 2
- $19,845Due in 5 hNorthstar DrywallPurchase order1 line to check
Order Entry · PO ND-7731 · 6 lines
Agents at work
Manage agents- ActiveSales CopilotAccount intelligence, meeting prep, next moves9Briefs prepared4 runs today
- ActiveInbound agentAnswers pricing, status, claims and product questions31Replies drafted today4 runs today
- ActiveOutbound agentFollows up on quotes, reactivates accounts, chases receivables56Follow-ups scheduled5 runs today
- ActiveOrder EntryTurns emails, PDFs and spreadsheets into review-ready orders14POs extracted this week3 runs today
Live activity
Live- Order Entry added Ben's change request to RC-229122 min ago20 bags of concrete mix on the extraction as line 10; the order goes in at $48,427. Reply drafted.Order EntryRedwood Contractors
- Ben Callahan: Re: PO RC-2291 — add 20 bags of concrete26 min agoChange request on this morning's PO, in orders@Redwood Contractors
- PO RC-2291 extracted — 9 of 9 lines matched34 min ago$48,290 at Contract A; 2x6x10 DF priced $0.20 under contract on the PO. Waiting for Dana's approval.Order EntryRedwood Contractors
- Ben Callahan: PO RC-2291 — Cedar Mill townhomes, lot 4–938 min agoPDF, 9 lines; first drop requested Monday 7 AMRedwood Contractors
- Inbound drafted the phase 2 quote for Modern Build Co.1 h ago42 SKUs at Contract A, $112,640; 20' LVL lead time flagged. Needs approval.Inbound agentModern Build Co.
- Sales Copilot refreshed the brief for the Luis Herrera call1 h agoQ-10492 viewed 3×, expires in 4 days; this morning's phase 2 request read as intentSales CopilotModern Build Co.
- Luis Herrera: Pricing on 42 SKUs — Alder Street Apartments, phase 21 h agoTakeoff spreadsheet attached, buildings C and DModern Build Co.
- Outbound scheduled a reactivation email to Granite Peak Builders2 h ago74 days since the last order; leads with the Weathered Wood restock. Priya to approve before it sends.Outbound agentGranite Peak Builders
Today
Open calendar- 2:00 PMTodayRedwood Contractors — quarterly reviewRedwood Contractors · Harbor Ridge — Portland counterBrief ready
- 4:00 PMTodayCall: Luis Herrera — Q-10492 decisionModern Build Co. · Phone · (503) 555-0142Brief ready
- 10:00 AMTomorrowSite visit: Willamette Ridge (Cascade Framing)Cascade Framing LLC · Willamette Ridge, lots 12–14, 4890 Willamette Ridge Dr SE, Salem, OR 97306Prep
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