Command Center

Every action-needed item. One screen.

Overdue follow-ups, blocked approvals, failed automations, unsigned proposals, unpaid invoices, stale deals, delivery exceptions — aggregated, prioritized, owned.

142
Leads
86
Contacts
31
Companies
24
Deals
9
Jobs
48
Tasks
17
Invoices
12
Documents
206
Auto runs
4
Issues
Operational Inbox
15 items need an owner decision — sorted by severity
Assign all owned
All · 15 Blocked · 4 Waiting on client · 3 Failed automations · 2 Unpaid · 2 Unsigned · 2 Stale · 2
Blocked
Proposal signature missing — Hargrove Property ServicesDeal · Pro tier · $4,188/yr · 11 days since sent
Deal DUE 0d JCJC
Failed
Instantly sender warmup dropped — charlie@digiarcgsystems.comAutomation · Bounce Guard paused Pricing Diagnosis funnel
Auto -1h SYSystem
Blocked
Subcontractor insurance expired — Riverdale MaidsJob · Cleaning Route 14 · cannot dispatch next Tuesday
Job DUE 2d DLDL
Waiting · client
MSA countersign — Meridian Realty PartnersDocument · Operator tier · sent 4 days ago
Doc +4d JCJC
Warning
Invoice overdue — Summit Facilities · INV-0218Invoice · $2,450 · net-30 expired 3d ago
Invoice +3d FNFinance
Waiting · internal
Bid / no-bid decision — DLA RFQ SP0700-26-Q-1184Deal · GovCon · pWIN 0.41 · pursuit closes in 6d
Deal DUE 3d JCJC
Escalated
Delivery SLA breach — RiverTide Property MgmtJob · Move-in clean · response > 24h on work order #4421
Issue -26h DLDL
Warning
Stale deal — NorthStar Dispatch HVACDeal · no activity 18 days · proposal not yet sent
Deal +18d JCJC
Failed
Airtable → HubSpot sync — retry 3/3Automation · 4 deal records queued · credential likely expired
Auto -22m SYSystem
Blocked
Prior-auth request missing attachments — Bethesda Ophth · AUTH #A-44812Task · MedPilot vertical · surgical date at risk
Task DUE 1d OPOP
Waiting · client
W-9 + COI pack requested — Cascade Staffing GroupDocument · new vendor onboarding · 48h since ask
Doc +2d FNFinance
Warning
Invoice draft not sent — Halcyon Federal Services · INV-0219 draftInvoice · $7,988 · created 5d ago
Invoice +5d FNFinance
Waiting · client
Portal approval pending — Acme Commercial · change order CO-07Document · Job #J-2031 · $1,850 scope delta
Doc +3d JCJC
Escalated
Reply requires human review — "Who handles procurement?"Lead · Reply Classifier tag: REFERRAL · 2h idle
Lead -2h JCJC
Approved · ready
Proposal ready to send — Pelagic Property ManagementDocument · all win themes inserted · 1 click to DocuSign
Doc now JCJC
Revenue Path · 30d
Lead → Outreach → Reply → Meeting → Proposal → Invoice → Paid
By Campaign
Lead
1,482
qualified
Outreach
1,286
sent
Reply
218
17.0%
Meeting
41
booked
Proposal
23
sent
Invoice
14
$48.2K
Paid
11
$37.9K
Playbooks in flight
Executable SOPs · owner-assigned · completion evidence required
+ New playbook
New Client Onboarding — Meridian Realty PartnersAuto
Playbook · 8 steps · owner JC · SLA 5 business days
Signed MSA received
Stripe customer created + portal link sent
W-9 requested + received
Kickoff call scheduled (Cal.com · +2 days)
Workspace provisioned + keys intake email sent
Move-out Clean Dispatch — Unit #4421 · RiverTideSLA
Playbook · 6 steps · owner DL · SLA 24h response
Work order received
Subcontractor matched + COI verified
Sub confirmation pending (overdue · escalated)
On-site check-in photo submitted
Proposal → Close — Pelagic Property ManagementReady
Playbook · 5 steps · owner JC · converts at 62% in our data
Discovery call notes + pain map
Pricing calibrated (Pro · annual invoice)
Proposal drafted by Proposal Agent
Send via DocuSign (one click)
Implementation readiness
7 / 9 gates passed
78%
Workspace ready
Connections, mappings, tests passed — 2 gates still open.
Connections complete5/5
Field mapping complete8/8
Test events received✓
Workspace live✓
Automations active4/6
Deliverability healthPending
Client portal publishedNot started
Connector health
8 live · 1 degraded · 1 failed
Retry all failed
Stripe
Billing · checkout
Healthy
Last event 34s ago · retry queue 0
Instantly
Email · outbound
Warning
Last sync 11m ago · bounce rate 4.2% (over 3% threshold)
Airtable → HubSpot
CRM · sync
Failed
Last run 22m ago · retries 3/3 · action Re-auth OAuth
Twilio SMS
SMS channel
Healthy
Last send 4m ago · queue 2 pending
DocuSign
eSignature
Healthy
Last signed 1h ago · pending 3
Cal.com
Booking
Healthy
Last booking 2h ago · upcoming 7d 6