What can an agent do for you?
Pick a job to see what an agent does with it and where to start.
Morning brief
Good morning. Three things need you today.
- Reply to the Harbour Street quoteThey asked for an answer before noonReply
- Thursday's call clashes with the deliveryMove the call to 2 pm?Clash
- Invoice 1042 is nine days late$1,240 from Northwind FreightOverdue
Read your calendar, email and accounts
Inbox
Needs you 3Drafted 12Can wait 41
- SOSam OkaforCan you confirm Thursday?
- PNPriya NairRevised rate for next quarter
- HSHarbour StreetQuote approved, what happens next?
12 replies drafted, waiting for you
Meeting brief
PNPriya NairNorthwind Freight, 11:45 am
- Last timeShe asked for a lower rate on the Sydney run
- BringThe revised quote, attached
- AskWhat volumes she expects next quarter
Ad check
Campaign A$14per sale
Campaign B$31per sale, more than double
Pause Campaign B and move its budget to A?
Waiting for your yes
Monday check
Two things changed since last week.
- Northwind raised its prices by 4%On their rate card, updated FridayNew
- A rival opened a second storeLocal news, WednesdayNew
- Everything else stayed the sameSix other sources checked
Drafts
Three drafts are ready for you.
- A short post on this week's price changeFor Facebook and LinkedInPost
- A newsletter for your regular customers212 wordsEmail
- A quote for the Harbour Street jobBased on your last three quotesQuote
Waiting for your yes
Friday summary
Five issues open. Two need a decision.
- Two orders are waiting on stockDecide: reorder or substituteDecide
- The new starter still needs a loginAsked IT on TuesdayDecide
Waiting for your yes
Your repo
Found it. The bug is in the date parser.
parse.ts
- const d = new Date(input)
+ const d = parseISO(input)
+ if (!isValid(d)) return nullYour tests cover this path. Nothing changed yet
Due this week
| Coastline Packaging | $1,480 | Thursday |
|---|---|---|
| Metro Office Supplies | $860 | Friday |
Paying them stays with you