Dashboard
Per-client snapshot
| Client | Open | Overdue | Units left | Payments open | Need invoice | $ outstanding | Next due |
|---|
This week's tasks
| Client | Deliverable | Cadence | Period | Left / Quota | Due | Status | Action |
|---|
Upcoming payments
| Client | Due date | Amount | Breakdown | Status | Flags | Action |
|---|
Agent
Use natural language to ask what is due, log completed work, record notes, or mark invoices and payments. The agent should ask for confirmation before write actions.
Start with a question like “What do I need to do this week?” or “I published the weekly article for Eyal, here is the URL...”