Internal Portal
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Overview

Dashboard

Active Clients

All clients

Your Open Tasks

See all

Latest Client Approvals

See all

Checked In Now

Attendance

All Clients

Click a client to open their workspace — content, approvals, weekly plan and metrics. "Edit client" holds the record & billing info.

Content Calendar - All Clients

Daily call — Mon-Thu 11:00 AM (Thu optional - Fri only if needed)
Sun
Mon
Tue
Wed
Thu
Fri
Sat

Revenue

Goal: $3,000/month
0%

Costs & net profit

Tools & subscriptions

Payroll is not typed here — it is read from Attendance › Payroll

Payment Log

New Business Pipeline

Automations Health

Monthly reports

Pulls every client's tracking sheet, then rebuilds their PDF from the most recent MONTH their sheet's monthly tab has filled in. Press it after someone corrects a number — it reads the sheet as it stands now, so it does not wait for the 2‑hourly sync.
A client whose monthly tab has no month yet is skipped: no PDF and no report row, rather than one named after a month nobody filled. You get a Slack DM listing who was skipped. Same run happens on its own on the 3rd of each month.

By Client

Recent Failures

Run Log

Agents Monitor

○ no signal
The scheduled routines report to agent_runs when they start, on every phase and when they finish. This screen reads that table when you open it, and again within a second of any routine writing to it. Stopping is not something a routine can report, so silence is measured here against the clock: one that goes quiet for longer than it declared is shown as such, never as busy.
The operator: typing while a routine reports progress, still with a raised flag when one stops reporting, and frozen grey when this screen loses its live connection.

Daily Responsibilities

Who owns what, day to day — grouped by person, independent from portal access. Everyone sees this; only admins edit it.

Assets

Settings

Team Members

Pipeline tags

My Account

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Name, initials, role and login e-mail live in "Change e-mail / profile". Client portal links moved to each client's card on the Clients page.