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Retained workloads

Jump between active threads, supporting context, and saved follow-ups.

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2
  • Running
    Q1 portfolio survey batch
    18s
    24 submissions, 6 partial completions, and 3 supporting files still missing.
  • Parsed
    Supporting document upload
    9 files
    Policies, utility bills, and carbon workbooks attached for cross-checking.

Document Upload and Survey Review

7s

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uploads > survey-review.md

Survey Completion Review

Generated: March 14, 2026

Survey review plan

Treat uploads as the start of a workflow: parse, reconcile, enrich, and convert every issue into visible follow-up work.

Ingest the batch and classify the sources

Confirm each survey workbook, PDF, and attachment against the expected reporting template.

Inprogress
Confirm each survey workbook, PDF, and attachment against the expected reporting template.
portfolio-survey-q1.xlsx

Reconcile completion against supporting evidence

Flag missing documents, low-confidence fields, and stale uploads before review sign-off.

Pending

Turn missing information into chase tasks

Use CRM metadata so the agent can assign the right owner and next action automatically.

Pending
Persisted workload states and queued steps appear here as the shared baseline across audits, survey review, reporting, and portfolio briefings.
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