Fix ClickUp API key in REsimpli .env so future call-recap runs can auto-create tasks124d
Check with backend team on Retail AI ↔ REsimpli Zapier/webhook integration (Todoist task created, due 4/9)124d
Review and send both Gmail drafts124d
Review and send both Gmail drafts124d
Coordinate with support team on Adam's lead import when spreadsheet arrives124d
Send Adam the migration game plan with exact sequence/timeline124d
Escalate Len Baez texting issue (need: number Robert texted from, REsimpli number texted to, screenshot)124d
Confirm full import completion directly with Janine when it runs124d
Follow up once Janine reviews warm lead test batch → trigger full import124d
Record Loom walkthrough for batch-moving under contract records124d
Send the final email response to Janine124d
Talk to Andrea re: existing notification ticket for GTA House Buyers124d
Get 6.0 feature list clarity for lead manager KPIs124d
Check if role/status fields can be cleared back to blank124d
Escalate Canadian address dedup (phone/email matching) to dev team124d
Talk to Danielle re: previous conversations and solutions attempted124d
Aldo to review and send Gmail draft124d
Email Jason Leonard TODAY — confirm what happens to data when sub-users removed (committed on call)124d
Connect Matt Sutherland to Jewel for A2P once he decides on website (Monday)124d
Schedule Matt Sutherland onboarding session 2124d
Set up iSpeed to Lead → REsimpli integration for Nathan (waiting on his credentials)124d
Follow up with Janine Rivera in ~3 days to confirm call flow setup is working124d
Follow up with Property Rush in ~2 weeks on A2P registration and buyer imports124d
Gmail draft ready to send — review and hit send124d
Aldo: Push port request once received124d
Keyland: Add team member phone numbers + call flows124d
Keyland: Submit port request form for CallRail numbers124d
Aldo: Schedule follow-up call once Keyland completes action items — cover pipelines + workflow124d
Keyland: Connect GoDaddy domain to REsimpli website124d
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)124d
Speaker identification could be improved — Fathom shows "Unknown" for all speakers124d
Test `/call-recap` trigger in a fresh session to verify end-to-end124d
Speaker identification could be improved — Fathom shows "Unknown" for all speakers124d
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)124d
Test `/call-recap` trigger in a fresh session to verify end-to-end124d
Jordan needs to submit A2P 10DLC registration (2-4 week bottleneck)124d
Jordan to send Property Leads + Zapier credentials for integration setup124d
Monitor A2P status next week124d
Schedule follow-up call to help with Forefront lead export (CSV mapping)124d
Send the Gmail draft (add Jordan/Michael/Arlene emails to To field)124d
Send the follow-up email to thedebonair.re@gmail.com124d
Log the no-show on Zahir's REsimpli contact record124d
If no reply by 2026-03-05 → send final follow-up, then mark cold124d
Nothing — housekeeping complete124d