Fix ClickUp API key in REsimpli .env so future call-recap runs can auto-create tasks61d
Check with backend team on Retail AI ↔ REsimpli Zapier/webhook integration (Todoist task created, due 4/9)61d
Review and send both Gmail drafts61d
Review and send both Gmail drafts61d
Coordinate with support team on Adam's lead import when spreadsheet arrives61d
Send Adam the migration game plan with exact sequence/timeline61d
Escalate Len Baez texting issue (need: number Robert texted from, REsimpli number texted to, screenshot)61d
Confirm full import completion directly with Janine when it runs61d
Follow up once Janine reviews warm lead test batch → trigger full import61d
Record Loom walkthrough for batch-moving under contract records61d
Send the final email response to Janine61d
Talk to Andrea re: existing notification ticket for GTA House Buyers61d
Get 6.0 feature list clarity for lead manager KPIs61d
Check if role/status fields can be cleared back to blank61d
Escalate Canadian address dedup (phone/email matching) to dev team61d
Talk to Danielle re: previous conversations and solutions attempted61d
Aldo to review and send Gmail draft61d
Email Jason Leonard TODAY — confirm what happens to data when sub-users removed (committed on call)61d
Connect Matt Sutherland to Jewel for A2P once he decides on website (Monday)61d
Schedule Matt Sutherland onboarding session 261d
Set up iSpeed to Lead → REsimpli integration for Nathan (waiting on his credentials)61d
Follow up with Janine Rivera in ~3 days to confirm call flow setup is working61d
Follow up with Property Rush in ~2 weeks on A2P registration and buyer imports61d
Gmail draft ready to send — review and hit send61d
Aldo: Push port request once received61d
Keyland: Add team member phone numbers + call flows61d
Keyland: Submit port request form for CallRail numbers61d
Aldo: Schedule follow-up call once Keyland completes action items — cover pipelines + workflow61d
Keyland: Connect GoDaddy domain to REsimpli website61d
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)61d
Speaker identification could be improved — Fathom shows "Unknown" for all speakers61d
Test `/call-recap` trigger in a fresh session to verify end-to-end61d
Speaker identification could be improved — Fathom shows "Unknown" for all speakers61d
Consider adding Fathom webhook to auto-trigger recap when calls end (future enhancement)61d
Test `/call-recap` trigger in a fresh session to verify end-to-end61d
Jordan needs to submit A2P 10DLC registration (2-4 week bottleneck)61d
Jordan to send Property Leads + Zapier credentials for integration setup61d
Monitor A2P status next week61d
Schedule follow-up call to help with Forefront lead export (CSV mapping)61d
Send the Gmail draft (add Jordan/Michael/Arlene emails to To field)61d
Send the follow-up email to thedebonair.re@gmail.com61d
Log the no-show on Zahir's REsimpli contact record61d
If no reply by 2026-03-05 → send final follow-up, then mark cold61d
Nothing — housekeeping complete61d