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Every action by a person, an agent or the system, with what changed. This log is append-only: nothing in it can be edited or deleted.
| When | Who | What | Details |
|---|---|---|---|
| Mon, Nov 9, 2:45 PM | Writing agent (sandbox) | Email drafted Open lead | kind: post_meeting; flags: []; sequence: 1; approvalId: 35b71562-0cc9-4680-9585-39d40b7fefd5; autoApproved: false |
| Mon, Nov 9, 2:45 PM | System | Waiting for approval Open lead | kind: send_message; flags: []; summary: Post-meeting follow-up to Dana Ruiz at Northwind Logistics |
| Mon, Nov 9, 2:45 PM | You | Outcome logged Open lead | result: advance; nextStep: Send a scoped outline for the carrier-reporting project by Friday; dealValue: 60000 |
| Mon, Nov 9, 2:45 PM | You | Meeting held Open lead | |
| Mon, Nov 9, 1:00 PM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reminder; providerMessageId: sbx-12 |
| Mon, Nov 9, 8:00 AM | System | Timer set | key: digest:2026-11-10; type: digest_due; runAt: 2026-11-10T13:00:00.000Z |
| Sun, Nov 8, 2:00 PM | Briefing agent (sandbox) | Briefing delivered Open lead | version: 1; startsAt: 2026-11-09T19:00:00.000Z; meetingId: 62bb2bd8-2967-434d-ace5-47e74900cdd8 |
| Sun, Nov 8, 2:00 PM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reminder; providerMessageId: sbx-9 |
| Fri, Nov 6, 8:00 AM | System | Timer set | key: digest:2026-11-09; type: digest_due; runAt: 2026-11-09T13:00:00.000Z |
| Thu, Nov 5, 8:00 AM | System | Timer set | key: digest:2026-11-06; type: digest_due; runAt: 2026-11-06T13:00:00.000Z |
| Wed, Nov 4, 11:00 AM | You | Timer set Open lead | key: meeting:62bb2bd8-2967-434d-ace5-47e74900cdd8:outcome:2026-11-09T19:00:00.000Z; type: outcome_reminder; runAt: 2026-11-09T21:30:00.000Z |
| Wed, Nov 4, 11:00 AM | You | Timer set Open lead | key: meeting:62bb2bd8-2967-434d-ace5-47e74900cdd8:briefing:2026-11-09T19:00:00.000Z; type: briefing_due; runAt: 2026-11-08T19:00:00.000Z |
| Wed, Nov 4, 11:00 AM | You | Timer set Open lead | key: meeting:62bb2bd8-2967-434d-ace5-47e74900cdd8:reminder:1:2026-11-09T19:00:00.000Z; type: reminder_due; runAt: 2026-11-09T18:00:00.000Z |
| Wed, Nov 4, 11:00 AM | You | Timer set Open lead | key: meeting:62bb2bd8-2967-434d-ace5-47e74900cdd8:reminder:24:2026-11-09T19:00:00.000Z; type: reminder_due; runAt: 2026-11-08T19:00:00.000Z |
| Wed, Nov 4, 11:00 AM | You | Booking confirmation sent by the calendar Open lead | by: sandbox-calcom |
| Wed, Nov 4, 11:00 AM | Prospect | Meeting booked Open lead | uid: sbx-booking-1e557176; startsAt: 2026-11-09T19:00:00.000Z |
| Wed, Nov 4, 11:00 AM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reply; providerMessageId: sbx-8 |
| Wed, Nov 4, 11:00 AM | You | Approval decided Open lead | Before: status: pending. edited: false; status: approved |
| Wed, Nov 4, 11:00 AM | Writing agent (sandbox) | Email drafted Open lead | kind: reply; flags: []; sequence: 2; approvalId: 6ee9585a-a39f-4284-94b7-ef0465ae239b; autoApproved: false |
| Wed, Nov 4, 11:00 AM | System | Waiting for approval Open lead | kind: send_message; flags: []; summary: Reply to Dana Ruiz at Northwind Logistics |
| Wed, Nov 4, 11:00 AM | Reply sorter (sandbox) | Reply sorted Open lead | label: interested; summary: Wants to talk; confidence: 0.9 |
| Wed, Nov 4, 11:00 AM | Prospect | Email received Open lead | from: Dana Ruiz <dana.ruiz@northwind-logistics.example>; matched: true; subject: Re: Thanks for today |
| Wed, Nov 4, 8:00 AM | System | Timer set | key: digest:2026-11-05; type: digest_due; runAt: 2026-11-05T13:00:00.000Z |
| Tue, Nov 3, 9:00 AM | System | Timer set | key: digest:2026-11-04; type: digest_due; runAt: 2026-11-04T13:00:00.000Z |
| Tue, Nov 3, 9:00 AM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: post_meeting; providerMessageId: sbx-7 |
| Tue, Nov 3, 9:00 AM | You | Approval decided Open lead | Before: status: pending. edited: false; status: approved |
| Mon, Nov 2, 2:50 PM | Partner: northstar-advisory | Same lead arrived again (added as a touch) Open lead | match: email; sourceId: daff168c-a132-4389-a887-ea856ef3cfb0; sourceName: Northstar Advisory (sample) |
| Mon, Nov 2, 2:50 PM | System | Touch recorded Open lead | channel: partner_form; sourceId: daff168c-a132-4389-a887-ea856ef3cfb0 |
| Mon, Nov 2, 2:45 PM | Writing agent (sandbox) | Email drafted Open lead | kind: post_meeting; flags: []; sequence: 1; approvalId: ad2d8032-eac4-41b5-86b8-1035f7b5af16; autoApproved: false |
| Mon, Nov 2, 2:45 PM | System | Waiting for approval Open lead | kind: send_message; flags: []; summary: Post-meeting follow-up to Dana Ruiz at Northwind Logistics |
| Mon, Nov 2, 2:45 PM | You | Outcome logged Open lead | result: advance; nextStep: Send a scoped outline for the carrier-reporting project by Friday; dealValue: 60000 |
| Mon, Nov 2, 2:45 PM | You | Meeting held Open lead | |
| Mon, Nov 2, 1:00 PM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reminder; providerMessageId: sbx-6 |
| Mon, Nov 2, 8:00 AM | System | Timer set | key: digest:2026-11-03; type: digest_due; runAt: 2026-11-03T13:00:00.000Z |
| Sun, Nov 1, 2:00 PM | Briefing agent (sandbox) | Briefing delivered Open lead | version: 1; startsAt: 2026-11-02T19:00:00.000Z; meetingId: c4f7c7ae-b0e9-4bbc-8cb6-2232cdd3dc85 |
| Sun, Nov 1, 2:00 PM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reminder; providerMessageId: sbx-3 |
| Fri, Oct 30, 8:00 AM | System | Timer set | key: digest:2026-11-02; type: digest_due; runAt: 2026-11-02T13:00:00.000Z |
| Thu, Oct 29, 8:00 AM | System | Timer set | key: digest:2026-10-30; type: digest_due; runAt: 2026-10-30T12:00:00.000Z |
| Wed, Oct 28, 11:00 AM | You | Timer set Open lead | key: meeting:c4f7c7ae-b0e9-4bbc-8cb6-2232cdd3dc85:outcome:2026-11-02T19:00:00.000Z; type: outcome_reminder; runAt: 2026-11-02T21:30:00.000Z |
| Wed, Oct 28, 11:00 AM | You | Timer set Open lead | key: meeting:c4f7c7ae-b0e9-4bbc-8cb6-2232cdd3dc85:briefing:2026-11-02T19:00:00.000Z; type: briefing_due; runAt: 2026-11-01T19:00:00.000Z |
| Wed, Oct 28, 11:00 AM | You | Timer set Open lead | key: meeting:c4f7c7ae-b0e9-4bbc-8cb6-2232cdd3dc85:reminder:1:2026-11-02T19:00:00.000Z; type: reminder_due; runAt: 2026-11-02T18:00:00.000Z |
| Wed, Oct 28, 11:00 AM | You | Timer set Open lead | key: meeting:c4f7c7ae-b0e9-4bbc-8cb6-2232cdd3dc85:reminder:24:2026-11-02T19:00:00.000Z; type: reminder_due; runAt: 2026-11-01T19:00:00.000Z |
| Wed, Oct 28, 11:00 AM | You | Booking confirmation sent by the calendar Open lead | by: sandbox-calcom |
| Wed, Oct 28, 11:00 AM | Prospect | Meeting booked Open lead | uid: sbx-booking-22b7d5d5; startsAt: 2026-11-02T19:00:00.000Z |
| Wed, Oct 28, 11:00 AM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: reply; providerMessageId: sbx-2 |
| Wed, Oct 28, 11:00 AM | You | Approval decided Open lead | Before: status: pending. edited: false; status: approved |
| Wed, Oct 28, 11:00 AM | Writing agent (sandbox) | Email drafted Open lead | kind: reply; flags: []; sequence: 1; approvalId: 9b9faaf8-6497-4cda-a0fd-8d85a465b94b; autoApproved: false |
| Wed, Oct 28, 11:00 AM | System | Waiting for approval Open lead | kind: send_message; flags: []; summary: Reply to Dana Ruiz at Northwind Logistics |
| Wed, Oct 28, 11:00 AM | System | Timers cancelled Open lead | jobs: ["followup_due","followup_due"]; reason: prospect replied |
| Wed, Oct 28, 11:00 AM | Reply sorter (sandbox) | Reply sorted Open lead | label: interested; summary: Wants to talk; confidence: 0.9 |
| Wed, Oct 28, 11:00 AM | Prospect | Email received Open lead | from: Dana Ruiz <dana.ruiz@northwind-logistics.example>; matched: true; subject: Re: Northstar Advisory (sample) suggested we talk |
| Wed, Oct 28, 11:00 AM | System | Timer set | key: digest:2026-10-29; type: digest_due; runAt: 2026-10-29T12:00:00.000Z |
| Tue, Oct 27, 9:00 AM | System | Timer set Open lead | key: followup:dbf92c7a-b64d-4243-89ab-e65106efc77a:2; type: followup_due; runAt: 2026-11-03T13:00:00.039Z |
| Tue, Oct 27, 9:00 AM | System | Timer set Open lead | key: followup:dbf92c7a-b64d-4243-89ab-e65106efc77a:1; type: followup_due; runAt: 2026-10-30T13:00:00.039Z |
| Tue, Oct 27, 9:00 AM | System | Email sent Open lead | to: dana.ruiz@northwind-logistics.example; kind: outreach; providerMessageId: sbx-1 |
| Tue, Oct 27, 9:00 AM | You | Approval decided Open lead | Before: status: pending. edited: false; status: approved |
| Mon, Oct 26, 7:55 PM | Writing agent (sandbox) | Email drafted Open lead | kind: outreach; flags: []; sequence: 0; approvalId: 0be1e931-0e2d-40bf-8b1f-dad080eadf52; autoApproved: false |
| Mon, Oct 26, 7:55 PM | System | Waiting for approval Open lead | kind: send_message; flags: []; summary: First email to Dana Ruiz at Northwind Logistics |
| Mon, Oct 26, 7:55 PM | Scoring rules | Scored Open lead | score: 100; priority: A |
| Mon, Oct 26, 7:55 PM | Email checker (sandbox) | Email checked Open lead | email: dana.ruiz@northwind-logistics.example; verdict: valid |
| Mon, Oct 26, 7:55 PM | System | Decision-maker confirmed Open lead | how: title matches a buyer role; title: CFO |
| Mon, Oct 26, 7:55 PM | Research agent (sandbox) | Company researched Open lead | facts: 3; active: true; industry: Logistics and distribution; employees: 320; suspiciousFacts: 0 |
| Mon, Oct 26, 7:55 PM | Partner: northstar-advisory | Lead accepted Open lead | email: dana.ruiz@northwind-logistics.example; domain: northwind-logistics.example; source: Northstar Advisory (sample); channel: partner_form |
| Mon, Oct 26, 7:55 PM | System | First touch recorded Open lead | channel: partner_form; sourceId: daff168c-a132-4389-a887-ea856ef3cfb0 |
| Mon, Oct 26, 7:53 PM | System | Access granted | role: owner; userId: 00000000-0000-4000-8000-00000000000a |
| Mon, Oct 26, 7:53 PM | System | Business created | slug: mode-data; sources: ["northstar-advisory:active","ridgeway-cpa:active","website:active","events-list |