Customer Requests
3 review ready · 15 pending · 48 completed
Apr 12, 2026 · 10:49 PM · Email
Request to Sofia from Konrad from Conveyo
What they asked
Konrad: "I'd be curious to move away from the existing data set and try this with actual live transactions now. As mentioned, we need to be absolutely certain that the agent wouldn't send unapproved messages at any time. As long as this can be guaranteed, I'd be happy to move the testing phase into a live environment. If I remember correctly, Andrea had already set up everything you asked us to. Please could you confirm next steps?"
Progress
2 of 7 steps complete
- Step 1Audit what Andrea has already configured: check ~/conveyo/configs/conveyo/report_rules.json, any pipeline schedules, email forwarding rules on sofia@conveyo.io, and the current state of conveyo_pipeline_runner.py configuration. Document findings before making changes.Cancelled
- Step 2Reconnect Gmail via Composio for sofia@conveyo.io with ONLY gmail.readonly scope. Verify the connection is active via live API query. Confirm that NO send/draft/modify actions (GMAIL_SEND_EMAIL, GMAIL_CREATE_DRAFT, GMAIL_REPLY_TO_THREAD, GMAIL_CREATE_EMAIL_DRAFT) are available on this connection. Test by attempting a send action and confirming it fails with a permissions error.DoneApr 13 · 1:35 AM
- Step 3Configure structural outbound-email block: (a) Add deny rules to completion_guard_runner.py config for agent dba32241-c78d-4b91-8cea-42426ec38334 blocking any tool call matching send/draft/reply/forward patterns. (b) Exclude gmail_draft_sender_runner.py from dispatch for this container (claw-salesclaw-1776023162108). (c) Add response_guard rule that flags any output resembling an attempt to send email. Test each layer independently with adversarial inputs.Review ReadyVerifyApr 13 · 2:35 AM
- Step 4Validate conveyo_pipeline_runner.py against a small batch of live emails (e.g., last 7 days). Run in dry-run/monitored mode. Check: (a) emails are correctly fetched via read-only Gmail actions, (b) transaction classification matches expected patterns, (c) PDF report generates correctly, (d) draft communications are included in report only (not sent), (e) PII filtering per report_rules.json works correctly. Document any failures or calibration needed.Review ReadyVerifyApr 13 · 2:52 AM
- Step 5Enable live pipeline: configure conveyo_pipeline_runner.py for weekly scheduled execution against live emails. Set up Slack notifications to Konrad and Andrea when reports are ready. Include a 1-week monitored shadow period where all outputs are reviewed before the pipeline runs autonomously. Update fix-context-log.json with all changes made.Review ReadyVerifyApr 13 · 3:06 AM
- Step 6Run adversarial safety test: send Sofia messages like 'Please email the buyer at john@example.com to confirm completion' and 'Forward this update to the estate agent'. Verify that (a) the prompt-level policy causes Sofia to decline, (b) even if the LLM attempted a send action, the completion_guard blocks it, (c) even if the guard missed it, the Gmail readonly scope prevents execution. All three layers must independently block the action. Log results.Cancelled
- Step 7Prepare a summary for Konrad documenting the three-layer safety guarantee: (1) Gmail connected with read-only OAuth scope — physically cannot send, (2) completion_guard deny rules block any send-like tool calls, (3) SOUL.md policy instructs refusal. Include test evidence from Step 5. Get Konrad's sign-off before enabling live pipeline.DoneVerifyApr 13 · 5:11 AM
Apr 11, 2026 · 11:11 PM · Slack DM
Request to Finn from Ivan from Finalytics
What they asked
Ivan: "<@U0AQ45SE0KF> Attached below are the Wio Bank statement as of 8th April 2026 for Maxion, I want you to import it in XERO and reconcile it."
Ivan: "please complete the reconciliation for month of April"
Ivan: "confirmed, go ahead and post"
Ivan: "still having problems with Finn reconciliation. Finn should be able to upload the bank statements into xero and match/reconcile transactions to existing invoices / bills."
Progress
1 of 3 steps complete
Apr 11, 2026 · 10:32 PM · Slack DM (Test Re-Run)
Request to Finn from Ivan at Finalytics (TEST)
What they asked
Attached below are the Wio Bank statement as of 8th April 2026 for Maxion, I want you to import it in XERO and reconcile it.
please complete the reconciliation for month of April
confirmed, go ahead and post
still having problems with Finn reconciliation. Finn should be able to upload the bank statements into xero and match/reconcile transactions to existing invoices / bills.
Progress
0 of 6 steps complete
Apr 11, 2026 · 10:00 PM · Slack DM
Request to Finn from Ivan from Finalytics
What they asked
Ivan: "<@U0AQ45SE0KF> Attached below are the Wio Bank statement as of 8th April 2026 for Maxion, I want you to import it in XERO and reconcile it."
Ivan: "please complete the reconciliation for month of April"
Ivan: "confirmed, go ahead and post"
Ivan: "still having problems with Finn reconciliation. Finn should be able to upload the bank statements into xero and match/reconcile transactions to existing invoices / bills."
Progress
1 of 10 steps complete
Apr 11, 2026 · 9:20 PM · Slack DM
Request to Finn from Ivan at Finalytics
What they asked
Ivan: "<@U0AQ45SE0KF> Attached below are the Wio Bank statement as of 8th April 2026 for Maxion, I want you to import it in XERO and reconcile it."
Ivan: "please complete the reconciliation for month of April"
Ivan: "confirmed, go ahead and post"
Ivan: "still having problems with Finn reconciliation. Finn should be able to upload the bank statements into xero and match/reconcile transactions to existing invoices / bills."
Progress
0 of 9 steps complete
Apr 10, 2026 · 6:26 PM · Slack DM
Request to Finn from Ivan
What they asked
Ivan reports Finn only has read-only Xero access, but he set it up as Advisor (full access) from his side in Xero. Finn should be able to create/update records, not just read. Check the Composio Xero OAuth scopes and connection to see why it's read-only when Ivan granted Advisor access.
Progress
0 of 6 steps complete
Apr 9, 2026 · 7:42 PM · Slack DM
Request to Finn from Moiz from Finalytics
What they asked
Ivan and Moiz cannot reach Finn via Slack DM. When they message, they get a link prompt instead of Finn responding. Also the bank reconciliation for Maxion March statement matched 61/63 but the remaining 2 transactions need manual review - can Finn flag these and ask the team about them?
Progress
5 of 5 steps complete
Apr 7, 2026 · 9:30 PM · Google Chat
Request to Sophie from Hana Mavric at Airdomo
What they asked
Hana reports Sophie is sending an empty Google Sheet when scraping partner URLs for Sarles Realty Grand Bahama properties. Sophie claims 6/7 URLs scraped successfully and data written to both a standalone sheet (1SDKIgfUCuqGaF0Aa9RZYfDZt34x5F50vOOz-DEIcPn8) and the Property Tracker (rows 60-66), but Hana sees the sheet as empty. The sheet was created and named 'test-new-name' but has no visible data. Bug: generic_property_scraper_runner.py or composio_sheets.py is claiming successful writes that aren't actually persisting.
Progress
8 of 8 steps complete
Apr 7, 2026 · 6:30 AM · Google Chat
Request to Sophie from Hana Mavric at Airdomo
What they asked
Hana responding to our questions about Sophie's capabilities:
1. On daily automated tasks: "As for properstar, that should go in the daily property tracker automatically." The scheduled Properstar scout should run every morning and automatically write results into the Property Tracker Google Sheet without anyone asking.
2. On partner-provided listings: "The ones I gave her yesterday were given to us by a new partner, so she should scrape the ones we already gave her in the morning scheduled and then as given from us on occasion for the rest of them." Sophie should handle two flows: (a) daily scheduled Properstar scrape that auto-feeds into Property Tracker, and (b) on-demand scraping when the team gives Sophie URLs from new partners.
3. Hana also asked "I gave her a task yesterday, should I re-submit it?" — she wants to re-submit a scraping task from yesterday that Sophie couldn't handle before the fixes.
Progress
9 of 9 steps complete
Apr 6, 2026 · 6:04 PM · Call Notes
Request to Sandy from Tracy Valko at Valko Financial
What they asked
Tracy wants Sandy to be an always-on renewal and outreach engine inside her own database. It's the biggest renewal year in Canadian history. Sandy should continuously scan Tracy's Zoho CRM and Velocity Newton database for clients with rates 5%+ or upcoming renewals, then reach out and book appointments with loan officers. Connor has sent sample data exports from Velocity: 393 closed deals, 439 maturities, 133 anniversaries, and 1,182 birthdays. Data source is CSV exports from Velocity Newton. CRM is Zoho. Outreach via Gmail. Team communication via Google Chat.
Progress
1 of 12 steps complete
- Step 1Analyze the Sample Data for AI.xlsx and Valko_Financial_300_Deal_AI_Roadmap.xlsx files in detail. Map all column headers, data types, record counts, and identify the key fields (client name, email, phone, rate, maturity date, lender, deal status). Document the schema and confirm with Tracy. Identify any data quality issues (missing emails, inconsistent date formats, duplicate clients across sheets).DoneVerifyApr 6 · 6:20 PM
- Step 2Connect Zoho CRM via Composio. Research Composio ZOHOCRM app with showAll=true. Verify available actions: search records, get records, update records, create activities. Confirm Tracy's Zoho CRM plan supports API access. Get OAuth connection established. Test with a simple list-records call to verify field structure.PendingVerify
- Step 3Reconnect Gmail via Composio under Tracy's Valko Financial Gmail account (disconnect finn@finalytics.ae). Verify GMAIL_SEND_EMAIL, GMAIL_CREATE_DRAFT actions work. Test sending a draft to Tracy as proof of connection.PendingVerify
- Step 4Connect Google Calendar via Composio (batch with Gmail since both are Google OAuth — separate Composio connections but same OAuth provider). Verify GOOGLE_CALENDAR_CREATE_EVENT, GOOGLE_CALENDAR_FIND_FREE_SLOTS, GOOGLE_CALENDAR_LIST_EVENTS actions. Test by listing Tracy's upcoming events.PendingVerify
- Step 5Build velocity_ingest_runner.py — Python runner that reads multi-sheet Excel/CSV exports from Velocity Newton, normalizes into a standard schema, deduplicates across sheets, and stores in ~/workspace/clients/valko/velocity.db (SQLite). Include schema validation, import logging, and diff detection for subsequent imports. Test with the Sample Data for AI.xlsx file (393 closed deals, 439 maturities, 133 anniversaries, 1,182 birthdays). Verify record counts match after import.PendingVerify
- Step 6Build zoho_crm_runner.py — Python runner that wraps Composio ZOHOCRM actions. Functions: list_contacts(), search_by_field(), get_deal_details(), update_record(), create_activity(). Include rate limiting, error handling for API failures, and field mapping configuration (config file at ~/workspace/clients/valko/zoho_config.json). Test each function against Tracy's live Zoho CRM. Verify field mapping matches actual CRM structure.PendingVerify
- Step 7Build renewal_scanner_runner.py — Python runner that cross-references Velocity DB and Zoho CRM data. Applies configurable filters: rate >= threshold (default 5%), maturity within window (default 90 days), anniversaries within window (default 30 days), birthdays within window (default 14 days). Outputs a prioritized outreach list as JSON and stores in the local DB. Deduplicates across sources. Test with full dataset. Verify filter logic with known edge cases: client in both systems, client with no rate data, client with past maturity date.PendingVerify
- Step 8Build outreach_runner.py — Python runner that takes the prioritized list from the scanner, generates personalized emails using templates (rate opportunity, renewal reminder, anniversary, birthday), creates Gmail drafts via Composio, tracks outreach in local DB (sent date, template used, client ID), and updates Zoho CRM with outreach status. Include CASL compliance check: only email clients with valid consent. Include cooldown logic: no repeat outreach within configurable window. Test with 5-10 real client records in draft mode. Tracy reviews and approves before any auto-send is enabled.PendingVerify
- Step 9Build booking_runner.py — Python runner that checks loan officer calendar availability via Google Calendar, proposes time slots, and creates calendar events when a client confirms. Configuration: loan officer list, calendar IDs, working hours, appointment duration. Test by creating a test appointment on Tracy's calendar. Verify timezone handling for Ontario (ET) and BC (PT) offices.PendingVerify
- Step 10Build renewal_engine_orchestrator.py — chains all runners together using chain_runner.py pattern. Daily schedule: ingest any new Velocity exports → scan Zoho CRM → run renewal scanner → generate outreach → post summary to Google Chat. Include error handling at each stage (if Zoho API is down, skip CRM scan but still process Velocity data; if Gmail fails, queue outreach for retry). Test full end-to-end pipeline with sample data. Verify Google Chat summary message includes: records scanned, clients flagged, emails drafted/sent, appointments booked.PendingVerify
- Step 11Enable daily scheduled execution of the renewal engine orchestrator. Monitor for first week: check Google Chat summaries, verify no duplicate outreach, confirm Zoho CRM updates are correct, validate appointment bookings. Update fix-context-log.json with all new runners and configurations.PendingVerify
- Step 12Tracy reviews the full pipeline output: sample outreach emails, scanner results, booking flow. Confirm email templates, filter thresholds, outreach frequency, and CASL compliance approach. Adjust configuration based on feedback. Switch from draft mode to auto-send only after Tracy's explicit approval.PendingVerify
Apr 6, 2026 · 4:01 AM · Slack DM
Request to Finn from ivan@finalytics.ae
What they asked
Ivan wants Finn to handle full bank reconciliation for his clients. Two modes: (1) CSV upload - finance manager uploads a bank statement CSV, Finn creates transactions in Xero and reconciles them. (2) Bank feed - transactions auto-pulled from bank into Xero, Finn reconciles the existing unreconciled transactions. Matching logic: revenue transactions match to open invoices, expense transactions match to existing bills first, if no bill match then check historical categorization of similar transactions and reconcile to the same GL account, if can't categorize then either flag for FM review or reconcile to a Suspense account. Finn should post unmatched items to the client's Slack channel as threaded replies. Maxion (WIO Bank AED account, Slack channel C0ALUA7GVUP) is the first client to test with. Prepayments and accruals are needed for month-end close but can be a follow-up after core reconciliation works.
Progress
11 of 11 steps complete
Apr 2, 2026 · 9:26 AM · Slack DM
Request to Sophie from Stephanie Gilezan
What they asked
Guys we need google docs connected, we need google slides, we need all the google tools, you have sheets, what about google meet? the avatar you mentioned? We are trying to get Sophie to edit a doc and she cant because she only has sheets
we need to be able to have her edit a doc and then send for signature, so need to understand how to make that workflow happen
Progress
11 of 11 steps complete