Kylon: access review waiting for approval

Yesterday

Nora Castell17:05

@Harper when a Read AI recap lands in my Gmail after a client call, put the action items in Tasks and draft the follow up. I approve before anything goes out.

HarperClient success09:32

Recap: Harbor Analytics renewal call Gmail, inbox

From Read AI <recaps@read.example> to nora@brightline.example

AttendeesLena MoravecJonas PikeOmar ReyesNora Castell

Action items

Omar sends the revised order form this week.
Priya adds the two admin seats Lena asked for.
Nora books dashboard onboarding before mid October.

Tasks Pinned in client-success Adding rows

Gmail draft from nora@brightline.example Waiting for approval

ToLena Moravec <lena@harbor-analytics.example>

CcJonas Pike, Omar Reyes

SubjectHarbor Analytics renewal: decisions and next steps

Hi Lena, thank you for the time today. Here is what we agreed.

Decisions

The renewal moves to the annual plan with the dashboards add-on.
The quarterly review stays on the calendar.

Next steps

Omar sends the revised order form by Oct 2.
Priya adds your two admin seats by Oct 6.
I will book dashboard onboarding for the week of Oct 6.

Best, Nora

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