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Tasks

Reusable tasks and deliverables for your AI agents

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No tasks in this stage

Backlog

1

Score renewal risk weekly

Usage, support contacts, and billing signals rolled into a renewal-risk score per clinic.

Task type: ScheduledRenewal Radar Agent
CBCallie Burke

In Progress

1

Keep the test suite honest

Quarantine flaky tests, file the issue, track the deflake queue to zero.

Task type: Always OnFlaky Test Quarantine Agent
NHNoor Haddad

Done

7

Route the support queue

Sweep incoming clinic tickets, route to the right queue, flag urgent clusters before they become incidents.

Task type: ScheduledTriage
KDKim Dao

Resolve frontline tickets

Billing questions, password resets, scheduling changes: resolve against policy, escalate judgment calls.

Task type: Always OnFin
MKMarcus Kane

Draft knowledge-base articles

Turn resolved-ticket clusters into KB drafts for human review.

Task type: TriggeredScout
ARAna Reyes

Run outbound to independent clinics

List building, sequencing, replies, and booked meetings for the clinic segments.

Task type: ScheduledAlice
RNRuth Nyambura

Keep the CRM enriched

Firmographics, contact roles, and stale-record cleanup across the account base.

Task type: Always OnClaygent
TATomás Aguilar

Match clinic invoices

First-pass matching on billing exports; route exceptions to AR with reasons.

Task type: ScheduledLedger
MCMargaret Chu

Run clinic go-live checklists

Setup steps, credentials, data checks, and the handoff note for every new clinic.

Task type: TriggeredCompass
RFRenata Fischer
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