Messages
Retained workloads
Jump between active threads, supporting context, and saved follow-ups.
- 18sRunningQ1 portfolio survey batch24 submissions, 6 partial completions, and 3 supporting files still missing.
- 9 filesParsedSupporting document uploadPolicies, utility bills, and carbon workbooks attached for cross-checking.
- 3 outstandingNeeds chaseLate respondentsThree portfolio companies still owe transport and waste figures.
- CRMOptionalCRM enrichment requestPull company owner, region, and last-submission metadata into the review.
Document Upload and Survey Review
7sI▍
Survey Completion Review
Generated: March 14, 2026
Completion rate
Survey completion
The agent should show which companies are done, partial, or late before anyone opens a spreadsheet.
| Metric | Value |
|---|---|
| Submitted | 18 / 24 |
| Partial | 3 |
| Late | 3 |
Completion by cohort
A simple review chart makes the operational backlog obvious during a demo or a real reporting cycle.
Supporting files parsed
27
Low-confidence fields
9
Automatic chase tasks
6
Extraction confidence
Source mix and confidence
Uploads need both volume and confidence context so operators can trust what the agent surfaced.
Priority follow-up queue
The review should end in a short list of who to chase and what evidence they still owe.
Ingest the batch and classify the sources
Confirm each survey workbook, PDF, and attachment against the expected reporting template.
Reconcile completion against supporting evidence
Flag missing documents, low-confidence fields, and stale uploads before review sign-off.
Turn missing information into chase tasks
Use CRM metadata so the agent can assign the right owner and next action automatically.
