Inbox
Things the app picked up from messages, voice notes, photos, payments and emails. Nothing is saved until you confirm.
Crack: Each card is one proposed change. The pipeline is the same for every source: input, AI or rules draft a change, Alex confirms or edits, the change is written and logged. The hard part is the matching (which lead, which order), not the reading.
New lead: Chris Novak
From Messenger message · 2h ago
"Hey, how much for a table like the Austin? Just bought a house, need something for 6."
Proposed change
AI
- Customer
- Chris Novak
- Campaign
- Nov: Holiday hosting (video)
- Buying reason
- Just bought a house
- Seats
- 6
- Style
- The Austin
- Suggested size
- 7 ft x 38 in
- Status
- New
- Next follow-up
- Tomorrow
Couldn't tell: Wood, chairs, budget, phone number
Revise Jordan Patel's quote to v3
From Voice note after call AI · 5h ago
"Talked to Jordan. Go red oak instead of white oak and bring it down to seven feet. Keep the four Roma chairs."
Proposed change
AI
- Quote
- v3 (copy of v2)
- Wood
- White oak Red oak
- Length
- 8 ft 7 ft
- Chairs
- 4 Roma chairs
- Total
- $3,318.00 $2,868.00
- v2 status
- Sent Superseded
Crack: Real size pricing is in Alex's Excel sheet. The $200/ft here is a placeholder.
Purchase: Kokomo sawmill, $412.50
From Receipt photo Photo · yesterday
[photo of a handwritten sawmill receipt]
Proposed change
AI
- Supplier
- Kokomo sawmill (rename)
- Date
- Nov 4
- Line
- White oak 8/4, 27.5 bf @ $15.00
- Category
- Job material
- Link to order
- Dana Whitfield (only open job using white oak)
Couldn't tell: Whether the board is for one job or split
Crack: Boards and offcuts get reused across jobs, so linking a receipt to one order is a guess.
Match payment to Lauren Mitchell's order
From Shopify payment Shopify · yesterday
Shopify: $1,974.00 paid by lauren.m@example.com (card)
Proposed change
Calc
- Order
- Lauren Mitchell: Jenny Round Table
- Type
- Deposit
- Amount
- $1,974.00
- Match reason
- Same email as customer, amount equals 50% deposit
Crack: If Alex sends a Shopify invoice, the match is easy. If they pay a generic product, the amount and email are all we have.
Chairs shipped: Whitewood WW-48213
From Whitewood email Supplier · yesterday
"Your order WW-48213 has shipped. Estimated delivery: November 14."
Proposed change
AI
- Purchase
- WW-48213: 6 Emily chairs
- Expected
- not set Nov 14
- Order still needed
- 6 Emily chairs: shipped
Crack: Needs Alex to forward the email, or a shared inbox the app can read.