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SuggestedClaude's suggestion, not discussed yet.
Next step27 documents proposed across 8 types, waiting for Reid. A few leases and the 2 tax documents need hand checks.
Waiting onNext call
Last movedOct 16
ProjectExperiment 1: four ways to build the co-worker

To-dos 2

Approve or swap the 27 proposed test documents
Reid · from Oct 15
Hand-check the 2 leases and 2 tax documents
No owner yet · from Oct 15

Suggested All 2 are Claude's suggestions, not discussed yet. Owners are unconfirmed.

No questions, decisions, requirements, drafts or files yet.

History · 2

Wed, Oct 14, 2026

  • Added to the board: Take a document out of a deal we already have answers for and see if the system fills them back in. Division orders check against our decimals, check stubs against Reid's revenue data.

Fri, Oct 16, 2026 · Joe, Reid, Keegan

  • Early tests compare HubSpot with the Excel inventory. A simple control matches documents using plain files and code.