Recap and next steps after today's call

Email thread

Callie Brennan recaps that repairs and complaints are connected and repairs mapping is clean. Rent arrears access and the first-invitation list are still owed by Paul Rigby. No customer reply in the thread.

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As at Fri 9 Oct 2026

Callie Brennan recaps that repairs and complaints are connected and repairs mapping is clean. Rent arrears access and the first-invitation list are still owed by Paul Rigby. No customer reply in the thread.

Status: repairs and complaints are connected and the repairs mapping matches the sample. Double-counted jobs are flagged by job ref and held separately until handling is agreed.

Customer view: there is no customer response in the thread.

Next: Paul sends arrears access and the invitation list. Callie runs a test refresh before the nightly refresh is switched on.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2024-10-02

Last message2024-10-02

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Callie Brennan 2 Oct 2024 08:56
to Paul Rigby
Hi Paul, Thanks for the session yesterday. A quick recap so we both have it in writing, and a few steps with owners against each. Where we are: repairs and complaints are connected and the field mapping for repairs maps cleanly against your sample. The double-counted jobs are flagged by job ref, and I'll keep them separate in the setup note until we've agreed how you want them handled. Next steps: - You: send the rent arrears access in writing, as soon as your finance team has it - You: confirm the list of people for the first invitations - Me: run a test refresh on the two live sources and send you the result before we switch on the nightly refresh - Me: finish the setup note so your team can run the brain without me You have been with us since 2 Sep 2024, so I'd like the first dashboards in front of your board-ready audience well ahead of the first quarter close. Tell me if the order of the steps needs to change. Thanks, Callie

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