Onboarding kickoff: scheduling

Email thread

Logistical thread: Tobias Renwick arranges the onboarding kickoff with Scott Galbraith. Scott replies and Friday afternoon is agreed. Agenda covers the security checklist, connector setup and first refresh timeline.

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What this says

As at Fri 9 Oct 2026

Logistical thread: Tobias Renwick arranges the onboarding kickoff with Scott Galbraith. Scott replies and Friday afternoon is agreed. Agenda covers the security checklist, connector setup and first refresh timeline.

Ask: Tobias wanted a kickoff slot to walk through the implementation plan and security setup. Scott offered Thursday or Friday afternoon and asked how long to block.

Customer view: Scott was responsive and cooperative, with no concerns raised.

Next: Tobias is to send the agenda before the Friday afternoon session.

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

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The thread

Updated 9 Oct 26

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Messages3

First message2023-05-08

Last message2023-05-11

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Messages

Tobias Renwick 8 May 2023 15:30
to Scott Galbraith
Hi Scott, Following up on our call, I wanted to schedule the onboarding kickoff. To be precise, we'll need the team available to walk through the implementation plan and security setup. Does next week work for you? Best, Tobias
Scott Galbraith 11 May 2023 17:17
to Tobias Renwick
Hi Tobias, Next week works for us. We're free Thursday or Friday afternoon. How long should we block? Cheers, Scott
Tobias Renwick 11 May 2023 18:39
to Scott Galbraith
Scott, Friday afternoon works. We'll cover the security checklist, connector setup and your first refresh timeline. I'll send the agenda before then. Best, Tobias

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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