Emails Managed
847
All time
Awaiting Reply
23
Sent, no response
4 overdue 7d+
Auto Follow-Ups
61
Sent by bot
3 sent today
Calls Today
8
Morning list
Reply Rate
68%
After follow-up
+12% vs last month
Email volume — last 7 days
Received · Sent · Auto follow-ups
Received
Sent
Auto follow-ups
Recent activity
View all
ContactSubjectStatusDays
James Whitfield
Roadnight Capital
Overdue
7d
Sarah Chen
Pinnacle Wealth
Awaiting
3d
Michael Torres
FrankieOne
Replied
—
Priya Nair
Monoova
Scheduled
Mon
Amy Zhao
Talefin
Overdue
8d
Bot activity
TodayRecent actions
Running
Follow-up → Ben Hartley
6:30 AM
Follow-up → Amy Zhao
6:30 AM
Call list compiled — 8 contacts
6:30 AM
Post-call email → Sarah Chen
Yesterday
Post-call email → Tom Nguyen
Yesterday
Performance
Overdue 7d+
4
Immediate action needed
Pending 3–7d
11
Auto follow-up queued
Watching 1–3d
8
Monitoring for reply
Auto-Sent Today
3
Bot sent at 6:30 AM
ContactSubjectStatusDays
James Whitfield
Roadnight Capital
Additional Facility — $3M Tranche
Overdue
7d
Ben Hartley
Cuscal
Direct Entry Settlement Agreement
Overdue
9d
Amy Zhao
Talefin
Bank Statement API — Contract Renewal
Overdue
8d
Chris Dunne
AFCA
Complaint Response — Case #2024-44821
Overdue
12d
Sarah Chen
Pinnacle Wealth
CashFaster Fund — Due Diligence
Pending
3d
Tom Nguyen
Zai Financial
Monoova Replacement Pricing
Pending
4d
Lisa Park
Equifax
Data Feed Integration
Pending
5d
Mark Webb
Talefin
Assessment API Upgrade
Pending
6d
Today's Call List
Calls completed
0 / 8
Overdue replies
4
Post-call emails pending
3
1
James Whitfield · Roadnight Capital
0412 888 200
No reply 7 days — mention credit committee meeting Thursday, ask for term sheet timeline.
2
Ben Hartley · Cuscal
02 9080 4400
Settlement agreement 9 days overdue — key blocker for direct entry. Ask for legal sign-off ETA.
3
Sarah Chen · Pinnacle Wealth
0433 521 890
Warm lead — reviewed IM, asked about liquidity. Address due diligence questions, push for commitment.
4
Chris Dunne · AFCA
1800 931 678
Response deadline in 3 days — confirm receipt of submission and ask about timeline.
5
Amy Zhao · Talefin
0418 344 100
Contract renewal 8 days overdue — expires in 14 days, affects assessment volumes.
6
Tom Nguyen · Zai Financial
02 8038 5000
Pricing proposal 4 days no reply — $85K/yr saving. Ask what's needed to proceed.
7
David Lim · FundBase
0411 220 330
Q1 report templates — confirm receipt, ask about NAV timeline.
8
Mark Webb · Talefin
0422 109 005
API upgrade proposal 5 days no reply — affects March volume billing.
Inbox 12
Awaiting Reply 23
Bot Managed 61
Sent
Flagged 5
Archive
JW
James Whitfield
RE: Additional Facility Term Sheet
Thank you for your patience — I wanted to circle back on the $3M tranche...
2m ago
SC
Sarah Chen
CashFaster Fund — Due Diligence Questions
We've reviewed the IM and have a few questions about liquidity terms...
18m ago
MO
Monoova Alerts
Daily Settlement Report — 18 Mar 2026
Your daily NPP settlement summary: Total processed $94,230...
1h ago
DL
David Lim
Q1 Fund Administration Pack
Please find attached the Q1 reporting templates and NAV...
2h ago
AZ
Amy Zhao
URGENT: Contract Renewal Deadline
Our contract expires in 14 days on 1 April — please sign the renewal...
3h ago
TN
Tom Nguyen
Zai Pricing Proposal — Updated
Following our call I've revised the pricing to reflect your volumes...
5h ago
CD
Chris Dunne
AFCA Case Update
The panel has received your submission and will respond within...
Yesterday
PN
Priya Nair
NPP Volume Pricing Q2 Review
Thank you for the updated volumes — our commercial team is reviewing...
Yesterday
Active Rules
7
Running 24/7
Emails Sent by Bot
61
This month
Hours Saved
~18h
This month
Next Run
6:30 AM
Tomorrow
Active rules
All rules run automatically
No reply in 3 days → Send polite follow-up
No reply in 7 days → Send urgent follow-up + add to call list
Morning 6:30 AM → Compile and send daily call list
After call logged → Auto send post-call follow-up email
Warm lead detected → Flag as priority in inbox
Contract/deadline keywords → Alert + add to urgent list
Weekly summary every Monday 8 AM
Recent bot actions
What the bot did today
Follow-up sent to Ben Hartley (Cuscal) — day 9
6:30 AM
Follow-up sent to Amy Zhao (Talefin) — day 8
6:30 AM
Follow-up sent to Chris Dunne (AFCA) — deadline alert
6:30 AM
Call list compiled — 8 contacts added
6:30 AM
Post-call email sent to Sarah Chen
Yesterday 2:14 PM
Post-call email sent to Tom Nguyen
Yesterday 11:30 AM
Follow-up sent to James Whitfield — day 7
Yesterday 6:30 AM
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