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Tuesday · April 28, 2026 · 7 active pods · 2 calls scheduled today

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LeanWork Recorder is live across your calendar
Auto-joining 2 calls today: Coactive — Sales Coaching Sync (10:00 AM) and Cleo — Q2 QBR Final Prep (2:00 PM). Transcripts will route into the right client folders automatically.
Active Clients
15
+2 this monthacross 7 pods
Recurring MRR
$298,000
+8.4%vs last month
Hours Logged (Apr)
1670
Across 15+ engagements · 19 team members
AI Suggestions
5
1 over· 4 fully allocated

Active Clients

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ClientHealthHours (mo)ProjectsTeam
MI
Mistral
AI Infrastructure · Series B
Watch 78
100h3
CV
KV
JN
CM
PN
Portnox
Network Security
Healthy 84
100h4
BR
ED
SR
SC
Spycloud
Threat Intelligence
Healthy 81
70h3
BR
ED
GW
CL
Clio
Legal Tech · Growth
Healthy 86
110h5
BR
SO
IC
GW
HB
Harbinger
B2B Data
Healthy 80
102h3
BR
ED
SO
IC
PA
Patlytics
Legal Tech · Seed
Watch 81
30h2
SO
IC
YA
CO
Coactive.ai
Video Intelligence · Series A
Healthy 85
50h4
KL
JS
YA

AI Inbox

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CO
Coactive.ai
Task
94%

Add a Dealer Health Score formula field to the Account object — composed of renewal velocity, support ticket count, product usage signal, and last QBR date.

Coactive — Will Gaybrick 1:1 · 34:12
CO
Coactive.ai
Task
88%

Backfill stage history for Q1 closed-won deals so the AI deal coach has clean training data. Approve approach: script-based reconstruction from activity timeline.

Coactive — Will Gaybrick 1:1 · 41:55
MI
Mistral
Task
91%

Before HubSpot → Salesforce cutover, run an EU data residency compliance audit on the contact set Léa's team owns.

Mistral — HubSpot Migration Planning · 34:55

Activity

  • Coactive — Will Gaybrick 1:1 transcript synced. 2 tasks and 1 asset suggested.
    12 min ago
  • Kylie marked "Rebuild Opportunity record page" as done on Coactive.
    42 min ago
  • AI flagged a watch-list account — escalation pattern detected this month.
    2 hr ago
  • Mistral — HubSpot Migration Planning transcript synced. New constraint flagged: EU data residency.
    4 hr ago
  • Derek logged 3.5h on Cleo — Q3 Forecasting Workshop.
    5 hr ago
  • Account trend detected: 3 clients asked about "AI deal coaching" in last 7 days.
    1 day ago
Saved