Agents
Alfred
Claude Sonnet 4.5
Primary assistant
Uhura
Slack comms bot
Inbound comms
Cases
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total cases
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active
Willie's Action Items 4 pending
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Upload pre-approval letter template
Plan Admin workflow blocked
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Generate Gmail App Password
qdros@peacockesq.com — needed for SMTP
📋
Draw Plan Admin workflow diagram
Hand-drawn or Miro — helps Alfred build it
📋
Finalize SMS strategy
VBOUT for clients — confirm plan admin channel
Projects
Plan Admin Workflow IN PROGRESS
✓NoCoDB schema — Cases, Parties, Plan_Administrators, Retirement_Plans
✓n8n webhook trigger wired
✗Gmail SMTP credentials needed
✗Fax branch (Sinch) — not built
✗Lob branch (physical mail) — not built
⏳Pre-approval letter template — needs Willie
n8n → NoCoDB → Chatwoot Pipeline BACKLOG
Wire lead intake → case creation flow
QDRO Auditor BACKLOG
End-to-end test pending
NoCoDB Retirement Plan Import BACKLOG
Mine Lawmatics for plan data, import to Retirement_Plans table
Mission Control LIVE
Alfred HQ deployed to ops.peacockesq.com
Slack Feed #willie-bots
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