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G

Good morning, George

Updated just now

Morning Brief · Live

Two deals are ready to close — and Veda already drafted the nudges.

Pipeline is up 18% this week. Three new leads came in overnight; one looks hot. Nothing needs a fire drill.

Read the full brief →

✦↑

AI Operator Level 2 · On

It worked 11 contacts overnight while you slept.

4 sent

2 drafted

5 tagged

2 emails are waiting for your approval→

Profitability

Last 12 months

$26k

Net profit · this month

+8.3%

62% margin

OctJanAprJulSep

ProfitRevenue

24

Contacts

+3 overnight

$128k

Open pipeline

+18% wk

3

Unread

1 flagged hot

2

Approvals

awaiting you

Today

See all

✦

Drafted a follow-up to Ridgeline Group

Re: their open quote — waiting in Approvals

7:02

↗

Deal moved to “Proposal”

Summit Mechanical · $4,550

6:48

◎

Scored a new lead “hot”

Harbor Fabrication — replied within 4 min

6:30

Markets & News

Refresh

BTC

$67.1k

+2.1%

S&P 500

5,430

+0.4%

TSX

24,110

−0.2%

CAD/USD

0.735

+0.1%

Gold

$2,410

+0.6%

BBC

Bank of Canada holds its key rate, signals caution on inflation

1h

REUTERS

Construction demand lifts industrial safety-equipment orders

3h

BBC

New workplace respiratory standards take effect next quarter

5h

Inbox

Every channel, one place

All channels Unread AI handled Email SMS Web chat Forms Phone Social

RG

Ridgeline Group7:02

EmailAI drafted Follow-up ready…

HF

Harbor Fabrication6:30

Web chat Can you send pricing on the fit-test tents?

SM

Summit MechanicalYest

SMSAI summarized 2 open items

DM

Delta MiningYest

Form New lead via website quote form

CV

Coastal VenturesYest

Email Thanks — approved, sending PO shortly.

RM

Rob MercerMon

PhoneAI transcribed Voicemail → callback tomorrow

@

@westside.buildsMon

Instagram DM: do you rent by the week?

NW

Northwind SafetyMon

EmailAI replied Answered their spec question

Ridgeline Group

RG

✦ Veda’s summary

Ridgeline asked for a revised quote on 20 grinding visors and confirmed the ship-to. They’re price-sensitive but ready to buy this week. Suggested next step: send the follow-up with the updated pricing.

Hi — just checking on the revised quote for the visors. We’d like to get the PO in this week.

Absolutely, sending that over today.

✦ Veda drafted a reply

“Hi Dave — here’s the revised quote (attached): 20× grinding visors at your updated rate, shipping to the Coquitlam site. Ready to proceed whenever you are.”

Message…

↑

Ask Veda

✦

What needs my attention today?

Three things, in order.

1. Two drafted emails are waiting for your approval — Ridgeline & Summit.
2. Harbor Fabrication is a hot new lead (replied in 4 min) — worth a call.
3. One deal has gone quiet 9 days: Coastal Ventures.

Review approvalsCall Harbor

Draft a check-in to Coastal.

Done — here’s a warm, low-pressure note.

“Hi — circling back on the respirator rental package. Happy to hold your preferred kit for the month if the timing works. Anything I can answer?”

Send for approvalEdit

Show me stale dealsRun a growth playThis week’s numbersWho’s gone cold?

Ask Veda anything…

↑

People

HF

Harbor FabricationHot

Rob Mercer · replied 4 min ago

RG

Ridgeline GroupWarm

Dave Kruger · quote in progress

SM

Summit MechanicalWarm

Proposal sent · $4,550

CV

Coastal VenturesCold

No activity · 9 days

NW

Northwind SafetyWarm

Spec question answered

Contact

HF

Rob Mercer

Harbor Fabrication · Hot lead

✦ Veda’s read

Replied within 4 minutes and asked about pricing — high intent. No open task yet. Best next step: a quick call while it’s warm, then send the fit-test tent quote.

Call

Email

+ Task

Timeline

◎

Scored “hot” by Veda

Fast reply + pricing intent

6:30

✉

Inbound: pricing question

“Can you send pricing on the fit-test tents?”

6:26

＋

Created from web form

Source: elitemicro widget

6:20

Approvals

2 pending · nothing sends without you

Email · to Ridgeline Group (Dave Kruger)

Revised quote — grinding visors

Hi Dave — here’s the revised quote (attached): 20× grinding visors at your updated rate, shipping to the Coquitlam site. Ready to proceed whenever you are…

Email · to Coastal Ventures

Checking in on your rental package

Hi — circling back on the respirator rental package. Happy to hold your preferred kit for the month if the timing works. Anything I can answer?…

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AI Dashboard

Operator status Live · ModelArk

Everything is running. $0.42 of your $5 daily budget used.

OPS 7 rank

12 systems

0 alerts

Systems

All green

✦

Conversation AI

Auto-replying inbound · held for approval

Live

◎

Lead scoring

24 contacts scored today

Live

⚡

Automations engine

3 workflows active · 11 runs

Live

☁

Web threat analysis

No threats in the last 24h

Live

AI Plays

Veda found 3 growth moves in your book.

Play · Re-engage cold rentals

6 rental customers went quiet

A tailored “hold your kit” offer to contacts with no activity in 30+ days. Est. reach 6 · drafts queue to Approvals.

Run now

Make ongoing

Play · Upsell filters to helmet buyers

9 recent helmet orders

Offer the Adflo filter subscription to anyone who bought a welding helmet this quarter.

Run now

Make ongoing

Automations

3

Active

11

Runs today

42%

Reply rate

New lead → welcome + score AI

Trigger: form submission

On

Quote sent → 3-day follow-up AI

Trigger: estimate sent

On

Rental ends → renewal offer

Trigger: date-based

On

✦ Veda suggests

Contacts who open twice but don’t reply convert 3× with a call task. Add a “double-open → call task” automation?

Preview & add

Campaigns

Spring safety promo

Sent · 79 recipients

31% open
12% reply

Fit-test reminder

Scheduled · Fri 9am

42 queued

New-filter announcement A/B

Draft · variant B winning

—

Money

Portfolio · this month

$41,280

Revenue · 62% margin

Businesses

7

PAPR Solutions

Rentals + store

$18.4k

Elite Micro

Agency

$12.1k

Haven Housing

—

$6.2k

Net0

—

$4.6k

Settings

Interface

App view Switch back to the classic web layout

Customize bottom bar Pick what appears on your ribbon

Edit ›

✦ AI Operator

Autonomous operator Let Veda work your book

Autonomy level

L1Draft only

L2Send routine

L3Full

AI engine

Provider ModelArk (DeepSeek / GLM)

Change

Daily spend cap Hard ceiling

$5.00

Email hero images AI-generated

Automation gates

Conversation AI auto-reply

Approve emails before send

Morning Brief

Workspace

▦

Custom fields

›

{ }

Custom values

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◷

Bottom bar

Pick up to 4. The centre is a hold-to-switch dial, not a tab.

Center button · businesses

Hold the centre to switch business. Pick up to 4 — test accounts excluded.

Feature

✦ In this app

Full screen designed in the next pass — same template, wired to your live data.