Qualify against the enterprise criteria
Completed·Relay
Unlocks 1 task
Sales PipelineSales Pipeline template
Northwind enterprise deal
Waiting approvalHighExecution is paused at a gate until somebody decides.
55progress
progress: 55 out of 100Close Northwind on an annual outcome-priced retainer, with delivery risk understood before anything is signed.
Next
Paused at Proposal — is waiting on Dai Okonjo. Approve outcome pricing 8% below the standard floor.
Proposal
Current stage
4
Stages
11
Tasks
6 closed
2
Open gates
2
Ready now
3 waiting
6 weeks
Planned
Ready to start2
3 waiting- Draft the proposal with quarterly-in-advance termsInes Baptiste
- Review the discount against the floorLedger
Held behind a dependency
- Negotiate terms×2
- Execute the contract×1
- Open the client onboarding workflow×1
Assigned teams2
Departments, in routing order
Accountable
Executive Priyam Osei-VanceManagers Dara Solheim, Aris Vandel
AI agents on this workflow
Stage timeline
- STAGE 1
Qualification
Complete16h plannedBudget, need and a decision-maker, confirmed.
2 of 2 tasks100% - STAGE 2
Solution design
Complete40h plannedConfirm we can deliver what is about to be promised.
3 of 3 tasks100%Manager approvalApproved31 Jul 2026Confirm engineering can deliver the scoped integration.
Held by Aris Vandel
Approved with the webhook risk stated in writing on the proposal.
- STAGE 3
Proposal
Active24h plannedPrice it and put it in writing.
1 of 3 tasks33%Finance approvalPending15 Aug 2026Approve outcome pricing 8% below the standard floor.
Held by Dai Okonjo
- STAGE 4
Close
Pending32h plannedNegotiate, sign, hand to Operations.
0 of 3 tasks0%Executive approvalPending21 Aug 2026Authorise signature on a non-standard annual term.
Held by Priyam Osei-Vance
Dependencies
Qualification
2Map the buying committee
Completed·Ines Baptiste
Unlocks 1 task
Solution design
3joins from Qualification
Scope the technical fit against the legacy CRM
Completed·Corvin Ashe
Unlocks 1 task
Flag the webhook delivery risk
Completed·Tessa Kord
Unlocks 1 task
Size the implementation
Completed·Aris Vandel
Unlocks 1 task
Proposal
3joins from Solution design
Build the outcome-priced commercial model
Completed·Ledger
Unlocks 2 tasks
Draft the proposal with quarterly-in-advance terms
In progress·Ines Baptiste
Ready — every dependency closed
Unlocks 1 task
Review the discount against the floor
To do·Ledger
Ready — every dependency closed
Unlocks 1 task
Close
3joins from Proposal
Negotiate terms
Backlog·Ines Baptiste
Waiting on 2: Draft the proposal with quarterly-in-advance terms; Review the discount against the floor
Unlocks 1 task
Execute the contract
Backlog·Dara Solheim
Waiting on 1: Negotiate terms
Unlocks 1 task
Open the client onboarding workflow
Backlog·Operations
Waiting on 1: Execute the contract
One column per stage, in routing order. Tasks inside a stage run in parallel; the first task of each stage joins from every task of the one before it, which is the hand-off between departments made explicit.
Board11
Backlog
3Negotiate terms
Highclosewaiting ×2
Ines Baptiste19 Aug
Execute the contract
Criticalclosewaiting ×1
Dara Solheim21 Aug
Open the client onboarding workflow
Highclosewaiting ×1
Operations22 Aug
To do
1Review the discount against the floor
proposalready
Ledger15 Aug
In progress
1Draft the proposal with quarterly-in-advance terms
Highproposalready
Ines Baptiste14 Aug
Review
0Empty
Blocked
0Empty
Completed
6Qualify against the enterprise criteria
Highqualify
Relay11 Jul
Map the buying committee
Highqualify
Ines Baptiste14 Jul
Scope the technical fit against the legacy CRM
Highdesign
Corvin Ashe24 Jul
Flag the webhook delivery risk
Criticaldesign
Tessa Kord28 Jul
Size the implementation
design
Aris Vandel30 Jul
Build the outcome-priced commercial model
Highproposal
Ledger07 Aug
Approval gates3
2 openManager approvalApprovedNot reached30 Jul 2026
Northwind enterprise dealConfirm engineering can deliver the scoped integration.
Approved with the webhook risk stated in writing on the proposal.
Finance approvalPendingHolding work15 Aug 2026
Northwind enterprise dealApprove outcome pricing 8% below the standard floor.
Executive approvalPendingNot reached21 Aug 2026
Northwind enterprise dealAuthorise signature on a non-standard annual term.
Deciding a gate writes the decision and nothing else. The status change, the release of downstream stages and the “ready to close” state are all derived from it on the next render — which is why an approval here is one field rather than a transaction.
Messages2
- Ines Baptiste8h ago
Quarterly in advance is non-negotiable for them. It is in the memory record and it held.
Open in the Hub → - Tessa Kord2w ago
No webhook on their CRM. We poll, or we build the bridge. Either way it is in the proposal.
Open in the Hub →
Related projects1
Performance
112h planned · 48h remaining55%
Progress
6 of 11 tasks
2/4
Stages closed
1/3
Gates cleared
0
Blocked tasks
2
Departments
routed through
5
Agents
named on the work
48h
Remaining
from the breakdown
—
Estimate variance
on plan
Task completion55%
Task-weighted, not stage-weighted. A two-hour approval stage and a two-hundred-hour build stage are not half the work each, and treating them as such is the usual way a project dashboard reports 50% before anything has been built.
Completion rule · All stages complete
Closed when the contract is executed and an onboarding workflow is open against it.
Every stage reaches complete or skipped.
Automation7
1 would fire · 0 willNext routing decisionHeld
Held at Dai Okonjo's finance gate.
Computed by engine.peekAdvance(), which returns the next stage rather than moving to it. The Task Orchestrator owns the write; keeping this side pure is what lets a card show “next: Engineering” with no risk that rendering a page advances a workflow.
- Advance stage on completion
- WHEN
- Every task in the active stage reaches a terminal column and the stage carries no pending gate.
- THEN
- Mark the stage complete and route work to the next stage in the chain.
- NOW
- 2 tasks still open in Proposal.
- Notify approver on gate openWould fire
- WHEN
- A stage with a gate becomes active and the gate is still pending.
- THEN
- Raise a workflow notification addressed to the named approver in the Communication Hub.
- NOW
- Dai Okonjo has an open decision.
- Escalate a stale gate
- WHEN
- A gate has been pending longer than its stage's estimate.
- THEN
- Escalate one authority level up and notify the accountable executive.
- NOW
- Needs a real clock. Placeholder timestamps are relative strings.
- Release dependent tasks
- WHEN
- A task reaches a terminal column and other tasks depend on it.
- THEN
- Move every newly-ready dependent from backlog into to-do.
- NOW
- No backlog task is waiting only on a dependency.
- Write outcome to memory
- WHEN
- The completion rule is satisfied.
- THEN
- Write a project-scope memory record summarising the outcome and link it back.
- NOW
- Completion rule is not satisfied yet.
- Auto-approve low-risk gatesHeld for a human
- WHEN
- A QA or manager gate carries no rejection history and sits under the risk threshold.
- THEN
- Nothing. Recorded so the policy is visible and reviewable — a gate an agent can clear is not a gate.
- NOW
- Held for a human by design.
- Stand down a stalled workflowHeld for a human
- WHEN
- No activity for longer than the estimated duration and no open gate explains it.
- THEN
- Nothing automatic. Surfaces the workflow for a human decision.
- NOW
- Held for a human by design.
Nothing here executes. There is no scheduler, no queue and no writer — these are evaluations of the current state, refreshed on every render. Adding a trigger is one row in AUTOMATION_TRIGGERS; it appears on every workflow immediately so a rule can be checked against real data before anything is built to act on it.
Activity log4
- 8h ago
Ines Baptiste Proposal draft in progress with quarterly-in-advance terms.
Proposal - 1w ago
Workflow Engine Routed from Solution design to Proposal.
Proposal - 2w ago
Aris Vandel Approved solution design with the webhook risk stated in writing.
Solution design - 3w ago
CEO Opened from the Sales Pipeline template — 4 stages, 3 approval gates.