Package the account context for delivery
Completed·Ines Baptiste
Unlocks 1 task
Client OnboardingClient Onboarding template
Northwind onboarding
Waiting approvalHighExecution is paused at a gate until somebody decides.
36progress
progress: 36 out of 100Take Northwind from signature to a running delivery cadence in three weeks, without losing anything Sales already learned about them.
Next
Paused at Contract review — is waiting on Vale Ordonez. Accept a non-standard data residency clause before provisioning begins.
Contract review
Current stage
4
Stages
11
Tasks
4 closed
2
Open gates
4
Ready now
3 waiting
3 weeks
Planned
Ready to start4
3 waiting- Flag the non-standard data residency clauseSentry
- Grant scoped access to the delivery crewQueue Warden
- Configure reporting against the agreed metricsTally
- Publish the success criteriaTally
Held behind a dependency
- Provision the workspace×2
- Run the kickoff session×3
- Agree the delivery cadence×1
Assigned teams3
Departments, in routing order
Accountable
Executive Vale OrdonezManagers Dara Solheim, Corin Ashgrove, Mira Halvorsen
AI agents on this workflow
Stage timeline
- STAGE 1
Handover
Complete16h plannedMove everything Sales knows into Operations without losing it.
3 of 3 tasks100% - STAGE 2
Contract review
Active20h plannedConfirm what we actually committed to before we start delivering it.
1 of 2 tasks50%Manager approvalPending05 Aug 2026Accept a non-standard data residency clause before provisioning begins.
Held by Vale Ordonez
Held at the COO rather than the Legal manager on purpose: the clause commits Engineering to a deployment region the company does not operate, which is above Corin Ashgrove's line.
- STAGE 3
Provisioning
Pending48h plannedStand up the environment, access and reporting.
0 of 3 tasks0% - STAGE 4
Kickoff
Pending24h plannedFirst working session, and the schedule that follows it.
0 of 3 tasks0%Executive approvalPending11 Aug 2026Confirm the delivery cadence is staffable against current load.
Held by Vale Ordonez
Dependencies
Handover
3Confirm the commercial terms in writing
Completed·Dara Solheim
Unlocks 1 task
Introduce the delivery team
Completed·Petra Isolde
Unlocks 1 task
Contract review
2joins from Handover
Review the signed terms against standard
Completed·Sentry
Unlocks 2 tasks
Flag the non-standard data residency clause
Review·Sentry
Ready — every dependency closed
Unlocks 1 task
Provisioning
3joins from Contract review
Provision the workspace
Backlog·Queue Warden
Waiting on 1: Flag the non-standard data residency clause
Unlocks 1 task
Grant scoped access to the delivery crew
Backlog·Queue Warden
Ready — every dependency closed
Unlocks 1 task
Configure reporting against the agreed metrics
Backlog·Tally
Ready — every dependency closed
Unlocks 1 task
Kickoff
3joins from Provisioning
Run the kickoff session
Backlog·Petra Isolde
Waiting on 3: Provision the workspace; Grant scoped access to the delivery crew; Configure reporting against the agreed metrics
Unlocks 1 task
Agree the delivery cadence
Backlog·Mira Halvorsen
Waiting on 1: Run the kickoff session
Publish the success criteria
Backlog·Tally
Ready — every dependency closed
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
6Provision the workspace
Highprovisionwaiting ×2
Queue Warden07 Aug
Grant scoped access to the delivery crew
Highprovision
Queue Warden08 Aug
Configure reporting against the agreed metrics
provision
Tally09 Aug
Run the kickoff session
Highkickoffwaiting ×3
Petra Isolde11 Aug
Agree the delivery cadence
kickoffwaiting ×1
Mira Halvorsen12 Aug
Publish the success criteria
kickoff
Tally12 Aug
To do
0Empty
In progress
0Empty
Review
1Flag the non-standard data residency clause
Criticallegalready
Sentry05 Aug
Blocked
0Empty
Completed
4Package the account context for delivery
Highhandover
Ines Baptiste23 Jul
Confirm the commercial terms in writing
Highhandover
Dara Solheim24 Jul
Introduce the delivery team
handover
Petra Isolde25 Jul
Review the signed terms against standard
Highlegal
Sentry31 Jul
Approval gates2
2 openManager approvalPendingHolding work05 Aug 2026
Northwind onboardingAccept a non-standard data residency clause before provisioning begins.
Held at the COO rather than the Legal manager on purpose: the clause commits Engineering to a deployment region the company does not operate, which is above Corin Ashgrove's line.
Executive approvalPendingNot reached11 Aug 2026
Northwind onboardingConfirm the delivery cadence is staffable against current load.
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
- Sentry2d ago
Data residency clause is non-standard. I can flag it, I cannot accept it. Needs a named approver.
Open in the Hub → - Mira Halvorsen4d ago
Provisioning is staffed and waiting. The moment the clause clears we are three days from kickoff.
Open in the Hub →
Performance
108h planned · 82h remaining36%
Progress
4 of 11 tasks
1/4
Stages closed
0/2
Gates cleared
0
Blocked tasks
3
Departments
routed through
6
Agents
named on the work
82h
Remaining
from the breakdown
—
Estimate variance
on plan
Task completion36%
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 Northwind has run one full delivery cycle against the agreed cadence.
Every stage reaches complete or skipped.
Automation7
2 would fire · 0 willNext routing decisionHeld
Held at Vale Ordonez's manager 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
- 1 tasks still open in Contract review.
- 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
- Vale Ordonez 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 tasksWould fire
- 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
- 3 backlog tasks have all dependencies closed.
- 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 log5
- 2d ago
Workflow Engine Opened a manager gate on Contract review — non-standard residency clause.
Contract review - 2d ago
Sentry Flagged the data residency clause for review.
Contract review - 1w ago
Workflow Engine Routed from Handover to Contract review.
Contract review - 1w ago
Dara Solheim Closed Handover — account context transferred to Operations.
Handover - 2w ago
CEO Opened from the Client Onboarding template — 4 stages, 2 approval gates.