personal-assistant

Distributor workflow tracking extracts commitments, reminders, and next actions from casual conversations and routes them to organized task files. It captures vendor and customer signals, inventory events, and account changes to maintain an actionable daily log.

Daily briefings are generated from the captain's log and task list to produce morning briefings, end-of-day summaries, and quick status checks. This consolidates fast-moving distributor conversations into organized memory and daily status updates.

Vendor management signals like rebates, allocations, credit holds, dead-stock pulls, and account changes are recognized from conversations and logged in appropriate admin files. Contact tracking records vendors, customers, preferences, and important decisions to keep the workspace current.

Privacy-aware multi-user support keeps per-user personal assistant data isolated and marks sensitive items so they are not surfaced improperly. This maintains confidentiality while routing entries into correct admin files across distributor workflows.

Logging distributor work without slowing down is handled by capturing conversational updates, follow-ups, and vendor signals in real-time, then automatically routing entries into the correct admin files and updating task lists and contacts.

Task tracking for accounts receivable events captures commitments and next actions from conversations, routing them to appropriate task files. Contact and decision tracking records vendors, customers, and preferences to keep the workspace current and organized.