TodayTue 10 Jun 2026
09:42
JY Assistant drafted renewal email to Sarah Naidoo (Client M)
09:43
AY
Andy Yu approved & sent renewal email to Client M
09:15
JY Assistant answered ‘What’s due for Client M?’
08:30
JY Assistant logged a call note to Client X’s timeline
07:00
JY Assistant sent morning digest
YesterdayMon 9 Jun 2026
16:20
KO
Knowledge Owner published SOP ‘Mauritius FSC GBL Application Checklist v3’
14:05
JY Assistant — reminder fired: Client X CySEC call
11:30
LT
Lawrence Tan edited Client N record — added 2 contacts
10:02
JY Assistant proposed a standing rule (passport-expiry reminders)
Earlier this weekFri 6 Jun 2026
15:48
JY Assistant generated minutes from Client M AML walk-through
09:10
AY
Andy Yu approved AML refresh date change for Client M