🔒 PROTOTYPE DEMO · Reminders fire on portal, Telegram & email — a daily digest is the safety net.
Tracking
Reminders
Upcoming across portal, Telegram & email · a daily digest covers anything missed
All 9 Today 2 This week 4 From standing rules 2 Sent
Today2
Call Client X about their CySEC application
9:00 AM Portal Telegram Client X
Send Client Q the revised board resolution
2:00 PM Portal Client Q
This week4
Client M — FSC GBL renewal: start the 60-day notice window
Thu 12 Jun Portal Email Client M from standing rule
Brief Andy before the Client Y quarterly review
Thu 12 Jun, 1:30 PM Telegram Client Y from standing rule
Chase Client N for outstanding UBO declarations
Fri 13 Jun Portal Client N
Confirm Read.ai webhook before next week's calls
Fri 13 Jun Portal Internal
From standing rules2
60 days before any licence renewal → Client N licence renews 8 Aug
Fires 9 Jun Portal Client N from standing rule
Cc Lawrence on Mauritius client emails → active for Client M
Ongoing Email Client M from standing rule
Sent2
Reminded: Client B incident follow-up
Delivered 6 Jun Telegram Client B
Reminded: Client P engagement renewal
Delivered 4 Jun Portal Client P