Projects

Next: Larry reviews v7 first draft + rework recommendation; hands to Jimmie for sign-off on voice/shape before next revision.

External-facing whitepaper about the PKA AI team. v6 was internal spec; v7 is structural rework for an external audience. First draft of v7 dropped 2026-05-19.

Next: Continue May 2026 production; line up June batch.

Monthly J2 content production cadence: reel scripts (Lux), image lists, post calendars, Loomly uploads. April 2026 wrapped; May 2026 in production.

Next: Jimmie answers Loom 7 audit questions (channel mix, current tracking, active prospect count, sales stages, access, dashboard behavior, stale-lead history); then Atlas drafts schema.

Atlas-native prospect pipeline for J2 (B2B, ~5-25 active prospects). Loom scoped 2026-05-19, recommending in-Atlas build vs SaaS CRM. Inbound capture seam by Riv (Gmail via Echo, LinkedIn via Vox). Atlas builds the schema and dashboard.

Next: Jimmie runs Afton OAuth handshake (~3 min browser-based)

Wire Ledger into QBO for full monthly close. Hybrid REST API + Sheets/Booker. Afton Electric pilot. Intuit Dev app live as of 2026-05-14; kickoff 2026-05-18.

Next: Riv builds mem.ai poller against POST /api/project-events. Token in Atlas/app/.env.local.

Atlas + Riv build per Loom Brief #1 (Jimmie green-lit 2026-05-18). Atlas owns projects spine + resume page + classifier; Riv owns mem.ai → Atlas poller. Pilot = Ledger QBO Access.

Next: Jimmie answers Riv 5-question intake: Zapier plan/tasks, client list source, OAuth pacing, Rippling Spend state, OAuth pattern OK

Build WellyBox + Spark Receipt + Ramp + Rippling Spend connectors into QBO to support Tally. Native OAuth per client, Zapier orchestration on top, per-client routing map as source of truth. Week 1 = native OAuth marathon; Week 2 = Zapier dedup + mem.ai poller in parallel.

Next: Tally provides needed-fields spec to Riv (QBO Bill fields, attachment expectations, vendor naming, coding workflow, escalation flow)

Tally hired 2026-05-19 as J2 dedicated AP Specialist. Owns capture (WellyBox + Spark Receipt) → code → route → pay (Ramp + Rippling Spend) → reconcile, plus 1099 prep. Reports up to Ledger for accounting judgment; escalates payment-priority calls to owner. AP connector pipes (project ap-connectors) are downstream dependency before she can start.

Next: Larry reviews design; Jimmie answers Loom 4 owner decisions; on approval Riv builds the daily job.

Daily Haiku-curated brief from project_events to drive Vox whitepaper editorial cadence. Loom designed 2026-05-19 (~4-6h Riv build, saves ~2-3h/wk for Vox). Pre-build pending Larry review + Jimmie answers to Loom 4 owner decisions.

Next: Reid reviews Round 1 KB and proposes J2-specific decisions (pricing audit, AP/AR call, niche question, capacity question).

Synthesizing operational frameworks from solo/small-firm YouTube creators (Zach Pasquariello + Jake Demi, Round 1) into an 8-pillar knowledge base for Reid to convert into J2 decisions. Round 2 backlog: Hector Garcia, Jake Demi YouTube transcripts, Team & Hiring source.

Next: Confirm with Jimmie whether this is still active. If yes, Atlas drafts technical build spec from Ledger domain scoping doc.

Jimmie's tax strategy planning platform — fractional CFO advisory only (no return prep). Pricing = 12% of estimated tax savings per strategy. Ledger delivered domain scoping doc 2026-05-05; Atlas to draft tech build spec. No movement in 2 weeks — FLAGGED.

Next: Decide: keep & use projects (NOW DONE via continuity build) and either map G: drive or remove gdrive watcher

2026-05-11 audit. Auto-tagger DONE (5,896/5,896, $10.63). Projects table now activated (this build). GDrive watcher still idle — G: unmapped.