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Non-integrated sandbox · bring your own docs
You
Summarise these three files and tell me the key tasks I should take on today.
- Q1_Client_Updates.pdf
- Travel_Policy_2025.pdf
- Onboarding_Checklist.docx
BSHPR
Here's what I found across the three files:
- 2 clients need follow-up this week with status updates.
- 1 upcoming trip requires pre-approval based on the new travel policy.
- Onboarding tasks for one new joiner are still incomplete.
My suggested priorities:
- Send both client updates before noon.
- Submit the travel approval request.
- Finish the onboarding checklist for the new joiner.
Drop files here to include them in your next question.
/ask