Pending actions
| Priority | What's pending | Item | Due / Waiting on | Exact action needed |
|---|
Briefing
Where Mom's funds, your properties and the retirement plan stand right now.
Handle these first
Open items sorted by urgency. Click a card to open it.
Bot profile
Who this bot is, what it uses, and the rules it follows.
Connectors and tools used
Standing rules
| Name | Schedule | Last run | Status |
|---|
Chat log
| Date & time (ET) | What was asked | What was delivered | Status | Link |
|---|
Category tables
Mutual funds, Hyderabad property, NRI money and tax, retirement, infrastructure news and credit cards.
Dashboards & websites
Every Page, dashboard and site this bot keeps or uses.
| Name | Type | Link | Last updated (ET) | Status |
|---|
Artifacts & files
Files, images and documents, and the chat each one came from.
| Name | Type | Made from | Date (ET) | Link or path |
|---|
Sources
Every outside link and shared resource used.
| Source | Creator | Used for | Date | Link |
|---|
Snake timeline
Every task and update, from the MF portal in September to this dashboard.
CompletedIn progressPending
How updates work
How this dashboard stays current.