Tasks

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Needs you 4 Review all

Send Bancora integration proposal Bancora

Review July board agenda draft Board Ops

Knowledge edit — Bancora Account Overview Bancora

Publish workaround notes to Knowledge Bancora

Task Context

Assistant working 3

Reschedule demo with Altiva Altiva

Checking calendar availability with Altiva's team

Set up HandyPass Stripe account HandyPass Launch HandyPass

Filling out the Stripe onboarding form

Prep talking points for Altiva demo Altiva

Pulling deal history and past objections

Waiting on others 2

Loop in legal team on redlines Bancora

With legal since Jul 6

Confirm venue for Kredi offsite Kredi Offsite

Venue coordinator, since Jul 5

Yours to do 5

Draft board update Board Ops

Follow up on redlines review Bancora

From Bancora sync, Jul 6

Buy a gift for the Kredi offsite

Renew passport Personal

Update HandyPass landing page copy HandyPass Launch HandyPass

Done 2

Send Bancora integration proposal

Needs you

Workspace Kredi

Project Bancora

Source Commitment from Bancora sync — Jul 6

Created Jul 6

Due Jul 10

Draft for approval

Hi Marco, attached is the formal integration proposal we discussed on Monday. It covers the phased rollout we agreed on, the data-sharing terms pending legal review, and a target timeline for a signed agreement before end of month. Let me know if anything needs adjusting before it goes out.

view full draft

Activity

Draft proposal prepared · Jul 7

Deal history pulled from Bancora thread · Jul 7

Task created from meeting commitment · Jul 6

Redlines sent to legal for review · Jul 6 Sent — not reversible