Overview
C-Suite
CEO
Strategy & Acquisitions
Active businesses2
Future pipeline2
Cross-synergiesIdentifying
View Details →
C-Suite
CFO
Finance Operations
BC ad budget$0/$1,500
GB ad budget$0/$200
QuickBooks⚠ Pending
View Details →
C-Suite
COO
Operations & Compliance
Compliance queueClear
KPI frameworkActive
Contact centerBuilding
View Details →
C-Suite
CIO
Technology & Integrations
APIs configured10 ✓
APIs pending5 ⚠
n8n workflows2 active
View Details →
C-Suite
CMO
Marketing (BC + GB)
Daily copyScheduled ✓
Content pipelineActive
SEO priorityBC Content
View Details →
Org Health
System
37 Agents · OpenClaw
Cron jobs4 active
n8n uptimeRunning
Discord37 channels
View Details →
Platform Costs
💸 MTD Spend
OpenClaw · AI Platforms
Claude (Max)Flat rate
OpenRouterchecking...
n8nFree (self-hosted)
View Breakdown →
BC Leads MTD
0
No data yet
📉
GB Orders MTD
0
Pre-revenue
📉
Claude Costs MTD
--
Calculating...
📊
System Uptime
99%+
All services running
✅
CRM
Multi-business contact management
| Name | Business | Phone | Status | Source | PA Res | Last Contact | Actions | |
|---|---|---|---|---|---|---|---|---|
| John Test | Bonham Counseling | (412) 555-0100 | test@example.com | new | web | Yes |
Content Pipeline
Copy → Brand → Legal → Tasks
🏥 Bonham Counseling
Pending Copy
Queue empty
In Brand Review
Queue empty
In Legal Review
Queue empty
Ready for Alex B
Queue empty
🏌️ Golf Beasts
Pending Copy
Queue empty
In Brand Review
Queue empty
In Legal Review
Queue empty
Ready for Alex B
Queue empty
Agent Operations
37 active channels across all departments
Finance
Budget tracking · Expense log
Bonham Counseling — Ad Budget
$0/ $1,500/mo
Golf Beasts — Ad Budget
$0/ $200/mo
| Date | Description | Entity | Category | Amount | Notes |
|---|---|---|---|---|---|
| TBD | Office Depot purchase | Bonham Counseling | Office Supplies | TBD | Personal card → reclassify as BC |
| TBD | Transfer from checking 8981 | Bonham Counseling | Marketing | $750.00 | BC marketing budget |
Integrations
Active n8n workflows · Visual node map
Hope Receptionist — Inbound SMS ● ACTIVE
Twilio SMS
Webhook Trigger
→
Claude (Hope)
HTTP Request
→
Parse Response
Code Node
→
SMS Reply
Respond (TwiML)
→
Log to CRM
S3 · Disabled
Hope — Outlook Form Monitor ⏸ INACTIVE⚠ Needs Azure Mail.Read permission
Every 5 min
Schedule Trigger
→
Fetch Emails
Microsoft Graph
→
Parse Forms
Code Node
→
Claude (Hope)
HTTP Request
→
Followup
Email / SMS
📋 Planned Workflows
Calendly → CRM Sync
New booking → add to S3 CRM with status=scheduled
Meta Ads → CRM Lead Capture
Meta lead form → S3 CRM (awaiting Meta Ads API)
Shopify → Finance Log
New GB orders → bookkeeping ledger auto-entry
Resend Email Campaigns
BC + GB email automation (awaiting Resend API key)
Reports
Aggregated intelligence across all departments
📊
Reports Coming Soon
Analytics, KPI trends, and department reports will appear here as data flows in.