Winning with Intelligence

My Workspace

Avery's work queue

Your assigned capture work, ordered by urgency, with direct links into the right pursuit workspace.

Post progress update Start next assignment

Assigned

20

Blocked

1

Ready

2

Due now / next

Near-term work that should move before anything else.

2

Edit technical approach with SOC 2 control evidence

HighIn Progress

Northstar Health · RFP-1048 · Edit · due Today 4:00 PM

Owner: Avery Brooks

Open work brief

Review AI draft for relevant healthcare experience

HighNot Started

Northstar Health · RFP-1048 · Review · due Tomorrow 10:00 AM

Owner: Avery BrooksDraft producer: ViciIQ AI

Edits

Content that needs a hands-on revision or update.

3

Edit Executive summary

MediumIn Progress

Northstar Health · 56359921-7d6b-4505-b2f0-615264d4f347 · Edit · due May 14

Owner: Avery Brooks

Open work brief

Edit technical approach with SOC 2 control evidence

HighIn Progress

Northstar Health · RFP-1048 · Edit · due Today 4:00 PM

Owner: Avery Brooks

Open work brief

Update stale Horizon Bank risk narrative

Horizon Bank · PRJ-2018 · Update · due May 15

Owner: Avery Brooks

Reviews

Human checks on drafted or changed response content.

15

Review Executive summary

MediumNot Started

City of Atlanta · a8b85065-dcf0-4f52-bc22-b31dc06ebb54 · Review · due May 20

Owner: CaptureIQ AI

Review Partner and staffing plan

MediumNot Started

City of Atlanta · a8b85065-dcf0-4f52-bc22-b31dc06ebb54 · Review · due May 21

Owner: Avery Brooks

Review Technical approach

MediumNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: CaptureIQ AI

Review Relevant experience

HighNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: Solution Architect

Review Personnel and staffing plan

HighNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: Compliance Reviewer

Review Pricing schedule

HighNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: Executive Approver

Review Compliance matrix

MediumNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: CaptureIQ AI

Review Executive summary

MediumNot Started

Codex Verification Agency · c1d4423d-d48e-40d7-9429-2890d7c9f255 · Review · due Set deadline

Owner: CaptureIQ AI

Review Partner and staffing plan

HighNot Started

Department of Health and Human Services · 1ae8a2fe-8530-416a-884f-cedf58816260 · Review · due Set deadline

Owner: Noah Grant

Review Eligibility and compliance

HighNot Started

Department of Health and Human Services · 1ae8a2fe-8530-416a-884f-cedf58816260 · Review · due Set deadline

Owner: Noah Grant

Review Relevant experience

HighNot Started

Department of Health and Human Services · 1ae8a2fe-8530-416a-884f-cedf58816260 · Review · due Set deadline

Owner: Avery Brooks

Review Executive summary

HighNot Started

Department of Health and Human Services · 1ae8a2fe-8530-416a-884f-cedf58816260 · Review · due Set deadline

Owner: CaptureIQ AI

Review Relevant experience

HighNot Started

Northstar Health · 56359921-7d6b-4505-b2f0-615264d4f347 · Review · due May 14

Owner: Avery Brooks

Review Pricing schedule

HighNot Started

Northstar Health · 56359921-7d6b-4505-b2f0-615264d4f347 · Review · due May 14

Owner: Avery Brooks

Review AI draft for relevant healthcare experience

HighNot Started

Northstar Health · RFP-1048 · Review · due Tomorrow 10:00 AM

Owner: Avery BrooksDraft producer: ViciIQ AI

Approvals

Decision points waiting on a final owner.

2

Approve Technical approach

Northstar Health · 56359921-7d6b-4505-b2f0-615264d4f347 · Approve · due May 14

Owner: Avery Brooks

Approve fixed-fee pricing model adjustment

Northstar Health · RFP-1048 · Approve · due May 12

Owner: Avery Brooks

Open blocker brief

Blocked items

Assignments that need a dependency cleared before progress resumes.

1

Approve fixed-fee pricing model adjustment

Northstar Health · RFP-1048 · Approve · due May 12

Owner: Avery Brooks

Open blocker brief

Active assignment

Approve fixed-fee pricing model adjustment

Blocked

Confirm the missing dependency, document the owner, and move the item back to Ready or In Progress.

Clear the blocker before other work continues

Review why the assignment is blocked.
Identify the owner for the dependency.
Post a progress update with the unblock path.

PursuitRFP-1048

DueMay 12

OwnerAvery Brooks

Continue in workspace Post progress instead

Progress update

Post a status change against the active assignment so the capture team can see what moved, what is next, and what is blocked.

Assigned team

CaptureIQ AI

Assigned owner

5 active

Avery Brooks

Assigned owner

10 active

Solution Architect

Assigned owner

1 active

Compliance Reviewer

Assigned owner

1 active

Executive Approver

Assigned owner

1 active

Noah Grant

Assigned owner

2 active

ViciIQ AI

AI work producer

1 active