Winning with Intelligence
My Workspace
Avery's work queue
Your assigned capture work, ordered by urgency, with direct links into the right pursuit workspace.
Assigned
8
Blocked
1
Ready
2
Due now / next
Near-term work that should move before anything else.
Edit technical approach with SOC 2 control evidence
HighIn ProgressNorthstar Health · RFP-1048 · Edit · due Today 4:00 PM
Review AI draft for relevant healthcare experience
HighNot StartedNorthstar Health · RFP-1048 · Review · due Tomorrow 10:00 AM
Edits
Content that needs a hands-on revision or update.
Edit Executive summary
MediumIn ProgressNorthstar Health · RFP-1048 · Edit · due May 13
Edit technical approach with SOC 2 control evidence
HighIn ProgressNorthstar Health · RFP-1048 · Edit · due Today 4:00 PM
Update stale Horizon Bank risk narrative
LowReadyHorizon Bank · PRJ-2018 · Update · due May 15
Reviews
Human checks on drafted or changed response content.
Review Relevant experience
HighNot StartedNorthstar Health · RFP-1048 · Review · due May 13
Review Pricing schedule
HighNot StartedNorthstar Health · RFP-1048 · Review · due May 13
Review AI draft for relevant healthcare experience
HighNot StartedNorthstar Health · RFP-1048 · Review · due Tomorrow 10:00 AM
Approvals
Decision points waiting on a final owner.
Blocked items
Assignments that need a dependency cleared before progress resumes.
Active assignment
Approve Technical approach
Review the underlying pricing, risk, or compliance evidence before recording approval.
Make the decision and capture the rationale
- Open the approval area in the pursuit workspace.
- Confirm the evidence and unresolved risks.
- Approve, block, or return the item with a reason.
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
Avery Brooks
Assigned owner
ViciIQ AI
AI work producer