Functions
Leadership views
Each view filters commitments, decisions and runs for one function and is restricted by access labels. Finance, Marketing, People and Admin roles are defined but disabled in this release.
CFO
Finance (CFOO)
Receivables, invoice milestones, collections follow-ups, budget variances.
agent role disabled in Phase 1CTO
Technology & Delivery (CTO)
Delivery milestones, blockers, technical decisions, scope changes.
CBO
Revenue (CBO)
HubSpot hygiene, stale deals, next steps, pipeline risks.
MARKETING
Marketing
Campaign status, content calendar, asset reviews.
agent role disabled in Phase 1PEOPLE
People (CHRO)
Approved hiring and onboarding milestones, policy tasks. Restricted.
agent role disabled in Phase 1ADMIN
Admin
Vendor quotes, office setup, purchase requests, renewals.
agent role disabled in Phase 1