Ops Surfer

Approval Queue

5 need you

Agent livegalileo running · 0 in flight · 2 decided today · 7 total in queue

Account focus

Brightline Health

5 pending, 0 in flight, 2 decided.

Clear filter
galileoadd save planmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.
6/5/2026

Brightline Health

salesforce.account · 001gK0000178v6EQAQ

Brightline is yellow with renewal 73 days out. Documenting save plan per SOP 1.6.

Current

(no save plan yet)

Proposed save plan

⏎ Enter to send · Shift+⏎ for newline
galileoupdate fieldlow riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.
6/5/2026

Brightline Health

salesforce.account · 001gK0000178v6EQAQ

Post-QBR sentiment updated. Customer expressed strong utilization growth and net-new use case interest. SOP 2.5a daily update.

Current

Customer_Sentiment__c

(empty)

Proposed

Customer_Sentiment__c

Positive

⏎ Enter to send · Shift+⏎ for newline
galileocreate taskmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.
6/5/2026

Brightline Health

salesforce.account · 001gK0000178v6EQAQ

Per QBR commitment — David Kim asked for security one-pager by Friday.

Current

(no task)

Proposed task

(assigned at write time)
⏎ Enter to send · Shift+⏎ for newline
galileosend replymed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.
6/5/2026

Brightline Health

opportunity · 001gK0000178v6EQAQ

Follow-up drafted from the meeting transcript.

Current

(no email)

Proposed email

david.kim@brightlinehealth.example
⏎ Enter to send · Shift+⏎ for newline
galileoupdate fieldlow riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.
6/5/2026

Brightline Health

Account · 001gK0000178v6EQAQ

Curie SOP 2.5a §2 violation — Sentiment was Unknown. Setting to Neutral based on recent meeting tone.

Current

Customer_Sentiment__c

(empty)

Proposed

Customer_Sentiment__c

Neutral

⏎ Enter to send · Shift+⏎ for newline
Recently decided2show
controlled-executorupdate fieldmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.approved
6/3/2026

Brightline Health

salesforce.account · 001gK0000178v6EQAQ

Renewal inside 90 days and no logged activity in over a month. Existing save plan note is stale; appending current-state, not overwriting.

Current

CSM_Save_Plan__c

3/12/26: Met with Meera. Renewal looks solid. Will follow up in July.

Proposed

CSM_Save_Plan__c

3/12/26: Met with Meera. Renewal looks solid. Will follow up in July. 5/28/26: Renewal now 73d out. No activity in 41d. Forecast still 'Positive Outlook' but signal is thin — need a pressure-test conversation before relying on it.

Decided 6/5/2026
Outcome: Account.CSM_Save_Plan__c updated on 001gK0000178v6EQAQ · sf:001gK0000178v6EQAQ
controlled-executorsend emailmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.approved
6/1/2026

Brightline Health

contact · 001gK0000178v6EQAQ

Renewal risk classified at 0.68. Save plan + exec sponsor missing. Standard pre-QBoBR readiness outreach.

Current

(no email)

Proposed email

meera@brightline-health.example
Re: prepping for our August check-in

Hi Meera,

Wanted to get on your calendar before we wrap Q2. We don't have a save plan or exec-sponsor map on file for the August renewal and I'd rather build that with you than assume.

Are you open to 30 minutes next week? I can come prepared with a draft.

Thanks, Taylor

Decided 6/1/2026 · “Looks right — sending.”
Outcome: Cancelled — pre-demo cleanup, not executed