Ops Surfer

Approval Queue

3 need you

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

Account focus

Brightline Health

3 pending, 2 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
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
In flight22 needs attention
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.Needs attention
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

Send security/compliance one-pager to Brightline VP of Risk
2026-06-09
High
(assigned at write time)
Needs attention · Galileo couldn't complete this after several automatic retries

Galileo reported: auto-retry exhausted (4 attempts) — likely Galileo dispatch or downstream worker failure

This is usually transient. If it keeps failing after a few tries, ping an admin.

approved 1d ago
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.Needs attention
6/5/2026

Brightline Health

opportunity · 001gK0000178v6EQAQ

Follow-up drafted from the meeting transcript.

Current

(no email)

Proposed email

david.kim@brightlinehealth.example
Recap of today's QBR + the three open items

Hi David,

Thanks for the time today — solid QBR. A quick recap so nothing slips:

What we covered: - Q2 utilization up 18% across the clinical analytics suite - HIPAA audit checklist confirmed clean through next renewal - Net new use case in epidemiology team — they want trial access next month

Open items: 1. I will send the security/compliance one-pager for your VP of Risk by end of week 2. You are confirming whether Dr. Patel can join the next executive review 3. We are scheduling the epidemiology team trial setup — I will reach out to Sarah directly

Thanks again, talk soon.

Taylor

Needs attention · Galileo couldn't complete this after several automatic retries

Galileo reported: auto-retry exhausted (4 attempts) — likely Galileo dispatch or downstream worker failure

This is usually transient. If it keeps failing after a few tries, ping an admin.

approved 1d ago
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