Ops Surfer

Approval Queue

3 need you

Agent livegalileo running · 0 in flight · 2 decided today · 5 total in queue

Account focus

Nimbus Logistics Co

3 pending, 0 in flight, 2 decided.

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galileoupdate 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.
6/5/2026

Nimbus Logistics Co

salesforce.account · 001gK000017nFe5QAE

Nimbus has logged 3 P1s in 30 days with no formal RCAs delivered. Upgrading SLA__c Silver -> Gold pulls them into the 24-hour RCA queue and unblocks the support escalation rhythm. Reversible at renewal if health recovers.

Current

SLA__c

(empty)

Proposed

SLA__c

Gold

⏎ Enter to send · Shift+⏎ for newline
galileochange health bandmed 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

Nimbus Logistics Co

salesforce.account · 001gK000017nFe5QAE

Conditional move Red -> Yellow once the save plan is in flight AND the CSM check-in is logged. Per rubric 4.1 §C, sustained Red requires either no plan or no exec contact — both addressed by the bundled approvals on this account.

Current health band

—Composite health score for the account, from 0 to 100, pulled from Salesforce. Green > 70, Yellow 40–70, Red < 40. Treat as stale if it contradicts recent engagement signals.

Proposed health band

—Composite health score for the account, from 0 to 100, pulled from Salesforce. Green > 70, Yellow 40–70, Red < 40. Treat as stale if it contradicts recent engagement signals.
⏎ Enter to send · Shift+⏎ for newline
galileocreate tasklow 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

Nimbus Logistics Co

salesforce.account · 001gK000017nFe5QAE

Calendar the exec briefing prep so it doesn't slip. Anchors week 2 of the save plan. High priority because Health_Score__c is Red and the briefing is the inflection point.

Current

(no task)

Proposed task

(assigned at write time)
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Recently decided2show
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.approved
6/5/2026

Nimbus Logistics Co

salesforce.account · 001gK000017nFe5QAE

Structured 60-day save aligned to SOP 2.5a §4 (Account-level intervention). Plan references and depends on the other three approvals bundled for Nimbus.

Current

(no save plan yet)

Proposed save plan

testing message

Decided 6/5/2026
Outcome: Save plan written to Account 001gK000017nFe5QAE · sf:001gK000017nFe5QAE
renewal-outreachsend 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.approved
6/5/2026

Nimbus Logistics Co

salesforce.account · 001gK000017nFe5QAE

Outbound CSM check-in to re-establish exec rhythm. Nimbus Logistics Co has drifted on cadence and Health_Score__c flipped to Red — per SOP 2.3 §3 we open with a low-pressure ask before escalating to a formal save plan.

Current

(no email)

Proposed email

sponsor@nimbus.example
Quick check-in — Nimbus Logistics Co

Hi there,

Wanted to reach out — we've noticed some shifts on the Nimbus Logistics Co side that I'd love to align on. Could we grab 30 minutes next week to walk through your current priorities and how we can best support?

Happy to send a few times that work on my end.

— Robbie

Decided 6/5/2026
Outcome: Cancelled — pre-demo cleanup, not executed