{"notes":[{"id":1788494001172,"text":"Circle back with Claude.ai on building in an annual reoccurring feature in the same way there is a monthly for business expenses.","tags":["Finance"],"archived":true,"ts":"Sep 3, 2026, 10:53 PM"}],"tasks":[{"id":1788201007058,"text":"Make a list of custom inline html tools Claude and I have built, with their proper url from InMotion Hosting and prepare them for the security lock treatment we performed on the CRL Tool --","done":false,"archived":false,"createdTs":"Aug 31, 2026, 1:30 PM","archivedTs":null},{"id":1788200996395,"text":"Reconfigure the \/ Favor > PSM Tools with better nested folders for financial and partner admin tools --","done":true,"archived":false,"createdTs":"Aug 31, 2026, 1:29 PM","archivedTs":null},{"id":1788200985541,"text":"Update the Appointment Generator notification email templates in the same way the default email templates have been --","done":true,"archived":false,"createdTs":"Aug 31, 2026, 1:29 PM","archivedTs":null}],"tags":["Agent","Finance","Portal","Recruiting","General"],"forecast":{"week_label":"Sep 13 - Sep 19","forms":{"this_week":{"cqi":3,"oca":3,"sar":1},"last_week":{"cqi":3,"oca":5,"sar":4},"this_year":{"cqi":6,"oca":8,"sar":6}},"info_session":{"registered":3,"dropped_off":0,"confirmed":3,"avg_seconds":97},"prp":{"registered":1,"failed_pc_scan":0,"issue_encountered":0,"retake_pause":0,"ready_to_finalize":2}}}