| # |
Task |
Category |
Automation |
Status |
Owner |
Approval |
Risk |
Last Updated |
|
| 27 |
Client needs analysis |
Proposals & Scoping |
🔴 Human
|
Not Started
|
Glen |
N/A
|
—
|
2026-07-03
|
Edit
|
| 25 |
Client-specific research |
Proposals & Scoping |
🟢 Full Auto
|
Not Started
|
Kemi |
NO
|
—
|
2026-07-03
|
Edit
|
| 22 |
Discovery workshop prep |
Proposals & Scoping |
🟡 Semi-Auto
|
Not Started
|
Kemi |
YES
|
—
|
2026-07-03
|
Edit
|
| 23 |
Proposal drafting |
Proposals & Scoping |
🟡 Semi-Auto
|
Not Started
|
Kemi |
YES
|
—
|
2026-07-03
|
Edit
|
| 26 |
Proposal formatting |
Proposals & Scoping |
🟢 Full Auto
|
Not Started
|
Kemi |
YES
|
—
|
2026-07-03
|
Edit
|
| 24 |
SOW generation |
Proposals & Scoping |
🟡 Semi-Auto
|
Not Started
|
Kemi |
YES
|
—
|
2026-07-03
|
Edit
|
| 28 |
Workshop facilitation |
Proposals & Scoping |
🔴 Human
|
Not Started
|
Glen |
N/A
|
—
|
2026-07-03
|
Edit
|