Managing Director control centre

MD Overview

Urgent work, emails and daily actions in one place.

Demo mode
Attention

Urgent email queue

Execution

Priority actions

Daily control

Run the business from two clear checkpoints

Open the day by assigning risk and close it by resolving, rescheduling or handing over every outstanding action.

PriorityAccountSender and subjectCategoryReceived
New action

Add a to-do

Start of day

Open the day with a controlled action plan.

Review customer risk, today’s moves, deposits, survey appointments and urgent enquiries before routine work.

Opening checklist

Actions to assign

Urgent emails

End of day

Close the day with no hidden risk.

Nothing urgent should be left without an owner, deadline or handover note.

Closing checklist

Unresolved actions

Emails still requiring attention

Human control

Review every proposed reply before it leaves the business.

Approval records are retained, but this version never sends a message automatically.

Recommended workaround

Connect Gmail or Outlook without developer credentials

No Netlify secrets required

Create a private workspace, then use Make to watch your Gmail or Outlook inbox and send each new message to the private webhook shown here. Make handles the normal Google or Microsoft sign-in.

This generates an unguessable private key in your browser. Treat the recovery link like a password.

Advanced direct OAuth connection — optional

This route still requires Google/Microsoft developer apps and Netlify secrets. You do not need it when using the recommended Make connection above.

Live sources

Connected email feeds

Security model

Mailbox passwords: never collected.

Workspace: protected by a 256-bit private key.

Connection: Make handles Google/Microsoft sign-in.

Replies: approval drafts only.

RM

Private MD workspace

Open your removals assistant

Create a private workspace without Netlify secrets, or open the fictional demo.

The demo contains fictional removals emails only.

AI review

This email has not yet been analysed.

Suggested actions

Approval draft

Approval is logged. Sending remains disabled until a later, separately approved release.