| Task | Related to | Source | Assignee | Due | Priority | |
|---|---|---|---|---|---|---|
Call re: 74-day overdue invoice $895 · third reminder ignored | Timaru Concrete Co. | Auto · Finance | A. Moana | Overdue 3d | High | |
Retention call — no engagement 9m | Pleasant Point Motors | Auto · Retention | A. Moana | Overdue 1d | High | |
Review membership application | Bay Street Physio | Auto · Portal | Unassigned | Today | Medium | |
Approve October newsletter | Campaigns | Approval | Chief Executive | Today | Medium | |
Follow up NPS detractor Scored 4 — "events are all in Timaru" | Waimate member | Auto · Survey | J. Patel | Tomorrow | Medium | |
Confirm awards venue catering numbers | Business Excellence Awards | Manual | J. Patel | 24 Sep | Normal | |
Chase Aoraki Energy sponsorship PO $9,200 invoice awaiting | Aoraki Energy | Auto · Finance | A. Moana | 26 Sep | Normal |
| When | If | Then | Fired (30d) | Status |
|---|---|---|---|---|
| Invoice becomes 30 days overdue | Amount > $250 | Create High task for account owner | 9 | On |
| Survey response received | NPS ≤ 6 | Create task + notify membership manager | 4 | On |
| Engagement score drops below 25 | Member ≥ 2 years | Add to retention call list | 11 | On |
| Non-member attends 2nd event | — | Create membership opportunity in Pipeline | 7 | On |
| Event reaches 90% capacity | — | Notify event owner, open waitlist | 3 | On |
| Xero sync error | Any | Create task for finance administrator | 2 | On |
| Key contact marked as left | Primary contact | Create task: re-establish relationship | 5 | On |