The ops dashboard at ops.demandsam.com is live with an Items page (sort, filter, mark done, change priority) and a Visuals page (6 charts). Sam wants to expand it into a full personal command center. This handoff captures the vision and build plan.
Add two panels to the ops dashboard using Microsoft Graph API.
Credentials available in Notion Credential Vault:
Inbox Panel: unread count, top 10 needing reply (scored by age + sender importance), one-click archive/reply-later. Staff roundtable requests should be surfaced with a special tag.
Calendar Panel: today + tomorrow view, free/busy blocks, upcoming deadlines. Pull from both Outlook and Google Calendar if possible.
Gmail access: use Google OAuth (same creds as Google Ads, project-claude-489923). Scopes needed: gmail.readonly, gmail.modify.
Create three new Notion databases and corresponding dashboard panels:
Active Trials DB: columns for case name, trial date, expert witnesses (contacted Y/N), focus group (scheduled Y/N), deposition schedule, exhibit status, key deadlines. Sam has a trial in JULY 2026. Priority: make sure experts are being contacted, focus group is set up.
Trips DB: columns for trip name, dates, flights booked (Y/N), hotel booked, car rental, passport valid, pet care arranged, dining reservations, activities planned. Sam and Janelle have a CRUISE in OCTOBER/NOVEMBER 2026. Need to check flights, bookings, everything.
Personal To-Dos DB: quick capture, priority, due date, project tag (optional). No heavyweight structure. Dashboard panel shows top 10 by priority + due date.
All three show countdown timers on the dashboard (days until trial, days until cruise departure).
Panel showing: GitHub Actions workflow status (last run, pass/fail), recent Claude Code sessions from the SAIL KB (last 10 handoff docs), any pending questions from coding agents (items tagged with a special status), scheduled routine status (which routines ran today, which are pending).
Data sources: GitHub API for workflow runs, Notion SAIL KB for session activity, the routines system in wiki/routines/ for the schedule.
Sam mentioned tracking roundtable requests from staff as a very important email category. Build a dedicated panel or Notion DB that:
This could integrate with the Outlook email panel (auto-detect emails with roundtable in subject) or be a standalone Notion DB.
Current competitor dashboard at competitors.demandsam.com shows national data. Needs to be rebuilt for Louisville and Lexington markets specifically.
Repo: samaguiar1982-cpu/sail-projects-root (not accessible from the web session, need repo access added or work on Mac) Render service: srv-d7lb44m7r5hc73d92cmg Cron job for refresh: sail-competitor-dashboard-refresh
Data sources available:
Action: rebuild to track top 10 PI competitors in Louisville market and top 5 in Lexington. Track rankings for core keywords, estimated traffic, backlink growth, and new content published.
Current referral dashboard at referrals.demandsam.com does NOT contain real referral data per Sam. Needs to be rebuilt.
Repo: samaguiar1982-cpu/sail-dashboards Render service: srv-d7ar9truibrs73avpma0
Real referral data lives in Litify (Salesforce). The litify-referral-partner-system concept article documents the data model. Pull from Litify via sf CLI or Salesforce API.
Metrics to show: referral volume by partner, conversion rate (referral to signed case), pipeline value, partner ranking, stale partnerships (no referrals in 60+ days), month-over-month trend.
Local Events for Kids: weekly agent scrapes Louisville family event calendars, writes top picks to a Notion DB. Dashboard surfaces them with dates and links.
Efficiency Watcher: nightly agent reads the last 7 days of SAIL KB entries, identifies repeated manual tasks that could be automated, proposes new routines.
Email Reply Drafts: agent scans inbox for emails matching certain patterns (staff requests, vendor follow-ups, court deadlines), drafts responses in a Notion DB for Sam to review and send.
Sam mentioned an H and A law site draft in Notion with a dark blue, rust, and white palette. Could not find it in search. Currently using Claude-style dark theme (background #1a1d21, accent #f5a623 amber, cards #232730). If Sam finds the H&A palette doc, swap the hex codes in dashboard-app/templates/base.html CSS variables.
Read this Notion entry fully, then read docs/handoffs/2026-04-16-routine-system-establishment.md for the broader context. The ops dashboard Flask app lives in dashboard-app/ in the projects repo. It is deployed on Render at ops.demandsam.com behind Cloudflare Access.
Start with Phase 1: add Inbox and Calendar panels using Microsoft Graph (Azure creds in Notion Credential Vault page). Then Phase 2: create the three Notion databases and add panels. The Flask app structure is clean, just add new routes and templates following the existing pattern.
Key files: dashboard-app/app.py (Flask routes + Notion API), dashboard-app/templates/ (Jinja2 templates), dashboard-app/templates/base.html (nav + CSS theme).