Summary of work done
Requested task: scrape accounting@kylawoffice.com for marketing invoices and receipts, especially Outfront billboards and broadcast vendors, reconcile with Litify/Salesforce Marketing_Expense__c, add new 2025-2026 entries newest to oldest, grant Sam full permission to the accounting mailbox, save invoices locally into review/already-entered/non-marketing folders, flag Amex items, and create a tracking sheet.
Completed in this session:
- Created tracker: https://docs.google.com/spreadsheets/d/1ir12Nn7fZVB18qeKFYIIU7f_xt7dEj0aYi3jQ6XZddI/edit?usp=drivesdk
- Added 19 evidence rows covering Outfront, WLKY, WAVE, WDRB, WHAS, McQueen audit packets, Zazz, Subscript, Louisville Geek, and Druva/backup review items.
- Captured known amounts where extracted: Outfront Inv 07477820 for $13,333.33 and Outfront Inv 07530297 for $26,250.00 from Accounting Recap 03.31.2026; Subscript upcoming invoice for $13,000.00.
- Marked vendor profile links and Litify charge links as unverified where live Salesforce access was unavailable in this run.
- Separated likely marketing/broadcast/billboard items from likely non-marketing over $100 review items.
What has not shipped:
- No Litify/Salesforce Marketing_Expense__c records were created or updated in this run.
- No mailbox permissions were added for Sam on accounting@kylawoffice.com.
- No invoice PDFs were saved locally, because local shell/file writes failed before process startup.
- No attachments were uploaded into Litify.
Evidence found
Newest-to-oldest evidence from Outlook search of the signed-in mailbox, because the direct shared mailbox connector failed:
- 2026-05-20: SAIL :: April 2026 Audit from sarah@mcqueencollective.com, attachments SAIL - Monthly Audit - April 2026.pdf and SAIL - Accounting Sheet - April 2026.pdf.
- 2026-05-14: April Broadcast Invoices from Janelle@kylawoffice.com, attachments include WLKY Invoice 4392188-1 and WAVE Invoice 4238748-4. WLKY period shown as 03/30/26 to 04/26/26.
- 2026-05-15: Sarah Parisi reply about April broadcast budget movement and WDRB Derby/Triple Crown/Cup placements.
- 2026-04-21: SAIL :: March 2026 Audit, notes WHAS had two March invoices.
- 2026-04-10: March Broadcast Invoices, attachments include WDRB Weather Sponsorship Invoice 343948-1 and YMYO Weather Sponsor Promos Invoice 343699-3 for $0.