Live status refresh

What remains pending

  1. No pending fix for the formatter or Staff row. This is live and QA-clean.
  2. Flow version hygiene remains pending because the Flow is back at 50 versions.
  3. Unlinked RingSense task cleanup remains pending. 192 unlinked tasks in the last 7 days is enough to justify a focused linking/matching audit.
  4. RingSense Action Queue v1 remains recommended. Use summaries and transcripts to create reviewable follow-up suggestions, not automatic case-changing actions.
  5. Communications QA dashboard remains recommended. It should track RingSense, RingCentral task linking, Notes, structured SMS, CallRail/Dialpad if relevant, and exception queues.
  6. Historical backfill/reformat is optional. It is lower priority than making current and future records clean unless staff specifically needs older notes converted.

Recommendation order

Recommended sequence: Flow version hygiene, unlinked RingSense task audit, RingSense Action Queue v1, communications QA dashboard, then optional historical reformat/backfill.