Sunrise Plumbing · 3 meeting(s) processed October 15, 2026
| Owner | Action item | Due | Evidence (exact words) |
|---|---|---|---|
| Maria Lopez | Pay the Ferguson invoice by end of day and update the card so it doesn't happen again. | Tue Oct 13 (end of day) | [0:14] Maria Lopez: "I'll pay the Ferguson invoice by end of day and update the card so it doesn't happen again." |
| Luis Ortega | Take van two to Mile High Fleet on Thursday for the brake noise. | Thu Oct 15 (on thursday) | [0:24] Sam: "Luis, can you take van two to Mile High Fleet on Thursday for the brake noise?" |
| Team | Ask every customer before we leave the job. | not set | [0:45] Sam: "We need to ask every customer before we leave the job." |
| Maria Lopez | Order the review cards and have them in the vans by next Monday. | Mon Oct 19 (next monday) | [1:10] Maria Lopez: "I can order the review cards. I'll have them in the vans by next Monday." |
| Maria Lopez | Get the fall maintenance mailer out by October 30th so it lands before the first freeze. | Fri Oct 30 (october 30th) | [1:51] Sam: "Last thing, we need to get the fall maintenance mailer out by October 30th so it lands before the first freeze." |
| Andre Banks | Send Maria your photos from the Shaw water heater replacement for the mailer. | Tue Oct 13 (tonight) | [2:03] Sam: "Andre, please send Maria your photos from the Shaw water heater replacement for the mailer." |
| Owner | Action item | Due | Evidence (exact words) |
|---|---|---|---|
| Andre Banks | Return to the Alvarez job and replace the sink supply line (tomorrow AM). | Thu Oct 15 (tomorrow) | "Andre: return to the Alvarez job and replace the sink supply line (tomorrow AM)" |
| Maria Lopez | Call Linda Park and reschedule the softener install, today. | Wed Oct 14 (today) | "Maria to call Linda Park and reschedule the softener install, today" |
| Luis Ortega | Order 2 cases of hose bib covers and a roll of heat cable by Friday. | Fri Oct 16 (by friday) | "Luis: order 2 cases of hose bib covers and a roll of heat cable by Friday" |
| Sam | Review the fall mailer draft by 10/19. | Mon Oct 19 (10/19) | "Sam: review the fall mailer draft by 10/19" |
| Maria Lopez | Confirm the Jenkins water heater install for Thursday. (already done) | Thu Oct 15 (for thursday) | "Maria: confirm the Jenkins water heater install for Thursday" |
| Owner | Action item | Due | Evidence (exact words) |
|---|---|---|---|
| Kelly Nguyen | Check with Kelly's manager (re: is there any chance you can hold the current pricing through December). | not set | [0:28] Kelly Nguyen: "I'll have to check with my manager on that one." |
| Kelly Nguyen | Get the credit application to Sam by end of week. | Fri Oct 16 (end of week) | [0:41] Kelly Nguyen: "I'll get the credit application to you by end of week." |
| Sam | Get Kelly our forecast for November and December by next Wednesday so you can plan stock. | Wed Oct 21 (next wednesday) | [0:50] Sam: "I will get you our forecast for November and December by next Wednesday so you can plan stock." |
| Sam | Send Kelly the invoice number for the expansion tanks that were shipped short last month. | Wed Oct 14 (this afternoon) | [1:03] Kelly Nguyen: "Can you also send me the invoice number for the expansion tanks that were shipped short last month?" |
| Kelly Nguyen | Send over the updated price sheet tomorrow so you have the new numbers before the increase. | Thu Oct 15 (tomorrow) | [1:16] Kelly Nguyen: "And I'll send over the updated price sheet tomorrow so you have the new numbers before the increase." |
Action items, owners and due dates are found by matching how people talk ("I'll...", "can you...", "by Friday"), and every item quotes the exact words it came from. It is a strong first pass, not a perfect one: skim the list, fix owners or dates in the task file if needed, then approve the recap email.
Generated Oct 15, 2026 01:06 AM MDT by Agent Army Suite. Drafts wait for your approval; nothing was sent automatically unless your policy allows it.
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