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ClickUp Live Integration

Connected

Connected Space: Hometown Systems Lab (2-Person Specialist Team: Remark Antipala & Jesniel Pascual)

Workspace: Hometown Roofing & Restoration
Mapped Assignees: Remark A. & Jesniel P. (Hazzel E. = Ops Mgr)
Last Synced: Ready to import
Weekly Report: December 30 – January 5, 1969

Data Management

Export, reset, and manage weekly narrative records

Data is stored locally in your browser. 28 tasks · 8 projects · 10 QA tests · 8 future initiatives.

Major Accomplishments

Week December 30 – January 5, 1969

  • Facebook Lead Ad Auto-Responder workflow completed and moved into QA.
  • Voice AI post-call workflow routing issue identified and testing plan created.
  • Referral automation architecture completed with reward logic in progress.
  • New automation naming standard implemented across all workflows.
  • Internal notification logic improved to reduce team noise.
  • Missed-Call Text-Back automation launched and live for Northstar Legal.

Challenges / Issues Encountered

Week December 30 – January 5, 1969

IssueImpactRoot CauseResolutionStatusFollow-Up
Voice AI location routing fails for one sub-accountDelays Voice AI launch by ~3 days.Tag condition does not match Austin sub-account.Adding Austin tag condition; retest scheduled.
Revision Required
Retest after fix
LEAP API credentials not provided by clientIntegration blocked 9+ days.Client has not responded to credential request.Escalated to account manager.
Blocked
Client follow-up
Duplicate referral not detected in reward logicRisk of duplicate rewards.Missing dedupe check.Adding dedupe before reward delivery.
In Progress
QA retest

Next Week Priorities

Week December 30 – January 5, 1969

  1. 1
    Complete Voice AI Post-Call Capture QA
    Voice AI Post-Call Capture · David Chen · due 1969-01-10
    Deliverable: Passing QA + production launch
  2. 2
    Finalize Referral Program Automation
    Referral Program Automation · Priya Nair · due 1969-01-09
    Deliverable: Reward logic + dedupe + launch
  3. 3
    Test Facebook Lead Ad Auto-Responder
    Facebook Lead Ad Auto-Responder · James O'Connor · due 1969-01-07
    Deliverable: QA sign-off + go-live
  4. 4
    Implement contact reply AI agent
    — · David Chen · due 1969-01-10
    Deliverable: AI agent live for Apex Home Services
  5. 5
    Complete workflow documentation
    — · Sofia Alvarez · due 1969-01-11
    Deliverable: Docs for all live automations

Recommended Improvements

Continuous improvement pipeline discovered while working

Standardize automation naming

Approved
Problem: Inconsistent names cause confusion.
Solution: Adopt numbered naming convention across all workflows.
Benefit: Faster onboarding and troubleshooting.
Normal
Effort: Low· Next 2 weeks

Reusable webhook test harness

Pending
Problem: Each integration QA is manual.
Solution: Build a shared webhook testing tool.
Benefit: Cuts QA time by ~40%.
Normal
Effort: Medium· Next 30 days

Centralized dependency tracker

Pending
Problem: Dependencies tracked in notes only.
Solution: Add a dependency field to every project.
Benefit: Fewer surprise blockers.
High
Effort: Low· Next week

QA checklist templates per category

On Hold
Problem: QA depth varies by tester.
Solution: Category-specific QA checklists.
Benefit: Consistent quality.
Normal
Effort: Medium· Next 30 days