Dry-run approval UI dla follow-upów.

Prototyp pokazuje jak agent może zaproponować task, next action albo privacy guardrail bez zapisu do CRM. Decyzja zostaje u człowieka.

dry_runKażda propozycja jest symulacją. Brak zapisu do CRM.

approvalKażdy row wymaga ręcznej decyzji: approve, reject albo needs context.

privacyPrivacy rows nie mogą wejść do nurture i nie kopiują raw DM.

Review queue

Widok pokazuje cztery sanitized proposals z dry-run review table. To prototyp UI do rozmowy o kontrolowanej automatyzacji, nie integracja produkcyjna.

4pending proposals

0CRM writes performed

4/4human approval required

1privacy guardrail row

draft_task_createmedium risk

Example Ops SMB

Process owner and recurrence are present without sensitive data.

Queue: paid_audit_queue

Before statenext_touch_at blank; task_queue paid_audit_queue; next action already identified

Proposed statecreate paid audit task; set next_touch_at after human review; keep source_asset follow-up-video-vertical.html

Next action: Send short paid-audit escalation and paid audit brief.

Blocked when: data_sensitivity changes to high or buyer sends files.

pendingapproverejectneeds context

draft_next_action_updatemedium risk

Example Documents Co

Buyer asked about SharePoint documents and approval flow.

Queue: technical_check_queue

Before stateintegration/source approval unknown; next_touch_at blank

Proposed statecreate technical_check task; ask one source/API/approval question; keep no-file DM rule

Next action: Ask integration/source map question before any data exchange.

Blocked when: raw documents requested or uploaded in DM.

pendingapproverejectneeds context

draft_next_action_updatelow risk

Example Curious Lead

Positive reaction is not enough for paid-audit routing.

Queue: nurture_queue

Before stategeneric interest; process owner unknown; no process described

Proposed statekeep nurture status; ask for one process description; do not send more links

Next action: Ask for one process description without client data.

Blocked when: reviewer infers buying intent from views only.

pendingapproverejectneeds context

draft_privacy_guardrailhigh risk

Example Sensitive Reply

Sensitive material was offered before a scoped intake path.

Queue: privacy_review_queue

Before statebuyer offered files too early; privacy_review_queue

Proposed statesend privacy guardrail; do not nurture; route to scoped intake if needed

Next action: Send privacy guardrail and move to scoped intake if needed.

Blocked when: any proposal copies raw sensitive content.

pendingapproverejectneeds context

Źródła lokalne /Users/Dawid/Desktop/CODEX/Obsidian/Projects/Monetyzacja/reports/2026-06-05-orca-crm-dry-run-review-table.md /Users/Dawid/Desktop/CODEX/Obsidian/Projects/Monetyzacja/reports/2026-06-05-orca-crm-dry-run-review-table.csv /Users/Dawid/Desktop/CODEX/Obsidian/Projects/Monetyzacja/reports/2026-06-05-orca-crm-dry-run-integration-spec.md