| 3/6/26, 3:13 PM | — | 1. **Automation Overview**
- The automation will run on a scheduled basis to identify contacts who | | | — | | | | | | — | — | — | — | — | — | — |
| 3/6/26, 2:57 PM | — | Engaging Existing Journey Participants | — | — | — | — | | | | — | — | — | — | — | — | — | — |
| 3/6/26, 2:56 PM | — | **Discovery Questions for Client Engagement** | | | — | — | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 2:47 PM | — | Editing Tasks in Asana | | | — | — | | — | | | — | — | — | — | — | — | — |
| 3/6/26, 2:25 PM | 3/10/26, 6:03 PM | Loyalty Management Best Practices | — | — | — | — | | — | | — | 2.00 | 0.25 | 1.75 | No | 4 | | |
| 3/6/26, 2:19 PM | — | MTG Portal Task Overview | — | — | — | | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 2:13 PM | — | SOP: Creating Company-Wide Prompts | — | — | — | | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 2:00 PM | — | Hello! How can I assist you today? | — | — | — | — | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 1:16 PM | — | Recorded Calls from Yesterday | — | — | — | — | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 1:12 PM | 3/13/26, 2:59 PM | Privacy Center Implementation Preparation | | | — | — | | — | | | 0.50 | 0.11 | 0.39 | No | 5 | | |
| 3/6/26, 6:21 AM | 3/18/26, 4:07 PM | Send List Data Extension Setup | | | — | | | | | — | 0.25 | 0.05 | 0.20 | No | 5 | | — |
| 3/6/26, 6:05 AM | — | Data Extensions Setup Instructions | | | — | | | | | — | — | — | — | — | — | — | — |
| 3/6/26, 6:03 AM | — | Data Extensions Setup Instructions | | | — | | | | | — | — | — | — | — | — | — | — |
| 3/6/26, 5:02 AM | — | Data Extension Management Process | | | — | | | | | — | — | — | — | — | — | — | — |
| 3/6/26, 5:02 AM | — | Data Extension Management Process | | | — | — | | — | | — | — | — | — | — | — | — | — |
| 3/6/26, 4:20 AM | — | Data Extensions Creation and Records Insertion | | | — | | | | | — | — | — | — | — | — | — | — |
| 3/6/26, 1:44 AM | — | Case Create/Update Email Notifications | | | — | | | | | | — | — | — | — | — | — | — |
| 3/6/26, 1:40 AM | — | Sure! Please go ahead and upload the images. | | | — | — | | — | | | — | — | — | — | — | — | — |
| 3/5/26, 11:46 PM | 3/5/26, 11:49 PM | Subject: Clarification on Data Extensions
Good morning, Parker,
To fully assess the impact of increasing | | | — | — | | — | | | 0.25 | 0.03 | 0.22 | No | 2 | | |
| 3/5/26, 11:01 PM | — | Salesforce Support Case: Certificate Upload Error | | | — | — | | — | | | — | — | — | — | — | — | — |
