Floor planning now lives in the
Logistics tab
of the Events department. Open it and pick this event to upload the map, place & assign tables,
and generate sponsor seating links.
Tier pacing, lapses & inventory
Tier Pacing
Tier
Sold / Limit
Won $
Open
Lost
Hygiene
Lapsed Prior-Year Buyers
ANCHOR
--
--
--
--
Historical anchor-tier buyers of this series with zero current-year footprint. Ranked by lifetime anchor spend.
Inventoryloading tiers…no inventory record for this event
Open Opps
—
Advisory Board
Open Sessions
Dates & Deadlines
Level Inventory
Notes
Churned, sponsors & prospects
CHURNED
STAGEDCHURNEDNET NEW
Pipeline & audience
Pipeline by Stage
Target
Booked (Won)
Lost
Hygiene Noise
Placeholder Pipeline
Sponsor Retention:
Audience
—
government registered
/ target
· gov:sponsor
Placeholders:
{{first_name}},
{{event_name}},
{{inquiry_phrase}},
{{signature}}.
Set bake tone to Custom, then generate for the visible set or per owner below.
Saved
No active opportunities for .
No sends yet this quarter. Switch back to Active to start the queue.
Stage
Account / Opp
Amount
Close
Next event
Stage age
Idle
Recipient
Subject
Status
Actions
Account Map
How this works:
Click a numbered step (or any contact below) — that contact's opps light up.
Compose one email per contact. Repeat until covered.
No actionable contacts found — every contact on these opps lacks an email address.
Selection
Products
Contacts (click one to start)
No actionable contacts (no email on file for any contact in scope).
Opportunities in this send
contact reachescontact does NOT reach (greyed)
↑ Pick a contact above — opp cards will light up to show what they reach
Sending to
Pick a contact above to enable Compose
✓ this send covers every opp
Combined draft
To:
Cc:
×
Bcc:
×
Subject:
Test Mode — recipient overridden, SF logging skipped
⚠ Thread-active ≠ OCR primary
No recipient — expand to add
— no draft —
(real: )
×
×
Version:Switching…Generating…
Signature
From Outflow Personalization for this row’s Send-as choice. Edits apply to this email only.
These contacts surfaced as the recipient on opps under more than one
of your selected events. Pick one event to enroll them in, flag them
for custom outreach (their opps stay pending for you to come
back to), or merge the sequences into a single de-duplicated campaign.
If you take no action a contact gets dropped from this batch and is
left untouched in the pool.
Step
Review enrollees
no sequence selected
· ·
no sig
swapped
removed
From:
Step
Body
Personalizing…
Pick a sequence above to see the personalized preview for this contact.
Skipped ()
"No contact resolved" means none of the opp's
OpportunityContactRoles had an email — but the
account itself almost always has other CRM contacts.
Click Pick contact to choose one and
pull the opp into the enrollable list.
Loading contacts at …
No CRM contacts on file for this account.
Try the Outflow Library to add one before enrolling.
Enroll mode:
Default send-as:
Event Revenue Forecast
as of
·
· Forecasted = weighted pipe (edit to override)
WoW weighted pipe unavailable.
Snapshot gap.
Target
Written
Written Gap
vs target
Fcst +
overrides + computed
Forecasted Final
Fcst Gap
after forecast
Open / Wtd
Uncaptured
YoY $
Event
Date
Q
Target
Written
Wr Δ
Gap
%
Fcst +
Final
+/− Quota
Open
Wtd
Wtd Δ
Uncap.
YoY $
Commit
Best
Pipe
Risk
Ratio
Notes
Loading…
No events match.
Weekly review flow: Quota → Forecast (Fcst + / Final / +/− Quota) → Open / Wtd / Uncap / prior-year / YoY $.
Commit–Ratio sits on the far right for forecasting discussions.
Uncaptured = prior-year won $ not yet Closed Won this year (open opps still count as uncaptured).
YoY $ on screen; CSV exports YoY %. Fcst + = weighted pipe (italic) unless overridden.
Wr Δ / Wtd Δ compare against the last forecast snapshot — a dash means the
comparison could not be made, never that nothing moved.
List prices not loaded on this inventory file —
click Refresh from Salesforce to pull PricebookEntry rates.
Failed to create opportunity. Check console for details.
Loading upcoming events with sponsor contracts...
Sponsor contracts not loaded
python -m etl.ml_contracts
No upcoming events with active sponsor contracts.
Sponsor contact lookup
Pick a sponsor on a sponsor contract to compose its To / CC list. Pulled from Contract Roles
in Salesforce — does not send, copy into your outreach tool.
· sponsor contracts
· distinct sponsors
· past hidden
·
·
sponsors
contracts
Select an event from the list to see its sponsor contracts.
Loading sponsor contracts...
No active sponsor contracts found for this event.
If sponsors exist in Salesforce but aren't showing up, the
Event__c link on the Contract record may be blank.
Loading…
Sponsor
Tier
Roles
Pick a sponsor on the left to see its Contact Roles + the To / CC composer.
Compose recipients
Fallback recipient used — no contact carries the configured
primary role for this outreach type. Verify before sending.
To ·
No matching recipient. Missing roles:
CC ·
No CC recipients matched. Missing roles:
Paste into Outlook / your draft. Sends still go through the existing
Mass-Outflow flow — this tab does not transmit.
All Contact Roles on this contract
No Contact Roles set on this contract in Salesforce.
Event
Sponsor
Role
Tier
Contact
Email
primary
Loading advisory board roster...
Ad Board roster not built yet
python -m etl.advisory_board_members
No Advisory Board members linked to events yet.
· total attendees
· with Navigator org
· past hidden
·
· AB
· ⚠ no AB date
members
pub
ind
nav
Select an event from the list to see its Ad Board roster.
No attendees registered for the planning meeting yet.
No public-sector attendees registered yet — only industry peers (below).
attendees
jurisdictions
combined pop.
combined IT budget
Top jurisdictions
Job levels
Public-sector roster
Name & Title
Jurisdiction
Pop.
IT Budget
Function · Level
Industry peers in the room
Name & Title
Account · Tier
Vs your DNA
Shared / Distinct vertical tags
Shared:
Distinct:
No DNA on file
Last Year at This Event
·
No prior edition resolved — likely a new event series.
registered leads
attended
scanned by sponsors
Top job functions
Gov branches
at this event last year
No scans on file — this is a new sponsor for the series, or they didn't have a booth last year.
scans ·
unique attendees
top intents:
Procurement Landscape
No deep research or recent solicitations on file for this state.
Recent solicitations
in
Account brief unavailable for this sponsor (engine still warming).
Industry DNA
Footprint in
Prior-year sponsor at
events
Currently booked
Open pipeline
opps
in-state contacts on file
prospect callouts
Awards in
contracts
total
high-confidence
Awards in
No prior contract attribution on file — greenfield in this state.
Key signals
Talking Points for the Planning Meeting
Generated
· narrative:
· Composed from ad board roster, prior-year audience, jurisdiction context, and account brief.
Public Sector
(government leaders attending)
attendees
No public-sector members on this Ad Board yet.
Name & Title
Jurisdiction
Population
Total Budget
IT Budget
Budget Cycle
Email
·
⚠ unmatched id
How They Buy
—
Published truncated
Industry
(Anchor sponsors & private-sector members)
attendees
No industry members on this Ad Board yet.
Name & Title
Account
Job Function
Job Level
Email
--
Unique speakers
Total appearances
Government speakers
Events covered
States
Every Event_Session2__c speaker from indexes/speakers.parquet, enriched with
planning-doc title/org where uploaded. Session JSON names are joined to Registration__c
(Reg_Speaker__c) by exact or normalized badge name — expand a row for session history.
No reg match = no speaker registration aligned to that session name at that event.
SF Account comes from Registration → Contact (may differ from planning org).
Speakers index not yet built. Run the master ETL (full mode) — the
Speakers ETL step writes indexes/speakers.parquet.
No registration-journey data yet. Run the ETL index build to generate
registration_journeys.parquet.
Events
Event Series
Returning to Series
By Registrant Type
By Job Function
No job-function data (private rows omit role/function).
By Job Role
No job-role data (private rows omit role/function).
Events — Registrant Volume & Retention
Event
Date
Series
Registrants
Type Mix
New
Returning
Return Rate
Next-Yr Retention
No events match the current filter.
Individuals — Cross-Event Journeys
Name
Type
Function / Role
Events
Series
Years
Span
series return
No individuals match the current filter.
Loading…
attended
No events for this individual.
Loading…
Registrants
Attended
Returning to series
New to series
By Registrant Type
By Job Function
No job-function breakdown.
By Job Role
No job-role breakdown.
Series Engagement Trend
Registrants (returning first · sorted by name)
Loading page…
Name
Type
Function
Role
Attended
Returning
yesno
yesno
No registrants.
Event not found or filtered out.
Loading post-event reviews…
Each row is the topline: how the event did against target, YoY, who participated, sponsor movement, and fill velocity.
Expand a row for sponsors, tier shifts, lapsed buyers, registration audience, and the ROI questionnaire.
Submit the questionnaire to unlock report & newsletter exports.
Event
Date
Brand
Target
Booked
PY Booked
YoY
Verdict
Sponsors
Retained
Churned
Net New
Fill Velocity
Exports
--
—
Loading event detail...
Resign
Churned
Downgraded
Net New
Returning
⚠
Anchor-Tier Gap
Tier Pacing — Sponsors Sold
Tier
Sold / Limit
Won $
Who Sold
Lapsed Prior-Year Buyers
ANCHOR
—
—
Tier Shifts
Contract Fill Velocity
First Dollar
Last Dollar (100%)
Days to Fill
Contracts
0%50%100%
Historical anchor-tier buyers of this series with zero current-year footprint. Ranked by lifetime anchor spend.
CHURNED
Registration & Audience
— registered
/ target
Gov Branch
Count
Top Functions
,
No public-sector audience data available for this event.
Event recap — ROI questionnaire
Exports unlock after Submit
Ops reportNewsletterSend to
Loading form…
Submitted
· Report · Newsletter
Last saved
·
This form does not auto-fill your name or email. Optional contact details can be added in the fields above if you choose.
No completed events found for this year.
Event Planner
Should we add — or take on — an event? Compose a regional feasibility brief,
evaluate an incoming event pitch (any type, incl. higher-ed), and plan around
competing dates.
Loading regional dataset…
Pick a state to render its event-feasibility brief. Year, lookback, type and metric update instantly.
Target titles
Sponsor targets
Risks / gaps
Past performance —
Events in window
Met revenue goal
Avg booked %
Avg reg attainment
Total booked
bars scaled to · goal at 100%
No past in-state events in this window/type. Widen the lookback or clear the type filter.
Attainment trend by year
revenue %
registration % · goal 100%
No past events to trend for this type filter.
Event-type mix (in state)
Technology-need landscape
Procurement-demand whitespace
demand ÷ supply
Who shows up — registration strategy
Top job roles
Top job functions
Top gov branches
No captured leads for the events in this window/type.
Sponsorship — who buys & company-type theme
Industry theme
Tag theme
Sponsor
Industry
Revenue
Events
No won sponsorships for the events in this window/type.
Post-event survey data
Should we take on this event? Paste the pitch and we benchmark its economics against
our comparable events, profile the in-region audience we could promote to, resolve its
pitched sponsors against our CRM (existing relationships vs. net-new), and flag date
conflicts. Works for any event type, including higher-education.
Step 1 — Paste the pitch
Forwarded email thread, the new-event form, or an opportunity overview — the AI reads it and fills Step 2 for you.
✓ Filled Step 2 below — review, then Evaluate.
Confirm these before evaluating
Step 2 — Review & edit the fields
Pre-filled with a sample event — hit Evaluate to see it work, paste a pitch above,
or start typing in any field to clear the sample and enter your own.
Questions for the partner
Audience plan
Sponsor targets
Risks / gaps
Financial reconciliation & benchmark
Net (rev − exp)
Non-sponsorship revenue
registration / other — ask partner to confirm
Sponsorship share
Sponsorship vs our avg
: events,
avg booked ,
avg attainment
Date conflicts
type overlap
Audience we can pull
Top job functions
Top job roles
Sponsor relationships
Existing relationships (champions)
Net-new targets
Market & emerging opportunities
Pick a subject. Every state is scored on demand we can measure — government
procurement volume, readership of our topic content, government contacts we have
already captured on the subject, and the in-state vendor bench — then set against
what we actually stage there. A candidate is a state with no
dedicated event of its own whose demand sits at or above the median of the states
where we already run one.
Loading topic grid…
Pick a topic to rank all 51 markets by demand against our own event footprint.
Candidate markets
demand at or above our served median
States we serve
dedicated event in the last 3 years
Lapsed markets
ran one once, stopped
Track only
topic on an agenda, no standalone event
Median written, served state
3-yr, dedicated events only
We stage no dedicated event on this subject anywhere.
With no served market there is no peer bar to clear, so nothing is flagged as a
candidate. The demand ranking below still holds — read it as where the subject
would land first, and check whether a co-located track is the cheaper test.
Candidate markets —
Gov contacts captured on topic
Topic readership, 12 mo
In-state vendors on topic
Proven buyers, in-state
All event revenue written, 3 yr
Demand index
Anchor event
Bench — already buys our topic events, holds a topic contract here
All markets
State
Posture
Demand
Solicitations
Gov contacts
Readership
Vendors
Topic written 3 yr
Demand is the mean of four percentile ranks within this topic (solicitations,
readership, captured government contacts, in-state vendors) — a relative
position among states, not a dollar forecast. Contact counts measure reach we
have already built through purchased engagements, not sales engagement.
The "dates to avoid" calendar. Add competing industry/education conferences and the
event types they conflict with. Our own upcoming events are folded in automatically
(read-only) so the planner never double-books.
Add a date to avoid
Competitor (manual) Our event
Loading calendar…
Date
Event
State
Conflicts with
Source
No dates on the calendar yet.
›› draft
of
certified
Loading product catalog…
Event product catalog not available — run .\scripts\refresh_event_product_catalog.ps1.
groups·
products
loading…
→
Check one group — or a whole series or type — in the rail. Every selected group stacks here, each product showing and as the precedent with the draft ready to edit, price-bump, and certify. Evergreen products (no year) appear as the live record — edits export as updates. Use Expand all to open every product across an entire type at once.
Loading products…
Product
editable draft
▸
Dropped vs prior year:
Removed vs CY:
Add a product to ·
Salesforce handoff · ·
certified rows ready
inserts (new products)
updates (existing Id)
not yet certified
Columns carry exact Salesforce API field names (Product2 +
PricebookEntry.*). Rows with an Id are updates;
blank Id = insert. Only certified products export.
No staged changes yet
Click any rate to edit it. Nothing here touches the published card
or Salesforce until you export it.
staged edit(s) no
longer match a cell in the published card
Volume pricing
rate per event by how many events are bought
# of events
passes included beyond the base allowance
Item
Stray workbook cells kept for fidelity:
Nothing matches “”
Search covers rate labels, tiers, sponsorship levels, listed states and footnotes.
Data-quality findings
The card is reproduced from the workbook exactly as written — these are
flags on top of it, never corrections to it. Fix one by staging a change
in Proposed mode, or fix the workbook and regenerate.
No findings — every ladder steps down, every member rate sits below
its non-member rate.
Bulk adjust
Stage the same move across a slice of the card — the yearly
"raise everything 3%, round to the nearest $500". Non-numeric cells
(TBD, "$1,000 less than Exh rate") are skipped, not mangled.
Columns
None checked = every priced column.
Table kinds
None checked = every kind.
Skipped (non-numeric):
Staged changes vs published
Loading…
Where
Item
Column
Published
Proposed
Δ
By
— the published card changed shape underneath them. Discard and re-stage.
This window reaches before , when events
were classified by size (Small / Large) rather than tier. Size-banded rows appear
separately and are not comparable to tier rows — Chicago was GT Small in 2023 and
DGS Tier 1 in 2024.
Target
events ·
segments
Booked
Open pipeline
Sponsorship retention
kept ·
lost ·
new
Rate realization
Level movement
up ·
down
When the rest of the book is due to land
Each in-flight event's outstanding dollars, spread over the months ahead
using its own segment's booking curve. Plan is the gap to
target; pace is the gap to the finish the curve implies
from what is already booked. Where the two diverge is the forecast risk.
still to book (plan)
pace vs this point in the cycle
half the book signs by
selling
The curve is built only from events that started at least
days ago
( events through
) — an event
still selling has no final book to measure a share against, and including it
would drag the whole curve forward.
event(s) sit too early in the cycle for a pace read and fall back to their target.
Segment
Events
Target
Booked
Pipeline
Gap
Attainment
Retained
Churned
Returned
Net new
Net logos
Retention
Promoted
Demoted
Held level
Net prestige
Measured on
List value
Won
Discount
Realization
Priced lines
Fill curve
Half sold by
90% sold by
In flight
Pace
Still to book
▸
By year
Year
Events
Target
Booked
Attain
Kept
Lost
New
Up
Down
Retention
in flight
Where the discount is
Sponsorship level
Accounts
Won
Realization
Below list
line(s) sold
above list — usually a multi-unit SKU or a list price that was
never updated, not a premium.
How this segment fills
Share of a finished book signed by each point before the event,
from
settled events in this segmentthe portfolio curve — this segment has only
settled
event(s), under the
needed
for a curve of its own
.
Before the event
Signed by then
Lands in that month
Expected landings
Month
Plan basis
Pace basis
Cumulative (plan)
Events selling
in-flight
events hold
against of
target. This segment normally has
in the door by this point, so it is pacing
.
Carried forward on that pace it finishes at
.
How these events were classified
Segments come from the Salesforce EventCategory field, which carries the
rate-card taxonomy verbatim. Where the field names no program, the event is matched
against the card's named scopes, then against its own name.
of target dollars in
this window come straight from the field;
could not be
classified at all.
Rate realization compares won line items to their Salesforce ListPrice — the
card as the pricebook holds it. It covers
of won lines;
the rest are $0 bundle components or SKUs with no list price, and are left out of the
ratio rather than counted as a 100% discount.
Fill velocity measures every won contract against its event date, not against
the first dollar sold — two events in a segment start selling months apart, so their
first dollars fall in different calendar months and averaging from there means nothing.
Anchoring on the event is what lets the curves be compared and run forwards.
of dollars are
signed after the event has already started; those are scheduled into the month after it.
No guardrails fired — the raw model output stands.
Operator approval
Series history
Year
Target
Written
Attain
Sponsors
Logo ret.
NRR
Net-new $
Top-3 share
T-6 booked
vs list
Tier sell-through
Tier
Limit
Sold
Sell-through
List price
Won rev
Avg realized
SF anchor cap
Seed Questions
Upcoming events with a published agenda, filtered to their concurrent sessions. Pick an event,
then a session, to generate the moderator set — an audience poll, six topic questions and a
wrap-up — and export the formatted document. A green check marks every event and session whose
set is complete.
An industry briefing, not a moderated discussion — seed questions are generated for
panels only.
Audience poll
Options:
Discussion
Wrap-up
No question set yet — generate one above.
Session Takeaways
A takeaway document is the handout the room leaves with — eight 30-to-90-day
commitments and four follow-ups, drawn from the session's own subject matter. Generating the
draft also mints the session's QR code, and that code owns the session from then on: project
it at the end and everyone who scans enters their email, which is how we finally learn who was
actually in the room. Attaching the document is a separate, optional step — accept the draft
as a PDF as-is, or edit it in Word and upload your own.
The public link is paused — the code refuses every scan until you resume it below.
This code is live and already recording who scans it — no document attached yet.
Accept the draft as a PDF above, or upload your own file below; everyone who
scanned in the meantime gets it on their next visit.
No code yet.
It owns this session from then on — print it, project it, and attach a document
whenever you are ready. Generating the draft mints it too.
Attaching a document is optional and can wait — the code captures the room either way.
Uploads take .docx, .doc or .pdf up to 15 MB, and replacing keeps the QR code and the roster.
Commit to Achieving at Least 1 of These in the Next 30-90 Days:
Commit to Follow-Up and Learn from Others:
In this room ()
QR board
Every capture code for this event. Click a code to project it.
No codes yet for this event — generating the drafts mints one per
session, or use “Codes for all sessions” above to mint them on their own.
Every upcoming venue-based event, with its contract deadlines, logistics-budget variance,
last-year linkage, and the prep checklist. Select an event to work the procedure.
Loading…
⚑ early$ over
No upcoming events match.
Select an upcoming event to work the Pre-Event Preparation procedure.
AddressMax capacity
Max tables
Cocktail rounds
Gen. session cap
Concurrent rooms
Max roundtables
Breakfast RT room
Lunch RT room
No venue capacities set on this event in Salesforce.
No event manager / onsite staff assigned yet.
Deadline
Date
Days left
Lead vs typical
⚑ early
No deadlines set on this event.
Category
Budget
Actual
Var
LY actual
Notes
No logistics budget lines for this event yet.
LY budget
LY actual
LY variance
No saved floor plan for last year's event.
No prior-year event linked (new venue / first run).
Logistics Financials
Loading logistics financials…
No Logistics_Financials__c data yet. Run
.\scripts\refresh_logistics_financials.ps1 to pull the object from Salesforce —
the first run also reveals its columns to this view.
Budget
Estimated
Actual
Variance (Actual − Budget)
Event
Venue
Lines
Budget
Actual
Variance
No event-linked logistics records.
No events match the current filters.
Venue Library
Loading…
Venue — larger = more actual spend Has operator notes / plansDots sit at each venue's geocoded address; venues we couldn't geocode are clustered near their state center (tooltip shows "approx"). Click a dot to open it.
Loading…
📐
No venues match. Venues come from the event roster (events.parquet) joined to logistics financials.
Select a venue to see every event we've held there with its financials, plus notes, key stats, and annual table plans.
Every durable event series: its component events with budget performance, the venues they ran at,
linked contracts, saved floor plans, and everything you need to plan the next one.
Loading…
📄📐
No series match.
Select a series to see its full history — every event, venue, budget, contract, and floor plan — plus the planning context for the next one.
No upcoming instance on the books for this series.
Year
Event
Venue
Budget
Actual
Var
📄📐
Venue
St
Events
Years
Budget
Actual
Var %
No contracts synced for this series yet (SharePoint → Logistics Contracts).
Floor Plan & Table Assignment
No saved plans match.
Import SocialTables diagram
No SocialTables event linked to this Salesforce event.
Expand SocialTables linking below to link one (suggestions use event name + year).
No room floor images available — expand SocialTables linking below and link properties → Venues
(hotel catalog), then pick a room here. SocialTables does not export the styled diagram
graphic; without a room image the canvas stays blank (use Upload map as a fallback).
Loading event sponsors…
🔒 Locked
Upload the event floor-plan map (PDF or image) to begin placing & assigning tables.
Tables Assigned
↔
Assign sponsor
— Unassigned —
⚠
Drag to move (aligns with nearby tables) · double-click a table (or Resize) to resize.
No table-eligible sponsors.
Share links
Event is locked — links are invalidated. Unlock to generate new links.
No links yet. Generate one to let sponsors self-select tables, first-come-first-served.
SocialTables linking
Link SocialTables events to Salesforce events (diagram import), and ST
properties (hotels from the rooms catalog) to DataOS venues (floor images).
Diagrams are read-only upstream — table assignment stays in DataOS.
Set SOCIALTABLES_CLIENT_ID / _SECRET / _REDIRECT_URI and register the redirect URI on the app.
Pick an event to start
Choose an upcoming event on the left. Its progress ring shows how much of every checklist is done.
··
complete
First-year / one-time event.
No prior-year record is linked, so year-over-year comparison stats (budget, sponsors, fill) aren't available. Treat benchmarks below as this year's plan only.
/
Loading checklist…
Contract deadlines
No contract deadlines on this event.
Early
No logistics financials for this event.
Category
Budget
Actual
Variance
Prior year & contacts
No prior-year event linked — nothing to compare against.
Last year
Touch base with
Floor planSaved layout on file
Event Contracts
Every file pulled from the SharePoint Logistics Contracts folders under
Connected Storage › Events, grouped State › Event Series with years
nested underneath. Expand a series for per-year contract links; Discuss series
opens chat grounded on that series' full multi-year corpus (not global).
Loading…
No contracts synced yet. Run .\scripts\refresh_event_contracts.ps1
after granting the Graph app access to the Connected Storage site.
State
Event Series
Years
Files
Ask me about this series' contracts — room-rate history, F&B minimums,
attrition and cancellation clauses, concessions we won before, or what to
push for in the next negotiation.
Thinking…
AdBoard Resolution
Paste or upload the Event Director's attendee list. DataOS resolves each
name/email to its canonical Salesforce Contact and preps the
Advisory_Board_Member__c table Audience Operations upserts —
exported for now (no writeback). Contacts not yet in Salesforce can be
resolved manually or discovered in ZoomInfo and pushed.
No events match.
Upcoming
Columns: RSVP, First Name, Last Name, Registrant Title, Department, Organization, Email.
Resolution
Select the target event above before resolving or exporting.
RSVP
AB First Name
AB Last Name
AB Title
AB Department
AB Organization
AB Phone
AB Email
AB Type
Status
Salesforce Contact
—
Paste a known Salesforce Contact ID (003…) to bind this attendee.
Search ZoomInfo, then push the person to Salesforce. The new Contact ID binds back here automatically.
Session Attendance
Headcounts from the Post Event Recap form, mapped one-to-one onto each event's
real agenda and rolled up by topic. The From the note column shows
the exact fragment each session was matched from — read it against the session
title to confirm the mapping before trusting the roll-up.
Asana is not configured. Set ASANA_CLIENT_ID, ASANA_CLIENT_SECRET
and ASANA_REDIRECT_URI in the environment.
Loading attendance…
Mapping recaps to agendas…
attendees mapped to a session
topics represented
attendees not placed on a session
Auditing mapping…
of attendees mapped to a session
attendees at non-session items
Receptions, meals and event totals have no content session by design — excluded from the percentage above.
of mapped attendance carries a topic
recaps processed
Events that never resolved to a series
All events resolved.
Headcounts not placed on a session
Every headcount was placed.
Mapped sessions with no topic
Every mapped session is topic-tagged.
No Post Event Recap tasks with a headcount field were found on the board.
No session attendance found in the processed recaps. A recap needs a headcount-style
field (e.g. Headcounts) listing sessions with counts like
"Keynote-209, Bits and Bytes-198, PM General Session-104".
Asana is not configured. Set ASANA_CLIENT_ID, ASANA_CLIENT_SECRET,
and ASANA_REDIRECT_URI in the environment, then register the redirect URI on the Asana app.
Connect your Asana account to load the event-ops board.
Register this redirect URI on your Asana app (Developer Console → OAuth → Redirect URLs):
Loading Asana…
No form fields detected in these tasks. Switch to Board view to see the raw cards.
Submission
Section
Due
No submissions match.
No tasks
Room Assignments
Future durable events (Command Center filters: upcoming, non-webinar, has target, has date),
nested with Salesforce Keynote / Moderator / Closing Speaker contact roles.
Hotel confirmation + arrive/depart + host hotel come from Salesforce
Travel Detail records (Hotel Stay), with the
Logistics sheet as fallback;
speaker To-list from Salesforce contacts + the
Contact Info tab (booking agent / assistant only).
To = speaker contacts;
CC = Margaret Lecey (mlecey@govtech.com) + the event's
logistics/event manager + its administrative coordinator + onsite logistics.
Outreach window: one week before the event.
The YTD archive below is the QA surface for past events this year.
Email outflow
Sends land Monday–Friday during business hours
(). A send date falling on a
weekend moves earlier, to the preceding Friday, so the notice period is
never shortened. A letter missing its confirmation number, hotel or speaker email is
held —
gets a triage note and the letter releases automatically on the next hourly check once the
record is complete.
Loading schedule…
SunMonTueWedThuFriSat
ScheduledDue nowHeld — missing infoSentFailedBlocked— one row per event, click to list its recipients. A row
takes the colour of the letter needing the most attention.
— fill these in and the send releases itself
Edited a speaker, hotel, confirmation, or the event's coordinator
or manager in Salesforce? Pull from Salesforce
re-reads the Event Contact Roles, their Hotel Stays and the event
record now (about ten seconds) so you can send without waiting for
tonight's refresh.
Reading speakers, Hotel Stays and the event record from Salesforce…
Loading…
Sheet contacts not on this server — run
.\scripts\refresh_room_assignments.ps1
then hard-refresh (Ctrl+Shift+R).
No Event Administrative Coordinator on this event.
Its letters are sent from and signed by that person, so all
are held. Set
EventAdminCoordinatorEmail on the Salesforce event,
then Pull from Salesforce.
Proof the series — sends every letter for this event
to internal addresses only, so you can check merge fields and
formatting before a speaker ever receives one. Recipients are
resolved on the server and filtered to company domains; speakers,
booking agents and assistants are excluded.
Autosend blocked for this event.
No letter here is sent automatically and no triage note is
raised. You can still compose and send by hand.Block autosend — stop the automatic
sender from mailing this event's speakers, without leaving
Automatic mode. Use it when the block moved, the venue
changed, or the letters need re-checking.
held
No Keynote / Moderator / Closing Speaker roles on this event yet.
Speaker
Slot
Send
Confirmation
Arrive
Depart
To
CC
No Contact Info sheet match
—
No upcoming events match the current filters.
YTD archive — QA
Past durable events from Jan 1 of the current year through yesterday.
Same nesting and email draft as upcoming — use this to verify confirmations,
contacts, and staff CC before live sends.
No Keynote / Moderator / Closing Speaker roles on this event.
Speaker
Slot
Confirmation
Arrive
Depart
To
CC
No Contact Info sheet match
No YTD past events match the current filters.
Hotel accommodations email
— the letter is signed by them and
they are on the Cc, so it lands in their inbox as well as their
Sent Items.
No Event Administrative Coordinator on this event in Salesforce.
The letter is sent from and signed by them, so this send will be
refused. Add EventAdminCoordinatorEmail on the event
record, then use Pull from Salesforce.
Sends through the standard email-intent gate (Graph). Recipients must be reviewed before confirm.
