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Production52At risk

Started — · miguel.marques@noxus.ai · last activity today

Linear Granola
No start date, so neither commitment is being measured — this account’s “0 missed” means nobody is counting, not that nothing is late.

Where this stands

vicente@noxus.ai · today

Status: A second test cycle for the collections pilot started on 22 October after a large batch of bug fixes and updates. Progress remains at risk due to three open customer blockers.
Shipped (last 7 days):

  • Started the second test cycle (DEP-655) after deploying numerous fixes and updates to the collections flow (e.g., DEP-619, DEP-620, DEP-622, DEP-624, DEP-653, DEP-662).
  • Resolved five customer blockers related to collections logic, mappings, and test validation (DEP-526, DEP-565, DEP-566, DEP-568, DEP-626).

In progress:

  • Building the ad hoc flow for invoices due before go-live (due 30 Oct, DEP-488).
  • Building a monthly reminder for pending decisions (due 30 Oct, DEP-391).
  • Excluding invoices with a Situação de Cobrança from the automation (due 30 Oct, DEP-240).

Blocked:

  • Waiting on templates for the three internal decision emails from Pedro Lopes de Carvalho and Muriel Faden da Silva (DEP-657).
  • Waiting on the HTML for VdA's email signature from Pedro Lopes de Carvalho (DEP-656).
  • The invoicing half of the use case is blocked by the unavailability of VdA's Invoice Factory API (DEP-243).

Next milestone:

  • Use case · Invoice sending + collections automation: No go-live date agreed yet.

Auto-updated from Linear on 2026-10-25.

Relationship

Linked deployments1 linked
VDAsaas

Health

52At risk
Baseline estimate80
4 open blockers-20
1 breached track SLA-8
Effective health52

Estimate set 5d ago by vicente@noxus.ai

Commitments

counted from the start date
Functional deploymentno start date
First use case liveno start date
Deploy within (days)
Live within (days)

Deployments

Current cycle. These are the license organizations that roll up to this customer.

DeploymentVersionAI OpsCapacityMoMOverageToken $Tenants
VDAsaas—36K72.7%+668.3%———

Next actions

Nothing outstanding on our side.

No actions recorded.

Blocked on

4 open

VDA-side integrations pending (iManage whitelist, mailbox read, CRM/BSC, AlManus)highCustomer

iManage API: Noxus IPs must be whitelisted on VDA's firewall (IPs sent by João Vicente). faturacao@vda.pt has send-only permission — read needed for bounce detection (Bárbara's approval). CRM/BSC environment changes and AlManus API credentials still pending. Applying pressure.

Waiting on André (afd) · Invoice sending + collections automation · raised 28 Aug 2026 (59d ago)

Invoice Factory API is unavailablehighCustomer

[Linear DEP-243 · 1bf938cd] Blocks the invoicing half of the use case.

Waiting on VdA (DTEC / AlManus) · Invoice sending + collections automation · raised 11 Oct 2026 (15d ago)

Get the templates of the three internal decision emailsmediumCustomer

[Linear DEP-657 · 48e2b646] Unblocks sending distinct emails for each of the three decision value bands.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 20 Oct 2026 (6d ago) · needed by 27 Oct 2026

Email signature HTML block for automated emailsmediumCustomer

[Linear DEP-656 · 4083345e] Unblocks adding the correct signature to all automated emails.

Waiting on Pedro Lopes de Carvalho · Invoice sending + collections automation · raised 21 Oct 2026 (5d ago) · needed by 27 Oct 2026

Collections decision bands not definedmediumCustomer

[Linear DEP-213 · 12ac2041] **Action:** Get VdA to decide, per value tier, who is alerted and with what deadline, then configure it. **With whom:** Muriel Faden da Silva (VdA). **Done when:** we have the recipients and deadlines for each tier (≤€4k / €4-10k / €10-50k / >€50k) and they are configured in the collections flow. . Covered by DEP-213, done on 2026-09-22. Was: Who to alert per value tier (≤€4k / €4-10k / €10-50k / >€50k) and with what deadlines is still undefined on VDA's side.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 28 Aug 2026 (59d ago)

Confirm what debt the decision bands are calculated onmediumCustomer

[Linear DEP-526 · b955bbc4] Unblocks a fix for how decision cases are calculated.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 13 Oct 2026 (13d ago) · needed by 21 Oct 2026

Get Muriel's answers to the four ad hoc flow pointsmediumCustomer

[Linear DEP-541 · 23e41732] Unblocks the ad hoc flow for historical debt (DEP-488).

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 15 Oct 2026 (11d ago) · needed by 16 Oct 2026

Confirm if filled SituacaoCobranca stops one invoice or all for the entitymediumCustomer

[Linear DEP-566 · cb6c8617] Clarifies the scope of the `SituacaoCobranca` flag.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 16 Oct 2026 (10d ago) · needed by 21 Oct 2026

Confirm whether FP4 opens decision cases for clients on the collections whitelistmediumCustomer

[Linear DEP-565 · e7ca8d1c] Clarifies the logic for whitelisted clients.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 16 Oct 2026 (10d ago) · needed by 21 Oct 2026

Validate the pilot's daily test results before using real datamediumCustomer

[Linear DEP-568 · 52bd1aaa] Unblocks moving the pilot to real data.

Waiting on Muriel Faden da Silva · Invoice sending + collections automation · raised 16 Oct 2026 (10d ago) · needed by 21 Oct 2026

Tracks

Use cases, infra deployment and process transformation — each with its own stage timeline and SLA

Infrastructure deploymentInfra deploymentin production

Getting a working deployment in place.

In Production since 27 Aug 2026
Invoice sending + collections automationUse case39d over

Invoice sending (CRM contact lookup, eligibility, case management) + collections notices with value bands and alert routing + one-off old-debt outreach. Both main flows tested and working; live test with 10 real clients mid-September. Pending from VDA before production: iManage IP whitelisting, faturacao@vda.pt read permission, decision bands, CRM/BSC env changes, AlManus API credentials.

In UAT since 28 Aug 2026stage: 39d overto production: 60d leftChampion: Muriel Faden da Silva, Primary contact

Key people

2 active

Muriel Faden da SilvaChampionprimary

no title · mfs@vda.pt

André (afd)Technical

Technical · afd@vda.pt

Surname not in notes. Technical queries routed to him while Pedro (plc@vda.pt, billing) is unavailable; copy Muriel + Karina (kla@vda.pt).

Tickets

0 open of 3 · 100% met

0
Open
3
Closed
3
Within SLA
0
Missed SLA
0
At risk

Nothing open.

Risks

What could still go wrong. Open risks subtract from health — less than a penalty, because they haven't happened yet.

No risks logged.

Meeting notes

Pulled from Granola and filed here by attendee domain. Read-only — edit them in Granola.

No meetings filed here yet. Set the customer's email domains above and they arrive on the next sync.

Decks & documents

Everything we have sent this customer. Links only — the file stays where it lives.

Nothing attached yet.

Notes

Context, commitments, gotchas — anything without a field of its own. Claude reads and writes these over MCP; pinned notes come first.

⌘↵ to save

No notes yet.

Penalties

Incidents held against the account. Open ones subtract from health; resolved ones decay over 90 days.

No penalties logged.

Timeline

Stage transitions, newest first

28 Aug 2026Invoice sending + collections automationstarted at UATvia MCP jose@noxus.ai
27 Aug 2026Infrastructure deploymentNot started → Production· Backfill: account is live and consuming. Date is record creation, not actual go-live.via MCP jorge@noxus.ai
27 Aug 2026Infrastructure deploymentstarted at Not started jorge@noxus.ai