HASTE Ai COMMAND CENTRE
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HASTE Ai · Secure Access
HASTE AiCentral Command Centre
M365 CONNECTED
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RH
RH
Ryan Hanley
COO · Ryan@HasteCorp.Ai
C-SUITE
◑Appearance
⚙M365 Settings
▶Switch Role View
→Sign Out
Simulating view as
Overview
◈Dashboard
🧠AI Meeting Notes
⊡Calendar
⏰Auto Reminders
Sales
◇Sales Pipeline
◎Contacts
🏢Customers
Purchasing
📦Vendor Management
🏢All Accounts
Intelligence
📄Meeting Prep
🌎Industry News
Operations
⬡Projects & Tasks
▦Projects Overview
Engineering
🔄Product Dev Leads
⟶Product Roadmap
▦Roadmap Overview
Managerial Tools
📊Weekly Summary
Settings
⚙M365 / Exchange
◑Appearance
👤Staff
Graph API syncing
Dashboard
// HASTE Ai · Command Centre
✎EDITING DASHBOARD — Drag widgets to reorder · toggle to show/hide
Show hidden widgets
Hidden Widgets — click to restore
Contacts
// Contacts
Status
Type
Owner
All Contacts
Exchange email tracking · auto-reminders on hot leads
NameCompanyCustomer TypeStatusLast EmailReminderOwner
Sales Pipeline
// Sales Pipeline
Email Tracker
// Include [PRJ-000], [OPP-000] or [DEV-000] in subject to auto-link · attachments inherit link
Exchange Email Thread
Ref code in subject auto-links to record · attachments inherit link
LIVE
Reminders & Morning Briefs
// Deal follow-ups set manually per opportunity · auto rules for leads & meetings · delivered at 8am
Automated Rules
Contact & meeting triggers only · deal follow-ups are set manually on each opportunity
🟠 Hot Lead — No Contact
If contact is Hot Lead AND no email or meeting for 4 days → create Outlook reminder. At 10 days, auto-downgrade to Warm Lead and notify owner.
✅ Post-Meeting Follow-up
After any Teams meeting linked to a deal — 24 hours later, deliver a morning brief including the AI meeting summary, action items, and suggested next step.
Morning Briefs
Due & upcoming deal follow-ups · context from emails, meeting notes & sales notes
AI Meeting Notes
// Teams transcripts → AI summaries · auto-linked to deals, projects & roadmap
Notes This Week
0
Action Items
0
Auto-Linked
—
Avg Processing
—
Teams Graph API Config
OnlineMeetings.Read scope required · transcript pipeline
// Step 1: List transcripts for a meeting
GET /v1.0/me/onlineMeetings/{meetingId}/transcripts

// Step 2: Fetch full transcript content
GET /v1.0/me/onlineMeetings/{meetingId}/transcripts/{transcriptId}/content

// Step 3: Send to AI → extract action items → auto-link to CRM record by attendees/subject
Industry News
// Mining · Technology · Labour · Automation · live via Google News & RSS
Total Items
0
Customer News
0
Industry Trends
0
FID Signals
0
Customer & Industry News
Accounts · Labour · Digitization · Robotics
DEMO
Custom Keywords
Add your own keywords to monitor via Google News
Theme Mind Map
Common themes across Mining industry news · hover nodes to preview headline
Meeting Prep
// This week · AI context from emails, Teams notes & meeting history
This Week
6
scheduled meetings
External
4
client & partner
Context Ready
5
linked to records
Open Actions
8
from past notes
Weekly Summary
// Auto-generated every Friday 8:00 AM · dispatched via Exchange to leadership & team

Auto-Send Schedule

Every Friday · 08:00 AM · Ryan@HasteCorp.Ai, Brett@HasteCorp.Ai, John@HasteCorp.Ai, Jeffrey@HasteCorp.Ai · via Exchange Mail.Send

ACTIVE · FRIDAYS 8AM
▶ Click Generate Now to build this week's report from live CRM data…
Projects & Tasks
// milestones drive completion · click row for detail & Gantt
Active Projects
Completion driven by milestones · click any row to open detail + Gantt
ProjectClientTypeStatusMilestonesProgressAI NotesDue
Product Dev Leads
// Sales handoffs awaiting engineering review
Pending Review
Click any lead to triage, plan, approve, or promote to active development
LeadSource DealCustomerStatusReview SLAEngineerCreated
📝 Development Request Notes
✕
What does the customer need? Why are we involving engineering? Known constraints, timelines, competitive context.
0 chars
✎ Edit Reminder
✕
Reminder
Due date
Assignee
⏱ Commit a Lead Time
Date by which you\u2019ll give the full response. Max 14 days from assignment.
✕
Full-response date
✕ Reject lead
Sales will see this reason on the deal. Be specific.
✕
Why can\u2019t engineering deliver this? (required, 10+ chars)
0 chars
✕
Product Roadmap
// Product Roadmap
Complete
0
In Progress
0
Planning
0
Blocked
0
Feature Status
AI notes auto-linked · milestones push to Exchange calendar
FeatureRefTrackOwnerStatusProgressAI NotesTarget
Gantt Charts
// Milestones, progress & timelines · Projects & Product Development
Projects
Product Roadmap
Project Timeline — 2025
◆ = milestone · gold line = today (Mar 17) · click bars for details
ZOOM
Complete
In Progress
At Risk
Blocked
Milestone
Today
Product Roadmap Timeline
Feature tracks · gold line = today
ZOOM
Complete
In Progress
Roadmap
Planning
Blocked
Calendar
// Exchange Online · Graph Calendars API · reminders & AI notes integrated
March 2026
EXCHANGE SYNCED
SUN
MON
TUE
WED
THU
FRI
SAT
EXCHANGE
DEAL
PROJECT
⏰ REMINDER
🧠 AI NOTES
SITE VISIT
M365 / Exchange
// Checking connection status…
Appearance
// Select a theme for the platform UI
Theme
HASTE Ai
Steel navy · Red accent · Mona Sans
ACTIVE
Sunlight
Bright yellow \u00b7 Deep navy text \u00b7 Light mode
APPLY
Original
Deep navy · Gold accent · Barlow
APPLY
Staff
// Team members · Roles · Permissions
NameTitleRoleEmailCapacityAdmin
Resource Allocation
// Engineer assignments across all roadmap milestones
Vendor Management
// Track vendors & build toward procurement · contracts · compliance · spend
📦
Procurement module — coming next phase
Purchase requisitions · PO generation · 3-way match · approval workflows · spend analytics · RFQ & tender management
Phase 2
Vendor Directory
Click a row to open full profile — notes, meeting summaries & action items
Vendors & Customers
// Relationship management · Track before an opportunity or roadmap is created
Industry
Status
Account Directory
Click any row to view notes, meeting summaries & action items
Project
✕
◆ Milestones — Completion Checklist
▦ Project Timeline
ZOOM
📦 Linked Purchases
⟶ Linked Dev Items
✉ Linked Emails
☰ Assign Milestone
Pick any combination of HASTE staff and customer contacts.
✕
⬡ New Project
✕
Project Name
Client (pick from your customer accounts)
Type
Start Date
End Date
Description
Milestones — project completion is calculated from these
✎ Edit Project
✕
Project Name
Client
Type
Status
Start Date
End Date
Description
Milestones (edit existing or add new — delete removes from DB)
⯉ New Feature
✕
Feature Name
Owner (HASTE employee accountable for delivery)
Track
Status
Linked Project (optional)
Start Date
Target Date
Milestones (optional)
✎ Edit Feature
✕
Feature Name
Owner
Track
Status
Linked Project
Start Date
Target Date
% Complete
Milestones (edit existing or add new — delete removes from DB)
✕
⯉ Feature Timeline
ZOOM
⬡ Linked Project
📦 Linked Purchases
✉ Linked Emails
✕
👥 Contacts
◯ Action Items
✐ Notes & Updates
📦 Purchases
▶ Teams Meeting Summaries
AI summaries from Teams calls are automatically filed here when attendees match this account.
🏙 Locations / Subsidiaries
◇ New Deal
✕
Company
Quick-Create Account
Company Name
Type
Industry
Location
Deal Name
Value
Stage
Owner
Product Type
Probability %
Revenue Type
Initial Note (optional)
✕
📝 Development Request Notes \u00b7 Sales \u2192 Engineering
🔄 Engineering Timeline \u00b7 Live updates from engineering
⏰ Follow-up Reminder
Date
Instruction for the morning brief
✎ Sales Notes
🧠 AI Meeting Notes
✉ Linked Emails
AI Meeting Transcript
✕
🧠 AI Summary
    📄 Details
    🔗 Link meeting to\u2026
    ✕
    Hold Ctrl (Cmd on Mac) to select multiple in any list.
    ◇ Opportunities (Sales Pipeline)
    ◎ Contacts (people)
    ⬥ Accounts (customers + vendors)
    ☰ HASTE employees attending
    ✎ Edit Opportunity
    ✕
    Opportunity Name
    Company
    Value ($)
    Stage
    Type
    Revenue
    Probability %
    + New Record
    ✕
    Select record type
    ◎
    Contact
    Person / Lead
    ◇
    Deal
    Opportunity
    🏢
    Account
    Customer / Vendor
    ⬡
    Project
    Task & Timeline
    ✨
    Feature
    Product Roadmap
    Full Name
    Company
    Email
    Phone
    Type
    Industry
    Owner
    Account Name
    Customer / Vendor
    Industry
    Primary Contact
    Annual Value
    Notes
    ▶ Switch Role View
    ✕
    Simulate a different role to preview their dashboard and permissions
    ◇
    C-Suite
    Your own role
    ◎
    Sales
    Account Executive view
    🛠
    Engineer
    Product dev view
    Staff Member
    ✕
    Full Name
    Title
    Email
    Weekly Capacity (hrs)
    Role
    Manager
    Admin Permissions
    📦 Add Purchase
    ✕
    Vendor
    Amount
    Description
    Order Date
    Expected Delivery
    📦 PO Lead Time:
    Status
    Link to
    Linked Item
    Notes
    👤New Contact
    ◇New Deal
    ☑New Task
    📝Quick Note
    ◈
    Home
    🧠
    AI Notes
    📅
    Prep
    ◇
    Deals
    ☰
    More
    Quick Add
    Name *
    Company *
    Email
    Phone
    Title / Role
    Notes
    Deal Title *
    Account / Company *
    Value ($)
    Stage
    Revenue Type
    Probability (%)
    Notes
    Task *
    Due Date
    Priority
    Linked To (optional)
    Notes
    Note Subject
    Note
    Link to (optional)
    🎃 Company Holidays
    Gantt cascade skips these days when scheduling dependent milestones.
    ✕
    Add a holiday
    Date
    Label
    Region
    Current holidays
    Filter:
    ⇌ Milestone Dependencies
    Project + roadmap tasks can depend on each other. Dates auto-cascade on change.
    ✕
    Add dependency
    Predecessor (must happen first)
    Successor (waits on predecessor)
    Type
    Lag (business days)
    Existing dependencies
    Theme
    ✕
    ℹ️
    ✕
    ⇋ Merge Contact
    The duplicate is absorbed into this record and then deleted.
    ✕
    Keep (this record)
    Duplicate to absorb & delete
    ✎ Edit Contact
    ✕
    Name
    Title / Role
    ✉ Emails
    ☎ Phones
    Company / Account (links this contact to an account; auto-grows that account's email_domains)
    Status
    Source
    👤 New Contact
    ✕
    First Name
    Last Name
    Email
    Work Phone
    Mobile Phone
    Company
    Title / Role
    Customer Type
    Status
    Owner
    🧠 Manual Meeting Upload
    ✕
    Meeting Title
    Date & Time
    Participants
    Link to Record (optional)
    HASTE Ai Lead ⚠ Required — who from HASTE Ai owned this meeting?
    Transcript / Notes
    📅 New Event
    ✕
    Title
    Date
    Time
    Type
    Duration
    Attendees (optional)
    Notes (optional)
    📋 New Account
    ✕
    Company Name
    Customer / Vendor
    Parent Account (for locations/subsidiaries)
    Industry
    Location
    Website (optional)
    Owner
    Email Domains (comma-separated — auto-links meeting attendees to this account)
    ✎ Edit Account
    ✕
    Company Name
    Customer / Vendor
    Industry
    Location
    Website
    Status
    Email Domains (comma-separated; auto-grows as meetings match contacts)
    ⚠ Allocation Conflict