business workspace: Onboarding Integrations — every tool on the list, every data set in the plan

Updated just now.

1. ⬜The plan0%
   • ⬜The coverage matrix and its gate0%
     How we know

     Definition of done: a generated tool × data-set matrix exists and a harness fails on any in-scope gap

     Proof: the relevant item

     Verified: not yet

2. ⬜The designnot reached yet
3. ⬜The framingnot reached yet
4. ⬜The elementsnot reached yet
5. ⬜The detailsnot reached yet
6. ⬜The testsnot reached yet
7. ⬜The fixesnot reached yet
8. ⬜The final outputnot reached yet
9. ⬜The proof it's done0 of 2 done
   • ⬜Every family proven on a real test account0%
     How we know

     Definition of done: every family's sample lands, reads back and undoes on a real account

     Proof: the relevant item

     Verified: not yet

   • ⬜Fresh audit rounds until the best finding is minor0%
     How we know

     Definition of done: a round's best finding is minor

     Proof: the relevant item

     Verified: not yet

1. ⬜One-click through Composio for every managed tool with a reader0%
   How we know

   Definition of done: Keap, Asana, Trello, ClickUp, monday, Wrike, Basecamp and Typeform offer Composio sign-in and their readers work over it

   Proof: the relevant item

   Verified: not yet

2. ⬜Export files land: tasks, bookings, form responses0%
   How we know

   Definition of done: export-file task, booking and form-response rows reach the task list, bookings and forms instead of being held

   Proof: the relevant item

   Verified: not yet

3. ⬜Calendly: booking types and appointments0%
   How we know

   Definition of done: Calendly booking types land as switched-off drafts and appointments as history, sending nothing

   Proof: the relevant item

   Verified: not yet

4. ⬜Google contacts0%
   How we know

   Definition of done: Google contacts land in the customer's contacts through one-click sign-in

   Proof: the relevant item

   Verified: not yet

5. ⬜Google Calendar events0%
   How we know

   Definition of done: past and upcoming events land as calendar history with zero invitations sent

   Proof: the relevant item

   Verified: not yet

6. ⬜Gmail history into conversations0%
   How we know

   Definition of done: email threads with known contacts land in conversation history, nothing sent

   Proof: the relevant item

   Verified: not yet

7. ⬜Microsoft: contacts, calendar, mail0%
   How we know

   Definition of done: Outlook contacts, events and mail land like Google's

   Proof: the relevant item

   Verified: not yet

8. ⬜Drive and OneDrive files into the file library0%
   How we know

   Definition of done: chosen folders' files land in the customer's file library

   Proof: the relevant item

   Verified: not yet

9. ⬜CRM notes on people and deals, every CRM0%
   How we know

   Definition of done: every CRM on the list brings its notes onto the matching person and deal

   Proof: the relevant item

   Verified: not yet

10. ⬜CRM tasks and activities into the task list0%
    How we know

    Definition of done: every CRM on the list brings open tasks and activity history across

    Proof: the relevant item

    Verified: not yet

11. ⬜Companies, custom-field definitions, tags, owners, consent0%
    How we know

    Definition of done: companies are records, custom fields keep their definitions, the most restrictive consent wins

    Proof: the relevant item

    Verified: not yet

12. ⬜Email audiences with consent, suppression and segments0%
    How we know

    Definition of done: every email tool brings its lists, segments and unsubscribes, with suppression kept

    Proof: the relevant item

    Verified: not yet

13. ⬜Email templates and campaigns as drafts, send history as a report0%
    How we know

    Definition of done: templates and campaigns land as Broadcasts drafts that never send; past sends land as a read-only report

    Proof: the relevant item

    Verified: not yet

14. ⬜Automations and sequences as switched-off drafts0%
    How we know

    Definition of done: automations land as switched-off workflow drafts or as a named rebuild list where the service connection gives no steps

    Proof: the relevant item

    Verified: not yet

15. ⬜Work tools in depth: subtasks, sections, dependencies, attachments0%
    How we know

    Definition of done: the full project hierarchy comes across for all six work tools

    Proof: the relevant item

    Verified: not yet

16. ⬜Forms in depth: definitions and logic0%
    How we know

    Definition of done: form definitions, fields and logic come across, not only answers

    Proof: the relevant item

    Verified: not yet

17. ⬜GoHighLevel's remaining assets0%
    How we know

    Definition of done: email templates, surveys, custom fields and values, tags and users-as-labels come across; workflows listed for rebuild

    Proof: the relevant item

    Verified: not yet

18. ⬜Accounting history, read-only0%
    How we know

    Definition of done: QuickBooks and Xero customers and suppliers land as contacts and invoice and payment history as read-only records

    Proof: the relevant item

    Verified: not yet

19. ⬜Constant Contact and AWeber sign-in0%
    How we know

    Definition of done: a real sign-in works for both

    Proof: the relevant item

    Verified: not yet