Executive Overview

Escalation queue gap: escalations live only in Teams chat; no owned queue; 14-day FLOW R silence is invisible without a scheduled stale-task review

Zero active drivers at school-year start. Full pipeline is live but first activations are still pending; every territory is uncovered if routes are offered now

Pipeline workbook is a single point of failure (single Excel workbook = system of record for the live pipeline)

Column re-tokening across ~90 flow-written columns during Lists cutover. Excel connector keys rows by display name; SharePoint/Lists internal names differ (proven class: DL# → DLx0023). Every item()?['…'] token in every repointed flow — worst case FLOW R's 67-paren filter, which must be re-typed in chunks per SOP-02 (…

CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims

Recruiting funnel thinness/staleness: ~42 leads were already stale at FLOW R enablement; re-engagement capacity is manual; no per-territory sourcing targets

Escalation queue gap: escalations live only in Teams chat; no owned queue; 14-day FLOW R silence is invisible without a scheduled stale-task review

CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims · AI Compliance Officer · Extract CST Safety Program PDF (WP4 OCR queue, Gap C-1/G-2); do not treat as activation blockers meanwhile · Broker Require…

Single-owner account concentration (tjohnson@ mailbox monitored for acceptance; Automation@ posts; one admin) · AI Risk Manager · Document break-glass access; add second monitored mailbox/delegate when staffing allows. Break-glass note (from R-16, 2026-08-01): the JSON Live Feed's SharePoint write rides the "No Reply…

Zero active drivers at school-year start. Full pipeline is live but first activations are still pending; every territory is uncovered if routes are offered now

Pipeline workbook is a single point of failure (single Excel workbook = system of record for the live pipeline)

Column re-tokening across ~90 flow-written columns during Lists cutover. Excel connector keys rows by display name; SharePoint/Lists internal names differ (proven class: DL# → DLx0023). Every item()?['…'] token in every repointed flow — worst case FLOW R's 67-paren filter, which must be re-typed in chunks per SOP-02 (…

Advance open item: GK-Command-Router has a stale Power BI connection (CONFIRMED S066). Root cause confirmed by read-only tenant inspection 2026-08-06: the stale connection is GK-Automate-PowerBI (router R4) (Power BI, Automate@), status Reconnect, last modified 8/6 11:46:31 AM (the failed R4 run). SharePoint, Teams, and Outlook connecti…

Escalate to AI Operations Manager: mitigate — Escalation queue gap: escalations live only in Teams chat; no owned queue; 14-day FLOW R silence is invisible without a scheduled stale-task review

Advance open item: Single-owner account concentration (tjohnson@ mailbox monitored for acceptance; Automation@ posts; one admin) · AI Risk Manager · Document break-glass access; add second monitored mailbox/delegate when staffing allows. Break-glass note (from R-16, 2026-08-01): the JSON Live Feed's SharePoint write rides the "No Reply…

Advance open item: CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims · AI Compliance Officer · Extract CST Safety Program PDF (WP4 OCR queue, Gap C-1/G-2); do not treat as activation blockers meanwhile · Broker Require…

Escalate to AI Operations Manager / AI Recruiter: mitigate — Zero active drivers at school-year start. Full pipeline is live but first activations are still pending; every territory is uncovered if routes are offered now

Escalate to AI COO: mitigate — Pipeline workbook is a single point of failure (single Excel workbook = system of record for the live pipeline)

Escalate to AI Automation Specialist: mitigate — Column re-tokening across ~90 flow-written columns during Lists cutover. Excel connector keys rows by display name; SharePoint/Lists internal names differ (proven class: DL# → DLx0023). Every item()?['…'] token in every repointed flow — worst case FLOW R's 67-paren filter, which must be re-typed in chunks per SOP-02 (…

Escalate to AI Compliance Officer: mitigate — CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims

Escalation queue gap: escalations live only in Teams chat; no owned queue; 14-day FLOW R silence is invisible without a scheduled stale-task review

Zero active drivers at school-year start. Full pipeline is live but first activations are still pending; every territory is uncovered if routes are offered now

Pipeline workbook is a single point of failure (single Excel workbook = system of record for the live pipeline)

Column re-tokening across ~90 flow-written columns during Lists cutover. Excel connector keys rows by display name; SharePoint/Lists internal names differ (proven class: DL# → DLx0023). Every item()?['…'] token in every repointed flow — worst case FLOW R's 67-paren filter, which must be re-typed in chunks per SOP-02 (…

CST ongoing obligations unverified (GPS, Medical Card, quarterly MVR, annual background, safety meetings) — blocks renewal-tracker design and correct CC readiness claims

Recruiting funnel thinness/staleness: ~42 leads were already stale at FLOW R enablement; re-engagement capacity is manual; no per-territory sourcing targets

No ongoing-compliance layer while first routes approach. Expirations (license, insurance, clearances, drug/camera cadences) are not tracked post-activation; school year 2026-27 starts within weeks

FLOW 08 Gates 2–3 never test-driven (broker-split drug test; completion+HandoffLog); flow ON with ≥1 real MI driver mid-vetting