trial · active

Howmet Follow-up — SNX-680

Post-briefing customer report and follow-up for Howmet aerospace application.

Owner: John

Due: 2026-07-08

64% complete

Customer Product ProgramOdoo: odoo-lead-howmet

Current Step — Guided Execution

Generate Customer Report

Draft customer-facing trial report.

Instructions

File report to SharePoint. Link Knowledge Workspace.

Completion criteria: Report filed with M365 ref.

Open knowledge module

Workflow Builder

Stages, tasks, dependencies, and M365 attachments

Intake

Request and engineering briefing

Task 1

Receive Trial Request

Capture trial request from sales or customer.

completed

Owner: Sarah Chen

Due: 2026-07-10

Est: 60 min

Open module

Task 2

Prepare Engineering Briefing

Compile technical context.

completed

Owner: John

Due: 2026-07-11

Est: 120 min

Depends on: wf-ttw-step-01-receive

Open module

Task 3

Assign Application Engineer

Assign AE and schedule kickoff.

completed

Owner: John

Due: 2026-07-12

Est: 30 min

Depends on: wf-ttw-step-02-briefing

Preparation

Products and trial setup

Task 4

Prepare Products

Select wheels and arrange shipment.

completed

Owner: Mike Torres

Due: 2026-07-13

Est: 180 min

Depends on: wf-ttw-step-03-assign-ae

Open module

Execution

Conduct trial and data entry

Task 5

Conduct Trial

Execute trial on customer site.

completed

Owner: John

Due: 2026-07-14

Est: 480 min

Depends on: wf-ttw-step-04-prepare-products

Open module

Task 6

Enter Run Data

Enter trial run data and photos.

completed

Owner: John

Due: 2026-07-15

Est: 120 min

Depends on: wf-ttw-step-05-conduct-trial

Analysis

Review results and reporting

Task 7

Review Analytics

Engineering analytics review.

completed

Owner: John

Due: 2026-07-16

Est: 90 min

Depends on: wf-ttw-step-06-enter-run-data

Open module

Task 8

Generate Customer Report

Draft customer-facing trial report.

overdue

Owner: John

Due: 2026-07-04

Est: 180 min

Depends on: wf-ttw-step-07-review-analytics

Trial Report Template

Open module

← Current step

Task 9

Capture Knowledge

Document lessons learned.

pending

Owner: John

Due: 2026-07-18

Est: 45 min

Depends on: wf-ttw-step-08-customer-report

Closeout

Customer follow-up and archive

Task 10

Schedule Customer Follow-up

Plan post-trial engagement.

pending

Owner: Sarah Chen

Due: 2026-07-19

Est: 30 min

Depends on: wf-ttw-step-09-capture-knowledge

Open module

Task 11

Close Trial

Close workflow and archive.

pending

Owner: Mike Torres

Due: 2026-07-20

Est: 15 min

Depends on: wf-ttw-step-10-schedule-followup

History

Approval requested: Customer Report Review — Howmet
John · 7/2/2026, 10:00:00 AM

Approvals

Customer Report Review — Howmetpending · Sarah Chen

Connected Workspaces

Customer Product Commercial Knowledge Microsoft 365

Odoo: odoo-lead-howmet

Facility: fac-howmet-whitehall

AI Hooks

Placeholder — no API calls

Suggested Next Task

Complete "Generate Customer Report" — File report to SharePoint. Link Knowledge Workspace.…

/api/integrations/ai-assistant/workflows/suggest-next-task

Risk Detection

No elevated risks detected.

/api/integrations/ai-assistant/workflows/risk-detection

Workflow Summary

Howmet Follow-up — SNX-680 is 58% complete at step "Generate Customer Report". Owner: John. Due 2026-07-08.

/api/integrations/ai-assistant/workflows/summary

Executive Brief

Workflow active: Post-briefing customer report and follow-up for Howmet aerospace application.… Key milestone due 2026-07-08.

/api/integrations/ai-assistant/workflows/executive-brief