trial · active

TIMET Titanium Qualification — SNX-900

Titanium bar grinding qualification. Application engineer assignment overdue.

Owner: Mike Torres

Due: 2026-07-20

18% complete

Customer Trial Product ProgramOdoo: odoo-lead-timet-900

Current Step — Guided Execution

Assign Application Engineer

Assign AE and schedule kickoff.

Instructions

Select AE based on geography and experience.

Completion criteria: AE assigned.

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.

overdue

Owner: Sarah Chen

Due: 2026-06-28

Est: 30 min

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

← Current step

Preparation

Products and trial setup

Task 4

Prepare Products

Select wheels and arrange shipment.

pending

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.

pending

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.

pending

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.

pending

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.

pending

Owner: John

Due: 2026-07-17

Est: 180 min

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

Trial Report Template

Open module

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

Step overdue: Assign Application Engineer — due 2026-06-28
System · 6/29/2026, 12:00:00 AM

Connected Workspaces

Customer Trial Product Commercial Knowledge Microsoft 365

Odoo: odoo-lead-timet-900

Facility: fac-timet-henderson

AI Hooks

Placeholder — no API calls

Suggested Next Task

Complete "Assign Application Engineer" — Select AE based on geography and experience.…

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

Risk Detection

1 overdue step(s) — "Assign Application Engineer" may block downstream tasks.

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

Workflow Summary

TIMET Titanium Qualification — SNX-900 is 17% complete at step "Assign Application Engineer". Owner: Mike Torres. Due 2026-07-20.

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

Executive Brief

Workflow active: Titanium bar grinding qualification. Application engineer assignment overdue.… Key milestone due 2026-07-20.

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