Resources
Shared resources are connected once, then granted per task blueprint so execution stays explicit and scoped.
Contract Intake Docs
Docs • SharePoint mirror
Document repository used for legal and vendor review tasks.
CRM API Sandbox
Api • Unavailable - demo only
Sandbox API access for mock contact enrichment and note sync.
Operations Calendar
Calendar • Local ICS bridge
Calendar for scheduled check-ins and one-time execution windows.
Operator Playbooks
Docs • Google Docs workspace
Editable documents for SOPs and drafting notes.
ops@opt42.local
Email • SMTP bridge
Shared inbox for outbound summaries and confirmations.
Q2 Operating Files
Files • /shared/operator/q2
Shared file bundle with planning templates and CSV exports.
Revenue Tracker
Spreadsheet • Airtable sync
Weekly KPI spreadsheet for dashboards and updates.
Vendor Websites
Website • Scoped allowlist
Allowed website list for status checks and public updates.
Per-task grants
| Resource | Permission | Grant reason |
|---|---|---|
| Q2 Operating Files | Read | Read source materials for board prep. |
| Operator Playbooks | Write | Write memo drafts and notes. |
| Revenue Tracker | Read | Read KPI source sheet. |
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