OverviewActive — Week 2

Built 2026-04-05
4
Agents3 active, 1 idle
4
Sourcesall connected
59
Accountstracked
14
Recordings11 GDrive · 14 transcribed →
1 Meeting Prep & Post-Meeting Automation Connected
📁
Google Drive
Per-person folders
→
🎙️
Ingest
mp3 / m4a / wav
→
📝
Transcribe
Cantonese + English
→
🧠
Extract
Key points + actions
→
📋
Brief
Summary + follow-up
→
📱
Push
WA / email

Live. Google Drive per-person folders connected to ericsan@hopemangroup.com. Sales team (Veaky, Hans Lau) uploading client meeting recordings. Audio quality reviewed and approved.

Transcription pipeline handles Cantonese + English mixed-language. ASR validated across 3 providers. Key point extraction and action items auto-generated from each recording.

14 recordings total 11 from GDrive (Veaky, Hans, Yoyo) 14 fully transcribed + AI analyzed 4 client · 10 internal meetings ~4.4h of audio processed 3 ASR providers validated
2 Account Servicing Intelligence Shipping
💬
WhatsApp
3 channels
→
📊
高德 Data
Ad performance
→
📋
Veaky Pack
5 xlsx files
→
🔍
Analyze
Going-cold / upsell
→
📈
Report
Per-brand monthly
→
🎯
Playbook
Tiered actions

59 accounts tracked. Automated servicing alerts with tiered action playbooks (Critical → At Risk → Watch → Healthy). 30% engagement-drop threshold triggers going-cold flags. V2 dashboard reviewed by Bob.

Per-brand monthly reports from 高德 ad data — 利景酒家 March report live with 75 days of daily metrics, KPIs, and trend analysis. VK requested AI-generated March data reports; #1 deliverable for Apr 8 exec lunch.

59 accounts in servicing dashboard V2 shipped + Bob reviewed 利景酒家 brand report — 75 days data 3 WA channels logging to Supabase 5 xlsx files from Veaky ingested 30% going-cold threshold active
Agent Roster
Meeting Assistant
Meeting Prep & Followup
Watches Google Drive for new recordings. Auto-transcribes Cantonese + English, extracts key points, generates follow-up actions.
⚡ 14 recordings transcribed · 14 AI-analyzed
Servicing Monitor
Client Servicing Intelligence
Monitors 47 WhatsApp conversations across 8 accounts. Flags going-cold signals and upsell opportunities.
⚡ Tracking 59 accounts · 1 going-cold flagged
Report Generator
Brand Performance Reports
Auto-generates per-brand monthly performance reports from 高德 ad data + WA engagement metrics.
⚡ 利景酒家 March shipped · April reports due Apr 8
Intelligence Scanner
Competitor Intelligence
Scans 銅鑼灣 district competitor data — 掃街榜 rankings, market positioning, pricing.
🔜 Awaiting 高德 backend access
Action Board
In Progress2
Finalize recording SOP — quality, naming, upload cadence
medium · Pilot 1
Generate March data reports for VK — per-brand + competitor
high · Due Apr 8
Up Next2
First invoice to Bob — $21K HKD
high · Due Apr 15
Log in to 高德 backend for automation
medium
Done5
All 14 meetings transcribed + AI-analyzed
Apr 5
Audio quality review + Bob feedback
Apr 2
Exec lunch locked — Wed 8 Apr
Mar 31
Servicing dashboard V2 shipped
Mar 28
利景酒家 brand report shipped
Mar 28
Deliverables
Account Servicing IntelligenceLive
59 accounts · tiered alerts · action playbook
利景酒家 Brand ReportLive
75 days 高德 ad data · KPIs · trends
高德 Report Pipeline ReviewLive
Automated monthly report pipeline audit
ASR Validation ReviewLive
Cantonese transcription · 3-provider bakeoff
March Data Reports for VKIn Progress
Per-brand reports · competitor intel · 掃街榜
Meeting Intelligence DashboardLive
14 recordings · AI-transcribed · key points + actions extracted
Connected Sources
WhatsApp — 3 channels
Hopeman x ERIC SAN, Lead Sourcing, DDL/GingFood
高德 Data Feed
mp.amap.com — merchant analytics
Google Drive Recordings
Per-person folders → transcription pipeline
Veaky Data Pack
5 xlsx — onboarding, report step, 商戶通
Team
Bob
Founder · weekly sync
Yoyo
Admin · ops coordination
Crystal (VK)
Account Mgmt · 高德 data
Veaky
AM head · servicing SOP
Hans Lau
Sales/ops · recordings
Mit
Lead sourcing · outreach
Keany
Team member
Capabilities
Client Servicing Intelligence
Going-cold, upsell · Feb 2026
Brand Performance Reports
高德 + WA reports · Mar 2026
Meeting Prep & Followup
Transcription + actions · Mar 2026
Competitor Intelligence
掃街榜 mapping · Mar 2026