Approval Queue
LiveEvery automated message, email, and file action lands here as a draft. One person approves each send: Tim. Full audit trail, write-ahead intents, multi-user accounts.
The answer already exists. Now it arrives on time.
Obelisk drafts the routine work behind every client launch. Nothing sends without Tim's sign-off.
Built to protect focus.
Most onboarding delay is not missing information. It is information waiting to be relayed. Obelisk closes that gap: when the answer already exists in our systems, the draft is ready before anyone has to ask. Less context switching. Less burnout. Launches that move at the speed of what the team already knows.
What runs today.
Seven modules, one rule: automation reads and drafts, a human decides. Live status and metrics are inside the control panel.
Knowledge Base
LiveInstant answers from Guru, team Slack, case notes, and the inbox. A privacy filter scrubs credentials and personal content at ingestion, so the answer is safe before it is stored.
Salesforce KPI Sync
LiveOnboarding KPIs and the client forecast, refreshed hourly. Aggregates only, never client rows.
Drive Filing & Client Folders
LiveEmail attachments filed to the right Drive folder, client folders created in the team trees. Every action approved first.
Onramp Tracking
LiveTask completions parsed into a clean event log; webhook capture is in place for real-time updates.
Recommended Actions
LiveThe panel ranks what matters most each morning: overdue go-lives first, weighted by revenue and urgency.
PandaDoc OB & Tax Docs
In rolloutWill generate US onboarding and tax documents from templates and route them for signature once live.
Human-approved, every time.
Automation does the reading, matching, and drafting. One person decides what actually goes out: Tim.
Parse
Source events are read and matched to the right client, company, and project.
Log
Each event is appended to a plain-text log on the server. Nothing is silent.
Draft
Slack messages, emails, and file actions are written as drafts into the approval queue. Never sent directly.
The gate
Tim reviews every draft
Pending drafts wait in the control panel with their full text and target visible. Tim approves or rejects each one individually.
There is no bulk-approve and no auto-send. A rejected draft is logged and goes nowhere.
Send
Only after approval does the message go out, from Tim's own account, exactly as reviewed.
Every send is traceable back to the draft, the approval, and the source event.
Data handling
Client PII stays in Workspace
Sensitive client data (EINs, bank details) is processed only inside the company Google Workspace account. It is never stored on this server.
The log holds metadata, not documents
The event log records task names, timestamps, and company references so progress is auditable. Client documents and credentials are not written to it.
Audited, twice
The codebase has been through two adversarial security audit passes. Credentials are scrubbed at ingestion, every panel route is auth-gated, and the privacy filter fails closed.