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No assessment yetTELOS BOOKKEEPING • OPERATIONS CONTROL ROOM
Telos Health AI 2026
Loading portalClarity, control, and confidence across Telos bookkeeping operations. Monitor HubSpot health, prioritize repairs, coordinate ClickUp work, convert HubSpot meeting summaries into client-routed ClickUp tasks, summarize authorized LinkedIn activity, and verify every completed action.
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Demo mode is active.Add your HubSpot token to the server environment to scan the real portal.
Open setup guide
Do this first0 critical
Scanning for urgent issues
The highest-priority recommendation will appear here.
Open HubSpotQuick links
HEALTH DOMAINS
What is healthy, and what needs attention
Priority recommendationsSimple action plan
30-day optimization roadmapSequenced
DETECT • PRIORITIZE • CORRECT • VERIFY
Pipeline Hygiene Center
A single control room for stale deals, stage aging, ownership gaps, missing forecast data, orphaned opportunities, and pipeline risk.
--hygiene score
HealthyWatchAt riskCritical
Pipeline exposureLoading
Hygiene coverageScanner readiness
OWNER ACCOUNTABILITY
Risk by deal owner
STAGE FLOW
Pipeline and stage breakdown
PRIORITY QUEUE
Deals requiring attention
Health AI ranks the riskiest opportunities but never invents an amount, close date, next step, stage, or duplicate decision.
GUIDED OPTIMIZATION
Fix Center
Every recommendation is translated into plain English and a click-by-click checklist.
0%steps completed
APPROVE • EXECUTE • VERIFY
Autofix Center
Health AI prepares safe HubSpot repairs, shows the exact records and changes, then runs them only under the selected rule mode.
0waiting for approval
ApprovalRunningVerifiedClickUp task completed
RULE CONTROLS
Choose manual, approval, or automatic
APPROVAL QUEUE
Review proposed changes
AUDIT FOOTPRINT
Who approved it, what changed, and why
INVESTIGATE • PROPOSE • EXECUTE • VERIFY
Agentic Remediation Center
Specialized agents investigate Health AI findings, perform only allowlisted HubSpot actions, preserve evidence, and keep the matching ClickUp master task open until the full finding is verified clean.
0agent approvals
ApprovalInvestigatingRecord verifiedFinding verified
SPECIALIST AGENTS
Who handles each kind of cleanup
AGENT APPROVAL QUEUE
Evidence-backed changes waiting for review
AGENT AUDIT TRAIL
Actions, evidence, and verification
HUBSPOT → CLICKUP
Action Center
Health AI creates one ClickUp task per finding, blocks duplicates, synchronizes status, and tracks verified repair progress in one operating queue.
0active actions
Checking ClickUp connection…
One finding taskOne client taskReused or reopenedVerified complete
ACTIVE WORK
Open remediation actions
Each item connects the HubSpot finding, its repair checklist, and the matching ClickUp task.
DUPLICATE GUARD
Master-task protection
Run a preview to inspect duplicate task copies without changing ClickUp.
HUBSPOT SUMMARY → HEALTH AI → CLIENT CLICKUP LIST
Meeting Intelligence
Granola can continue logging its meeting summary directly in HubSpot. Health AI reads the associated HubSpot note or meeting, extracts explicit action items, identifies the client, and creates or updates tasks inside that client’s designated ClickUp List.
0meetings processed
Checking HubSpot meeting-summary intake…
HubSpot summaryAI action extractionClient matchClient ClickUp task
Missing ClickUp client routesENV-ready mapping
When a meeting is associated with a client but no ClickUp List ID is configured, Health AI shows the HubSpot company name first, then the associated contact details and the exact MEETING_CLIENT_LIST_MAP key to add in Render.
Meeting workflowHubSpot-native intake
Latest synchronizationClient-routed ClickUp
HUBSPOT SUMMARY SYNC TABLE
Meeting summaries, affiliated clients, and ClickUp integration IDs
Use this table to verify the HubSpot source, affiliated company, identified action items, client ClickUp List ID, created or matched ClickUp Task ID, and current synchronization status.
HubSpot meeting-summary integration registerCompany + List ID + Task ID
| HubSpot summary | Affiliated company | HubSpot source ID | Identified tasks | ClickUp List ID | ClickUp Task ID | Sync status |
|---|---|---|---|---|---|---|
| No meeting summaries processed yet. | ||||||
RECENT HUBSPOT SUMMARY DETAILS
Meeting actions routed by client
Health AI uses the summary already stored in HubSpot. It does not connect to Granola directly or store raw meeting transcripts. Each explicit action is deduplicated and routed to the associated client’s ClickUp List.
APIFY • LINKEDIN COMPANY EMPLOYEES • HUBSPOT MATCHING
LinkedIn Intelligence
The same Apify workflow used in The Pipeline Hygiene: research employees from LinkedIn company URLs, normalize the results, deduplicate them, match existing HubSpot contacts, and hold unmatched people for Admin approval before CRM creation.
0pending approvals
Checking Apify LinkedIn Intelligence readiness…
Apify connectionChecking
Friday automation & launch controlsChecking
LinkedIn company research targetsFriday automation + manual launch
Set the Friday extraction list or run it now
Paste one LinkedIn company URL per line. Save the list as the recurring Friday targets, or launch the same research manually at any time. The scheduled run happens early Friday morning before the 9:00 AM Health AI report.
Maximum records per manual run are controlled by Render.
Apify researchHubSpot matchApproval queueDeduplicated
Workflow safeguardsApproval controlled
Latest Apify runSaved results
LINKEDIN INTELLIGENCE TABLE
Employee research, HubSpot matches, and approval queue
Matched people are linked to existing HubSpot contacts. Unmatched people are never created automatically and remain pending until an Admin approves them.
Apify LinkedIn employee registerName + role + company + HubSpot
| Contact | Title | Company | Location | HubSpot match | Status | Action | |
|---|---|---|---|---|---|---|---|
| No Apify LinkedIn research has run yet. | |||||||
LINKEDIN ACCOUNT ARCHIVE
Import the full LinkedIn archive automatically
Choose the original LinkedIn ZIP once, or choose the exported folder. Telos automatically detects every applicable file, imports useful message/contact/profile context, skips non-applicable files, compares against persistent history, and processes only new or changed information.
Automatic file handlingAuto-detected
Imported automatically when present
Primary intelligence files: Messages.csv, Connections.csv, contact/email/phone files, plus supported profile-context files such as Profile, Positions, Education, Certifications, Skills, Projects, Organizations, Publications, Volunteering, Courses, and Learning.
Other LinkedIn export files: kept out of contact writes and skipped when they do not contribute to Telos intelligence.
Messages.csv (optional)
Recommended columns: Conversation ID, Conversation Title, From/Sender, Sender Profile URL, To, Date, Subject, Content/Message/Body, Folder.
Connections.csv (optional)
Useful columns: First Name, Last Name, Email Address when exported, URL/Profile URL/LinkedIn URL, Company, Position/Job Title, Connected On.
Email Addresses.csv (optional)
Telos accepts LinkedIn's email-address export. A value is attached to another LinkedIn contact only when that row contains enough identity information for an exact unique name/profile match. Rows that represent the LinkedIn account owner's own email remain account-level metadata.
PhoneNumbers.csv / WhatsApp Phone Numbers.csv (optional)
Phone values follow the same identity rule. Exact contact matches can enrich HubSpot; unidentifiable rows are retained only as account-level export metadata and are never sprayed across contacts.
Source priority is: safely matched LinkedIn-exported contact fields → contact details explicitly supplied inside the LinkedIn message thread → existing HubSpot values → deep public-business research for still-missing work email/direct business phone. Existing populated HubSpot email/phone values are preserved unless a verified new value is intentionally eligible for update.
No archive imported in this session.
EXISTING LINKEDIN INTAKE
Previously synchronized LinkedIn records
Existing authorized connector and historical LinkedIn records remain available. The optimized Apify workflow now sits at the front of LinkedIn Intelligence.
COMPANY RESOLUTION • WORK EMAIL ENRICHMENT • PUBLIC BUSINESS RESEARCH
Contact Intelligence
Resolve each contact’s current company first, recover missing professional email addresses from public business sources, optionally verify them with a configured B2B email provider, and write only high-confidence business data back to HubSpot.
0research approvals
Checking Contact Intelligence readiness…
Company resolvingEmail verifyingHubSpot verifiedEvidence logged
Checking missing-email enrichment status…
WORK EMAIL ENRICHMENT
Recent company-first email assessments
LinkedIn does not need to contain the email. Telos verifies the current company and domain, searches public professional sources, then uses an optional configured verifier only when needed.
RESEARCH APPROVAL QUEUE
Evidence-backed contact updates
No existing populated value is overwritten. Direct email and phone proposals require both identity and current company-affiliation confidence; ambiguous matches remain for human review.
CONTACT RESEARCH HISTORY
Approved updates and HubSpot activity records
AUDIT FINDINGS
Every issue, prioritized by business impact
VISUAL HEALTH REPORT
Graphs and dashboards
Track whether cleanup work is actually improving the portal.
Health score trend0 scans
Issues by severityCurrent scan
Record completenessCoverage
Health domain scorecardWeighted
CLIENT VISIBILITY • WEEKLY DELIVERY • AUDITABLE PROGRESS
Weekly Health AI Updates
Review a complete seven-day account of HubSpot changes, LinkedIn activity, Granola summaries converted to ClickUp tasks, ClickUp status and progress, unresolved risks, and visual dashboards. Reports can be generated on demand and emailed automatically every week.
--latest health score
Checking weekly-report readiness…
HubSpot changesLinkedIn and meetingsClickUp progressWeekly email
Health score movementReporting window
Integration activityChanges
ClickUp statusProgress
Executive weekly summaryNo report
Needs attention0
DETAILED ACTIVITY
What Health AI did this week
CLICKUP WORK
Task status and progress
Report history52 weeks
Email delivery historyMark + Admin
MARKET POSITION • PRICING • DIFFERENTIATION • OPPORTUNITY
Competitive Intelligence
Loading role-specific competitive research…
--research view
Developer and Admin competitive accessDeveloper and Admin can review both the internal Health AI market and the Telos client market. Client accounts remain limited to Telos competitors only.
Primary advantageResearch loading
Preparing competitive position
Feature and pricing comparisonPublic pricing
MARKET OPPORTUNITY
Where the advantage can grow
Research sourcesOfficial public pages
ACCOUNTING DATA → EXECUTIVE INTELLIGENCE
Financial Overview
A management-ready financial command view for Telos: connect Xero, normalize the financial statements, surface KPI movement, explain performance, generate executive reviews, and keep actuals separate from model forecasts.
Not connectedaccounting source
Xero auto-syncFresh Xero data is pulled immediately when this financial view opens.
Actual accounting dataKPI analysisExecutive insightForecast model
Connect Xero to activate Financial Analytics.
Xero P&L reconciliationWaiting for Xero
Executive financial summaryLatest actuals
Revenue & net-profit trend12 completed months
Profit & loss dashboardXero actuals
Liquidity dashboardCash • A/R • A/P
BUSINESS PERFORMANCE • SYFT-STYLE DEPTH, XERO-VERIFIED
Financial statements, profitability, cash, and account intelligence
Financial Overview combines executive intelligence with management-reporting depth: detailed Profit & Loss, operating performance, income vs expenses, account-level expense mix, cash movement, KPI explanations, and graph insights. Xero remains the accounting source of truth.
Income vs expenses12 completed months
Expense mixXero P&L accounts
Operating performanceActuals
Cash movement & bank summaryXero Bank Summary
Profit & Loss account detailDrilldown-ready source rows
Graph insights & management interpretationFinancial Intelligence
Financial System Hygiene summaryRead-only Xero checks
Financial Intelligence summaryManagement interpretation
FINANCIAL STATEMENT SNAPSHOT
Profitability, liquidity, and balance-sheet position
XERO SYSTEM HEALTH • CLOSE READINESS • MASTER DATA
Financial System Hygiene
Assess the connected Xero organisation for accounting-process issues that can weaken reporting, close readiness, collections, payables, documentation, master data, tax configuration, and tracking. Health AI stays read-only in Xero and routes actionable remediation work to ClickUp.
--hygiene score
Automatic hygiene monitoringXero hygiene is assessed automatically in the background.
HealthyLowMediumHigh / critical
Connect Xero to activate Financial System Hygiene.
BALANCE SHEET HYGIENE
Integrity, liquidity, concentration, and cleanup checks
Validate whether the balance sheet balances, surface liquidity pressure and receivables concentration, flag negative equity or weak cash coverage, and identify material suspense/clearing balances that can weaken close confidence.
Balance sheet healthXero Balance Sheet
What Health AI validatesVerification logic
Hygiene coverageRead-only Xero assessment
Hygiene by categoryPrioritized work
WHAT NEEDS TO BE FIXED
Verified Xero hygiene findings
Each finding includes the exact work location, specific repair steps, what counts as done, and how Health AI will verify completion before its ClickUp master task is closed.
SCAN HISTORY
Financial hygiene trend
WBR • MBR • QBR
Executive Financial Reporting
Generate management-ready Weekly, Monthly, and Quarterly Business Reviews directly from the connected Xero account. Each report is centered on the business itself—financial performance, trends, liquidity, profitability, balance-sheet position, opportunities, risks, recommendations, and action plans—supported by visuals, explanations, justifications, SWOT context, KPI interpretation, and forecast rationale.
0reports retained
Weekly Business Review
Short-cycle financial pulse: revenue, profit, cash, receivables/payables, KPI exceptions, and immediate actions.
Monthly Business Review
Month-over-month performance, margin and liquidity scorecards, trend commentary, and management priorities.
Quarterly Business Review
Quarter-level executive narrative, KPI trajectory, financial risks/opportunities, and forward-looking planning signals.
LATEST GENERATED REVIEW
Executive management pack
A clean, presentation-ready view of what changed, why it matters, what to say in the meeting, and what should happen next.
Generate a WBR, MBR, or QBR to build the executive management pack.
REPORT HISTORY
Executive reporting register
SCORECARDS • TARGETS • EXCEPTIONS
KPI Analysis
Track the metrics that explain financial performance, compare them against configurable targets, and highlight the KPI exceptions that deserve management attention.
0KPIs on target
KPI dashboardActual vs target
KPI interpretationWhat it means • why it matters • what to do
TREND MODEL • SCENARIO SIGNALS
Forecasting
Extend the connected accounting trend into a six-month directional outlook for revenue and net profit. Forecasts are clearly labeled as models, never as booked actuals or guaranteed outcomes.
6 moforecast horizon
Revenue forecastActual + model
Net profit forecastActual + model
Connect accounting data to create a forecast.
How the forecast was calculatedTransparent methodology
FINANCIAL AI AGENT
Executive Finance Analyst
The agent reviews only the connected financial metrics, KPI scorecards, actual trends, and model forecast. It separates evidence from interpretation and returns risks, opportunities, and recommended management actions.
0analysis runs
ActualsAnalysisOpportunityRecommended action
Latest executive analysisWaiting
ANALYSIS HISTORY
Financial AI run history
XERO MAINTENANCE
Xero Connection Maintenance
This maintenance screen is used only when Xero must be reauthorized or disconnected. Normal financial operations sync automatically in the background.
0sources ready
ReadyConfiguredNeeds credentials
Developer setup keysRender Environment
XERO_ENABLEDXERO_CLIENT_IDXERO_CLIENT_SECRETXERO_REDIRECT_URIFINANCIAL_TOKEN_ENCRYPTION_KEYXero Tenant ID and rotating tokens are captured and managed automatically after Connect Xero. Never paste OAuth tokens into screenshots or client-facing notes.
CONNECTED SYSTEMS • WORKFLOW READINESS • VENDOR HEALTH
System Overview
One glance at every service Telos Health AI depends on. Connection checks and vendor status are separated so you can tell a credential problem from a vendor outage.
--healthy / ready
Preparing the Telos integration health map…
OperationalReady / degradedNeeds attentionOutage / not configured
DATA OWNERSHIP • RECORD COUNTS • LAST SYNC
Data & Storage
See where Telos Health AI data actually lives, which platform is the source of truth, what Health AI retains locally, and when each store was last updated.
Mapping Telos data stores…
How to read this pageTTG parity + storage map
ConnectionWhether Telos Health AI can authenticate to or use the integration.
Vendor statusThe latest saved vendor availability result from Outage Intelligence.
Last activityThe most recent successful scan, extraction, task connection, or meeting-intelligence run available to Health AI.
Source of truthThe system that owns the authoritative business record. Health AI does not silently replace HubSpot or ClickUp as the owner of their data.
PERSISTENT HISTORY • IMPORT MEMORY • SOURCE OWNERSHIP
Data Storage
Supabase is the primary cloud persistence layer for Telos Health AI operational state. Render runs the application and keeps only a cache; HubSpot, Xero and ClickUp remain their respective business systems of record.
--storage backend
Loading persistent storage status…
LinkedIn import memoryNew information only
Message fingerprints, contact snapshots, import jobs and enrichment state are retained between uploads. You may upload only the LinkedIn export file that changed; Messages.csv and Connections.csv are not required on every import.
MAINTENANCE SYSTEM
Keep HubSpot healthy after the cleanup sprint
Tick off recurring tasks. Your progress is saved in this browser.
Production checklistPortal
REAL-TIME FEED
Scans, webhooks, and system events
HUBSPOT • LINKEDIN • CLICKUP • GRANOLA
Outage Intelligence and Incident Reports
Check official vendor status sources, map each incident to the Telos workflow, preserve recent incident history, and deliver a detailed response report to Mark Tuggle and the Health AI Admin.
--vendor status
Checking official system status sources…
OperationalDegradedPartial outageMajor outage
INCIDENT DETAIL
Current and recent vendor incidents
Status-check history100 checks
Incident-report deliveryMark + Admin
IDENTITY • SECURITY • PERMISSIONS
Account & Access
Manage profiles, role-aware permissions, and View As previews using the same Developer, Admin, Client, and Guest terminology as the latest TTG interface.
My profileCurrent account
Profile and security
Review your name, region, contact number, email, and assigned permission level.
User administrationDeveloper / Admin
Invitations and permissions
Invite Admin, Client, or Guest users according to your role, then grant View or Write access by section. The protected Developer account is hidden from Admin user lists.
Access modelInvitation only
Developer · Admin · Client · Guest
Developer is the protected platform role and can View As every role. Admin can View As Client and Guest, manage their section access, and can switch between Health AI and Telos Competitive Intelligence. Client sees its Telos competitive view when permitted. Guest remains the most limited role.