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Meeting notes and actions

Yewcroft Point Office · Meeting notes and actions · Portland, OR

Yoshiko Fennimore is the office manager at Yewcroft Point Office, a small company office in Portland. She uses this to answer every team's request and close it the same week.

Any businessCustomer serviceAgents4 tables · 6 views · 1 form · 3 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent
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Request board

Requests
New4
Hang whiteboards in the two new meeting roomsEngineeringFacilities
Reserve parking passes for visiting auditorsFinanceAccess and keys
Get a quote for a standing mat at receptionOperationsSupplies
Fire drill sign-in sheets and warden vestsOperationsFacilities
In progress4
Patch and paint the wall by the stairwellOperationsFacilities
Order a ladder and storage rack for the supply roomOperationsSupplies
Set up laptop and access for the new support hireSupportEquipment
Book travel for the Denver partner visitSalesTravel
Waiting on vendor5
Fix the dead outlets under the sales desksSalesFacilities
Quote for four new height-adjustable desksEngineeringFacilities
Rekey the server cupboardEngineeringAccess and keys
Catering for the October all-handsPeopleEvent setup
Replace the printer toner and service the unitFinanceEquipment
Done17
Fix flickering light in the east corridorOperationsFacilities
Order onboarding kits for two October startersPeopleSupplies
Replace badge reader on the back doorOperationsAccess and keys
Book sprinkler and extinguisher inspectionOperationsFacilities
Move four standing desks to the east wingSalesFacilities
12 more

Tables

Requests

30 sample rows · 13 columns

Every request from a team to the office, from the first ask to the day it is closed.

RequestTeamKindStatusPriorityAsked byRaised in
Hang whiteboards in the two new meeting roomsEngineeringFacilitiesNewLowPriya Vandenberg-ChoMonday huddle - week of Sep 28
Reserve parking passes for visiting auditorsFinanceAccess and keysNewNormalIngrid Castellanos-FofanaMonday huddle - week of Sep 28
Get a quote for a standing mat at receptionOperationsSuppliesNewLowYoshiko FennimoreMonday huddle - week of Sep 28
Fire drill sign-in sheets and warden vestsOperationsFacilitiesNewNormalMarisol Pennyfeather-AdeyemiMonday huddle - week of Sep 28
Set up laptop and access for the new support hireSupportEquipmentIn progressUrgentAnneliese Ruttkay-MoyoMonday huddle - week of Sep 28
Book travel for the Denver partner visitSalesTravelIn progressNormalThabo Quigley-AdairMonday huddle - week of Sep 28
Patch and paint the wall by the stairwellOperationsFacilitiesIn progressLowMarisol Pennyfeather-AdeyemiMonday huddle - week of Sep 28
Order a ladder and storage rack for the supply roomOperationsSuppliesIn progressNormalTobias Wainwright-EzeMonday huddle - week of Sep 28
Catering for the October all-handsPeopleEvent setupWaiting on vendorNormalHendrik Vasquez-ObuyaMonday huddle - week of Sep 28
Replace the printer toner and service the unitFinanceEquipmentWaiting on vendorLowIngrid Castellanos-FofanaMonday huddle - week of Sep 28
Rekey the server cupboardEngineeringAccess and keysWaiting on vendorUrgentPriya Vandenberg-ChoMonday huddle - week of Sep 28
Quote for four new height-adjustable desksEngineeringFacilitiesWaiting on vendorNormalPriya Vandenberg-ChoMonday huddle - week of Sep 21

18 more rows

Meetings

8 sample rows · 8 columns

The weekly office meetings, what was decided and which requests came out of them.

MeetingHeld onKindLed byRequests
Monday huddle - week of Sep 28Sep 28, 2026Monday huddleYoshiko FennimoreRekey the server cupboard, Catering for the October all-hands, Replace the printer toner and service the unit, Patch and paint the wall by the stairwell, Order a ladder and storage rack for the supply room, Set up laptop and access for the new support hire, Book travel for the Denver partner visit, Hang whiteboards in the two new meeting rooms, Reserve parking passes for visiting auditors, Get a quote for a standing mat at reception, Fire drill sign-in sheets and warden vests
Monday huddle - week of Sep 21Sep 21, 2026Monday huddleYoshiko FennimoreBooth and badges for the autumn trade fair, Replace the broken chair in reception, Install a second monitor for the support lead, Fix the dead outlets under the sales desks, Quote for four new height-adjustable desks
Budget check - week of Sep 14Sep 14, 2026Budget checkYoshiko FennimoreRestock the kitchen with a bulk coffee order, Fit a lock on the finance records cupboard, Repair the leaking tap in the second floor kitchen
Monday huddle - week of Sep 7Sep 7, 2026Monday huddleYoshiko FennimoreReturn badges for three people who changed teams, Swap the conference room B screen
Move planning - week of Aug 31Aug 31, 2026Move planningYoshiko FennimoreCable runs for the east wing, Catering for the Friday customer lunch, Deep clean after the east wing move
Monday huddle - week of Aug 24Aug 24, 2026Monday huddleYoshiko FennimoreMove four standing desks to the east wing, Wipe and recycle six old Finance laptops
Safety walk - week of Aug 17Aug 17, 2026Safety walkYoshiko FennimoreReplace badge reader on the back door, Book sprinkler and extinguisher inspection
Monday huddle - week of Aug 10Aug 10, 2026Monday huddleYoshiko FennimoreFix flickering light in the east corridor, Order onboarding kits for two October starters

Vendors

6 sample rows · 7 columns

The suppliers and repairers the office calls on, with who to ring.

VendorTradeContactContact phoneContact emailRequests
Brightline Facilities CareCleaning and repairsOdalys Brackenridge-Nkosi(503) 555-0121odalys.brackenridge@yewcroftpointofficeworks.netBook sprinkler and extinguisher inspection, Deep clean after the east wing move, Repair the leaking tap in the second floor kitchen
Copperline LocksmithsLocks and keysDmitri Oyelaran-Hale(503) 555-0126dmitri.oyelaran@yewcroftpointofficeworks.netReplace badge reader on the back door, Fit a lock on the finance records cupboard, Rekey the server cupboard
Halden Ridge IT ServicesIT hardwareKofi Lindqvist-Mbeki(503) 555-0124kofi.lindqvist@yewcroftpointofficeworks.netWipe and recycle six old Finance laptops, Swap the conference room B screen, Install a second monitor for the support lead, Replace the printer toner and service the unit
Kestrel Copper ElectricElectricalAnders Bellweather-Osei(503) 555-0122anders.bellweather@yewcroftpointofficeworks.netFix flickering light in the east corridor, Cable runs for the east wing, Fix the dead outlets under the sales desks
Marrow & Finch CateringCateringPerpetua Salvatore-Ng(503) 555-0125perpetua.salvatore@yewcroftpointofficeworks.netCatering for the Friday customer lunch, Catering for the October all-hands
Tidewater Office FurnishingsFurnitureRosalind Whitcombe-Achterberg(503) 555-0123rosalind.whitcombe@yewcroftpointofficeworks.netMove four standing desks to the east wing, Replace the broken chair in reception, Quote for four new height-adjustable desks

Also included

  • Request flowStage rules
  • Draft an updateRow action
  • Requests waiting on vendorsDigest
  • New requestNotificationTells the office manager a team has sent a new request.

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